Generative AI layer in Datarails' Excel-connected FP&A platform that answers finance questions on consolidated actuals, builds variance and board-story narratives, and runs what-if forecasts.
The /genius/ page uses Genius AI. The FP&A and pricing pages use Datarails AI for Strategy, Reporting and Planning Agents, Insights and Storyboards; confirm which package is offered.
Task classification by ETHORITY; match it to your intended use.
Connects with
“integrates with over 200 systems”; named: QuickBooks, Xero, Oracle NetSuite, SAP Business One, Sage Intacct, Microsoft Dynamics 365, Salesforce, HubSpot, ADP, BambooHR, Workday, Tableau, Power BI, OneDrive, SharePoint, Square, Yardi, Snowflake, SQL Server, Shopify; AI Connector to Claude, ChatGPT, Microsoft Copilot (MCP), Lovable
Plans cap source-system integrations (1/2/3 for Professional/Premium/Expert). No DATEV named
Limitations
AI Assistant labelled “(Beta)”; works only in the web app, not in the Excel add-in, desktop application or Desk; “The assistant does not give financial or investment advice.”; “In-flow agents might not be active in your organization.”; Ask AI on widgets not on mobile
Provider figures (verbatim, provider-stated evidence): “up to 75% less manual spreadsheet work”; “save 50 hours of labor per month”; “4x increase in efficiency” (genius page). Assistant: “It never estimates or fabricates a number.”
Fit and decision conditions
Prerequisites
Existing Datarails FinanceOS account; “The assistant must be enabled for your account”; in-flow agents enabled separately; AI Connector via OAuth 2.0 on Claude, ChatGPT or Copilot; implementations “go live within 4-6 weeks”
The Genius page says data stays in the customer’s instance; DPA section 2.1.3 limits use to the services. The separate AI terms have not established the applicable training conditions here. Ask for those terms.
Certificates and audit reports
“SOC 2 compliant” (AICPA Trust Service Principles)
SOC 2 is a provider claim; type, auditor and report period are unspecified, and the trust centre has not established them here. SOC 2 is an attestation; GDPR/CCPA are laws and Microsoft Solutions Partner is a partner status. Request the relevant report.
Additional data conditions
Subprocessors and underlying models
LLM: Anthropic Claude models on Anthropic's Claude Managed Agents platform via commercial API (AI Assistant); sub-processor list “provided … upon the Customer's request” (DPA Annex A)
Assistant sessions not under zero-data-retention, so Anthropic default deletion (within 30 days) applies unless Datarails deletes on request; generated files “expire” after a limited time; DPA s.6.3: retain “only as long as is necessary”
Yes for outputs – “nothing is created or changed without your confirmation”; journal entries are drafts a person must review and post; “The assistant never changes your financial data.”
AI Connector: “read-only access … cannot change, delete, or write data back”, while Assistant can create dashboard widgets after confirmation – consistent on confirmation, scope differs by surface
Audit trail
“Every interaction with Datarails AI is logged.” Admins can review who accessed what data, when, and what questions were asked; blog: “Every query is logged, what was asked, which sources it touched, what was returned.”
Log retention period not stated; Assistant conversation history “per user”, searchable under History
Questions for the provider
Ask the provider which data region applies to your account.
Ask the provider which retention and deletion terms apply, including when the contract ends.
Cost per accepted outcome
Editable hypothetical example · not provider pricing or measured performance. Use this monthly worksheet to test your own quote and quality assumptions.
/ accepted outcome
accepted outcomes / month
5,000 tasks × 80% = 4,000 accepted outcomes per month. Higher entered costs raise unit cost; more accepted outcomes spread the same cost over more results.
Formula: entered monthly costs ÷ (monthly tasks × acceptance % ÷ 100). The numerator includes only the costs you enter. Add applicable licence, usage, integration, human review and rework costs yourself; this is not automatically a fully loaded estimate or a vendor billing model. Capacity released is not realized financial value.
Inputs stay in this browser tab’s session, including reload and language changes. They are not added to the page URL. Continuing prepares an unsent enquiry draft.
A written comparison of up to three AI offerings · €195 net
You get the facts that matter for your decision, each with its source, the questions to ask each vendor and a cost estimate based on your own numbers. First you agree your three most important criteria with Sten Franke.
We deliver your brief by email within a maximum of five working days after payment is confirmed and we have agreed the question and minimum information needed to begin. ETHORITY confirms the start date and delivery date and delivers earlier when the reviewed brief is ready. Missing optional information is recorded and assessed; it does not require you to research the solution yourself. Review before delivery and email support are included.
ETHORITY®