Free revenue audit tools for B2B founders to identify pipeline leaks and growth opportunities
AI operating system for finance teams
Stage
Not given
Established
Founded
Not given
2015
Based in
Not given
US
Pricing model
Free
Contact for pricing
Pricing
Not given
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
Shareable results links for team collaboration
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
Runs entirely in browser with no data stored on servers
Completely free forever with no login, paywall, or trial expiration
Contextual recommendations based on actual inputs and results
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
PipelineGrader
Datarails®