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
Stock Search
Screeners
Charts
Dashboards
Portfolios
Model Builder with machine learning algorithms
SEC filings and earnings transcripts
AI research reports
Factor analysis
Institutional and insider ownership data
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
Structured financial data directly from source filings with full traceability
Built-in machine learning with 26+ algorithms for model comparison
Unlimited charts, dashboards, screeners and portfolios with no holdings cap
Data updated as filings and markets release new information
Global financial data across multiple exchanges and markets
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
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