Autonomous multi-agent research platform that turns 80-hour investment memos into 4-hour audit-ready decisions
Stage
Established
Not given
Founded
2015
Not given
Based in
US
Not given
Pricing model
Contact for pricing
Paid
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
Starting from $1,490 USD for Boutique Fund Tier
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
Autonomous multi-agent research pipeline
Deterministic risk attribution and Value at Risk (VaR) calculation
SEC 10-K and 10-Q financial disclosure parsing
Audit-ready investment committee memo generation
Cryptographic citation grounding with zero hallucination
Air-gapped sovereign private VPC deployment
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
100% mathematical grounding with complete traceability
Reduces investment memo workflow from 80 hours to 4 hours
Datarails®
Recensur