Industries

Permute for Fractional CFOs

Automate recurring reporting, unify fragmented client data, and work confidently with messy real-world inputs — without building a data team or living in spreadsheets.

Permute product example for Fractional CFOs
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Agentic Capabilities Built for Fractional CFOs

Automate recurring financial workflows

Generate monthly reports, P&L analyses, and vendor summaries automatically — and push them to Slack or client dashboards.

Unify fragmented data sources

Connect QuickBooks, HubSpot, Google Sheets, and other tools in a single natural language interface — intelligently matching entities despite naming inconsistencies.

Handle real-world data quality

Leverage AI to work with incomplete or messy client data while transparently flagging data limitations — reducing the need for extensive pre-processing.

QuickBooks
HubSpot
Google Sheets
Salesforce
Microsoft 365
Google Drive
QuickBooks
HubSpot
Google Sheets
Salesforce
Microsoft 365
Google Drive
How it works

Connect systems. Deploy agents. Automate work.

Permute connects to your clients' tools, normalizes messy data, and delivers proactive insights and automated workflows in minutes, not weeks.

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Automate and Scale Like Never Before

Monthly reporting packs (P&L, variance narratives, and KPI rollups)

Vendor spend summaries and categorization checks

Quick Slack updates triggered by metric movement or anomalies

Entity matching across systems (clients, vendors, accounts) despite messy naming

Turn recurring analysis into an always-on workflow

See how Permute connects systems, surfaces risks and opportunities, and generates client-ready outputs in minutes.