Datarails has raised $70 million in Series C funding in a round led by growth equity firm One Peak, as the company bets that finance teams want AI capabilities embedded directly into the tools they already use (especially Excel) rather than forcing a tradeoff between spreadsheets and standalone AI products.
The financing brings Datarails’ total funding to $175 million. New and existing investors participating in the round include Vertex Growth, Vintage Investment Partners, Zeev Ventures, Innovation Endeavors, Joey Low, Qumra Capital, and Claltech.
Datarails positions its platform as an “AI-native” system for the CFO’s office, combining financial planning and analysis with adjacent workflows such as cash management, month-end close, and spend control. The company said it delivered 70% year-over-year revenue growth in 2025 and nearly doubled its workforce, ending the year with more than 400 employees globally.
The company’s pitch centers on keeping finance teams working in Excel while consolidating data across financial and operational systems into a single source of truth. Datarails said the Series C proceeds will be used to accelerate geographic expansion across North America and EMEA, increase investment in research and development, and potentially pursue acquisitions in the sector.
Datarails also cites its recent growth as increasingly driven by newer product lines. The company said more than half of its 2025 growth came from solutions launched within the past 12 months, including a Month-End Close product designed to help finance leaders visualize and manage the close process, and a Cash Management product that connects to bank data in real time to monitor cash position and forecast liquidity.
Alongside the funding announcement, Datarails introduced new Strategy, Planning, and Reporting AI Finance Agents that it said can answer finance questions and generate board-ready outputs—such as PowerPoint slides, PDFs, and Excel files—based on unified data pulled from sources including ERP, CRM, HRIS, and spreadsheets. The company highlighted use cases such as profitability analysis, predictive forecasting, and budget variance explanations, and emphasized privacy, security, and accuracy versus generic AI tools.
Datarails said its broader goal is to turn the CFO’s office into a centralized decision engine, with FinanceOS serving as the platform layer that unifies workflows and data while enabling AI-driven insights across core finance functions. Additional products are expected to launch this year.
KEY QUOTES:
“AI is the great equalizer for finance teams, which is why we’ve been working to make it the foundation of the CFO’s Office, rather than just a feature. CFOs are asking: ‘How can I transform our processes and workflows in the AI era?’ By giving them a single source of truth that powers AI-driven insights across every critical workflow, we’re not only answering that question but also transforming their entire function.”
Didi Gurfinkel, CEO and Co-founder, Datarails
“Datarails has cracked the code of what finance teams actually need from AI: not flashy features, but trustworthy intelligence built on clean, consolidated data. Their Excel-native approach is brilliant because it meets CFOs where they already work, while their multi-product strategy demonstrates the kind of ambitious, category-defining vision we look for. With their exceptional growth trajectory and clear product-market fit, we’re thrilled to partner with the whole team as they transform the CFO’s Office into a true strategic nerve center for modern businesses.”
David Klein, Co-founder and Managing Partner, One Peak
