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
DCF and relative valuation models computed on demand
Options structuring with live chain data
SEC filings and financial statements analysis
Background research agent for sourced answers
Workflow automation with approval gating
Voice-driven research in multiple languages
Live market and economic data access
Real-time shared canvas with synchronized state
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
Single shared canvas where people and AI work on the same problem in real time
Financial work unified in one place instead of scattered across terminals and vendors
Built-in video, audio and screen sharing with no separate meeting link
Transparency about computational capabilities and limitations
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
Purifi
Datarails®