Intelligent family office finance
Harness AI with best-in-class software.
Trusted finance suite for family offices and their businesses.
Unify multiple systems of record and spreadsheets for a complete picture.
.png)
.png)
Modular suite of solutions to build your dream platform.
Explore Prismatic's modules.
General Ledger
Built for modern family offices.
Reporting
Unlock insights and visibility.
Bill Pay
Streamline vendor payments.
Accounts Receivable
Get paid faster.
Budgeting
Integrated forecasting & planning.
Banking & Cashflow
Powerful liquidity oversight.
Automated Close
AI-powered one-click close.
Dynamic Allocations
Automate routine transactions.
.svg)
Prepaid Expenses
Amortization schedules.
Multi-currency
Effortlessly do global commerce.
Realize the benefits of modern software and AI instantly:
Integrate your favorite apps
Use Prismatic's APIs to unify your finance operations.
Addepar
A platform built to simplify complexity. Addepar empowers investment professionals across the globe with data, insights and cutting-edge technology.
Amex
American Express offers world-class Charge and Credit Cards, Gift Cards, Rewards, Travel, Personal Savings, Business Services, Insurance and more.
Chase
Chase and it's parent J.P. Morgan offer personal, commercial and investment products and is the largest bank in the world.
QuickBooks
QuickBooks is an accounting software that offers easy to use cloud-based accounting solutions for businesses of all sizes.
Transform your family office tech stack
Purpose built
Built for family office finance
Transform your family office operations with Prismatic’s robust, flexible and scalable general ledger. See every detail with custom insights you create like family member, property, fund, and partner.
Simplify
Effortlessly handle complex ownership structures
Ditch the spreadsheet formulas and unlock financial clarity with Prismatic’s partial ownership engine. Split ownership and transactions down the the basis point.
Allign
Create approval workflows
Keep everything consistent across all entities with uniform accounting policies. Automate routine tasks like allocations and approval requests using Prismatic's rule engines. This means less manual work for you and more accuracy in your financial records.
Monitor
Understand in real time
Monitor KPIs to stay on top of each entity’s financial health. Leverage real time financial and statistical data to report on your performance. Build and share custom reports and dashboards with all stakeholders.
Built to scale with you
Connect your favorite tools, effortlessly implement in weeks and transact in hundreds of currencies.
Integrate seamlessly
Push real-time data to one centralized accounting platform with Prismatic’s API. Integrate with your favorite tools like Quickbooks, Bill, Ramp, Fidelity, Stripe and Amex.
Implement in days
Streamline your transition with our agile process and avoid lengthy month-long implementations. Benefit from the support of a dedicated team of customer success personnel, ensuring a smooth and efficient transition.
Operate globally
Transact in 180+ currencies across all of your entities. Automatically book unrealized gains/loses. Set entities base currencies and consolidate through simplified currency translation.
Powering every finance role
See how Prismatic can supercharge efficiency
CFOs
Gain control, unlock insights and focus on strategic growth.
Controllers
Simplify accounting, reduce month-end and automate tasks.
Technology & operations
Integrate systems, enhance security, and unify data.
New from Prismatic
For more updates, insights, opinions, and news visit our Resources section.
%20(4).png)
Ready to transform your business process?
Get in control of your financials.
About Prismatic
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.
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 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.
Is Prismatic a general ledger?
Yes.
A general ledger forms the basis of a company's accounting system. It documents all company transactions, such as assets, liabilities, equity, revenues, and expenses. Every entry includes a debit and a credit, which must always balance to maintain accurate financial records.
The general ledger plays an integral role in producing financial statements. It helps businesses track their financial performance over time, allowing them to identify trends, manage budgets, and make informed financial decisions. The general ledger also assists in ensuring compliance with financial regulations and standards, as it provides a complete and accurate record of all financial transactions carried out by the company.
Learn more about Prismatic’s Intelligent General Ledger here.
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.
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