Asset Manager

Updated:

Datarails

Datarails platform provides data consolidation, robust FP&A and reporting tools, and a finance operating system that connects it all to any AI tool.

Datarails logo

Datarails

Datarails platform provides data consolidation, robust FP&A and reporting tools, and a finance operating system that connects it all to any AI tool.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Sector focus

Enterprise SoftwareAI/MLFinTech

Frequently asked questions

What does Datarails actually sell?

Datarails sells a finance operating system called FinanceOS that connects and consolidates data from ERP, CRM, HRIS, and bank systems into a governed layer accessible inside Microsoft Excel. It also sells modular applications for FP&A, cash management, and month-end close, along with a generative AI assistant called Genius. The platform is sold directly to finance teams on a subscription basis.

How is Datarails different from traditional FP&A tools?

Datarails keeps Excel as the primary interface rather than requiring users to switch to a separate web-based planning tool. It maps data from source systems into a governed back-end, then surfaces consolidated numbers directly in existing Excel templates, preserving all formulas and formatting. The company also embeds a generative AI assistant trained on the user's financial data.

What systems does Datarails integrate with?

The platform claims over 600 pre-built integrations covering accounting software, ERP systems like NetSuite and SAP, common CRMs such as Salesforce, bank feeds, and HRIS platforms. These integrations feed into FinanceOS, which normalizes the data for consolidation, reporting, and AI-driven analysis.

Does Datarails disclose any revenue or financial metrics?

No. Datarails is privately held and does not publish revenue, valuation, headcount, or funding-round amounts on its public website. Any financial-scale figures would need to come from a direct disclosure or verified third-party reporting.

Who leads Datarails?

The company's website does not list a leadership team, board, or named principals. No executive names or titles are available from the publicly accessible marketing pages, making it impossible to confirm the current CEO or other key decision-makers from primary sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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