Datatrixs — Financial Intelligence for Multi-Unit Businesses

The problem

Managing 10 entities means 10 logins, 10 closing cycles, and still no clean P&L.

Finance teams at multi-unit businesses spend more time compiling data than analyzing it. Every entity has its own chart of accounts, its own QuickBooks instance, its own export format. Getting a consolidated view means someone lives in Excel for a week.

The fix

One normalized view. Every unit. Real time.

Normalized across every entity — consistent chart of accounts, regardless of how each unit was set up.

Compare any unit to any other — instantly. Revenue, margin, COGS, or any metric that matters for your vertical.

No engineering required — connect in minutes with direct integrations or CSV upload.

Everything your finance team needs.

Built specifically for multi-entity financial management — not bolted on as an afterthought.

Global Dashboard

Aggregated KPIs across all units — revenue, margin, COGS, and a vertical-specific metric tailored to your business type.

AI Financial Analyst

Warren

Ask questions in plain English. "Which unit had the worst margin last quarter?" gets a real answer — with a chart and a CSV export.

Multi-Unit Management

Add locations, subsidiaries, product lines, or client accounts — each with its own data source and its own access controls.

Reports & Exports

One-click formal financial reports and structured data exports. Share audit-ready statements without reformatting anything.

Data Integrations

QuickBooks Online, Oracle NetSuite, Sage Intacct, or CSV/Excel. Direct connections with no engineering required.

Org Structure & Access

Multi-company parent-subsidiary structures with role-based access. Each user sees exactly what they should.

View all features →

Meet Warren, your AI Analyst

Ask any financial question. Get a real answer.

Warren is your always-on financial analyst. Ask in plain English. Warren queries your live data, builds the table, generates the chart, and exports the CSV — all in one message.

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"Compare R&D burn across programs Q1 vs Q2"

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"Which locations had the worst gross margin last quarter?"

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"Show me churn rate trends across all SaaS products this year"

See Warren in action

⚡

Warren

Connected to 12 business units

Which business units had the worst gross margin last quarter?

I analyzed all 12 of your business units for Q4 2024. Here are the 5 with the lowest gross margin:

Location	Revenue	Gross Margin	vs Q3
Chicago – North	$284K	18.2%	↓ 6.8pp
Austin – South	$312K	21.4%	↓ 3.1pp
Dallas – Central	$198K	23.1%	↓ 2.7pp
Seattle – East	$267K	24.8%	↑ 0.4pp
Miami – Brickell	$341K	25.2%	↑ 1.2pp

Chicago – North declined 6.8pp vs Q3. Want me to break down what drove the drop?

Yes — what drove the Chicago North decline?

The 6.8pp decline in Chicago – North came from three factors:

01 COGS +$47K — shipping costs spiked in October, up 18% vs Q3 average.

02 Labor as % of revenue +3.2pp — headcount added in Q3 without proportional revenue growth.

03 Revenue flat at −0.4% — fixed costs had larger per-unit impact.

This pattern appears in 3 other Midwest locations. Show comparison?

Adapts to your vertical.

Whether you run 50 retail stores or 10 clinical trial programs, Datatrixs surfaces the KPIs and workflows that matter for your business type.

Key metrics tracked

📊 Revenue 📉 Gross Margin 🏪 Same-Store Sales Growth 🛒 Avg Transaction Value

Compare performance across every location side-by-side. Identify underperforming stores before the quarter closes. Drill from the portfolio view down to a single store's P&L in one click.

Example AI query

"Compare same-store sales growth across all 40 locations this quarter vs last year"

Location	Q4 Revenue	SSSG
NYC – Midtown	$892K	+11.4%
LA – West Side	$743K	+8.2%
Chicago – Loop	$612K	−3.7%
Seattle – Pike	$531K	−6.1%

Key metrics tracked

💰 MRR 📉 Churn Rate 🎯 CAC 📈 LTV / CAC Ratio

Track MRR, churn, and unit economics across product lines or customer segments. Identify which growth motions are working and where CAC is creeping up.

Example AI query

"Which product lines have declining net revenue retention over the last 3 months?"

Product	MRR	NRR (90d)
Enterprise Plan	$184K	118%
Growth Plan	$97K	94%
Starter Plan	$41K	88%

Key metrics tracked

🔬 R&D Burn Rate 💊 Program Costs 🏛️ Grant Revenue 🛣️ Runway

Monitor spend across active research programs with the granularity your board and investors expect. Track actuals vs budget by program, PI, or trial phase.

Example AI query

"Compare R&D burn across active programs Q1 vs Q2 vs budget"

Program	Q1 Spend	Q2 Spend	vs Budget
Phase II – Alpha	$1.2M	$1.4M	+17%
Phase I – Beta	$680K	$590K	−13%
Preclinical – C3	$210K	$230K	+5%

Key metrics tracked

💼 Revenue ⏱️ Utilization Rate 📐 Project Margin 👤 Revenue per FTE

See utilization, project margin, and revenue per head across offices, practices, or client accounts. Catch margin compression early — before it shows up in the year-end review.

Example AI query

"Show me all projects with gross margin below 20% this quarter"

Project	Revenue	Margin
Acme – Phase 2	$340K	14.2%
Vertex – Integration	$218K	17.8%
Northgate – Audit	$95K	19.1%

Key metrics tracked

📦 Revenue 🏭 COGS 🔄 Inventory Turnover 📊 Product Line Margin

Track revenue, COGS, and margin at the product line or SKU level across facilities. Spot which lines are dragging overall margin before committing to the next production run.

Example AI query

"Which product lines have the lowest gross margin this quarter?"

Product Line	Revenue	Gross Margin
Legacy Series A	$1.1M	22.4%
Pro Series	$2.3M	34.1%
Enterprise Kit	$890K	41.7%

Connect in minutes, not months.

Direct integrations with the accounting systems your teams already use. No custom development. No IT ticket.

QuickBooks Online

Direct OAuth connection. Each business unit links its own QBO instance. Syncs in under 2 minutes.

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Oracle NetSuite

API integration with full multi-subsidiary support. Pulls across entities without custom SuiteScripts.

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Sage Intacct

Native API connection. Handles Intacct's multi-entity structures without any manual mapping.

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Excel / CSV Upload

Manual upload anytime. Datatrixs auto-maps your columns and normalizes the data on import.

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View all integration details →

Simple, unit-based pricing.

You pay based on the number of connected business units — not seats, not data volume, not API calls.

Starter

Custom

Up to 5 business units

Get a quote

Global dashboard

AI financial analyst

Standard integrations

Growth

Financial clarity across
every business unit.

Managing 10 entities means 10 logins, 10 closing cycles, and still no clean P&L.

One normalized view. Every unit. Real time.

Everything your finance team needs.

Global Dashboard

AI Financial Analyst

Multi-Unit Management

Reports & Exports

Data Integrations

Org Structure & Access

Ask any financial question. Get a real answer.

Adapts to your vertical.

Connect in minutes, not months.

QuickBooks Online

Oracle NetSuite

Sage Intacct

Excel / CSV Upload

Simple, unit-based pricing.

See your financials in a new light.

Financial clarity across every business unit.

Managing 10 entities means 10 logins, 10 closing cycles, and still no clean P&L.

One normalized view. Every unit. Real time.

Everything your finance team needs.

Global Dashboard

AI Financial Analyst

Multi-Unit Management

Reports & Exports

Data Integrations

Org Structure & Access

Ask any financial question. Get a real answer.

Adapts to your vertical.

Connect in minutes, not months.

QuickBooks Online

Oracle NetSuite

Sage Intacct

Excel / CSV Upload

Simple, unit-based pricing.

See your financials in a new light.

Financial clarity across
every business unit.