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
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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
200+ thematic factors for stock return decomposition
Fundamental and statistical factor models
Daily global point-in-time factors
API, MCP and bulk data feed access
Concept2Universe thesis-to-universe conversion
Industry classification for public and private companies
Connected knowledge from internal documents and sources
NLP pipeline and AI agent integration
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
Living, dynamic ontology that evolves with market changes
Unique thematic factor approach beyond traditional models
Every fact linked to supporting evidence source
Infrastructure for enterprise knowledge graph without building NLP systems
Datarails®