Datarails AI Transformation Services

Your finance team,
AI-ready in weeks.

We build the AI workflows your team will actually use.
Work with our experts — with decades of finance experience and deep AI fluency — to design and implement your AI finance transformation.
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Trusted by finance teams at

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What's included

Expert AI guidance, hands-on execution, the right foundation.

AI workflow design & build

Our Finance AI Advisors design and build workflows specific to your team's needs — from intelligent reporting and variance analysis to automated planning models.

AI workflow dashboard preview

Use case prioritization

We help you identify the highest-impact workflows — so you're not just experimenting, you're building toward a scalable, AI-driven finance function.

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Hands-on team enablement

Your team learns by doing, building the capability to run and expand AI workflows independently. Our academy supports training to inspire every user.

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FinanceOS platform

FinanceOS consolidates your data sources, establishes governance, and creates the single source of truth your AI workflows will run on.

FinanceOS platform with integrations
Book a discovery call →
How it works

From discovery to live workflows.

A structured engagement designed to get AI into your processes — making you a master of AI finance processes, grounded in your real data.

1

Discovery session

We map your systems, workflows, and pain points to define the best starting point and build your plan.

2

Build the foundation

Connect your data sources, set up FinanceOS, and create your finance team's unified source of truth.

3

First workflows live

Launch the first AI workflow end-to-end. Your team sees what's possible — and starts using it.

4

Scale at your pace

Expand into more workflows and use cases. Build your team's AI capability and confidence over time.

Who it's for

Built for finance teams ready for AI transformation.

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Already experimenting

You've started exploring AI in finance but need help turning interest into something that runs in production.

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Need expert implementation

You want workflows built the right way — finance AI experts paired with a platform that supports the transformation.

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Don't know where to start

You know AI can help your team but aren't sure which use case to prioritize — or how to build the foundation first.

Get started

Turn AI interest into finance workflows.

A 30-minute call with a Finance AI Advisor. No prep needed — bring the problem you'd most like AI to solve, we'll bring the plan.

Learn more about FinanceOS

Book a discovery call

Fill out the form and pick a time that works for you.

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