--- title: AI for FP&A - FinanceOS description: "FinanceOS makes FP&A data AI-ready. Forecast faster, plan smarter,\nclose in days. Trusted by 1,000+ FP&A teams. Connect Claude & ChatGPT to real numbers." --- ![FinanceOS](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/financeos-nav-logo.png) - [Problem](https://lp.datarails.com/ai-for-fpa-financeos#problem) - [Solution](https://lp.datarails.com/ai-for-fpa-financeos#solution) - [Why FinanceOS®](https://lp.datarails.com/ai-for-fpa-financeos#why-financeos) [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) # Finance Ready for AI Your new finance operating system connects and consolidates every financial data source in your organization into a single, governed, secure and AI-ready layer. ## See FinanceOS in action 1 2 Fill out the form and pick a time that works for you. Work email \* Please enter a valid work email. Next → First name \* First name is required. Last name \* Last name is required. Phone \* Phone is required. What is your role in the finance department? \* Select your role CEO / Owner / Founder CFO / VP of Finance Financial Controller / Comptroller Finance Manager / Finance Director FP&A Manager / FP&A Director Financial Analyst Treasurer Accounting / Finance Operations Fractional CFO / Financial Consultant Other Finance Role I'm not in the Finance department Please select your role. How many clients are you currently managing or advising? Please Select 1-5 6-15 16-50 51-100 100+ Company \* Company is required. Company size \* Select… 0-10 11-50 51-200 201-500 501-1000 1001-5000 5001-10000 10001+ Please select a company size. Revenue range Select range Under $1M $1M-$5M $5M-$20M $20M-$50M $50M+ Country \* Select country United States Canada United Kingdom Israel Austria Belgium Czech Republic Denmark Finland France Germany Greece Hungary Ireland Italy Luxembourg Netherlands Norway Poland Portugal Romania Spain Sweden Switzerland Argentina Australia Brazil Chile China Colombia Egypt India Indonesia Japan Kenya Malaysia Mexico New Zealand Nigeria Philippines Saudi Arabia Singapore South Africa South Korea Thailand Turkey UAE Vietnam Other Please select a country. How did you hear about Datarails? ← Back Book my demo **Something went wrong.** Please try again, or email us at [hello@datarails.com](mailto:hello@datarails.com). Retry By submitting this form, you are agreeing to receive communications from Datarails. More information can be viewed in our [Privacy policy](https://www.datarails.com/privacy-policy/). ![Finance professionals](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/avatars.png) **1,000+ finance teams** already use Datarails for their FP&A workflows ### Thank you! We've received your request. A specialist will reach out shortly. Opening your booking calendar… The Problem ## Your financial data is scattered. Even the most advanced AI can't work with it. You've tried the AI tools (maybe Claude or ChatGPT). The output was almost right — good enough to be interesting. But not good enough — and with no semblance of an audit trail — to present to your board. That's not an AI problem. It's a data problem. Like most organizations, your financial data lives across ERPs, spreadsheets, CRMs, HRIS, payroll, billing and countless other systems. Inconsistent, unreconciled and not talking to each other. The data isn't ready for its AI closeup. ![Excel](https://www.datarails.com/wp-content/uploads/2026/03/microsoft-excel.svg) Excel v3\_FINAL\_v2 Unversioned ![Sage](https://www.datarails.com/wp-content/uploads/2026/03/Sage-logo_svg-1.svg) Sage Stale ![Salesforce](https://www.datarails.com/wp-content/uploads/2026/03/image-575.svg) Salesforce CRM No sync ![QuickBooks](https://www.datarails.com/wp-content/uploads/2026/03/quickbooks-logo-1.svg) QuickBooks 3 days old ![Excel](https://www.datarails.com/wp-content/uploads/2026/03/microsoft-excel-1.svg) Excel v3\_FINAL\_v2 Unversioned ![NetSuite](https://www.datarails.com/wp-content/uploads/2026/03/Group-1410114833.svg) NetSuite Unreconciled ![ADP](https://www.datarails.com/wp-content/uploads/2026/03/image-583.svg) ADP Payroll Manual export ![](https://www.datarails.com/wp-content/uploads/2026/03/Group-1410114403.svg) The Solution ## All your financial data. Governed, connected, AI-ready. FinanceOS® connects every data source across your business — totaling 600+ integrations — from Salesforce to SAP to specialist niche software. It is your live, Auditable Data Layer ready to work with any AI platform. ![Connected integrations](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/Connected.png) ![](https://www.datarails.com/wp-content/uploads/2026/03/connected.svg) ### Connected Every data source that touches finance, consolidated in one place. ![Governed access controls](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/Governed.png) ![](https://www.datarails.com/wp-content/uploads/2026/03/governed.svg) ### Governed Role-based permissions mean only the right people see specific systems or numbers. Built to meet compliance requirements your board and auditors expect. ![Constantly updated data](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/constantly-updated.png) ![](https://www.datarails.com/wp-content/uploads/2026/03/constantly-updated.svg) ### Constantly Updated Real-time consolidation means data is refreshed the moment numbers are updated. ![AI-Ready platform](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/AI-Ready.png) ![](https://www.datarails.com/wp-content/uploads/2026/03/aiready.svg) ### AI-Ready Works with Claude, ChatGPT, Lovable, Gamma, Copilot and every major AI platform. [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) Compatible With ## The tools you're already using. Every tool. Every workflow. ![Gamma](https://www.datarails.com/wp-content/uploads/2026/03/Gamma-App-Logo-2-1.svg) Gamma ![Copilot](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/copilot-icon.png) Copilot ![ChatGPT](https://www.datarails.com/wp-content/uploads/2026/03/image-1.svg) ChatGPT ![Lovable](https://www.datarails.com/wp-content/uploads/2026/03/lovable-color-1.svg) Lovable ![Claude](https://www.datarails.com/wp-content/uploads/2026/03/claude-ai-icon-1.svg) Claude ![Oracle NetSuite](https://www.datarails.com/wp-content/uploads/2026/02/netsuite_thumb.png)Oracle NetSuite ![Xero](https://img.logo.dev/xero.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Xero ![Sage](https://img.logo.dev/sage.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Sage ![QuickBooks](https://www.datarails.com/wp-content/uploads/2026/02/quickbooks.png)QuickBooks ![Dynamics 365](https://www.datarails.com/wp-content/uploads/2026/02/Dynamics-365.webp)Dynamics 365 ![HubSpot](https://img.logo.dev/hubspot.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)HubSpot ![Salesforce](https://img.logo.dev/salesforce.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Salesforce ![Snowflake](https://img.logo.dev/snowflake.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Snowflake ![SAP](https://img.logo.dev/sap.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)SAP ![Power BI](https://www.datarails.com/wp-content/uploads/2026/02/power-bi.png)Power BI ![MRI Software](https://www.datarails.com/wp-content/uploads/2026/02/17498972_640x640.avif)MRI Software ![ADP](https://img.logo.dev/adp.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)ADP ![Workday](https://img.logo.dev/workday.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Workday ![Epicor](https://img.logo.dev/epicor.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Epicor ![Paychex](https://img.logo.dev/paychex.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Paychex ![Yardi](https://img.logo.dev/yardi.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Yardi ![Oracle NetSuite](https://www.datarails.com/wp-content/uploads/2026/02/netsuite_thumb.png)Oracle NetSuite ![Xero](https://img.logo.dev/xero.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Xero ![Sage](https://img.logo.dev/sage.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Sage ![QuickBooks](https://www.datarails.com/wp-content/uploads/2026/02/quickbooks.png)QuickBooks ![Dynamics 365](https://www.datarails.com/wp-content/uploads/2026/02/Dynamics-365.webp)Dynamics 365 ![HubSpot](https://img.logo.dev/hubspot.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)HubSpot ![Salesforce](https://img.logo.dev/salesforce.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Salesforce ![Snowflake](https://img.logo.dev/snowflake.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Snowflake ![SAP](https://img.logo.dev/sap.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)SAP ![Power BI](https://www.datarails.com/wp-content/uploads/2026/02/power-bi.png)Power BI ![MRI Software](https://www.datarails.com/wp-content/uploads/2026/02/17498972_640x640.avif)MRI Software ![ADP](https://img.logo.dev/adp.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)ADP ![Workday](https://img.logo.dev/workday.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Workday ![Epicor](https://img.logo.dev/epicor.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Epicor ![Paychex](https://img.logo.dev/paychex.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Paychex ![Yardi](https://img.logo.dev/yardi.com?token=pk_NzP1pbRpRgeYlq-Gd1JtfQ)Yardi 600+ Integrations 1000s Trusted customers 10+ Years of expertise [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) ![FinanceOS platform](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/finance-platform.png) How It's Different ## This is not another finance platform. It's the operating system that makes everything else possible. FinanceOS® is a unified live operational layer where financial data, AI, models, logic, permissions, governance, and audit trails work together. It opens up finance teams to use the world's most advanced AI tools to build whatever you need: Board-ready presentations AR agents Live forecasts Automated month-end closes Based on real-time, traceable data you can defend in an audit. [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) The Datarails Difference ## Built by the team that solved financial data chaos Now making your data AI-ready. FinanceOS® isn't new. It's been running underneath Datarails' FP&A platform for a decade — governing, consolidating and connecting financial data of thousands of the fastest-growing companies in the world. Partnering for success. Datarails is also partnering with FinanceOS® customers, with ongoing training, design, enablement, and access to the latest AI advancements. We also offer optional professional services to design and develop custom agents and workflows tailored to your organization's specific finance needs — ensuring you can adopt AI safely, confidently, and at your own pace. [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) ![Built by Datarails](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/financeos/built-by.png) ## Join finance leaders building on FinanceOS®. [Request a Demo](https://lp.datarails.com/ai-for-fpa-financeos#demo-form) 💡 SOC 2 🔒 GDPR