KPI software for creating dashboards and reports with AI insights built in
AI operating system for finance teams
Stage
Established
Established
Founded
2007
2015
Based in
GB
US
Pricing model
Free trial
Contact for pricing
Pricing
$79 per month billed monthly, or $63 per month billed annually ($758 a year). Every feature included, unlimited users. Free 14-day trial with no credit card required.
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
AI-powered dashboard creation
KPI dashboards with interactive charts and graphs
Pulse anomaly detection and alerting
Explore deep dive analytics with root causes
Data connections from apps and spreadsheets
Smart spreadsheet import with AI mapping
Role-based access control with six user roles
Public dashboard sharing and embedding
Developer API for programmatic data access
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
AI built into the core for dashboard creation and insights
No per-seat fees or AI credit meters
100% independent with no venture funding
Designed for simplicity without data department requirements
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
SimpleKPI
Datarails®