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Datarails

https://www.datarails.com/ Research Team Data
Active

AI-native, Excel-native FP&A and FinanceOS platform for the CFO office across reporting, planning, forecasting and finance workflows.

Datarails connects Excel models and business systems into a controlled finance data layer with consolidation, reporting, budgeting, forecasting, dashboards, workflows, and Genius AI for finance teams.

Positioning

AI-native FinanceOS / Excel-native FP&A for the CFO office

Key facts

HQ location
New York, NY, USA; Tel Aviv, Israel
Founded
2015
Employee range
201-500 (400+ globally)
Funding stage
Series C Plus
Company type
Private (Private)
Pricing model
Custom Quote (Custom quote; annual platform fee plus implementation; packages vary by finance use case)
Last updated
Jun 21, 2026

Revenue estimate

Undisclosed; 70% YoY revenue growth in 2025; public reports/CEO estimates vary

Valuation estimate

~$550M estimated valuation at Jan 2026 Series C

Investments

$175M total funding; $70M Series C led by One Peak in Jan 2026 with Vertex Growth and others

Target customers

CFOs, FP&A teams, controllers, and finance leaders at mid-market and enterprise companies

Key competitors

Anaplan, Workday Adaptive Planning, Planful, Vena, Cube, Pigment, OneStream

Known customers

La Fosse, Go HQ, Oxford Road, Carrollton Development Group, Avenue One, Active International (public case studies/examples)

Classification (raw research text)

Core focus
AI-powered FP&A and finance automation
Core industry
Finance / Enterprise software
Core category
AI FP&A / FinanceOS platform

Shown verbatim from the research spreadsheet — deriving structured segment/industry tags from this text is a future phase.

Attribute breakdown

  • AI Workflows Secondary feature
  • AI Automation / Business Process Automation Primary focus
  • Agent Builder / Agent Configuration Secondary feature
  • System / API Integration Secondary feature
  • Retrieval-Augmented Generation Secondary feature
  • Enterprise Search / Knowledge Management Secondary feature
  • AI / LLM Data Pipeline Secondary feature
  • Document AI / Document Processing Secondary feature
  • Traditional Machine Learning Secondary feature
  • Data Privacy / PII / Confidential AI Secondary feature
  • AI Governance / Policy Management Secondary feature
  • AI Risk / Compliance Secondary feature
  • Human-in-the-Loop Review / Feedback Secondary feature
  • Text Chatbots / Conversational Assistants Secondary feature
  • Analytics / BI / Decision Intelligence Primary focus
  • Vertical-Specific AI Primary focus
Show all 32 attributes
  • AI Workflows Secondary feature
  • AI Automation / Business Process Automation Primary focus
  • AI Fine-tuning / Custom Model Training Not emphasized
  • Agent Builder / Agent Configuration Secondary feature
  • Multi-agent Orchestration / Runtime Not emphasized
  • System / API Integration Secondary feature
  • Prompt Management / Prompt Engineering Not emphasized
  • Retrieval-Augmented Generation Secondary feature
  • Graph RAG / Knowledge Graph Retrieval Not emphasized
  • Enterprise Search / Knowledge Management Secondary feature
  • AI / LLM Data Pipeline Secondary feature
  • Document AI / Document Processing Secondary feature
  • Model Deployment / Inference Infrastructure Not emphasized
  • Traditional Machine Learning Secondary feature
  • AI Quality Assurance / LLM Evaluation Not emphasized
  • AI Observability / Monitoring Not emphasized
  • AI Security / Guardrails Not emphasized
  • Data Privacy / PII / Confidential AI Secondary feature
  • AI Governance / Policy Management Secondary feature
  • AI Risk / Compliance Secondary feature
  • AI Asset Inventory / Model Registry Not emphasized
  • Human-in-the-Loop Review / Feedback Secondary feature
  • Call Transcription / Speech-to-Text Data Capture Not emphasized
  • Conversation Intelligence / Speech Analytics Not emphasized
  • Text Chatbots / Conversational Assistants Secondary feature
  • Voice AI Agents Not emphasized
  • Voice Infrastructure / STT / TTS Not emphasized
  • AI for Customer Experience / Support Automation Not emphasized
  • Sales / Revenue Intelligence Not emphasized
  • Analytics / BI / Decision Intelligence Primary focus
  • Enterprise App / Internal Tool Builder Not emphasized
  • Vertical-Specific AI Primary focus