Datarails today announced FinanceOS, a new category of financial infrastructure for the AI era. Moving beyond traditional FP&A software, FinanceOS provides a governed execution layer that connects real-time, unified financial data directly to AI via a finance MCP. It enables teams to leverage Claude, ChatGPT, Microsoft Copilot, and other leading AI engines to build models, deploy agents, and automate workflows on trusted, secure, and fully traceable data.
Quick Takeaways: Finance MCP
- AI adoption in finance has stalled — and data infrastructure is why. According to Gartner’s AI in Finance Survey, adoption moved just one point (58% to 59%) between 2024 and 2025, with 91% of finance teams reporting low impact. Data quality and availability are the most cited barriers.
- FinanceOS is a governed data layer for AI, not another FP&A tool. It connects consolidated, real-time financial data to Claude, ChatGPT, Microsoft Copilot, and others via Model Context Protocol (MCP) — acting as the infrastructure bridge between finance systems and any AI engine.
- The core problem it solves is governance loss. When finance teams use standalone AI tools, they lose audit trails, compliance controls, and data freshness. FinanceOS keeps data live, unified, and fully auditable regardless of which AI is running on top of it.
- 400+ integrations, 3–5 day deployment, enterprise-grade security. FinanceOS connects to ERPs, CRMs, and HRIS platforms with SOC 2 Type II, GDPR, and ISO 27001 compliance built in — available to finance teams of any size on a usage-based pricing model.
- Datarails CEO Didi Gurfinkel’s core thesis: “Intelligence is no longer the limit — infrastructure is. Without a governed operating layer, those models cannot run on real-time, accurate, and fully auditable data.”
NEW YORK, March 10, 2026 – Signaling a major industry shift, leading FP&A software provider Datarails has declared that FP&A software as we know it is officially dead.
As AI-era finance teams increasingly look for speed, flexibility, and control instead of closed enterprise software, Datarails has released FinanceOS, an AI-ready financial operating system, leveraging Model Context Protocol for finance, that enables companies to consolidate and collect all of their financial and operational data in one place.
FinanceOS includes critical controls CFOs rely on – like audit trails, permissions, and governance. Then — assured that their numbers are unified, real-time, and fully governed — finance teams of any size can harness the world’s most advanced AI engines and agents, including Claude, ChatGPT, Microsoft Copilot, Gamma, Lovable, and Base44, to execute virtually unlimited financial workflows.
Use cases include generating board-ready financial reports and presentations, deploying accounts receivable (AR) agents, running live forecasts and scenario analyses, automating month-end close, and orchestrating complex finance operations with full auditability.
The operational layer, or finance MCP, the ongoing connection between the database and its outputs, addresses one of the biggest barriers to AI adoption in finance.
According to Gartner’s AI in Finance Survey, AI adoption in the finance function has flatlined, moving just one point, from 58% in 2024 to 59% in 2025 while 91% report low impact from using AI tools, with data quality and availability cited as the most common obstacles.
CFOs can throw data into any AI tool of their choice, yet that data loses all audit trails, compliance, governance and other critical information. The data is also static, meaning that the outputs created with AI tools are only as reliable and up-to-date as the data they were fed.
The financial operating system data layer solves these issues, providing consolidated, live, undisputed and fully auditable data infrastructure they can use AI to build upon.
“You no longer need traditional FP&A tools to build models or run analysis. AI engines like Claude in Excel can generate sophisticated financial models in seconds,” said Didi Gurfinkel, CEO and Co-Founder of Datarails. “But intelligence is no longer the limit — infrastructure is. Without a governed operating layer, those models cannot run on real-time, accurate, and fully auditable data in a secure, controlled environment. Datarails FinanceOS provides the operational layer that makes AI-driven finance reliable and scalable.”
Available to finance teams of any size through a flexible, usage-based pricing model, Datarails’ finance MCP can be fully operational within a few business days. It is built on the same proven infrastructure that powers Datarails’ FP&A, Cash Management, Month-End Close, and Spend Control products – solutions trusted by thousands of companies worldwide – and Datarails remains deeply committed to continuing to invest in and enhance these core capabilities.
Datarails will partner closely with customers of FinanceOS, providing ongoing training, design, enablement, and access to the latest AI advancements. In addition, Datarails offers optional professional services to design and develop custom agents and workflows tailored to each organization’s needs — ensuring finance teams can adopt AI safely, confidently, and at their own pace.
Using Datarails FinanceOS, finance teams can connect to over 400 data sources — including ERP, CRM, HRIS, payroll, and billing systems, from NetSuite, SAP, and Sage to Salesforce, HubSpot, BambooHR, and industry-specific specialist platforms. Datarails FinanceOS securely connects via Model Context Protocol (MCP) to Claude, ChatGPT, Lovable, Cursor, Replit, Gamma, Manus, and other leading AI tools.
Real-time consolidation ensures data is refreshed across the environment within seconds of updates, while role-based permissions and compliance with SOC 2, GDPR, and ISO 27001 provide enterprise-grade security, governance, and control.
Datarails FinanceOS vs. Traditional FP&A Software:
Traditional FP&A platforms offer static reporting on siloed data. Datarails FinanceOS provides a governed, real-time data layer that connects directly to AI engines, enabling finance teams to build models, deploy agents, and automate workflows on live, auditable data — without leaving their existing tools.
“A thriving open ecosystem will accelerate AI adoption in finance faster than any single vendor could achieve alone,” said Gurfinkel. “Every time a team builds on top of their Datarails FinanceOS – whether that’s a pre-built platform, a vibe-coded solution, an open source template, or something that doesn’t exist yet – the more the industry moves forward.”
Availability
Datarails FinanceOS is now publicly available; finance teams can get started immediately and be fully live within a few business days. Get started with Datarails FinanceOS at https://www.datarails.com/financeos-platform/
Datarails’ full suite – including FP&A, Month-End Close, Cash Management and Spend Control – remains available for teams seeking end-to-end managed finance workflows.
About Datarails
Datarails is the only AI-native financial platform providing a single source of truth for the CFO’s Office across FP&A, cash management, spend control, and month-end close. Through seamless data consolidation, uniting financial and operational data, Datarails is the unified finance platform where all workflows and data come together to deliver actionable insights for businesses. As the most flexible and scalable solution, Datarails lets you stay within Excel and our web-based platform, transforming the CFO’s Office into the home of business insights for any business, in any sector, at any stage.
Key Facts About Datarails FinanceOS:
• Category: AI-native financial operating system
• Data Sources: 400+ integrations (ERP, CRM, HRIS, payroll, billing)
• AI Connectivity: Model Context Protocol (MCP) to Claude, ChatGPT, Copilot, and more
• Deployment: Fully operational in 3–5 business days
• Pricing: Usage-based, available to teams of any size
• Security: SOC 2 Type II, GDPR, ISO 27001 compliant
• Data Refresh: Real-time, within seconds of source updates
Finance MCP FAQs
Datarails FinanceOS is an AI-native financial operating system that provides a governed, real-time data layer enabling finance teams to connect leading AI engines — including Claude, ChatGPT, and Microsoft Copilot — to unified, auditable financial data.
Traditional FP&A software provides static reporting on siloed data. Datarails FinanceOS consolidates data from 400+ sources into a governed layer and connects directly to AI tools via Model Context Protocol (MCP), enabling dynamic model-building, agent deployment, and workflow automation.
Datarails FinanceOS connects via MCP to Anthropic Claude, OpenAI ChatGPT, Microsoft Copilot, Cursor, Replit, Lovable, Gamma, Manus, and other leading AI platforms.
Datarails FinanceOS is typically fully operational within three to five business days.
Yes. Datarails FinanceOS is compliant with SOC 2 Type II, GDPR, and ISO 27001, and includes role-based permissions, full audit trails, and enterprise-grade governance controls.
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