AI-Powered FP&A

Your PE firm expects FP&A.
You don't have a team yet.

Plametrix is your outsourced FP&A team — a complete, AI-automated finance function delivering monthly reporting, forecasting, and dashboards for less than the cost of one month of a full-time hire.

Sound familiar?

The gap between an accountant and a real finance function.

  1. 01

    No one owns FP&A

    Your finance function is a patchwork of spreadsheets, accountant reports, and gut feel. Nobody owns forecasting. Nobody owns the monthly close. The board is asking questions you can't answer quickly.

  2. 02

    Reporting that's always late

    Month-end closes that take two to three weeks. Investors and leadership waiting on numbers that should be instant. Decisions made without current data.

  3. 03

    A full-time hire doesn't fit yet

    A good FP&A manager costs $100K–$130K plus benefits. You need the output, not the headcount — but a consultant at $200/hour adds up fast.

  4. 04

    No visibility into what's driving performance

    Revenue is up or down — but why? Which locations, products, or channels are moving it? Without the right metrics, you're flying blind.

Two ways to get started

Start small, or hand us the whole function.

Diagnostic$1,000one-time

FP&A Diagnostic

The fastest way to see where you stand — and what to fix first. In two weeks we review your reporting, find the gaps, and hand you a prioritized roadmap.

  • Assessment of current reporting, tools & workflows
  • Gap analysis against PE / board-ready standards
  • A prioritized 90-day roadmap
  • A 60-minute readout with recommendations
Book the diagnostic
Monthly Retainer · Most popular$2,000/mo & up

Monthly FP&A Retainer

A full FP&A function, delivered monthly — without the headcount. Automated with AI, so it's faster and lower-cost than traditional consulting.

  • Monthly P&L, cash flow & balance sheet close package
  • Budget vs. actual variance analysis with commentary
  • Rolling 12-month forecast, refreshed monthly
  • A KPI dashboard tailored to your business
  • Quarterly investor / board reporting package
Schedule a call
How it works

Agents do the assembly. People own the judgment.

01

Connect

We plug into your accounting system, CRM, and the spreadsheets you already use — and standardize the chart of accounts so every month is comparable.

02

Automate

AI agents handle the assembly line: pulling data, reconciling, recalculating variances, and drafting commentary — the 40+ hours of monthly grunt work.

03

Deliver

Experienced finance professionals review, sharpen, and own the judgment. You get a board-grade package, on a predictable cadence, every month.

Built for companies like yours

PE-backed and high-growth SMBs, $5M–$50M in revenue.

Past the startup stage, but not yet large enough to justify a full in-house FP&A team. You're a fit if:

  • Your company was recently acquired or recapitalized and needs PE-standard reporting
  • You're scaling fast and financial visibility can't keep up
  • You have an accountant on the books but no one owning forecasting or strategy
  • You've been meaning to hire an FP&A analyst, but the timing or budget isn't there yet
Built by a finance professional, not a tech startup

“We're not a software platform. We're finance people who use AI to deliver better, faster FP&A than the traditional approach — at a price that makes sense for growing companies.”

Agon GrazhdaniFounder, Plametrix
Common questions

Outsourced FP&A, answered.

What is outsourced FP&A?

Outsourced FP&A is when a company hands its financial planning and analysis — budgeting, forecasting, monthly reporting, and KPI dashboards — to an external team instead of building it in-house. Plametrix delivers a complete FP&A function on a monthly cadence, automated with AI, for less than the cost of one full-time analyst.

How much does outsourced FP&A cost?

Plametrix starts at $2,000 per month for a full retainer, plus an optional one-time $1,000 diagnostic. For comparison, a full-time FP&A manager costs roughly $120,000–$140,000 in base salary — $180,000+ fully loaded — and most mid-sized companies cut FP&A costs 25–40% in the first year by outsourcing.

What's the difference between a fractional CFO and outsourced FP&A?

A fractional CFO owns the entire finance office — banking, audit, fundraising, and governance. Outsourced FP&A is narrower and deeper: the forward-looking planning, forecasting, reporting, and analysis. Plametrix focuses on FP&A and works alongside your CFO, controller, or accountant rather than replacing them.

When should a company outsource FP&A?

Usually when month-end close is slow or manual, the board wants visibility you can't produce quickly, and a $120,000+ full-time hire isn't justified yet. PE-backed companies often reach this point within 90 days of an acquisition, when new owners expect board-grade reporting.

What does Plametrix deliver each month?

A monthly close package (P&L, cash flow, and balance sheet), budget-vs-actual variance analysis with written commentary, a rolling 12-month forecast, a KPI dashboard tailored to your business, and a quarterly investor or board reporting package.

How does Plametrix use AI in FP&A?

AI agents handle the repetitive assembly — pulling data, reconciling, recalculating variances, and drafting commentary. Experienced finance professionals then review, sharpen, and own the judgment. That division of labor is how Plametrix keeps cost low without sacrificing accuracy.

Let's talk about your numbers.

Whether you're just building FP&A or fixing a broken process, we'd love to hear where you are — and whether we can help.