| What it does | AI operating system for finance teams
| AI transformation planning and assessment for small and mid-size companies
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| Stage | Established
| Startup
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| Founded | 2015
| 2026
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| Based in | US
| US
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| Pricing model | Contact for pricing
| Paid
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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
| AI Transformation Journey: $495 (founding price, limited time; standard price $2,495). RAISE OS™ AI Maturity Assessment: $299. Journey includes the assessment for up to six leaders and 30 days of corrections. Both are one-time payments with no subscription.
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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
| - Three guided AI sessions delivered in web app on your own schedule
- Voice or text responses with automatic saving
- 18-month AI roadmap delivered as three PDF documents
- One-page summary, roadmap, and companion document
- 30-day make-it-right guarantee with revision option
- Add a Process feature to cover additional processes (coming soon)
- 90-Day Check-ins to update roadmap (coming soon)
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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
| - Asks hard questions designed to dig in and stay specific to your business, unlike general AI chatbots
- No vendor pitch or product recommendations, just independent advice
- Includes team assessment with up to six leaders' perspectives
- All numbers are labeled and traceable to your own data
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 70 ▲ +1 (up) since last check | 7 ● no change since last check |
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| Trust Flow (Majestic) | 18 | 0 |
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| Citation Flow (Majestic) | 43 | 16 |
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| Referring domains (Majestic) | 2529 | 2 |
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Datarails®
Tier8