| What it does | AI copilot that interprets marketing data and recommends actions
| AI operating system for finance teams
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| Stage | Not given
| Established
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| Founded | Not given
| 2015
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| Based in | CA
| US
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| Pricing model | Freemium
| Contact for pricing
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| Pricing | Freemium: Free forever. PRO: $28 CAD/month (billed annually, save $84/year; $30 per additional source). TEAM: $68 CAD/month (billed annually, save $204/year; 5 sources included, $25 per additional source). GROWTH: $119 CAD/month (billed annually, save $360/year; 10 sources included, $20 per addition
| 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
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| Key features | - AI copilot that interprets data and recommends actions in plain language
- Continuous monitoring with anomaly detection and outage alerts
- Automatic data harmonization across multiple platforms
- Industry-specific contextualization and benchmarking
- Multi-source data integration with rapid setup
- Natural language chat interface for follow-up questions
- Support for Google Business Profile, GA4, Meta Ads, Google Ads, TikTok, Shopify and more
- Ready-to-use dashboards requiring no code or installation
| - 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
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| What makes it different | - AI copilot that learns your business context and improves recommendations over time
- Proactive anomaly detection identifies data collection issues within minutes
- Unified, harmonized data across all marketing channels in one dashboard
- Industry benchmarks provide context to understand performance relative to peers
- Setup in under 10 minutes with no credit card for Freemium plan
| - 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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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 14 ▼ −1 (down) since last check | 70 ▲ +1 (up) since last check |
| Trust Flow (Majestic) | 15 | 18 |
| Citation Flow (Majestic) | 27 | 43 |
| Referring domains (Majestic) | 31 | 2529 |