Datarails
Excel-connected finance platform, sold as FinanceOS, covering FP&A, close, cash and spend with AI agents
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About Datarails
Datarails is an FP&A and finance operations platform built around Microsoft Excel. Sold since March 2026 as FinanceOS, it consolidates data from the ledger, ERP, payroll, CRM and banks into a governed layer with version control, audit trails and permissions, while finance teams keep working in their own spreadsheets. The core covers planning, budgeting, forecasting, consolidation, scenario modelling, dashboards and anomaly detection.
Optional modules add Month-End Close for reconciliations, checklists and approvals; Cash for multi-bank visibility and 13-week forecasts; Spend for purchase orders, invoice matching and cards; and Desk, a ticket queue with AI-drafted replies. Every plan includes Datarails AI Agents and a FinanceOS AI Connector that links outside AI tools to governed data with permissions and an audit trail. Datarails cites more than 600 data sources, including Xero, QuickBooks, Sage, Oracle NetSuite, Microsoft Dynamics 365 and Salesforce, and says more than 2,000 companies use it. In January 2026 it raised a $70 million Series C led by One Peak, taking total funding to $175 million, and said it would expand across North America and EMEA.
It is positioned for small and mid-market finance teams that want automation without leaving Excel, and for firms offering outsourced FP&A and CFO services.
Key Features
- Excel-connected FP&A with governed data, version control and audit trails
- Datarails AI Agents and a FinanceOS AI Connector on every plan
- Month-End Close module for reconciliations, checklists and approvals
- Cash module with multi-bank visibility and 13-week forecasting
- 600+ data sources including Xero, QuickBooks, Sage and NetSuite
Our in-depth review
Datarails solves a specific problem: the finance team, or the practice providing outsourced FP&A, that lives in Excel but spends days each month copying ledger exports into it. Rather than replace the spreadsheet, it puts a governed database behind it, then layers reporting, close and cash tools on top.
What it does well. The Excel-first approach is the reason teams choose it, because existing models and board packs survive the move. The connector catalogue is large and covers the ledgers UK firms meet, including Xero, QuickBooks and Sage, as well as NetSuite and Dynamics for larger clients. The 2026 move to FinanceOS widened it into month-end close, cash forecasting and spend, so a growing finance team can consolidate tools. AI agents and the AI Connector come on every plan, and the connector keeps permissions and an audit trail when outside assistants query the data. The company says there are no consultant fees, and its January 2026 funding gives it runway.
Where it falls short. Prices are not published, and the plan limits are tight on the face of it: Professional includes two users and one integration, Premium five users and two, Expert 15 users and three. A multi-ledger group will need the higher tiers or extra integrations, so get every line priced. There is no free trial, only a demo. The value depends on mapping work at the start, and poor mappings make the AI answers worse, not better. For practices that need client-ready management reports on Xero rather than FP&A, Fathom or Syft are simpler and cheaper.
Best for. In-house finance teams of roughly two to fifteen people at growing companies, and outsourced FP&A providers, that rely on Excel models and pull data from several systems. In a demo, ask to see your own chart of accounts mapped, test a consolidation across two entities, and confirm what each extra integration costs.
Verdict. The strongest choice for Excel-first finance teams wanting automated consolidation, with useful AI on top, but quote-only pricing and tight plan limits need careful scoping.
At a glance
- Category
- Reporting & dashboards
- Best for
- 11–50 practice
- Editor's score
- 4.5 / 5
- Pricing
- Custom pricing on request; Professional, Premium and Expert plans scaled by users and integrations
- Last verified
- 2026-10-10
The strongest choice for Excel-first finance teams wanting automated consolidation and AI; quote-only pricing and tight plan limits need scoping.
Integrations
- Microsoft Excel
- Xero
- QuickBooks
- Sage
- NetSuite
- Microsoft Dynamics 365
- Salesforce
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