Forward Deployed Financial Engineer - Applied AI

Datarails launches Desk, the first ticketing system built for finance teams. 10 Sep, 2026, 15:00 IDT The new offering connects every finance request directly to the financial data behind it, using AI to draft evidence-based responses grounded in a company's own invoices, contracts, and vendor records NEW YORK, Sept. 10, 2026 /PRNewswire/ - Datarails, the AI-native financial operating system for the CFO's Office, today launched Datarails Desk, a ticketing system purpose-built for finance teams that connects every incoming request directly to the financial data needed to resolve it. Unlike generic ticketing platforms, Desk runs on FinanceOS, Datarails' governed data layer, so the invoices, payments, contracts, and vendor or customer records behind a request are pulled into the ticket automatically - giving Desk's embedded AI agent the context to draft data-backed responses for a human to review and send. The launch follows the company's recent $70 million Series C round and a string of new offerings extending FinanceOS across the CFO's Office, including Spend Control in February of this year, and the AI Transformation Package in August, which embeds Forward Deployed Financial Engineers inside customer finance teams. Desk extends that same principle - that AI is only as good as the financial data behind it - to the day-to-day flow of vendor, customer, and employee requests that finance teams field constantly and, until now, have had almost no dedicated system to manage. The problem: finance requests are scattered everywhere but tracked nowhere Invoice questions, payment status checks, reimbursement submissions, budget approvals, tax form requests, vendor onboarding - finance and accounting teams field a constant stream of these requests, typically scattered across emails, Slack, Teams, and spreadsheets, with no central tracking, no audit trail, and no visibility for leadership into team workload or response times. Generic ticketing tools like Zendesk or ServiceNow can organize requests, but they were built around support escalation, not the single-owner, start-to-finish resolution model finance actually works in. Moreover, none of them connect to the ERP, CRM, HRIS data, or banks needed to actually answer the question. "Finance teams lose hours every week hunting for invoices, contracts, payment records and lots of other things buried in other systems, simply so they can answer basic questions that should take two minutes," said Didi Gurfinkel, Co-founder and CEO of Datarails. "We didn't want to build another queue that tracks a request and calls it solved. Desk is built on the idea that a finance ticket isn't resolved until it's grounded in the actual financial record behind it, which is exactly what FinanceOS makes possible." What Desk does Where general-purpose ticketing systems are designed around escalation - moving a request up through tiers of support - Desk is built around how finance actually resolves requests: a single owner sees a request through from intake to close. This, combined with direct financial-system connectivity, is what allows Desk's AI agent to draft grounded, auditable responses that a generic ticketing tool's AI cannot. Desk centralizes finance requests from email, Slack, Teams, and other channels into a single structured queue, then uses its FinanceOS connection to bring the relevant financial context into every ticket automatically. Core capabilities include: * Direct connectivity to ERPs, HRIS, CRMs, and other financial systems through FinanceOS, so relevant invoices, payments, and vendor or customer records are pulled into the workflow without manual searching * AI-drafted, data-backed responses - Desk's embedded AI agent identifies the records behind each request, pulls supporting files, and drafts an evidence-based reply for review before it's sent * Automated routing and SLAs, with tickets assigned by team, request type, or priority, and configurable timers built around how each finance team operates * Team-based permissions and a SOX-grade audit trail, keeping sensitive data isolated across AP, AR, Payroll, FP&A, and Legal, with every action tracked * Per-team dashboards giving each team, and finance leadership, a real-time view of open tickets, response times, bottlenecks, and workload across the organization "You can bolt an AI chatbot onto any ticketing system, but if it isn't grounded in the company's own invoices, contracts, and vendor records, it's just guessing in a more confident tone," Gurfinkel said. "Desk's AI works from the same governed financial data every other Datarails product runs on, so the response it drafts is one your team can actually stand behind." About Datarails Datarails is the AI finance operating system for teams across FP&A, cash management, and month-end close. Uniting financial and operational data, FinanceOS is the trusted data layer for finance teams ensuring every AI output is accurate, governed, repeatable and auditable. It lets users stay within Excel and a web-based platform, transforming the CFO's office into the home of business insights. SOURCE Datarails

The REdirect + Datarails partnership: bringing ai-powered FP&A to Real Estate Finance Teams in 2026. Real estate finance teams have spent years stitching together ERPs, spreadsheets, and one-off reports just to answer a simple question: what happened last month, and what does it mean for the business? REdirect Consulting's partnership with Datarails was built to close that gap - pairing REdirect's real estate technology expertise with Datarails' AI-powered FP&A platform so finance teams can consolidate, automate, and report without giving up the Excel workflows they already know. Why REdirect Partnered with Datarails REdirect has spent more than two decades helping real estate owners, operators, and investment managers get more out of platforms like Yardi, MRI, and AppFolio. But implementation alone doesn't solve the last-mile problem finance teams face every close: pulling accounting data out of the ERP, reshaping it in Excel, and turning it into something leadership can actually use. Datarails was built to solve exactly that. It connects directly to the systems real estate teams already run - ERPs, data warehouses, and existing Excel models - and turns that data into a governed, single source of truth for reporting, budgeting, forecasting, and dashboards, all without forcing finance teams out of Excel. Bringing Datarails into REdirect's service lineup means clients get the platform plus the real estate-specific implementation and advisory support REdirect is known for, so the rollout fits how a property management or investment firm actually operates. What's New in 2026 REdirect and Datarails have both expanded meaningfully heading into 2026, and the partnership is now positioned inside a broader set of updates on both sides: * AI moving from add-on to core. Both firms are leaning further into AI in 2026. On the Datarails side, the FinanceOS platform now centers on an AI Connector that links governed financial data directly to the AI tools finance teams are already using, plus "Insights by Genius," which proactively surfaces trends and anomalies in the data rather than waiting for someone to go looking for them. On the REdirect side, the CoE folds in an AI Adoption Accelerator and agentic automation services, so clients rolling out Datarails can pair it with broader AI-driven workflow automation. * Deeper real estate specialization. Datarails' partner network now includes a direct integration with MRI Software, giving MRI clients a more direct path to Datarails' consolidation and analytics layer. Combined with REdirect's existing Yardi and AppFolio depth, that means real estate finance teams on any of the major platforms have a supported path into Datarails. A Real Estate Case Study: Kane Realty Datarails' work with Kane Realty, a full-service real estate developer and property manager based in Raleigh, North Carolina, is a good illustration of what this partnership is meant to deliver. When Kane Realty's FP&A Manager set out to build the company's finance function from the ground up, the biggest obstacle wasn't a lack of data - it was getting data out of the ERP and into a usable report. Preparing the monthly reporting package for leadership could eat up a full day, leaving little time to actually analyze what the numbers meant before presenting them. After adopting Datarails, which connected directly into Kane Realty's existing Snowflake data environment, that process changed considerably: * Month-end reporting time cut in half, freeing up time for analysis instead of manual data prep * A single source of truth across reporting and planning that the finance team and business leaders could both rely on * Room to grow into scenario analysis and long-range planning, without needing to rebuild the system as the company scaled Kane Realty's team has since started exploring Datarails' Premium Success services and its AI Connector to get even more value out of the data they've already connected - a natural next step for a real estate finance function that started with basic reporting automation and is now building toward more advanced analysis. What This Means for Real Estate Finance Teams The through-line across the Kane Realty story and REdirect's 2026 roadmap is the same: real estate finance teams don't need to choose between staying in Excel and getting modern, automated, AI-ready reporting. Datarails provides the platform; REdirect provides the real estate context, implementation expertise, and ongoing support to make sure it actually fits how a property management or investment firm runs its books. For finance teams still spending days each month wrestling data into shape before they can even start analyzing it, that combination - now wrapped into REdirect's 2026 Center of Excellence - is exactly the kind of continuity-over-one-off-projects approach the partnership was designed around. Interested in seeing what Datarails could do for your reporting process? Reach out to REdirect Consulting to talk through your current FP&A workflow. Noelle lipschutz. Noelle brings property management and real estate operations experience to her role. Her journey in real estate began at a Family Office, where she immersed herself in the MRI software, actively seeking innovative ways to enhance efficiency and streamline processes. Noelle holds a degree in...

Datarails has launched Desk, a ticketing system designed specifically for finance teams to manage vendor, customer, and employee requests. The launch follows the company's recent $70 million Series C round. Desk centralises finance requests from email, Slack, Teams, and other channels into a single queue. It connects directly to ERPs, HRIS, CRMs, and other financial systems through Datarails' FinanceOS platform, automatically pulling relevant invoices, payments, and records into each ticket. The system includes an AI agent that drafts responses based on actual financial data, automated routing with configurable SLAs, and team-based permissions with audit trails. Unlike generic ticketing tools, Desk is built around finance teams' workflow where a single owner resolves requests from start to finish. Desk is available now at datarails.com.