--- title: Datarails FinanceOS - AI transformation for finance teams --- [How it works](https://lp.datarails.com/ai-transformation#how)[What we build](https://lp.datarails.com/ai-transformation#workflows)[Results](https://lp.datarails.com/ai-transformation#results)[FAQ](https://lp.datarails.com/ai-transformation#faq) [Get my free session](https://lp.datarails.com/ai-transformation#book) AI transformation for finance teams # Give Finance Its Own *AI Engineer.* A finance-fluent AI engineer joins your team, builds the workflows you rebuild every month, and hands them over working. **Live in weeks, not on next year’s IT roadmap.** - Finance pros + AI engineers - Built on your data and systems - Controls and sign-off built in - Your team owns what’s built **4–6 days**from kickoff to first workflow live **3–5 days**returned to the team every close **0**engineers you need to hire Free session ## Bring One Workflow. Leave With a Plan. 30 minutes with a finance AI lead and an engineer. Work email Next First name Last name Phone number CountrySelect your country...United StatesCanadaUnited KingdomIsraelAustriaBelgiumBulgariaCroatiaCyprusCzech RepublicDenmarkEstoniaFinlandFranceGermanyGreeceHungaryIcelandIrelandItalyLatviaLithuaniaLuxembourgMaltaNetherlandsNorwayPolandPortugalRomaniaSlovakiaSloveniaSpainSwedenSwitzerlandAfghanistanAlbaniaAlgeriaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelizeBeninBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBurkina FasoBurundiCabo VerdeCambodiaCameroonCentral African RepublicChadChileChinaColombiaComorosCongoCosta RicaCote d'IvoireCubaDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEswatiniEthiopiaFijiGabonGambiaGeorgiaGhanaGrenadaGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasIndiaIndonesiaIranIraqJamaicaJapanJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLebanonLesothoLiberiaLibyaLiechtensteinMadagascarMalawiMalaysiaMaldivesMaliMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNew ZealandNicaraguaNigerNigeriaNorth KoreaNorth MacedoniaOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesQatarRussiaRwandaSaint Kitts and NevisSaint LuciaSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSolomon IslandsSomaliaSouth AfricaSouth KoreaSouth SudanSri LankaSudanSurinameSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamYemenZambiaZimbabwe Company name Company sizePlease Select0-1011-5051-200201-500501-10001001-50005001-1000010001+ Job titlePlease SelectCEO / Owner / FounderCFO / VP of FinanceFinancial Controller / ComptrollerFinance Manager / Finance DirectorFP&A Manager / FP&A DirectorFinancial AnalystTreasurerAccounting / Finance OperationsFractional CFO / Financial ConsultantOther Finance RoleI'm not in the Finance department Datarails plans for SMBs start at $30K per year. Does that fit within your budget?Please SelectYesNo How many clients are you currently managing or advising?Please Select1-56-1516-5051-100100+ How did you hear about Datarails? By submitting this form, you agree to receive communications from Datarails, including text messages, regarding your request, scheduling, and follow-up communications. Message and data rates may apply. Reply STOP to opt out of text messages. See our [Privacy Policy](https://www.datarails.com/privacy-policy/) and the [Website Terms](https://www.datarails.com/website-terms-of-use/) for more information. Back Submit Finance teams running on Datarails ![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-1.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-2.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-3.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-4.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-5.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-6.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-7.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-8.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-9.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-10.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-11.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-12.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-13.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-14.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-15.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-1.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-2.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-3.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-4.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-5.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-6.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-7.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-8.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-9.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-10.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-11.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-12.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-13.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-14.png)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/logo-15.png) Sound familiar? ## Sales Got AI. Support Got AI. Engineering Got Copilots. *Finance Got a Slot on Next Year’s IT Roadmap.* ### The Claude Workflow Only One Analyst Can Run. Rebuilt from scratch every close. When they’re out, so is the workflow. ### Nobody on the Team Who Can Build It. Finance knows exactly what to fix. IT has other priorities. ### A Board Asking What AI Is Doing for Finance. “We’re experimenting” buys you one quarter. Maybe. You don’t need another AI tool. *You need someone to build it with you.* [Get my free session](https://lp.datarails.com/ai-transformation#book) How it works ## An Engineer Who Speaks Finance, *Embedded in Your Team.* The Forward Deployed Engineer model, built for finance. One workflow at a time, live in weeks. 1. 01\.Week 1 ### Scope Pick the workflow. Define “done” and the controls it must respect. 2. 02\.Weeks 2–4 ### Build Connected to your ERP, Excel and bank data. Tested on last month’s actuals. 3. 03\.One close ### Prove Runs alongside your current process. Your team reviews every output. 4. 04\.Then the next one ### Hand Over Documented and runnable by the whole team, not one analyst. What gets shipped · ExampleLive ### Monthly Variance Commentary Inputs ERP actualsBudget (Excel)Headcount Logic Flags variances over $25k or 5%. Drafts a driver-level explanation. Controls Every number linked to source. Controller signs off. Runs Close day 3, automatically Owner FP&A team, not one analyst A consultant They hand you a deck. **We hand you a working workflow.** Another tool You’d still have to build it. **We build it with you.** DIY prompts Those leave with the analyst. **This stays with the team.** What we build ## What Would You Take Off Your *Team’s Plate First?* AI handles the assembly. Judgment and sign-off stay with Finance. The one-analyst AI workflowTop pick Variance commentary Month-end close Reconciliations Board & management packs 13-week cash forecast ### From one analyst’s prompts to a team workflow. #### Today Prompts, pasted exports and a checklist in one person’s head. Rebuilt every month. #### After Context, data refresh and checks packaged into one workflow anyone on the team can run. **Stays with Finance:** the judgment calls and the final sign-off. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) ### Commentary drafted before you open the file. #### Today Finding what moved, chasing explanations, writing the same commentary structure every month. #### After Driver-level variances flagged and a first-draft narrative linked to the source numbers. **Stays with Finance:** context only Finance knows and the final narrative. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) ### A close summary that writes itself. #### Today Pulling the same exports, refreshing the same files, re-checking the same tie-outs. #### After Data pulls, tie-outs and the close summary draft ready on schedule. **Stays with Finance:** accrual judgments and approval. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) ### Only the exceptions reach your desk. #### Today Matching ERP, bank and billing data by hand, and chasing the same differences every close. #### After Automated matching with an exception queue and a full audit log. **Stays with Finance:** resolving exceptions and sign-off. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) ### The pack is built. You write the story. #### Today Days of assembling, formatting and checking before anyone gets to the narrative. #### After The pack refreshed on schedule, in your exact format, every number traceable. **Stays with Finance:** the message and the review. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) ### Your 13-week view, rolled forward for you. #### Today Updating actuals, rolling the model forward and explaining deltas every week. #### After Actuals roll-forward, delta flags and a weekly summary, ready Monday morning. **Stays with Finance:** assumptions and cash decisions. [Bring this to your session](https://lp.datarails.com/ai-transformation#book) Results ## What Changes After the *First Workflow Goes Live.* ![Finance team reviewing numbers on a laptop](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/result-saas.jpg)B2B SaaS 450 employees · 6-person finance team 4 days *→* 1 to produce the monthly board pack **Built:** Board pack & variance commentary, live in 5 weeks ![Healthcare professionals shaking hands](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/result-healthcare.jpg)Healthcare services 900 employees · 9-person finance team *−*3 days off the monthly close **Built:** Multi-entity reconciliation across ERP, bank & billing. 90%+ auto-matched ![Residential tower balconies over a city skyline at dusk](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/result-realestate.jpg)Real estate investment 220 employees · 4-person finance team 12 hrs *→* 2 per monthly investor report **Built:** Property-level BvA & investor reporting, live in 4 weeks In their words ## What It’s Like to Work With a *Finance AI Engineer.* > “We’d been using Claude for commentary for months, but every close someone rebuilt the context from scratch. Five weeks later it’s a workflow the whole team runs, and I can trace every number back to the GL.” VP**VP Finance** · B2B SaaS · ~450 employees > “Our engineer spoke our language from the first meeting: accruals, cut-offs, intercompany. Nobody had to translate finance into tech, and that’s why it worked.” CC**Corporate Controller** · Healthcare services · ~900 employees > “We showed the board real AI results in the same quarter we started.” CFO**CFO** · Logistics & distribution > “The process was clear from day one: scope, build, parallel run, handover. My team was in the room the whole way, and they own it now. It doesn’t depend on anyone outside finance.” CFO**CFO** · Real estate investment · ~220 employees > “It felt like hiring a finance engineer, without the six-month search.” VP**VP Finance** · Fintech · ~300 employees G2 · Capterra · Software Advice ![G2 Best Software 2026 Top 50](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/g2-top50.png)![G2 Leader Winter 2026](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/g2-leader.png)![G2 Best Est. ROI Winter 2026](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/g2-roi.png)![G2 Fastest Implementation Winter 2026](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/g2-implementation.png)![Capterra Best Value 2026](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/capterra-value.png)![Software Advice Front Runners 2026](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/sa-frontrunners.png) Partners ![Microsoft](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/partner-microsoft.svg)![OpenAI](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/partner-openai.svg)![Anthropic](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/partner-anthropic.svg) Who you’ll meet ## Finance People Who Build. *Engineers Who Speak Finance.* They’ve run the close. They’ve built the board pack at 11pm. And they’ve already taken finance teams from experiments to production. ![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/face-2.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/face-3.jpg) ### Your Finance AI Lead Former FP&A and controllership leader. Scopes the work and owns the business logic. ![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/face-4.jpg)![](https://lp.datarails.com/hubfs/raw_assets/public/datarails-template-theme/assets/ffe/face-5.jpg) ### Your Forward Deployed Finance Engineer Builds and tests inside your environment. Fluent in GL structures, close calendars and audit trails. The free session ### 30 Minutes. One Workflow. A Straight Answer. - **A verdict:** automate it now, later, or not at all - **What it takes:** data, controls and people involved - **A realistic scope and timeline** for your first build [Get my free session](https://lp.datarails.com/ai-transformation#book) If AI isn’t the answer for that workflow, you’ll hear that too. Request (2 min)→We email to schedule→Your session Questions ## Before You Book. Is it really free? Yes. No fee, no obligation. If you go further, scope and price are agreed before any work starts. Do we need to be using AI already? No. Many teams come a few months into ChatGPT or Claude. Others start from a manual process. Either works. We have IT. Why do we need this? IT keeps systems running and secure. This adds finance-specific build capacity that works within IT’s approvals. Who will I meet? A finance AI lead and an engineer from the FinanceOS Forward team. We’ll introduce them by email before your session. ## You Don’t Need an AI Roadmap. *You Need One Workflow That Works.* Start with 30 minutes on the one your team would most like gone. [Get my free session](https://lp.datarails.com/ai-transformation#book) Free · 30 minutes · No deck, no demo [Privacy Policy](https://www.datarails.com/privacy-policy/)[Terms](https://www.datarails.com/terms-of-service/) © Datarails 2026