Finance decisions,
in minutes
Prismatics connects your financial stack and answers in minutes — ARR waterfalls, variance, and board narratives, every number traced to source and every query logged.
Read-only · Isolated schema · Full audit trail
Connects to the stack you already run · Bank-level security you can trust
Finance teams deserve better than spreadsheets at midnight.
Every board prep cycle, your team spends hours rebuilding the same ARR waterfall, chasing numbers that don’t tie, and writing narratives from scratch — when they should be doing analysis.
Prismatics replaces the manual work with AI agents that run on your live data, trace every number to its source, and draft the narrative for you.
Sound familiar? This is the problem Prismatics solves.
Everything works
together, automatically
Four agents that share one brain — so analysis, narratives, anomalies, and reconciliation all pull from the same source of truth.
AI insight
OpEx is up 18% this month — driven by two vendors.
Variance Analyst
Drilldowns into actuals vs plan — with the commentary drafted from your real numbers, not generic advice.
Stripe revenue
$5,000
Matched to GL
Reconciled ✓
Auto Reconciliation
Set your sources once. Prismatics matches, ties out, and flags the gaps — automatically, every close.
Total ARR
$4.2M
Finance Hub
Every system, ledger, and source in one connected layer. No exports, no app-switching.
Month-end close
82%
Reconciled
14/17
Anomalies
2
Close Tracker
Turn the month-end checklist into a tracked plan — every step monitored, nothing slips before books close.
It doesn’t just show your
numbers — it acts on them
Prismatics spots patterns, flags anomalies, and surfaces what matters before you’d ever think to look — then drafts exactly what to say next.
Auto-categorization
Every GL entry coded correctly, every time.
Smart narratives
Board commentary that updates as your numbers change.
AI insight
Ask anything, in plain English
Automated waterfalls
New, expansion, contraction, churn — handled.
Anomaly detection
Unusual GL entries flagged before they become problems.
Built differently from the ground up
Legacy FP&A tools were built as data platforms — then AI was bolted on. Prismatics was designed as an AI platform from day one. The difference shows in every interaction.
Legacy FP&A tools are excellent — built for a different era. Prismatics is the AI-native alternative.
Get started in
3 simple steps
No data team needed. Connect your stack, and Prismatics does the heavy lifting—running the SQL, tracing every number, and drafting the narrative.
Success!
QuickBooks & Stripe have been successfully connected.
Connect your stack
Link QuickBooks, Stripe, Salesforce, NetSuite in minutes via Merge. Data isolated in a dedicated, read-only schema.
AI Summary
Today’s entries
Ask in plain English
Deterministic SQL on live data — coded, reconciled, and summarized. Answers in minutes, not a Friday rebuild.
Net New ARR
$48,200
Present with confidence
Every number traces to a source row. Full audit log. Board-ready in minutes, not hours.
Experience the power of AI-driven finance
See how the agents work together to help you answer faster, close cleaner, and present with confidence.
Your AI financial analyst
$11,930.44
Traced to source
100%
Your finance team’s AI-native workspace
Think of it as Claude — but connected directly to your financial stack. Your team builds their own scenarios, dashboards, and workflows in plain English. No BI tool. No SQL. No waiting for IT.
Natural Language Dashboards
Describe what you want to see. Prismatics builds the dashboard — no SQL, no configuration, no BI tool.
Scenario Modeling
Run what-if scenarios in plain English. See the impact on ARR, burn rate, and runway instantly — before the board asks.
Shared Views
Build an analysis once, share it with your team. Everyone sees the same numbers, sourced from the same data, at any time.
Custom Workflows
Your finance team builds the workflows they need — monthly close checklist, investor package, cash forecast — owned by them, not IT.
Design partners get early access and direct influence over what gets built. Book a call to learn more.
Built for every seat
in the finance org
Built for Series B SaaS companies ready to move beyond spreadsheets — where the CFO is newly in seat, the investors want cleaner reporting, and the team is small enough that every hour matters.
VP of Finance
Stop authoring. Start presenting.
- →Board-ready ARR narrative in minutes
- →Waterfall that ties to Stripe automatically
- →Ask questions in plain English, get answers with sources
- →Never rewrite the deck at 10pm again
CFO
Strategic visibility, not manual labour.
- →Real-time ARR and revenue intelligence
- →Investor-ready narratives with traceable numbers
- →Variance commentary drafted for you
- →Month-end close accelerated across the team
Controller / Finance Ops
Catch issues before the books close.
- →Daily GL anomaly digest at 7am
- →Duplicates and unusual amounts flagged automatically
- →One-click investigate or dismiss
- →Source-row traceability on every number
See what happens when finance runs itself
From first board cycle to fastest close — here's what changed in their first quarter with Prismatics.
“Where CROs have Salesforce, CFOs have Prismatics.”
Our ambition — inspired by Forbes on the future of finance intelligence
Here's what finance leaders say
Hear from teams who've transformed how they report, close, and present — with traced, auditable numbers.
“I used to rebuild the ARR waterfall by hand every board cycle. Now it's drafted before I sit down — and every number ties back to Stripe. The deck rewrite at 10pm is gone.”
Name
John Chen
Role
CFO, B2B SaaS
“The 7am anomaly digest paid for itself in the first week. We caught a duplicate vendor payment before close — $4,210 that would have slipped straight through.”
Name
Ana Johnson
Role
Controller, Finance Ops
“Every variance question was answered before the meeting even started. No analyst in the loop, every figure traceable to a source row. It changed how we run finance.”
Name
Jessica Martinez
Role
VP Finance
Built for the numbers
that can’t be wrong
Your financial data is the most sensitive data in your company. We treat it that way.
Isolated Schema
Your data lives in a dedicated Redshift schema. No cross-tenant access — ever. Each customer's data is cryptographically separated.
Read-Only by Default
Prismatics reads your data to analyse it. We never write back to your systems without explicit configuration and approval.
Full Audit Trail
Every query Prismatics runs is logged with timestamp, user, and intent. You always know exactly what data was accessed and when.
Start with a pilot, roll out when ready
Prove it on one workflow with your real data. Expand across the finance org when you're ready.
Pilot
Prove it on one workflow, your data
- Connect up to 2 sources
- ARR Waterfall agent
- GL Anomaly digest
- Isolated schema, read-only
- Full audit trail
Platform
For teams serious about reporting
- Everything in Pilot
- Unlimited connected sources
- Variance & forecasting agents
- CFO / VP / Controller workspaces
- Advanced narratives
- Priority support
Enterprise
Govern finance across the org
- Everything in Platform
- SSO & SCIM
- Roles & permissions
- Dedicated support
- Custom integrations
Trusted where the numbers can't be wrong
Finance teams getting traced, auditable answers — and the hours back that used to go to the rebuild.
To a board-ready answer, not days
Of numbers traced to source
To connect your first source
Got questions? We've got answers
Everything you need to know before getting started — straight to the point.
Yes. Each customer gets a dedicated, isolated schema — no cross-tenant access, ever. Prismatics is read-only by default and never writes back without explicit approval.
Reads for finance leaders
Short, practical guides for finance teams — not generic advice.