Your entire organization's financial performance, aggregated and normalized, in a single view. No manual consolidation. No waiting for month-end.
Revenue, COGS, gross margin, and a vertical-specific 4th KPI for your business type
Period-over-period comparisons across all units simultaneously
Drill from portfolio view down to a single unit's full P&L in one click
Warren is your built-in financial analyst. Ask any question in plain English — about any unit, any metric, any time period — and get a real answer with a supporting chart, table, or export.
Queries live financial data across all connected business units
Generates tables, charts, and CSV exports in one response
All insights saved to your library — searchable and shareable
No SQL. No spreadsheets. No data analyst required.
Add as many business units as your organization manages — locations, subsidiaries, product lines, client accounts, or research programs. Each connects its own data source.
Add a new unit in under 2 minutes — connect data source, name the entity, done
Normalizes chart of accounts across units with different account structures
Parent-subsidiary org structures with inherited permissions
One click to a formatted financial report. P&L, balance sheet, cash flow — for a single unit or your entire portfolio — exported as structured spreadsheets or PDF-ready layouts.
Standard financial statements (P&L, B/S, CF) instantly for any unit
Consolidated cross-entity reports with automatic normalization
Structured CSV/Excel exports for audit-ready deliverables
Most financial planning happens in spreadsheets that break the moment a formula changes. Datatrixs FP&A lets you build Bear, Base, and Bull forecasts in one view — grounded in your actual normalized data. Set assumptions on the left. Watch your full P&L build on the right.
Bear / Base / Bull scenario builder with independent assumptions per scenario
New unit revenue ramp modeling with auto-derived AUV from your actuals
Live P&L projection: Revenue → Gross Profit → EBITDA with period-over-period deltas
Save forecast versions as budgets; track Plan vs. Actual automatically as data syncs
Vertical-aware by default
A biotech founder models R&D burn and milestone value. A retail operator models same-store sales growth and new unit ramp. Datatrixs adapts the entire forecasting framework — labels, defaults, and profit metrics — to your business model automatically.
Assumptions — Base
Capabilities that would require separate tools elsewhere — included from day one.
Every AI insight, report, and export saved automatically. Search by date, unit, or topic — share with your team in seconds.
The platform adapts its KPIs, terminology, and default queries to your business type — retail, SaaS, biotech, services, or hardware.
Assign view or edit access per user, per unit. A unit GM sees only their data. A CFO sees everything. Enforced at the query level.
Model parent-subsidiary relationships. Roll up entities under a holding or portfolio layer. Access and reporting follow the org chart.
Bear, Base, and Bull scenario modeling grounded in your actuals. New unit ramp curves, live P&L projection, and automatic Plan vs. Actual tracking.
We'll connect your accounting systems and walk through the platform with your actual data. No slides. No demos of fake companies.