Datarails
Datarails builds an AI-native, Excel-native FP&A platform that consolidates financial data from 600+ ERP, CRM, HRIS, and banking systems into a governed FinanceOS for CFO offices and FP&A teams at mid-market and enterprise customers.
- Company typePrivate
- Founded2015
- HeadquartersNew York, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Datarails does
Datarails is a private software company founded in 2015 by Didi Gurfinkel (CEO), Eyal Cohen (CPO/COO), and Oded Har-Tal (CTO), headquartered in New York with primary engineering operations in Tel Aviv. The company builds an AI-native financial planning and analysis (FP&A) platform delivered through an Excel-native interface, targeting CFO offices and FP&A teams at mid-market and enterprise customers. The core technology is FinanceOS, a governed data layer that consolidates information from more than 600 ERP, CRM, HRIS, banking, and billing systems; on top of this foundation, the platform offers planning/budgeting/forecasting, financial reporting, automated month-end close, real-time cash management, vendor spend control, and a suite of purpose-built AI agents (Strategy, Reporting, Planning) that generate narratives, forecasts, and board-ready presentations. A FinanceOS AI Connector links the governed data layer to third-party large language models (Claude, ChatGPT, Microsoft Copilot, Gamma, Lovable) via a proprietary finance Model Context Protocol.
The business model combines tiered annual subscriptions (FP&A Professional at 2 users / 1 integration, Premium at 5 users / 2 integrations, Expert at 15 users / 3 integrations plus one add-on module) with a usage-based pricing tier for AI-driven FinanceOS workflows. Distribution is hybrid: enterprise field sales with dedicated Account Managers and inside sales / BDR teams in both the US and Israel target CFO buyers; product-led growth is enabled through free Excel templates, the FinanceOS Academy training platform, and the frictionless Excel add-in; and the 600+ integration ecosystem creates indirect distribution through ERP and accounting vendor relationships. The company has raised $175 million across multiple rounds (Series A extension $25M in 2021, Series B $50M in 2022 led by Qumra Capital, Series C $70M in 2026 led by One Peak at a $550M post-money valuation), and reported 70% year-over-year revenue growth in 2025 while nearly doubling headcount to over 400 employees globally.
The customer base spans more than ten verticals including healthcare, manufacturing, retail, real estate, financial services, non-profit, hospitality, technology, and transportation, with named customers such as Butternut Box, Spencer & Butcher, Augury, Empower Healthcare Solutions, Go HQ, Active Wellness, Avenue One, Origin Investments, Euclid Systems, Great Falls Clinic, and the American Board of Internal Medicine. Documented outcomes include month-end close compression from 7 days to under 1 day, board report preparation falling from 3-5 days to effectively zero manual work, and 40+ hours saved per month on routine financial processes. Certifications include SOC 2 Type 2, GDPR, and ISO 27001 compliance controls within FinanceOS.
Datarails firmographics
Firmographics- Name
- Datarails
- Legal name
- Datarails
- Website
- https://datarails.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Datarails builds an AI-native, Excel-native FP&A platform that consolidates financial data from 600+ ERP, CRM, HRIS, and banking systems into a governed FinanceOS for CFO offices and FP&A teams at mid-market and enterprise customers.
- Ownership category
- akta.pro rank
Datarails industry classification
Industry- Product category
- Financial Planning and Analysis (FP&A) Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Data Platform (Unified Data & Analytics) Suites (HDAEABAD)
- akta.pro secondary industries
- Data Governance Platforms (Policies, Stewardship, Workflows) (HDAEADAB), Data Platforms & Modern Data Stack Services (Lakehouse, DW, MDM) (BPAEAHAC)
Keywords
Where Datarails is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Datarails business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- FP&A Platform Subscription: Tiered subscription model with three main tiers: FP&A Professional, FP&A Premium, and FP&A Expert. Each tier includes FinanceOS platform access, varying user counts (2-15 users), and integration limits. Additional products like Month-End Close, Cash Management, and Spend Control available as add-ons.
- FinanceOS Usage-based: FinanceOS is available with usage-based pricing model for AI-driven workflows including board-ready reports, live forecasting, and automated month-end close activities. Deployment available within a few business days.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | FP&A Professional: Core FP&A with FinanceOS, 2 users, 1 integration, AI Agents, AI Connector, Standard Support |
| Subscription | Annual | FP&A Premium: Enhanced FP&A with 5 users, 2 integrations, Premium Support |
| Subscription | Annual | FP&A Expert: Enterprise FP&A with 15 users, 3 integrations, plus one additional product (Month-End Close, Cash Management, or Spend Control) |
| Usage-based | Pay-as-you-go | FinanceOS Usage-based: Pay-per-use pricing for AI-driven workflows |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Datarails product offering
Product offeringCore offering
Datarails sells an Excel-native FP&A platform and FinanceOS that automates financial consolidation, reporting, budgeting, forecasting, month-end close, cash management, and vendor spend control for finance teams. The platform preserves customers' existing Excel models while adding a governed cloud data layer, 600+ system integrations, and purpose-built AI agents that deliver automated analysis, scenario planning, and board-ready reporting for the Office of the CFO.
Product overview
Datarails is an AI-powered Excel-native FP&A platform positioned as a Finance Operating System for the modern CFO's office. The portfolio consists of the core FinanceOS platform providing the governed data foundation, with Datarails FP&A as the primary module for financial planning, budgeting, forecasting, and reporting. Add-on modules include Datarails Month-End Close for close process automation, Datarails Cash for real-time cash visibility and forecasting, Datarails Spend Control for vendor contract and subscription management, and the FinanceOS AI Connector for linking to external AI tools. Datarails AI provides the generative AI layer powering AI agents (Strategy Agent, Reporting Agent, Planning Agent), Insights, and Storyboards for automated analysis and financial storytelling. A mobile app rounds out the portfolio. The platform integrates with 600+ systems including major ERPs (NetSuite, QuickBooks, Sage, Xero, Dynamics 365, SAP), CRMs (HubSpot), HR systems (ADP, Workday), and BI tools (Power BI, Snowflake).
Differentiator
Problem solved
Functional benefit
Brands
- FinanceOS: AI-native financial operating system that connects consolidated financial data to AI tools through a dedicated connection layer
- Datarails AI
- Datarails FP&A
- Datarails Cash
- Datarails Month-End Close
- Datarails Spend Control
- FinanceOS AI Connector
Products and services
- FinanceOS AI-native finance operating system that connects and consolidates every financial data source in an organization into a single governed, secure, AI-ready layer with controls, audit trails, multi-entity consolidation, FX translation, intercompany eliminations, and allocations.
- Datarails FP&A Excel-native financial planning and analysis solution enabling consolidation, reporting, budgeting, and planning with real-time insights while preserving customers' existing Excel models.
- Datarails Month-End Close Automated reconciliation, structured workflows, and real-time dashboards for managing the month-end close process, centralizing reconciliation and providing full visibility from start to sign-off.
- Datarails Cash Real-time cash visibility and forecasting solution with live bank connectivity, cash flow forecasting, multi-faceted bank integration supporting 100% of banks globally, and automated currency conversion with daily exchange rates.
- Datarails Spend Control Vendor contract and subscription spend management solution that centralizes contracts with AI-powered insights, automated reconciliation, duplication detection across teams and departments, and proactive renewal and cost-saving alerts.
- FinanceOS AI Connector Connection layer that links governed financial data to leading AI tools including ChatGPT, Claude, Copilot, Gamma, and Lovable using a finance Model Context Protocol, enabling AI outputs grounded in trusted data, business context, permissions, and auditability.
- Datarails AI Generative AI suite for FP&A comprising AI agents (Strategy Agent, Reporting Agent, Planning Agent), Insights, and Storyboards that automate variance analysis, scenario planning, anomaly detection, and financial storytelling on validated financial data.
- Datarails Mobile App Mobile application for iOS and Android providing on-the-go access to Datarails financial dashboards and reports for real-time data visibility and cross-department collaboration.
Quantifiable outcome
- Month-end close time reduced from 7 days to less than 1 day (500% productivity gain)
- +8 more outcomes
Companies that use Datarails
Customer profileNamed customers12 records
Segments12 records
Ideal customer profiles3 records
Datarails technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration15 records
AI capability9 records
Feature6 records
Datarails partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered supporting and core.
- CapchasesupportingVendor financing platform partnership where Datarails is listed as a customer of Capchase's Agentic Lending Coordinator AI product, which condensed an 8-hour financing process into 60-second automation.
- Oracle NetSuitecorePopular integration partnership for ERP and financial management. Datarails connects to NetSuite to automatically pull and consolidate financial data.
- SalesforcecoreCRM integration partnership. Datarails connects to Salesforce to consolidate sales and customer data into financial workflows.
- QuickBookscorePopular integration for small to mid-market accounting. Datarails connects to QuickBooks Desktop and Online versions.
- XerocoreCloud accounting integration partnership. Popular for SMB and mid-market businesses.
- SagecoreIntegrations with Sage Intacct, Sage 50cloud, Sage X3, and Sage 200 accounting software.
- Microsoft Dynamics 365coreERP integration with Microsoft Dynamics 365 for enterprise resource planning.
- WorkdaycoreEnterprise cloud applications integration for finance and HR data consolidation.
- ADPcoreHuman capital management and payroll solutions integration for HR and payroll data.
- HubSpotcoreSales and marketing CRM integration for customer and sales data consolidation.
- SnowflakesupportingData management integration for enterprise data warehouse connectivity.
- MRI SoftwarecoreProperty management and real estate software integration partnership with dedicated partnership page.
- SAP Business OnecoreERP integration with SAP Business One for small to mid-market manufacturing and distribution.
- Power BIsupportingBusiness intelligence integration for enhanced data visualization capabilities.
- YardicoreProperty management integration for real estate and construction industry customers.
- EpicorsupportingERP software integration for manufacturing and distribution industries.
- PaychexsupportingPayroll and HR solutions integration for payroll data consolidation.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Datarails competitors and assessment
Company assessmentDirect peers
- Planful: Planful (formerly Host Analytics) is a cloud-native FP&A platform offering financial consolidation, planning, and reporting for mid-market and enterprise finance teams. It is one of the established direct competitors in the same product category as Datarails.
- Jedox: Jedox is an enterprise planning and analytics platform offering budgeting, forecasting, and integrated business planning. It serves similar mid-market and enterprise finance audiences as Datarails with comparable FP&A functionality.
- Vena Solutions: Vena is the closest direct competitor to Datarails—both are Excel-native FP&A platforms that automate financial planning, budgeting, and reporting while preserving Excel workflows. Vena offers templates, native Excel integration, and a similar target market of mid-market and enterprise finance teams.
- Cube Software: Cube is a direct Excel-native FP&A competitor offering similar functionality for budgeting, forecasting, and reporting. It directly competes with Datarails on the "Excel-first but enhanced" architecture that preserves existing finance team workflows.
- Prophix: Prophix is a corporate performance management and FP&A platform serving mid-market and enterprise finance teams. It competes directly with Datarails on budgeting, forecasting, consolidation, and reporting workflows.
Broad incumbents
- Workday Adaptive Planning: Workday Adaptive Planning is the FP&A module within Workday's broader enterprise SaaS suite. It benefits from Workday's massive HR/Finance customer base and competes in the same enterprise FP&A market as Datarails, though it is part of a much broader product portfolio.
- OneStream: OneStream is a corporate performance management (CPM) platform offering financial consolidation, planning, and reporting. It was even named as a source that ranked Datarails among top AI finance software, indicating direct competition in the AI-FP&A space.
- Anaplan: Anaplan is an enterprise connected planning platform offering financial planning, sales planning, and operational modeling. It competes with Datarails for enterprise FP&A budgets but serves a broader planning use case beyond finance.
Emerging players
- Abacum: Abacum is a modern, AI-native FP&A platform targeting mid-market and growth-stage finance teams. It overlaps with Datarails on financial planning and business partnering use cases but differentiates through a more modern, collaborative interface and AI-native architecture.
- Pigment: Pigment is a fast-growing, modern web-native FP&A and business planning platform. It targets similar mid-market and enterprise finance teams but differentiates through a web-native experience rather than Excel-native enhancement, representing the architectural alternative to Datarails.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Datarails social profiles
Digital presenceDatarails compliance and trust
Trust signalCompliance3 records
Datarails financial estimates
Financial estimateRevenue estimate
Valuation estimate
Datarails leadership team
Management profileNumber of profiles
Profiles8 records
Datarails funding detail
Funding detailFunding overview
Funding rounds8 records
Investors17 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Datarails M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Datarails
What does Datarails do?
Datarails sells an Excel-native FP&A platform and FinanceOS that automates financial consolidation, reporting, budgeting, forecasting, month-end close, cash management, and vendor spend control for finance teams. The platform preserves customers' existing Excel models while adding a governed cloud data layer, 600+ system integrations, and purpose-built AI agents that deliver automated analysis, scenario planning, and board-ready reporting for the Office of the CFO.
Is Datarails a public or private company?
Datarails is a private company. It is classified as venture growth investor backed and is currently operating.
When was Datarails founded?
Datarails was founded in 2015. It employs 251 to 500 people.
Where is Datarails based?
Datarails is headquartered in New York, United States, in the North America region.
How does Datarails make money?
Two revenue lines are on record. FP&A Platform Subscription is the primary driver. The others are financeOS Usage-based.
Who are Datarails's main competitors?
Direct peers on record are Planful, Jedox, Vena Solutions, Cube Software and Prophix. Broad incumbents are Workday Adaptive Planning, OneStream and Anaplan. Emerging players are Abacum and Pigment.
Does Datarails have an API?
No public API is recorded for Datarails.
What industry is Datarails in?
Datarails's product category is Financial Planning and Analysis (FP&A) Software. Its primary akta.pro industry code is HDAEABAD, Data Platform (Unified Data & Analytics) Suites, with a secondary code of HDAEADAB, Data Governance Platforms (Policies, Stewardship, Workflows). Its NAICS code is 51821 and its SIC code is 7374.