# Datarails Keep Excel models while consolidating financial data, planning budgets and forecasts, and using finance-focused AI agents with Datarails. - Findings24: - Site: - Preços: Paid - Categorias: Assistente financeiro com IA ## O que é Datarails? Datarails is an Excel-connected finance platform for reporting, planning and analysis. Its FinanceOS foundation brings together data from financial and operational systems, maps it into a shared reporting structure, and connects that data to existing Excel models, dashboards and workflows. Finance teams can consolidate entities, build budgets and forecasts, investigate actual results and use native AI agents on their financial data. The platform also offers modules for cash, month-end close, spend and finance-request handling. The selected plan and modules determine the organization’s user, integration and workflow scope. ## O que Datarails pode fazer? ### Financial data consolidation and mapping Bring together ERP, CRM, HRIS, bank and spreadsheet data. FinanceOS supports account mapping, multi-entity consolidation, currency conversion, intercompany eliminations and allocations. ### Excel-connected planning and reporting Keep existing Excel models connected to centralized data. Build reports, dashboards, budgets and forecasts with shared mappings, version control and review workflows. ### Finance-focused AI agents Use Reporting, Planning and Strategy agents for actuals analysis, forecasting and scenarios, or big-picture financial questions. They work on financial data connected through the platform. ### Recurring AI insights Configure the financial summaries, KPIs and analyses to receive, when they should arrive and who should receive them. Insights supports recurring weekly, monthly or quarterly reporting. ### Permissions and workflow controls Set access to entities, departments and reports, route budgets and reports to reviewers, and distinguish draft from approved numbers. Audit trails and shared business logic support traceable work. ### Additional finance modules Extend the selected scope with Cash, Month-End Close, Spend or Desk. These cover areas such as cash visibility, close tasks, purchasing workflows and finance requests; module availability follows the chosen package or add-ons. ## Casos de uso ### Consolidate recurring financial reports Map data across entities and systems into a reporting structure for P&L, cash-flow and KPI reporting, with links to the same data used by Excel models and dashboards. ### Build budgets and compare scenarios Use Excel-connected planning and the Planning Agent to test assumptions, explore what-if questions and compare forecast scenarios. ### Investigate the drivers of actual results Use the Reporting Agent to analyze actuals and surface the drivers behind financial changes for further review by the finance team. ### Distribute recurring KPI summaries Configure Insights around the team’s preferred KPIs and reporting cadence, then send the resulting summaries to the intended recipients. ## Perguntas frequentes ### Do finance teams have to stop using Excel? No. FinanceOS connects existing Excel models to centralized financial data, synchronization, version control and live reporting. Teams can keep familiar models while using shared data and workflow controls. ### How is Datarails priced? Datarails offers custom quotes for Professional, Premium and Expert plans. Choose the user, integration and module scope with the sales team. ### How do the current plans differ? Professional includes FinanceOS, unlimited dashboards, reporting and planning, 2 users, 1 integration, AI Agents and the AI Connector. Premium adds Spend and expands to 5 users and 2 integrations. Expert expands to 15 users plus 50 viewers and 3 integrations, with modules including Cash, Month-End Close and Desk. ### Is every finance module included in every plan? No. Different plans include different modules, and Cash, Month-End Close, Spend and Desk can also be layered onto a plan. Match the package and added modules to the workflows the organization needs. ### Are native AI agents the same as the FinanceOS AI Connector? No. Native agents handle financial reporting, planning and strategy tasks inside Datarails. The AI Connector instead connects governed financial data to external tools such as ChatGPT, Claude and Copilot. ## Informações rápidas - **Primary users**: Finance, FP&A and CFO teams - **Working environment**: Existing Excel models connected to a centralized finance platform - **Native AI**: Reporting, Planning and Strategy agents; configurable recurring Insights - **Core controls**: Mapping, version control, permissions, review workflows and audit trails - **Commercial access**: Custom-quote Professional, Premium and Expert plans