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Software vendor

Datarails

Datarails, an FP&A software vendor with AI agents for strategy, reporting and planning, using OpenAI and Anthropic, and a connector for outside AI tools.

1 offering in the directory Last verified

Function

Ownership
Not stated

Not stated in the sources read; not an SEC filer.

Headquarters
Not stated
SEC reporting
No
SourceSEC EDGAR entity search and submissions records for planning vendors (searched 2026-10-12)
Audit firm
No
Website
datarails.com
SourceDatarails AI (platform page)
Subprocessor list
datarails.com/sub-processors
SourceDatarails Sub-processors (last updated October 15, 2026)
Contract terms
datarails.com/datarails-ai-terms
SourceDatarails Artificial Intelligence Terms of Service (last updated September 23, 2026)

Offering · Software

Datarails FinanceOS with Datarails AI

Directory recordLast verified Compare with othersBuild questions for this vendor

Datarails describes AI Agents for the Office of the CFO that analyze, model and generate financial outputs on validated data, including Strategy, Reporting and Planning Agents. SourceDatarails AI (platform page)

It also offers Storyboards, an AI storytelling assistant whose generative AI, Datarails says, reveals the story behind financial data for sharing in presentations with management and the board, and says Datarails AI supports predictive forecasting, anomaly detection and scenario analysis. SourceDatarails AI (platform page)

The FinanceOS AI Connector links third-party AI tools to a governed layer with permissions, audit trails and data lineage. SourceFinanceOS AI Connector

Datarails' sub-processor list names Microsoft Azure, including Azure OpenAI, and both OpenAI and Anthropic for AI features. SourceDatarails Sub-processors (last updated October 15, 2026)

Where it fits

CoE analysis FP&A and reporting for teams that want governed data behind their own or Datarails' AI tools.

CoE analysis Datarails' AI terms leave output review to the customer and let Datarails change or suspend AI Functions without notice, which matters if outputs feed recurring reporting. SourceDatarails Artificial Intelligence Terms of Service (last updated September 23, 2026)

What it does

Offering type
Software
SourceDatarails pricing
Workflow areas
  • Planning and FP&A
  • Finance data and analytics
SourceDatarails AI (platform page)
Customer size
Not stated

AI

Kind of AI
  • Built into the platform
  • Established machine learning and rules
  • General-purpose assistant
SourcesDatarails AI (platform page)FinanceOS AI Connector
Suggests or acts
Suggests

The agents analyze, model and generate outputs; Datarails' AI terms say outputs may require human review and are not verified by Datarails.

SourcesDatarails AI (platform page)Datarails Artificial Intelligence Terms of Service (last updated September 23, 2026)
Availability
Not stated

Datarails AI Agents and the AI Connector are listed in the Professional plan; no GA labels; Datarails may modify or suspend AI Functions without notice.

Models named
  • OpenAI
  • Microsoft
  • Anthropic
SourceDatarails Sub-processors (last updated October 15, 2026)

Control

Who controls it
Vendor

Customer configuration roles are not stated; the AI terms make the customer responsible for reviewing outputs and for any third-party AI it connects.

SourceDatarails Artificial Intelligence Terms of Service (last updated September 23, 2026)

Commercial

Pricing model
Quote only
SourceDatarails pricing
Public price
Not stated

Evidence

Independent outcomes
None found in the sources read.
Sources read
  • Vendor-stated 9
  • Independent market evidence None read
  • Independently verified outcomes None read
  • Pricing 1
  • Known limitations 1
Coverage
Directory record
Last verified

Security and control

Single sign-on
Not covered in this record
User provisioning
Not covered in this record
Role-based access
Not covered in this record
Administrator controls for AI
Not covered in this record
Audit logs
Not covered in this record
Certifications
Not covered in this record
Data retention
Not covered in this record
Data residency
Not covered in this record
Training on customer data
Not covered in this record

AI features

As the vendor or firm describes them. Notes in small print record what the sources leave open.

  1. Datarails AI Agents (Strategy, Reporting, Planning)

    Purpose-built agents that analyze, model and generate financial outputs on validated data: strategy questions and recommendations, driver analysis of actuals, and ad-hoc forecasting and scenarios.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourcesDatarails AI (platform page)Datarails pricing

  2. Storyboards

    An AI storytelling assistant whose generative AI reveals the story behind financial data, for sharing in presentations with management and the board.

    Kind
    Built into the platform
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceDatarails AI (platform page)

  3. Forecasting and anomaly detection

    Datarails says its AI supports predictive forecasting, anomaly detection, scenario analysis and automated insights.

    Kind
    Established machine learning and rules
    Suggests or acts
    Suggests
    Who controls it
    Not stated
    Availability
    Not stated

    Control: Not stated.

    SourceDatarails AI (platform page)

  4. FinanceOS AI Connector

    Connects third-party AI tools to a governed financial layer with permissions, audit trails and data lineage. Datarails names ChatGPT, Claude, Copilot, Gamma and Lovable among the tools customers can connect.

    Kind
    General-purpose assistant
    Suggests or acts
    Not stated
    Who controls it
    Not stated
    Availability
    Not stated

    Control: The AI terms make the customer solely responsible for integrating third-party AI, for deciding what data is shared with it, and for its processing of data.

    Scope: Claude (Anthropic) is an outside assistant that connects to the product; it is not the vendor's own model.

    SourcesFinanceOS AI ConnectorDatarails pricingDatarails Artificial Intelligence Terms of Service (last updated September 23, 2026)

Questions to ask

For this offering

  • Which Datarails AI features use OpenAI directly and which use Azure OpenAI, and where is our data processed for each?
  • The AI terms say AI content is not used to train general-purpose models unless explicitly stated otherwise: where could that exception apply to us?
  • How much notice will Datarails give before modifying or suspending an AI Function we rely on for reporting?
  • What can tools connected through the FinanceOS AI Connector read or change, and what is logged?
  • How long are AI conversation sessions and prompts retained, and can we delete them?

From the diligence question set

  1. DQ-02 Which AI features depend on models, data or services from third parties, and how do you assess and monitor those providers?
  2. DQ-04 Which AI features are in the modules and edition we license, or would license, and is each generally available, in preview or beta, a paid add-on, or limited by edition or region?
  3. DQ-13 What does the system record for each AI output or action, and can we export and keep those records for as long as we need them?
  4. DQ-15 Can a reviewer see the sources behind each output, and can someone else re-perform or trace it?
  5. DQ-16 Is our data, including inputs, outputs, documents and corrections, used to train or improve any model, yours or a third party's? Is that off by default, and is the commitment in the contract?
  6. DQ-17 How long are prompts, outputs and logs kept, where are they stored and processed, and can we have them deleted?
  7. DQ-21 Can the AI features, their packaging or their prices change during the term, and what notice, price protection or right to decline applies?

Build questions for this vendor