Full-Time
Automates SMB FP&A via Excel-native cloud
No salary listed
Remote in UK
Remote
Open to candidates in the United Kingdom; 100% remote role.
Bachelor's
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DataRails offers an AI-native FP&A platform called FinanceOS that automates and streamlines financial reporting for SMBs. It connects to 200+ data sources and uses cloud-based automation to consolidate data in real time while letting finance teams work with Excel-like spreadsheets. It differentiates itself with an Excel-native approach, real-time data consolidation from many sources, and an AI assistant called FP&A Genius that answers questions in natural language. Its goal is to speed up budgeting, forecasting, reporting, and other FP&A tasks so finance teams can focus more on strategic advisory work.
Company Size
201-500
Company Stage
Series C
Total Funding
$173.5M
Headquarters
New York City, New York
Founded
2015
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Health Insurance
Dental Insurance
Vision Insurance
Health Savings Account/Flexible Spending Account
Unlimited Paid Time Off
Flexible Work Hours
Paid Holidays
Parental Leave
401(k) Retirement Plan
401(k) Company Match
Company Equity
Life Insurance
Wellness Program
Professional Certification Support
As AI demand outpaces skills, Datarails brings Forward Deployed Financial engineers into the CFO's Office. Datarails, the AI-native financial operating system for the CFO's Office, today launched the AI Transformation Package, a service that embeds a dedicated Forward Deployed Financial Engineer (FDFE) inside a customer's finance team to build custom AI workflows directly in their Datarails FinanceOS environment. The launch follows a wave of forward deployed engineering (FDE) initiatives at companies like Microsoft and OpenAI, as tech giants invest billions to deploy technical talent inside customer organizations. Datarails is bringing that model to a function it says those efforts have largely skipped: the CFO's Office. The move is backed by recent research which found that nearly one in three finance jobs (31%) now requires AI skills, up from one in four a year ago - outpacing teams' ability to hire or build against that demand. Moreover, independent research from the Financial Education & Research Foundation (FERF) found that only 15% of organizations consider themselves well or fully prepared to support advanced analytics and AI initiatives. "You cannot parachute a generalist engineer into finance and expect trustworthy output, which is why we have seen vast demand in the market for finance engineers embedded inside of finance teams," said Didi Gurfinkel, CEO and co-founder of Datarails. "Our FDFEs have decades of experience on finance teams, which they now bring to bear as they work directly with customers to build bespoke solutions on top of the FinanceOS that underpins their AI efforts. This ensures that all outputs - from Claude, Gemini or ChatGPT - are accurate, governed, repeatable and auditable." The service is designed for teams with limited bandwidth but ambitious automation goals; organizations that want to fast-track AI adoption without requiring a lengthy and expensive IT project; and finance leaders who want to increase team output without adding headcount. Each engagement pairs a customer with an FDFE for 25 hours per quarter across a four-phase model - Discover, Build, Deploy, Evolve - designed to reach a live production workflow within the first quarter. The AI Transformation Package is now available to existing Datarails customers: https://lp.datarails.com/ai-implementation-services.
Datarails has launched a forward deployed financial engineering service to help finance teams adopt AI technologies. The initiative pairs customers with experienced finance engineers for 25 hours per quarter to build automated workflows. The move addresses a growing skills gap. Research shows 31% of finance jobs now require AI capabilities, up from 25% a year ago. Meanwhile, only 15% of organisations feel prepared to support advanced analytics and AI initiatives, according to the Financial Education Research Foundation. Each engagement follows a four-phase model—Discover, Build, Deploy, Evolve—designed to deliver working solutions within the first quarter. The service targets finance teams seeking automation without extensive IT projects or additional headcount. The offering is currently available to existing Datarails customers who use the company's AI finance operating system.
Datarails, an AI-powered financial planning and analysis platform for CFO offices, has raised $70 million in Series C funding, bringing total funding to $175 million. One Peak led the investment round. Code & Co. conducted comprehensive technical due diligence ahead of the investment, reviewing Datarails' product architecture, infrastructure, technology stack, security framework and AI-driven functionalities. The assessment also covered the company's product roadmap, third-party integrations, operational scalability, engineering organisation and compliance posture. Datarails provides a unified platform for FP&A, cash management, spend control and month-end close, consolidating financial and operational data. The platform allows users to work within Excel whilst delivering actionable business insights. One Peak is a growth equity firm with $4 billion in assets under management, focusing on technology companies in the scale-up phase.
Datarails has launched FinanceOS, an AI-ready financial operating system, whilst declaring traditional FP&A software obsolete. The platform consolidates financial and operational data from over 400 sources whilst maintaining audit trails, permissions and governance, allowing finance teams to use AI engines like Claude, ChatGPT and Microsoft Copilot for financial workflows. The system addresses a key barrier to AI adoption in finance: according to Gartner, AI adoption in finance functions has stalled at 59%, with data quality cited as the primary obstacle. FinanceOS provides real-time, auditable data infrastructure that maintains compliance with SOC 2 and GDPR standards. Available through usage-based pricing, FinanceOS can be operational within days. Datarails continues supporting its existing FP&A, Cash Management, Month-End Close and Spend Control products.
Datarails has declared traditional FP&A software "dead", launching FinanceOS, an AI-ready financial operating system valued at $1.45 billion. The platform consolidates financial and operational data from over 400 sources whilst maintaining audit trails, permissions and governance, enabling finance teams to use AI tools like Claude, ChatGPT and Microsoft Copilot for financial workflows. The system addresses a key barrier to AI adoption in finance. According to Gartner, AI adoption in finance functions has stalled at 59% in 2025, with 91% reporting low impact due to data quality issues. FinanceOS provides real-time, auditable data infrastructure that remains connected to outputs, unlike static data fed into standalone AI tools. Available through usage-based pricing, FinanceOS can be operational within days and integrates with major systems including NetSuite, SAP, Salesforce and HubSpot.