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Datarails

Category: AI in Fintech

AI-native financial operating system (FinanceOS) that connects an Excel-native FP&A platform to governed, real-time financial data for the CFO's office. Datarails was founded in 2015. The company is led by Didi Gurfinkel. Based in New York, United States. Team size: 101-500. Total funding raised: $175M. Latest round: Series C. Key investors include One Peak (lead, Series C), Qumra Capital (lead, Series B), Zeev Ventures (lead, Series A), Vertex Ventures Israel, Vertex Growth, Innovation Endeavors, Vintage Investment Partners, Claltech, La Maison Partners, Joey Low.

Founded
2015
Headquarters
New York, United States
Team size
101-500
Total funding
$175M

Value proposition

Lets finance teams keep working in Excel while giving them a governed, auditable single source of truth across FP&A, cash management, month-end close and spend control, now extended with AI-native workflows and agent tooling.

Products and solutions

Datarails FP&A (planning/budgeting/forecasting/reporting), Datarails Month-End Close, Datarails Cash, Datarails Spend Control, FinanceOS AI Connector, Datarails AI agents, Datarails Mobile App.

Unique value

Excel-native, AI-ready 'financial operating system' that governs data before AI tools (Claude, ChatGPT, Copilot) touch it — avoiding fragmented/unmapped data issues of point-solution BI tools.

Target customer

Mid-market and enterprise finance teams / CFO offices across industries (manufacturing, healthcare, retail, logistics, hospitality, professional services).

Industries served

Retail, Construction & Real Estate, Professional & Business Services, Healthcare, Manufacturing, Non-Profit, Financial Services, Hospitality & Entertainment, Technology & Software, Transportation & Logistics

Technology advantage

600+ pre-built data source integrations, governed data layer (permissions, audit trails, version control) that sits underneath any third-party AI/LLM tool, plus proprietary AI agents (e.g. Spend Control renewal negotiation agent).

How they differentiate

Keeps finance teams inside familiar Excel workflows (vs. replacing the spreadsheet like Cube/Vena/Anaplan), while adding a governed AI data layer that any AI assistant can plug into.

Main competitors

Planful, Vena Solutions, Cube Software, Anaplan

Key partnerships

FinanceOS AI Connector integrates with Anthropic Claude, OpenAI ChatGPT, and Microsoft Copilot, 600+ ERP/CRM/HRIS data-source integrations.

Notable customers

La Fosse, Go HQ, Oxford Road, Avenue One, Nova Medical Centers, Twin Valley, United Electric, Young Living, Augury, Tangoe, MyHeritage, Business Wire

Major milestones

2015: Founded as Excel-connected FP&A solution. 2021: $43.5M Series A led by Zeev Ventures (total funding then $55M). 2022: $50M Series B led by Qumra Capital. 2026: Launched FinanceOS / AI agents; $70M Series C led by One Peak, total funding $175M.

Growth metrics

2000+ companies run finance on Datarails; Capterra 4.8, G2 4.9 ratings.

Market positioning

Positioned as the 'AI operating system' for the CFO's office — analogous to what Salesforce is for the CRO — rather than a traditional standalone FP&A/BI tool.

Geographic focus

North America and EMEA (expansion funded by Series C), with R&D roots in Israel.

About Didi Gurfinkel

Ex-Cisco Director/GM, Residential Broadband Solutions. Co-founded Datarails in 2015 with Eyal Cohen and Oded Har-Tal.

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