What does the monthly retainer actually include?
A monthly close package (P&L, cash flow, balance sheet), budget vs. actual with written commentary, a rolling 12-month forecast, a KPI dashboard tailored to your business, and a quarterly board/investor package.
Why is outsourced FP&A so much cheaper than hiring?
A full-time FP&A manager costs $120,000–$140,000 in base salary and over $180,000 fully loaded. Plametrix uses AI agents to handle the repetitive assembly work — data pulls, reconciliations, recalculations — that used to require those hours, so you pay for a system that runs, not for headcount.
How does pricing scale?
The retainer starts at $2,000/month and scales with company size and reporting complexity — number of entities, data sources, and the depth of board reporting you need. We quote a flat monthly figure up front, so there are no hourly surprises.
Do I have to commit right away?
No. Most clients start with the $1,000 Diagnostic to see where they stand. There's no obligation to continue — though most convert to a monthly retainer once they see the roadmap.
How do you handle our financial data?
We work inside the systems you already use and rely on read access wherever possible. Everything is covered by a mutual NDA, and you keep ownership of every workpaper, model, and dashboard we build — nothing is locked inside proprietary software.
Who actually does the work?
Plametrix is run by Agon Grazhdani, a finance professional with 12 years of FP&A experience at companies including CoStar Group and Lightwave Dental — supported by an AI-automated workflow.