Datarails
Spend

Full control over spend before, during, and after it happens. Connect the entire spend lifecycle to your financial plan, from requests and purchase orders to contracts, cards, invoices, payments, and reconciliation.

Payments
Needs action2
Scheduled11
Paid17
All30
Invoice date
Vendor
Status
Amount
Due date
Invoice no.
Action
Aug 4, 2026
DDocusign
Paid
$15,638.10
Aug 30, 2026
199226
···
Nov 18, 2026
AAsana
Scheduled
$30,821.80
In 89 daysNov 30, 2026
3671138
···
Oct 18, 2026
AAsana
Scheduled
$30,821.80
In 58 daysOct 30, 2026
9008541
···
Sep 18, 2026
AAsana
Scheduled
$30,821.80
In 28 daysSep 30, 2026
966453
···
Aug 18, 2026
AAsana
Paid
$30,821.80
Aug 30, 2026
540087
···
Oct 24, 2026
NNotion
Scheduled
$170,721.57
In 83 daysNov 24, 2026
540017
···
Aug 22, 2026
SSlack
Paid
$10,913.81
Aug 31, 2026
001765
···
$←Total cost by invoices
$187,027Aug, 2025
+$11 (+1.75%)vs. Contracts
$47,600.00
would be left on this line · 40% of the budget
Committed $62,400.00
This request $10,000.00
Remaining $47,600.00
Budget $120,000.00
dataraıls
Cameron Hayes (NY Event)
····0787
Contract statuses
204Total
Active
Pending renewal
Inactive/expired
Upcoming
Would you like me to renew this contact?
INVOICE#2207
Docusign
Total$4,250
Invoices
Service agreement
Acme · FY26
Contracts
datarails
···· 0787
Uber$94.19
Cards
PO-00012Approved
Legal & professional
Amount$10,000
Purchase orders
Paid
$15,638.10
Docusign · Aug 30
Payments
Approval
Owner
Finance
Order issued
Approvals
600+ integrations
FinanceOS
Spend dashboardSynced from FinanceOSAug 2026
Budget
$120,000.00
Committed
$62,400.00
Remaining
$47,600.00
Just synced
INV-2207Docusign$4,250.00Discrepancy
Service agreementAcme$120,000.00Renews Dec
Card ···· 0787Uber$94.19Coded
Spend

Put the plan at the center of every spend decision

Spend shouldn’t only reach Finance after the fact. Datarails Spend connects the financial plan to the requests, commitments, transactions, and payments that follow, so you can see the impact against budget before spend is committed.

Know where spend stands at every stage

Before

Before spend is committed

Raise requests against the live budget, see the financial impact before approval, route requests to the right approvers, and turn approved requests into purchase orders that create commitments against the plan.

Now

As spend happens

Keep contracts, vendors, invoices, cards, approvals, and payments connected. AI supports repetitive work across the process, while defined controls and approval requirements keep Finance in control of decisions and payments.

After

After spend hits the books

Reconcile spend records against ERP entries automatically, surface discrepancies and unexpected changes, and keep actual spend connected to the same financial context as the plan.

New request · Legal$10,000
Committed $62,400$47,600 left after this
Owner
Finance
PO-00012
Contracts
Vendors
Invoices
Cards
Approvals
Payments
AI coded 24 invoices2 waiting for Finance approval
PO-00012 · AcmeMatched
Spend $10,000.00ERP $10,000.00
INV-2207 · DocusignDiscrepancy
Spend $4,250.00ERP $4,520.00

Give finance full control over the spend lifecycle

Connect spend directly to the financial plan

Spend runs on FinanceOS, the same governed financial data foundation behind planning, budgeting, forecasting, reporting, cash management, and close. Operational spend and the financial plan share one context, so Finance can see the impact of spend across the business and act on it.
Payments
Needs action2
Scheduled11
Paid17
All30
Invoice date
Vendor
Status
Amount
Due date
Invoice no.
Action
Aug 4, 2026
DDocusign
Paid
$15,638.10
Aug 30, 2026
199226
···
Nov 18, 2026
AAsana
Scheduled
$30,821.80
In 89 daysNov 30, 2026
3671138
···
Oct 18, 2026
AAsana
Scheduled
$30,821.80
In 58 daysOct 30, 2026
9008541
···
Sep 18, 2026
AAsana
Scheduled
$30,821.80
In 28 daysSep 30, 2026
966453
···
Aug 18, 2026
AAsana
Paid
$30,821.80
Aug 30, 2026
540087
···
Oct 24, 2026
NNotion
Scheduled
$170,721.57
In 83 daysNov 24, 2026
540017
···
Aug 22, 2026
SSlack
Paid
$10,913.81
Aug 31, 2026
001765
···
$←Total cost by invoices
$187,027Aug, 2025
+$11 (+1.75%)vs. Contracts
$47,600.00
would be left on this line · 40% of the budget
Committed $62,400.00
This request $10,000.00
Remaining $47,600.00
Budget $120,000.00
dataraıls
Cameron Hayes (NY Event)
····0787
Contract statuses
204Total
Active
Pending renewal
Inactive/expired
Upcoming
AI assistant
Would you like me to
renew this contact?

Put AI to work across spend workflows

AI supports invoice extraction and coding, transaction classification, matching, exception identification, and risk detection. Agents operate with defined controls and approval requirements, keeping human control over decisions and the movement of money.
Hi John,
How can I help you today?
What are my expected charges this month?
@ Mention agent
Here’s what’s coming up for AcmePulled from FinanceOS
Acme
More details
EntityUSA
Next billing onSept, 04, 2026
Payment itemsNet 30
Next billing amount11,425.00 USD

See the impact before spend is approved

Raise requests against the live budget, route them for approval, and convert approved requests into purchase orders that create commitments against the plan. Budget owners can see the financial impact before approving spend.
Approval
Raised · owns S&M
Irina Blum
16 Aug 2026 19:31
“Agreed rate for Q3”
Finance
Megan Carter
17 Aug 2026 14:08
Order issued
PO-00012
17 Aug 2026 14:08
PLAN CONTEXT · DEFAULT SCENARIO · FY26 v4
follows the amount
R&D · Legal & professional · Q3
$47,600.00
would be left on this line · 40% of the budget
Committed $62,400.00
This request $10,000.00
Remaining $47,600.00
Budget $120,000.00
Set in Setup, for everybody. A requester does not pick the plan they are measured against.

Manage AP from invoice to payment

Bring the invoice, vendor details, purchase order, contract, supporting files, and financial context into each request. Invoices are captured, read, coded, and checked, with discrepancies flagged for review before payment.
dataraıls
Missed payment inquiry, Acme invoice
#AP-204812
OB
Or Ben,
JS
John Smith,
SA
Shaked Alon
LR
Monica Reese sent an email
monicer@acme.com
invoice_acme_au….pdf
1.1 MB
Hi,
Flagging the attached invoice from August – we have
Please send proof of payment ASAP.
Best,
Monica
Cameron Hayes updated due date
cameronh@support.com
Sep, 03, 2026
Cameron Hayes changed priority
cameronh@support.com
Medium
Urgent
Reply
To:
MR
monicar@acme.com
Type your reply…
Ask AI
Acme
More details
Entity
USA
Next billing on
Sept, 04, 2026
Payment items
Net 30
Next billing amount
11,425.00 USD
Priority
Status
Urgent
• In progress
Assignee
CH
Cameron Hayes
Due date
Sept 03, 2026
Tag
#Payments
FILES
All files
Received
invoice_acme_aug2026.pdf
Attach
screen_14_6.jpg
Attach

Control card spend as it happens

Issue corporate cards with configurable limits, categories, receipt and memo requirements, and other policies by user or team. Transactions are automatically coded to the appropriate vendor, account, department, and other dimensions.
Cards
Account balance$660.58
Total credit$10,000.00
$9,339.42 available creditPayment due Sep 10, 2026
dataraıls
Cameron Hayes (NY Event)
····0787
Make a payment
Autopay settings
Manage bank connections
Policy settings
Statements
Legal documents
Contact card support
Transactions
U
UberYesterday
···· 0787+$94.19
A
AirbnbYesterday
···· 0787+$33.72
W
Waste ManagementAug 27
···· 0787+$38.13
L
LyftAug 27
···· 0787+$67.70
H
Harbor Freight ToolsAug 27
···· 0787+$89.75
M
McDonald’sAug 27
···· 0787+$45.26

Stay ahead of contracts and commitments

Keep contracts, subscriptions, and agreements in one place, with key terms, values, dates, owners, and renewal periods extracted automatically. See contractual commitments alongside planned and actual spend.
Contract statuses
204Total
Active
Pending renewal
Inactive/expired
Upcoming
Total contract value
MonthlyAnnual
USD 187,027Aug, 2025
Vendor
Contract value
Status
Start date
End date
Billing fr…
Auto…
Owner
FFigma
USD 892,000
Active
Feb 3, 2026
Feb 3, 2027
Monthly
SD
⋮
MMonday
USD 892,000
Expired
May 1, 2024
May 1, 2025
Monthly
RC
⋮
ZZoom
USD 892,000
Pending…
Jan 15, 2026
Jan 15, 2027
Monthly
RC
⋮
ZZoom
EUR 761,192
Expired
Aug 21, 2024
Aug 21, 2025
Monthly
RC
⋮
CChili piper
USD 892,000
Upcoming
Feb 24, 2026
Feb 24, 2027
Monthly
SD
⋮
SSlack
USD 892,000
Active
Feb 2, 2025
Feb 2, 2026
Monthly
SD
⋮
MotiveCRM contract is expiring in 2 days
MotiveCRM contract is expiring in 2 days.
There is no auto renewal. Review the contract details here
Would you like
me to renew this
contact?
Back

Reconcile without rebuilding

Spend records reconcile automatically against ERP entries, surfacing discrepancies, duplicate spend, and unexpected changes, so costly gaps are caught in time rather than missed.
Invoice reconciliation
Aug, 2026
Vendor
Invoice amount
Commitment
Variance
Status
ILIronclad Legal LLP
$24,340.00
$24,000.00
$340.00
Mismatch
ACAtlas Cloud
$9,600.00
$9,600.00
—
Matched
NHNorthwind Hardware
$8,750.00
$8,750.00
—
Matched
PAPeakline Analytics
$14,200.00
$12,000.00
$2,200.00
Overcommit
VIVerity Insurance
$3,400.00
—
$3,400.00
Not in commitment
Invoices checked against ERP
5
Matched2
Mismatch1
Overcommit1
Not in commitment1
Variance flagged
$5,940.00
across 3 invoices, caught before month-end
ILIronclad Legal LLP
Mismatch+$340.00
Line not on the order
PAPeakline Analytics
Overcommit+$2,200.00
Overcommit, usage-based
VIVerity Insurance
Not in commitment+$3,400.00
No commitment found
Payments
Needs action2
Scheduled11
Paid17
All30
Invoice date
Vendor
Status
Amount
Due date
Invoice no.
Action
Aug 4, 2026
DDocusign
Paid
$15,638.10
Aug 30, 2026
199226
···
Nov 18, 2026
AAsana
Scheduled
$30,821.80
In 89 daysNov 30, 2026
3671138
···
Oct 18, 2026
AAsana
Scheduled
$30,821.80
In 58 daysOct 30, 2026
9008541
···
Sep 18, 2026
AAsana
Scheduled
$30,821.80
In 28 daysSep 30, 2026
966453
···
Aug 18, 2026
AAsana
Paid
$30,821.80
Aug 30, 2026
540087
···
Oct 24, 2026
NNotion
Scheduled
$170,721.57
In 83 daysNov 24, 2026
540017
···
Aug 22, 2026
SSlack
Paid
$10,913.81
Aug 31, 2026
001765
···
$←Total cost by invoices
$187,027Aug, 2025
+$11 (+1.75%)vs. Contracts
$47,600.00
would be left on this line · 40% of the budget
Committed $62,400.00
This request $10,000.00
Remaining $47,600.00
Budget $120,000.00
dataraıls
Cameron Hayes (NY Event)
····0787
Contract statuses
204Total
Active
Pending renewal
Inactive/expired
Upcoming
AI assistant
Would you like me to
renew this contact?
Hi John,
How can I help you today?
What are my expected charges this month?
@ Mention agent
Here’s what’s coming up for AcmePulled from FinanceOS
Acme
More details
EntityUSA
Next billing onSept, 04, 2026
Payment itemsNet 30
Next billing amount11,425.00 USD
Approval
Raised · owns S&M
Irina Blum
16 Aug 2026 19:31
“Agreed rate for Q3”
Finance
Megan Carter
17 Aug 2026 14:08
Order issued
PO-00012
17 Aug 2026 14:08
PLAN CONTEXT · DEFAULT SCENARIO · FY26 v4
follows the amount
R&D · Legal & professional · Q3
$47,600.00
would be left on this line · 40% of the budget
Committed $62,400.00
This request $10,000.00
Remaining $47,600.00
Budget $120,000.00
Set in Setup, for everybody. A requester does not pick the plan they are measured against.
dataraıls
Missed payment inquiry, Acme invoice
#AP-204812
OB
Or Ben,
JS
John Smith,
SA
Shaked Alon
LR
Monica Reese sent an email
monicer@acme.com
invoice_acme_au….pdf
1.1 MB
Hi,
Flagging the attached invoice from August – we have
Please send proof of payment ASAP.
Best,
Monica
Cameron Hayes updated due date
cameronh@support.com
Sep, 03, 2026
Cameron Hayes changed priority
cameronh@support.com
Medium
Urgent
Reply
To:
MR
monicar@acme.com
Type your reply…
Ask AI
Acme
More details
Entity
USA
Next billing on
Sept, 04, 2026
Payment items
Net 30
Next billing amount
11,425.00 USD
Priority
Status
Urgent
• In progress
Assignee
CH
Cameron Hayes
Due date
Sept 03, 2026
Tag
#Payments
FILES
All files
Received
invoice_acme_aug2026.pdf
Attach
screen_14_6.jpg
Attach
Cards
Account balance$660.58
Total credit$10,000.00
$9,339.42 available creditPayment due Sep 10, 2026
dataraıls
Cameron Hayes (NY Event)
····0787
Make a payment
Autopay settings
Manage bank connections
Policy settings
Statements
Legal documents
Contact card support
Transactions
U
UberYesterday
···· 0787+$94.19
A
AirbnbYesterday
···· 0787+$33.72
W
Waste ManagementAug 27
···· 0787+$38.13
L
LyftAug 27
···· 0787+$67.70
H
Harbor Freight ToolsAug 27
···· 0787+$89.75
M
McDonald’sAug 27
···· 0787+$45.26
Contract statuses
204Total
Active
Pending renewal
Inactive/expired
Upcoming
Total contract value
MonthlyAnnual
USD 187,027Aug, 2025
Vendor
Contract value
Status
Start date
End date
Billing fr…
Auto…
Owner
FFigma
USD 892,000
Active
Feb 3, 2026
Feb 3, 2027
Monthly
SD
⋮
MMonday
USD 892,000
Expired
May 1, 2024
May 1, 2025
Monthly
RC
⋮
ZZoom
USD 892,000
Pending…
Jan 15, 2026
Jan 15, 2027
Monthly
RC
⋮
ZZoom
EUR 761,192
Expired
Aug 21, 2024
Aug 21, 2025
Monthly
RC
⋮
CChili piper
USD 892,000
Upcoming
Feb 24, 2026
Feb 24, 2027
Monthly
SD
⋮
SSlack
USD 892,000
Active
Feb 2, 2025
Feb 2, 2026
Monthly
SD
⋮
MotiveCRM contract is expiring in 2 days
MotiveCRM contract is expiring in 2 days.
There is no auto renewal. Review the contract details here
Would you like
me to renew this
contact?
Back
Invoice reconciliation
Aug, 2026
Vendor
Invoice amount
Commitment
Variance
Status
ILIronclad Legal LLP
$24,340.00
$24,000.00
$340.00
Mismatch
ACAtlas Cloud
$9,600.00
$9,600.00
—
Matched
NHNorthwind Hardware
$8,750.00
$8,750.00
—
Matched
PAPeakline Analytics
$14,200.00
$12,000.00
$2,200.00
Overcommit
VIVerity Insurance
$3,400.00
—
$3,400.00
Not in commitment
Invoices checked against ERP
5
Matched2
Mismatch1
Overcommit1
Not in commitment1
Variance flagged
$5,940.00
across 3 invoices, caught before month-end
ILIronclad Legal LLP
Mismatch+$340.00
Line not on the order
PAPeakline Analytics
Overcommit+$2,200.00
Overcommit, usage-based
VIVerity Insurance
Not in commitment+$3,400.00
No commitment found

Why Datarails Spend?

The budget is there when the decision is made

Instead of comparing spend to plan after the fact, bring the budget into the request and approval process. Know the impact before money is committed.

One financial context, from commitments to actuals

Requests, contracts, transactions, invoices, payments, and actuals stay connected to the same financial foundation, without piecing together exports from separate systems.

Control without the manual work

Automate the repetitive work around coding, matching, validation, routing, and reconciliation, while keeping finance in control of approvals and payments.

Contracts
ShareAug 2026 Last update: Sep 08, 2026
OverviewManagement
Contract value under management$361,2003 active contracts
Drawn to date$258,40072% of committed value
Renewing in 90 days1Ironclad, notice window closes 1 Nov
Filters: Contract type Search
Contract
Type
Value
Renews
Ironclad master retainerILIronclad Legal LLP
FixedQuarterly
$120,000.00Drawn $78,000.00
31 Dec 2026Auto-renews
Usage-basedMonthly
$115,200.00Drawn $96,400.00
14 Mar 2027Auto-renews
Brightline retainerBMBrightline Media
Seat-basedMonthly
$126,000.00Drawn $84,000.00
30 Jun 2027Notice 60 days

Know what’s spent, committed, and still available

Seeing actual spend is only part of the picture. Datarails Spend connects requests, purchase orders, contracts, cards, invoices, payments, and actuals to the financial plan, so you understand what has happened, what is already committed, and the impact of the next decision.

Filters: Priority: All Assignee: All Tags: All Requester: All Created date: All + More
Assign to meShow done tickets
• Unassigned1
Invoice adjustment fo…
finance@acme.com
Due date: Sept 17, 2026
AP-204815
Unassigned
#InvoicesUrgent
• To do2
Missed payment inqui…
finance@acme.com
Due date: Sept 03, 2026
AP-204812
CHCameron Hayes
#PaymentsUrgent
Missing bank details fr…
finance@acme.com
Due date: Sept 22, 2026
AP-204795
CBCasey Bennett
#Invoic…+2Medium
• In progress2
Recurring vendor pay…
finance@acme.com
Due date: Sept 17, 2026
AP-204813
RKRachel Kim
#VendorsUrgent
Duplicate invoice adju…
finance@acme.com
Due date: ——
AP-204790
JRJordan Riley
#Invoices+1Low

Manage AP with the full context behind every invoice

Datarails Spend brings the purchase order, contract, vendor information, supporting files, approvals, and payment context into a dedicated AP workspace, with duplicates, mismatches, unexpected charges, and off-contract spend surfaced for review before payment.

invoice_sept2026.pdf1.1 MB
AI suggested
Hi Dustin,
I’ve attached the April invoice for
reference. Please let me know if this helps
clarify the payments on your end or if you
AI assistant
EntityUSA
Next billing onOct, 12, 2026
Payment itemsDue upon receipt
Next billing amount25,000 USD
vendor_details.pdfAttach

Use AI to do the work, not make the decision

AI supports invoice extraction and coding, transaction classification, matching, exception identification, and risk detection, while agents operate with defined controls and approval requirements that keep human control over decisions and the movement of money.

Learn why finance teams choose Datarails

WWhat is Datarails Spend?

Datarails Spend connects the spend lifecycle, including requests, purchase orders, contracts, invoices, corporate cards, approvals, payments, and reconciliation, to the same financial foundation Finance uses for planning and reporting.

How does Datarails Spend connect spend to the budget?

Requests are raised against the live budget and routed for approval. Approved requests can be converted into purchase orders that create commitments against the plan, giving budget owners visibility into the financial impact before approving spend. When actuals post, they return to the same financial context.

What does AI do in Datarails Spend?

AI supports tasks throughout the spend lifecycle, including invoice extraction and coding, transaction classification, matching, exception identification, and risk detection. Agents operate with defined controls and approval requirements, allowing Finance to automate routine work while keeping human control over decisions and the movement of money.

How does Datarails Spend support accounts payable?

AP requests and invoice-related work are managed through a dedicated workspace. Each request can bring together the invoice, vendor details, purchase order, contract, supporting files, and related financial context. Invoices are captured, read, coded, and checked against relevant purchase orders and contracts, with discrepancies surfaced for review.

Does Datarails Spend include corporate cards?

Yes. Eligible customers can issue corporate cards with configurable limits, categories, receipt and memo requirements, and other policies by user or team. Transactions are automatically coded to the appropriate vendor, account, department, and other dimensions. Cards and payments are currently available only to customers with US entities and US bank accounts.

How does Spend connect to the rest of Datarails?

Datarails Spend runs on FinanceOS, the same governed financial data foundation behind planning, budgeting, forecasting, reporting, cash management, and close. This gives operational spend data and the financial plan a shared financial context.