Datarails

Datarails is a privately held financial technology company focused on financial planning and analysis, financial consolidation, reporting, cash management, and spend control. The company was founded in 2015 by Didi Gurfinkel, Eyal Cohen, and Oded Har-Tal, initially offering an Excel-connected FP&A solution. Its central proposition is to preserve Excel as a familiar finance-team interface while placing a governed data and workflow layer underneath it. The company’s principal platform is FinanceOS. It is designed to consolidate information from enterprise resource planning systems, customer relationship management platforms, human-resource information systems, bank accounts, and Excel workbooks. Datarails describes the platform as a finance operating system because it is intended to connect financial data, business logic, workflows, applications, and artificial-intelligence tools across the Office of the CFO. The system uses data connectors, automation, analytics, and machine learning to help finance departments reduce manual spreadsheet work and produce more consistent planning and reporting outputs. A distinguishing feature of Datarails’ approach is that it does not require customers to discard Excel or replace all of their existing business software. Finance users can continue to work in spreadsheet-based processes while FinanceOS serves as the underlying data layer. The company has stated that the platform supports more than 600 native system connectors and that it holds patents relating to transforming Excel-based information into structured database data. Its functional scope includes financial consolidation, planning and forecasting, month-end close, cash management, spend control, and visualization. Datarails expanded beyond its original FP&A positioning during the 2020s. It introduced a cash-management product in 2024 and a spend-control module in 2025. In 2026, it introduced AI finance agents intended to use consolidated company data to produce outputs for strategy, planning, and reporting. In March 2026, the company launched FinanceOS as a broader platform identity and positioned it as a governed foundation for finance data, workflows, applications, and AI. The company has raised substantial private funding. Its Series A, announced in June 2021, totaled $55 million and was led by Zeev Ventures, with participation from Vertex Ventures, Innovation Endeavors, and Vintage Investment Partners. In March 2022, Datarails completed a Series B round of $50 million led by Qumra Capital, joined by La Maison Partners and Claltech. In January 2026, it announced a $70 million Series C led by One Peak and supported by existing investors. The reported Series C valuation was approximately $550 million, bringing stated cumulative funding to $175 million. Datarails has also received recognition from technology and business-growth organizations. It won The Information’s Most Promising Startup Award in the B2B and Cybersecurity category in 2022, appeared on the Inc. 5000 list beginning in 2023, and was ranked on Deloitte’s North American Technology Fast 500 in 2024 and 2025. Its research publications, including The CFO’s Office 2.0, have been cited by financial and business media. The company remains a private, active provider of finance software serving organizations that want greater data governance and automation without abandoning established spreadsheet-based working practices.

Datarails was established in 2015 by Didi Gurfinkel, Eyal Cohen, and Oded Har-Tal. The founders initially developed an FP&A product connected to Microsoft Excel, reflecting the continuing importance of spreadsheets in corporate finance departments. Rather than requiring finance teams to abandon Excel, the company built its proposition around extending spreadsheet workflows with structured data, automation, and centralized governance. The company’s development has centered on solving the fragmentation created when financial information is spread across Excel files and multiple business systems. Datarails’ platform is designed to collect and consolidate data from ERP, CRM, HRIS, banking, and spreadsheet sources. It then provides a controlled data layer for planning, forecasting, reporting, and related finance processes. This approach seeks to combine the flexibility of Excel with the consistency and repeatability associated with a centralized financial system. Datarails received a major financing milestone in June 2021, when it raised $55 million in Series A funding led by Zeev Ventures. Vertex Ventures, Innovation Endeavors, and Vintage Investment Partners also participated. The financing supported the company’s growth in financial planning and analysis software and its expansion among organizations seeking to automate spreadsheet-intensive finance operations. In March 2022, Datarails completed a $50 million Series B round led by Qumra Capital, with La Maison Partners and Claltech joining the financing. Around the same period, the company gained external recognition when The Information named it the Most Promising Startup in its B2B and Cybersecurity category in October 2022. Datarails subsequently appeared on the Inc. 5000 list of fast-growing private companies in the United States in 2023 and later years, as well as the Inc. Power Partner list. During 2024, Datarails broadened its product scope by introducing a cash management offering. It also received recognition in Deloitte’s Technology Fast 500, ranking 92nd in the 2024 North American list. That year, the National Advertising Division of BBB National Programs recommended that the company make its relationship with The Finance Weekly website more explicit. The matter concerned disclosure clarity rather than a reported change to Datarails’ core finance software. In 2025, the company added a spend control module and ranked 113th on Deloitte’s North American Technology Fast 500. These additions moved Datarails beyond a narrow FP&A identity toward a wider platform for the Office of the CFO. Its product strategy increasingly addressed cash visibility, spending oversight, consolidation, and operational finance workflows in addition to planning and reporting. In January 2026, Datarails announced a $70 million Series C led by One Peak and backed by existing investors. The company reported that the round brought total funding since inception to $175 million and valued the business at approximately $550 million. In 2026, it also introduced AI finance agents intended to use the company’s consolidated data to generate outputs for strategic analysis, planning, and reporting. In March, Datarails launched FinanceOS as the overarching platform concept, describing it as a governed foundation connecting financial data, business rules, workflows, applications, and AI. Datarails has supported its market positioning with research publications, including The CFO’s Office 2.0. These reports have been cited by business and finance publications. By 2026, the company’s identity had developed from an Excel-connected FP&A vendor into a broader finance-operations platform emphasizing data governance, interoperability, automation, and AI while retaining Excel as a familiar user environment.

• 2026

  Series C financing

  [1]Datarailsen.wikipedia.org

  Datarails raises $70 million in a Series C led by One Peak.

• 2026

  FinanceOS platform launch

  [1]Datarailsen.wikipedia.org

  Datarails introduces FinanceOS as its broader operating system for the Office of the CFO.

• 2025

  Spend control expansion

  [1]Datarailsen.wikipedia.org

  The company launches a spend control module.

• 2024

  Cash management expansion

  [1]Datarailsen.wikipedia.org

  Datarails introduces a cash management product for finance teams.

• 2023

  First reported Inc. 5000 inclusion

  [1]Datarailsen.wikipedia.org

  Datarails is included on the Inc. 5000 list and named an Inc. Power Partner.

• 2022

  Series B financing

  [1]Datarailsen.wikipedia.org

  The company completes a $50 million Series B led by Qumra Capital.

• 2022

  Most Promising Startup recognition

  [1]Datarailsen.wikipedia.org

  The Information recognizes Datarails in its B2B and Cybersecurity category.

• 2021

  Series A financing

  [1]Datarailsen.wikipedia.org

  Datarails raises $55 million in Series A funding led by Zeev Ventures.

• 2015

  Datarails is founded

  [1]Datarailsen.wikipedia.org

  Didi Gurfinkel, Eyal Cohen, and Oded Har-Tal establish Datarails as an Excel-connected FP&A software company.

A finance operating system that adds governed data, automation, consolidation, and AI capabilities beneath familiar Excel-based finance workflows.

• Finance operating system · 2026

  FinanceOS

  FinanceOS is Datarails’ central platform for consolidating and governing financial data from ERP, CRM, HRIS, banking, and Excel sources. It is designed to let finance professionals retain Excel as a working interface while using a structured data layer for planning, forecasting, consolidation, reporting, workflows, visualization, and AI-enabled analysis. Datarails positions FinanceOS as a foundation connecting data, business logic, applications, and finance processes.

• Financial planning and analysis · 2015

  FP&A

  Datarails began as an Excel-connected FP&A solution. Its FP&A capabilities are intended to support budgeting, forecasting, financial modeling, variance analysis, consolidation, and management reporting while reducing repetitive spreadsheet collection and reconciliation work.

• Cash management software · 2024

  Cash management

  Introduced in 2024, Datarails’ cash management product extends the platform into cash visibility and related finance-team control activities. It is presented as part of the company’s broader effort to provide connected financial operations rather than only planning and reporting functions.

• Spend management software · 2025

  Spend control

  Launched in 2025, the spend control module is intended to help finance teams monitor and govern organizational spending. It broadens Datarails’ platform coverage toward operational controls and oversight across the finance function.

• Artificial-intelligence finance tools · 2026

  AI finance agents

  Introduced in 2026, Datarails’ AI finance agents are designed to use consolidated company data to generate finance-related outputs for strategy, planning, and reporting. They form part of the company’s shift toward AI-assisted finance work built on governed underlying data.

• 2024

  National Advertising Division disclosure recommendation

  BBB National Programs’ National Advertising Division recommended that Datarails clearly disclose its connection to The Finance Weekly website. The issue concerned transparency in the presentation of that relationship.

  Source

Read more

• 2026

  Position FinanceOS as the finance operating systemStrategy

  Background

  Datarails had expanded its capabilities across consolidation, planning, cash management, spend control, and AI.

  Action taken

  The company launched FinanceOS as a governed foundation connecting financial data, business logic, workflows, applications, and AI.

  Aftermath

  The FinanceOS identity reframed Datarails from an Excel-connected FP&A product into a broader Office of the CFO platform.

  Source

• 2025

  Launch spend controlProduct launch

  Background

  The company continued expanding from planning and reporting into finance governance and operational controls.

  Action taken

  Datarails launched a spend control module.

  Aftermath

  The module extended Datarails’ platform into spending oversight.

  Source

• 2024

  Add cash management capabilitiesProduct launch

  Background

  Datarails sought to broaden its offering beyond core FP&A processes.

  Action taken

  The company introduced a cash management product for finance teams.

  Aftermath

  Cash management became part of Datarails’ wider finance-operations product scope.

  Source

• 2015

  Build an Excel-connected FP&A platformStrategy

  Background

  Finance departments continued to rely heavily on Excel even when organizations operated multiple enterprise systems.

  Action taken

  Datarails developed an FP&A solution that connected to Excel rather than requiring customers to replace their spreadsheet workflows.

  Aftermath

  The Excel-centered approach became the foundation for the company’s later finance data and operating-system strategy.

  Source

1. 1Datarailsen.wikipedia.org