Monthly close & reporting
A clean P&L, cash flow, and balance sheet package every month — delivered in days, not weeks.
What we do
A complete outsourced FP&A function — automated, and always current.
Plametrix takes over the financial planning, reporting, and analysis that used to require a dedicated team — the work of an in-house FP&A department — and delivers it on a monthly cadence, for a fraction of the cost.
Budget vs. actual
Variance analysis with commentary that explains the why, not just the what — so the board gets a story, not a spreadsheet.
Rolling forecast
A rolling 12-month forecast, refreshed every month as new actuals land, so the plan always reflects reality.
KPI dashboards
The metrics that actually matter for your model — locations, cohorts, channels, unit economics — in one current view.
Board & investor reporting
A quarterly package your sponsor can skim in ten minutes and defend under an hour of questions.
Data integration & automation
We unify your ERP, CRM, payroll, and spreadsheets, and automate the assembly with AI agents so nothing lives in one person's memory.
How it works
Agents do the assembly. People own the judgment.
01
Connect
We plug into your accounting system, CRM, and existing spreadsheets, and standardize the chart of accounts so every month is comparable.
02
Automate
AI agents pull data, reconcile, recalculate variances, and draft commentary — the 40+ hours of monthly grunt work, handled.
03
Deliver
Experienced finance professionals review, sharpen, and own the judgment. You get a board-grade package on a predictable cadence.
Not sure where to start?
A two-week FP&A Diagnostic maps your current reporting against PE-ready standards and hands you a prioritized 90-day roadmap.