Finance decisions
in minutes —
across your entire stack.
Prismatics connects your financial systems and gives finance and business executives instant answers — ARR waterfalls, variance analysis, forecasts, and board narratives — with every number traced to its source and every query logged.
Trusted by finance teams at
The Problem
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.
Product
Everything your finance team needs.
Nothing it doesn't.
ARR Waterfall Agent
Ask for your ARR waterfall. Get New, Expansion, Contraction, and Churn — with every number traced to a source row in your connected systems. Board narrative drafted for you.
Headline wedgeGL Anomaly Detection
Every morning, your Controller gets a digest of anything unusual in the general ledger — before it becomes a close-day problem. Caught early, every time.
Daily retention hookConnect Your Stack
Connect QuickBooks, Stripe, Salesforce, and NetSuite in under 5 minutes via Merge.dev. No engineering required. Your data stays isolated in a dedicated schema.
5-minute setupUse Cases
One platform. Every question
your finance team asks.
From board prep to daily close — Prismatics handles the full range of finance intelligence, in plain English.
ARR Waterfall & Board Narrative
"Give me the ARR waterfall for Q2." New, Expansion, Contraction, Churn, Net — every number traced to a source row. Board narrative drafted for you.
Available nowGL Anomaly Detection
Daily digest of unusual GL entries — duplicates, unmatched receipts, unexpected amounts — delivered to your Controller at 7am before the day starts.
Available nowVariance Analysis
"Why did OpEx spike 18% vs budget?" Prismatics drills into actuals vs plan, surfaces the drivers, and drafts the variance commentary for your board pack.
On the roadmapWhat-If Scenarios
"What happens to net MRR if we cut the Pro tier by $200?" Model pricing changes, churn assumptions, and expansion scenarios against your live data — instantly.
On the roadmapForecasting
"Project ARR through Q4 assuming 8% monthly growth." Forward-looking revenue models built from your actuals, not a spreadsheet someone maintains manually.
On the roadmapMonth-End Close Acceleration
Guided close checklist, reconciliation checks, and journal entry review — all in plain English. Cut your close cycle from days to hours.
On the roadmapShape what gets built next
Design partners get early access to roadmap features and direct input on prioritisation. Book a demo →
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.
How it works
Three steps from connected to presenting.
Connect your stack
QuickBooks, Stripe, Salesforce, NetSuite. OAuth in minutes, no engineering required. Data isolated in a dedicated schema — no other tenant can access it.
Ask in plain English
"Give me the ARR waterfall for Q2." Prismatics runs deterministic SQL against your live data, then drafts the narrative — with the numbers already in it.
Present with confidence
Every number traces to a source row. Full audit log of every query. You edit, not author. Board-ready in minutes, not hours.
Security & Trust
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.
Who it's for
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
One question.
Every source. Full audit trail.
Book 30 minutes. We'll connect to your stack and answer your actual finance questions — live, traced, and board-ready.
Book a 30-minute demo