Platform overview

Unify your family office finance operations

Prismatic is a modern accounting suite that empowers finance teams to automate work, unify systems and preserve wealth.

Prismatic dashboard

Simplify finance with one easy-to-use accounting platform

  • Visibility

  • Accuracy

  • Scale

  • Automation

  • Speed

  • Control

  • Modern general ledger

    Unlock financial clarity and focus on strategic decision making with Prismatic’s scalable modern general ledger.

    Scalable

    • End finance fragmentation with a unified view of your business financials.
    • Simplify processes and automate busywork.
    • Navigate complex business and financial decisions confidently.

    Multi-entity

    • See and control all of your entities in one place.
    • Streamline your month end close with easy consolidations across all entities.
    • Take control with advanced ownership and transaction splitting.

    Multi-dimensional

    • Pivot table on steroids.
    • Get control over your financial data.
    • Codify your accounting data with custom dimensions.

    Multi-currency

    • Transact in 180+ currencies with realtime FX rates.
    • Leverage rate tables to account for unrealized gains & losses.
  • Visibility

    Eliminate fragmentation and combine your business financials

    Navigate, report, and consolidate all your entities with one unified platform. Eliminate data silos and integrate your finance tech stack in real-time.

  • Accuracy

    Close every entity on time. Every single time

    Speed up your month-end close with instant consolidations and automated inter-company activity.

  • Scale

    Make clearer, more strategic financial decisions

    Reduce errors, unlock clarity and make more informed decisions.

  • Automation

    Eliminate busywork with advanced automation

    Automate routine financial tasks, build approval workflows, and save your team time.

  • Speed

    Close fast and report even faster.

    Collaborate on your month-end close. Create real-time reports and dashboards yourself. Find anything in seconds with universal search.

  • Control

    Establish guardrails to maintain clear oversight

    Ensure compliance with powerful approval workflows. Maintain visibility with robust audit trails.

Between my time in public accounting and corporate finance, having assisted dozens of clients, I have never seen such a modern take on financial management software before. From an ease of use, automation, and enhanced financial clarity perspective, Prismatic hits the nail on the head.

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Always be compliant

Our robust and sophisticated framework brings together practices, policies, and controls to protect your data.

  • Track

    Immutable ledger technology saves all transactions history.

  • Oversee

    Control who has access with advanced user permissioning and approval workflows.

  • Gain peace of mind

    Accurately close your books with collaborative close and lockdown periods.

Connect with your software

Utilize Prismatic’s API to create accounting connections and securely sync all transaction data with your applications.

Ready to transform your business process?

Get in control of your financials.

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Integrate your favorite apps

Use Prismatic's APIs to unify your finance operations.

ADP

HR & Payroll

ADP offers online payroll and HR solutions, plus tax, compliance, benefit administration and more.

Bill

Spend Management

Bill.com is a software tool that automates accounts payable and accounts receivable processes.

QuickBooks

Accounting

QuickBooks is an accounting software that offers easy to use cloud-based accounting solutions for businesses of all sizes.

Ramp

Spend Management

Ramp helps businesses control spend, save time, automate busywork & save an average of 5%.

FAQ

Some frequently asked questions about our service.

Can I import my data from another platform?

Yes, Prismatic supports data importation from other platforms. We provide tools and support to facilitate the migration of your financial data from existing systems into Prismatic, ensuring a smooth transition and minimal disruption to your operations.

Can Prismatic scale with my business as it grows?

Absolutely, Prismatic is designed to scale seamlessly with your business. Whether you're expanding the number of entities under management or growing internationally, our platform adapts to increased complexities and evolving business needs without compromising performance.

Does Prismatic integrate with Quickbooks?

Yes. Prismatic integrates seamlessly with QuickBooks, in addition to many other financial tools. This integration allows for the smooth transfer of financial data from QuickBooks into Prismatic, facilitating an upgrade path for businesses that need more robust features like multi-entity management and financial consolidation without losing their historical data.

Learn more about Prismatic’s integration partners.

Does Prismatic offer revenue automation?

Yes. Prismatic offers revenue automation by providing tools to manage revenue recognition, billing cycles, and contract management efficiently. Our system ensures that revenue is recognized in compliance with accounting standards such as ASC 606/IFRS 15, enhancing accuracy and predictability of financial outcomes.

Does Prismatic replace Quickbooks Online?

Yes. Prismatic is a standalone general ledger accounting platform designed to run business financials.

For those looking to stay with QuickBooks, Prismatic integrates securely with QBO via secure API integration.

How does Prismatic ensure compliance with financial regulations?

Our platform is built to ensure compliance with various financial regulations, including GAAP, IFRS, and others relevant to your industry. Prismatic automatically updates to align with new regulations, providing features that help manage compliance effectively, such as audit trails and customizable reporting.

How long does it take to implement Prismatic?

Our average customer goes live within 2-8 weeks. The timeline depends on the state of your data, technology needs, and resource capacity. Prismatic's team of CPAs, engineers, and customer success personnel will work directly with you to ensure a quick and accurate implementation.

How often does Prismatic release updates?

We regularly update our platform to introduce new features and enhancements, typically on a quarterly basis. These updates are designed to improve functionality, enhance user experience, and incorporate the latest advancements in financial technology.

What are the system requirements to run Prismatic?

Prismatic is a cloud-based platform, requiring only an internet connection and a modern web browser to access. This ensures that our solution is accessible from any device, anywhere, without the need for extensive IT infrastructure.

What is the advantage of choosing Prismatic?

Prismatic is expertly designed to reduce complexity in financial management. This is achieved by its user-friendly interface and simplified processes that make it easy for businesses, regardless of their size or industry, to manage their finances effectively.

Prismatic empowers businesses to take control of their financial management. It equips them with the tools and insights necessary to make informed decisions and drive growth. With Prismatic, businesses can confidently navigate their financial journey, knowing they have a reliable and efficient platform supporting them.

What security measures does Prismatic employ?

Prismatic prioritizes the security of your financial data with advanced encryption, regular security audits, and compliance with industry standards such as ISO/IEC 27001. Our platform uses multi-factor authentication and continuous monitoring to detect and prevent unauthorized access, ensuring that your financial information remains confidential and secure.

What training resources does Prismatic provide?

Prismatic offers a range of training resources to ensure users can fully leverage the platform. This includes on-demand videos, webinars, personalized training sessions, and detailed documentation. We also offer on-site training for teams, tailored to the specific needs of your business.

What type of support does Prismatic offer its users?

Prismatic offers comprehensive support through a dedicated customer service team, available via phone, email, and live chat. We also provide extensive online resources, including tutorials, FAQs, and community forums, to help users maximize the benefits of our platform.

Why is Prismatic different from an ERP?

Prismatic differs from traditional ERP systems as it is specifically designed to provide financial clarity and control for multi-entity businesses. Most ERPs were built decades ago and were not designed to suit all industries. Prismatic is built on the latest technology and can integrate with any and all of your business tools. Prismatic can automate most or all of your routine busywork and accounting tasks.

While ERPs often include broad enterprise management features, Prismatic focuses on advanced financial functionalities like automated inter-company transactions, consolidation, and compliance, making it more specialized and efficient for financial management.

Request a personalized demo to learn how you can take full advantage of the platform: https://www.prismatic.so/demo