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
Not given
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
AI-powered search of energy dockets and regulatory filings
Agentic alerts with AI-powered analysis
Rate case tracking
Battery storage (BESS) tracking
IRP Explorer
VPP Explorer
Monthly updated data subscriptions
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
Combines precision structured search with AI understanding of natural language queries
AI identifies what changed in filings, not just that they're new
Asset-level precision data sourced from authoritative regulatory filings
Trusted by world's leading energy professionals
Comprehensive energy market data platform covering multiple asset classes
Datarails®
Halcyon