Datarails, an AI-native financial operating system for the CFO’s office, has launched Datarails Desk, a ticketing system for finance teams that connects every incoming request directly to the financial data needed to resolve it.
Desk runs on FinanceOS, Datarails’ governed data layer, so the invoices, payments, contracts, and vendor or customer records behind a request are pulled into the ticket automatically—giving Desk’s embedded AI agent the context to draft data-backed responses for a human to review and send.
“Finance teams lose hours every week hunting for invoices, contracts, payment records, and lots of other things buried in other systems, simply so they can answer basic questions that should take two minutes,” Didi Gurfinkel, co-founder and CEO of Datarails, said in a statement on Sept. 10. “We didn’t want to build another queue that tracks a request and calls it solved. Desk is built on the idea that a finance ticket isn’t resolved until it’s grounded in the actual financial record behind it, which is exactly what FinanceOS makes possible.”
The launch of Desk follows the New York City-based company’s recent $70 million Series C round and a string of new offerings extending FinanceOS across the CFO’s office, including Spend Control in February of this year and the AI Transformation Package in August, which embeds forward-deployed financial engineers inside customer finance teams.
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Desk centralizes finance requests from email, Slack, Teams, and other channels into a single structured queue, then uses its FinanceOS connection to bring the relevant financial context into every ticket automatically. Core capabilities include:
- Direct connectivity to ERPs, HRIS, CRMs, and other financial systems through FinanceOS so relevant invoices, payments, and vendor or customer records are pulled into the workflow without manual searching.
- AI-drafted, data-backed responses—Desk’s embedded AI agent identifies the records behind each request, pulls supporting files, and drafts an evidence-based reply for review before it’s sent.
- Automated routing and service-level agreements, with tickets assigned by team, request type, or priority, and configurable timers built around how each finance team operates.
- Team-based permissions and a SOX-grade audit trail, keeping sensitive data isolated across accounts payable, accounts receivable, payroll, financial planning and analysis, and legal, with every action tracked.
- Per-team dashboards giving each team and finance leadership a real-time view of open tickets, response times, bottlenecks, and workload across the organization.
“You can bolt an AI chatbot onto any ticketing system, but if it isn’t grounded in the company’s own invoices, contracts, and vendor records, it’s just guessing in a more confident tone,” Gurfinkel said. “Desk’s AI works from the same governed financial data every other Datarails product runs on, so the response it drafts is one your team can actually stand behind.”
Datarails Desk is available now. More information about Datarails can be found here.
Photo credit: Datarails/LinkedIn
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