Datarails Raises $70M Series C Led by One Peak to Make AI the Foundation of the CFO’s Office

Datarails’ Excel-native FinanceOS platform – enhanced with new Agentic AI capabilities – achieved 70% year-over-year growth in 2025 while expanding to over 400 employees globally

New York, January 21, 2026 — Datarails – the leading AI-powered platform providing a single source of truth for the CFO's Office across FP&A, cash management, month end close and spend control, today announced it has raised $70 million in Series C funding. This investment brings Datarails' total funding to $175 million.

Led by One Peak, a specialist growth equity investor, and joined by existing investors including Vertex Growth, Vintage Investment Partners, Zeev Ventures, Innovation Endeavors, Joey Low, Qumra Capital, and ClalTech, the investment comes as Datarails saw 70% year-over-year revenue growth, while expanding to over 400 employees globally in 2025. The new funding will be used to accelerate Datarails' expansion across North America and EMEA, further increase investment in R&D, and pursue organic and inorganic additions to its FinanceOS platform.

Led by One Peak, a specialist growth equity investor, new and existing investors participating in the round include Vertex Growth, Vintage Investment Partners, Zeev Ventures, Innovation Endeavors, Joey Low, Qumra Capital, and ClalTech. The investment comes as Datarails' platform saw 70% year-over-year revenue growth, with its team nearly doubling to over 400 employees globally in 2025.

The company’s rapid growth reflects strong demand for its AI-enabled, strategic finance platform married with its Excel-native approach. With research indicating that 99% of financial professionals spend more than three hours a day in Excel and 89% of Gen Z’ers and Millennials believing it will remain "as important" or "more important" in the next decade, Excel will be inextricably linked to the industry for years to come. Yet critical workflows and data still exist in silos, forcing finance teams to waste time on manual spreadsheets and data consolidation, instead of strategic analysis.

Datarails solves this by allowing finance teams to retain the familiarity and flexibility of Excel, while solving the pain of piecing together fragmented financial data, freeing them to drive strategic decisions. Its multi-product FinanceOS platform spans FP&A, month end close, cash, spend control and other core finance team functions – with further products set to be launched in the next year.

“AI is the great enabler 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,” said Didi Gurfinkel, CEO and Co-founder of Datarails. “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.”

Demonstrating Datarails’ evolution from FP&A leader to complete finance platform, more than 50% of the company’s growth in 2025 came from products launched in the past 12 months. These include Month-End Close, a tool to help CFOs visualize, streamline, and manage the entire close process, and Cash Management, which connects to company bank data in real time, enabling finance teams to monitor cash position, forecast liquidity, and manage cash flow with accuracy and ease.

New Strategy, Planning, and Reporting AI Finance Agents launching today will allow finance professionals to ask questions like, “What’s driving our profitability changes this year?”, “What happens if revenue grows slower next quarter?” and “Why did Marketing go over budget last month?”, and instantly generate board-ready PowerPoint slides, PDFs and Excel files based on the company’s own unified ERP, CRM, HRIS, and Excel data. Purpose-built around each company’s internal data, the new agents are significantly more private, secure, accurate, and expedient than generic AI tools. The Strategy, Planning, and Reporting AI Finance Agents are now available to new and current Datarails customers." Datarails has cracked the code of what finance teams actually need from AI: trustworthy intelligence built on clean, consolidated data," added David Klein, Co-founder and Managing Partner at One Peak. "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."

About Datarails

Datarails is the only AI-powered platform providing one source of truth for the CFO's office across FP&A, cash management, spend control, and month-end close. Through seamless data consolidation, uniting financial and operational data, Datarails is the unified finance platform where all workflows and data come together to deliver actionable insights for businesses. As the most flexible and scalable solution, Datarails lets you stay within Excel and our web-based platform, transforming the CFO's office into the home of business insights for any business, in any sector, at any stage.

To learn more, visit https://datarails.com