Datarails
Datarails is a financial planning and analysis platform that pulls financial and operational data from accounting, CRM, payroll and other systems into one governed data layer, which finance teams use through Excel and a web app. It also sells modules for month-end close, cash management and spend. Its AI layer adds finance agents for planning, reporting and scenario questions, scheduled KPI summaries and presentation drafting.
What the AI does
- Strategy, Reporting and Planning agents that explain what drove the actuals, run ad hoc forecasts and compare scenarios
- Scheduled Insights that summarize chosen KPIs weekly, monthly or quarterly and send them to named recipients
- Storyboards, which turns financial data into narratives ready for presentations
- FinanceOS AI Connector, which lets outside AI tools work with governed Datarails data
- FP&A Genius chat for asking questions of consolidated financial data
Summarized from datarails.com.
Facts, checked against the source
- Category
- FP&A, Close & reconciliationSource: datarails.com (opens in a new tab)
- Built for
- Unconfirmed
- Ledger integrations
- NetSuite, Xero, Microsoft DynamicsAlso documents: QuickBooks (edition not specified), Sage (product not specified), SAP Business One, Salesforce, HubSpot, Snowflake, Workday, ADP.Source: datarails.com (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- NoThe vendor's pricing shows no free plan.Source: datarails.com (opens in a new tab)
- SOC 2
- UnconfirmedWe could not find an official statement either way.
- Trains on customer data
- NoDatarails says customer data stays isolated in the customer's own instance and is never used to train external AI models, and its AI Terms say AI content is not used to train general-purpose models unless explicitly stated otherwise; its privacy policy does allow aggregated or de-identified service data to be used for improvement.Source: datarails.com (opens in a new tab)
- Human review
- Human reviewThe AI Terms say the AI functions assist users rather than replace professional judgment and make users responsible for reviewing outputs before relying on them; the product pages do not describe an in-app approval step, and scheduled Insights go to recipients automatically.Source: datarails.com (opens in a new tab)
- Company
- Privately held. Founded 2015Source: prnewswire.com (opens in a new tab)
- Funding
- $175M total raised, per the companyLast round: Series C, $70M, January 21, 2026. Investors named: One Peak, Qumra Capital, Vertex Ventures, Vertex Ventures Israel, Vertex Growth, Zeev Ventures, Innovation Endeavors, Vintage Investment Partners, Joey Low, ClalTech, La Maison Partners, Oryzn Capital, Icon Venture, Cyrus Angel FundSource: prnewswire.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Funding rounds
| Announced | Round | Amount | Led by | Source |
|---|---|---|---|---|
| July 19, 2017 | Series A | $6M | Vertex Ventures | prnewswire.com |
| April 2021 | Series A | $18.5M | Not named | prnewswire.com |
| June 21, 2021 | Series A extension | $25M | Not named | prnewswire.com |
| March 10, 2022 | Series B | $50M | Qumra Capital | prnewswire.com |
| January 21, 2026 | Series C | $70M | One Peak | prnewswire.com |
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- www.datarails.com/
- www.datarails.com/platform/ai/
- www.datarails.com/datarails-ai-terms/
- www.datarails.com/compliance-and-legal-documents
- www.datarails.com/privacy-policy/
- www.datarails.com/pricing/
- www.datarails.com/company/
- www.datarails.com/datarails-raises-70m-series-c-ai-for-cfos/
- www.prnewswire.com/news-releases/datarails-raises-70m-series-c-led-by-one-peak-to-make-ai-the-foundation-of-the-cfos-office-302666573.html
- www.prnewswire.com/news-releases/datarails-raises-50m-series-b-funding-led-by-qumra-capital-to-become-the-market-leading-solution-for-financial-planning-and-analysis-301500177.html
- www.prnewswire.com/news-releases/datarails-extends-series-a-funding-round-with-additional-25m-for-a-total-of-43-5m-301316378.html
- www.prnewswire.com/news-releases/datarails-raises-6m-to-make-excel-smarter-635379533.html
- www.prnewswire.com/news-releases/datarails-announces-fpa-genius-the-chatgpt-for-the-cfos-office-301783763.html
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Datarails questions
- Does Datarails train AI on customer data?
- Datarails's published policy says customer data is not used to train AI models. Datarails says customer data stays isolated in the customer's own instance and is never used to train external AI models, and its AI Terms say AI content is not used to train general-purpose models unless explicitly stated otherwise; its privacy policy does allow aggregated or de-identified service data to be used for improvement.
- Does Datarails have SOC 2?
- We could not find an official Datarails statement about a SOC 2 report.
- Which accounting systems does Datarails integrate with?
- Datarails documents integrations with NetSuite, Xero and Microsoft Dynamics.
- How much does Datarails cost?
- Datarails does not publish prices; pricing is by quote.
- What are alternatives to Datarails?
- Other fp&a tools in this directory include cfo.ai, Cube, Drivetrain, Pigment and Planful.