Relationship intelligence platform that finds deal opportunities hidden in your firm's network
Stage
Established
Not given
Founded
2015
2023
Based in
US
US
Pricing model
Contact for pricing
Contact for pricing
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
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
Unified relationship graph built from CRM, email, calendar and LinkedIn data
CRM data cleaning and enrichment with 90% resolution rate
Relationship scoring across entire firm network
Deal signal detection from news and market events
Pre-meeting intelligence briefs generated in 60 seconds
Warm path mapping to target companies
Job change and M&A alerts before competition
MCP connector for AI assistant integration
API access and custom workflows
SOC 2 Type II certified with enterprise-grade security
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
Built by dealmaker with 17 years at Goldman Sachs who systematized how to find $6B deals
Three-phase deployment starting with proof before any commitment required
Read-only access ensures data stays in your environment and is never shared
Deploys in four weeks with no IT integration required
Trusted by 150,000+ bankers, investors and dealmakers
Datarails®