The operating system finance teams run on.

FinanceOS is the governed data foundation at the heart of Datarails. It connects your financial and operational systems, consolidates your numbers, and gives every person on your team one clear, reliable view of the business with the controls, audit trails, and structure that finance requires.

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Connect every system. Own every workflow.

FinanceOS connects to 600+ systems and data sources, including ERPs, CRMs, HRIS platforms, banks, billing systems, and spreadsheets. Data is automatically synchronized, consolidated, and governed in a single operational layer built for finance.

Finance teams can continue working in Excel while gaining the benefits of centralized data, automation, permissions, audit trails, and live reporting.

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All your financial data. Governed, connected, AI-ready.

Finance teams are being asked to do more with more data, more systems, and more pressure to move faster. FinanceOS provides the operational layer that brings everything together, creating a trusted foundation for reporting, planning, analysis, automation, and AI.

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One source of truth across every financial system

FinanceOS consolidates, maps, and harmonizes financial data across entities, currencies, and systems. Multi-entity consolidation, FX conversion, intercompany eliminations, and allocations are built in, creating trusted, finance-ready data for every workflow.
One source of truth across every financial system

Business context built into every number

FinanceOS works with your existing models and workflows, strengthening them with a centralized database, automated data synchronization, version control, governance and permissions, and live dashboards.
Your team keeps the flexibility of Excel while gaining the structure and reliability of a unified finance platform.
Business context built into every number

Consistent outputs, every time

AI without a persistent data model is stateless. FinanceOS creates a stable, governed reporting structure that connects Excel models, dashboards, reports, applications, and AI outputs to the same trusted foundation, ensuring results remain consistent over time.
Consistent outputs, every time

Governance built for finance

FinanceOS gives finance teams control over mappings, logic, permissions, workflows, approvals, and audit trails. Role-based access, compliance controls, and complete data lineage ensure every number remains governed and traceable.
Governance built for finance

Lower effort. Lower AI costs.

FinanceOS reduces manual work and AI token consumption by reusing existing data, logic, and business context. Instead of rebuilding context with every report, workflow, or prompt, AI works from a persistent finance-ready foundation.
Lower effort. Lower AI costs.
One source of truth across every financial system
Business context built into every number
Consistent outputs, every time
Governance built for finance
Lower effort. Lower AI costs.

Don’t replace Excel. Make it better.

Finance teams shouldn’t have to choose between the flexibility of Excel and the control of a modern finance platform.

FinanceOS connects your existing Excel models to a centralized data foundation with automated synchronization, governance, version control, and live reporting. Your team keeps the workflows they know while gaining the consistency, reliability, and scale they need.

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FinanceOS AI Connector

Reliable AI outputs for your finance team

Connect your governed financial data to ChatGPT, Claude, Copilot, and other leading AI tools, so your team can unlock the full potential of AI with trusted, mapped data. Built-in permissions and audit trail.

The AI connector extends the FinanceOS foundation to the world’s top AI platforms, giving teams the freedom to explore new use cases while maintaining the governance, consistency, and control finance requires.

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A solution for every finance workflow

FinanceOS is the foundation beneath every report, forecast, dashboard, model, and analysis your team produces.

Thousands of finance professionals use Datarails to power reporting, planning, cash management, spend control, month-end close, and AI initiatives, all from the same governed data foundation.

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Built for the office of the modern CFO

See how FinanceOS can turn your data into real business impact.

Datarails FP&A

Plan, budget, forecast, and report with real-time insights

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Datarails Cash

Real-time visibility into cash positions with forecasting and scenario analysis

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Datarails Month-End Close

Plan, track, and execute every close activity from start to end

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Datarails Spend Control

Control spend with approvals and real-time visibility

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Make the CFO’s office the home of business insights

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