| What it does | AI operating system for finance teams
| Convert Excel, CSV, JSON and NDJSON files into instant dashboards and shareable web apps
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| Stage | Established
| Not given
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| Founded | 2015
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| Based in | US
| IT
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| Pricing model | Contact for pricing
| Freemium
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| Pricing | Professional plan: 2 Users, 1 Integration, Unlimited Dashboards, Reporting & Planning, Datarails® AI Agents, Standard Support. Premium plan: Everything in Professional plus Spend, 5 Users, 2 Integrations, Premium support. Expert plan: Everything in Premium plus Cash Management, Receivables, 15 Users
| Instant: free (KPIs, up to 8 charts, column profile, runs in browser). Custom dashboard: €5 per file (AI-built or expert-made dashboards, templates, linked to computer file). Dashboard + Share: €15 per file (custom dashboard plus shareable link with optional password, up to 5 deploys with visit coun
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| Key features | - Connects to 600+ data sources including ERPs, CRMs, HR platforms, banks, and spreadsheets
- Excel-native integration allowing users to keep existing models
- Automated consolidation with multi-entity, multi-currency support
- Real-time dashboards and reporting
- AI-powered agents for automated analysis and insights
- Version control and audit trails
- FinanceOS AI Connector for integration with third-party AI tools
- Spend control and approval workflows
- Month-end close workflows with automated reconciliations
- Cash management with multi-entity visibility and 13-week forecasting
| - Instant dashboard from Excel, CSV, JSON and NDJSON files with KPIs and up to 8 charts
- Column profile table with missing values, uniques, min, mean, median and max
- AI assistant that builds a tailored dashboard from a compressed data schema
- Expert-made dashboards shared by the community
- Automatic templates for GA4, Shopify, Stripe, HubSpot, Google Ads, SAP and Business Central
- Uploaded file stays linked to the local file to stay in sync
- Export to PDF or PPTX, or deploy a shareable app with optional password
- Live data connectivity runs entirely in your browser
- Row-level security enforcement for shared dashboards
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| What makes it different | - Governed, auditable AI outputs grounded in consolidated, reconciled financial data
- Excel-native design that preserves existing models while adding governed data connectivity
- Single platform for all CFO office workflows eliminating disconnected systems
- No IT required for implementation and consolidation
- Consolidates complexity including multiple entities, currencies, and file formats automatically
| - Instant analysis in your browser with no setup or formulas
- Data stays private—rows never leave your browser, AI only sees compressed schema
- Pay per file, no subscription required
- Automatic templates for popular data sources like GA4, Shopify and Stripe
- Embeddable JavaScript widgets for React, Angular, Vue and vanilla JS
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 70 ▲ +1 (up) since last check | 21 ● no change since last check |
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| Trust Flow (Majestic) | 18 | 7 |
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| Citation Flow (Majestic) | 43 | 28 |
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| Referring domains (Majestic) | 2529 | 61 |
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Datarails®