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
Key features
Read-only access to platform data
Maps all business platforms and their data
Tracks who is responsible for each platform
Staff member and login visibility for IT providers
Guided data audit and live platform map
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
What makes it different
Australian-hosted and never modifies connected platform data
Knowledge survives staff leave and resignations
Separate tiers for MSPs and business owners
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
Ordica
Datarails®