Margin connects your data, parses your contracts, and builds the live profitability models needed to answer them.
Define user segments and identify key metrics
Process data streams and identify patterns
Generate actionable insights with projected impact
Backed by experts from
The blocker is data engineering: joining systems, parsing contracts, and writing reconciliation logic at transaction level. Finance teams already know what to ask.
Who are my most profitable customers?
If I change pricing, what happens to profit?
Are we billing what the contract says?
Connect your warehouse, build live finance models, and answer profitability questions on the same day they're asked.
Warehouse, contracts, billing, CRM, and accounting data become a finance-ready layer your team can query.
1.2b rows synced
847 parsed
$14.28M reconciled
$127 variance
Finance brings the operational context. Margin turns it into cost attribution, revenue reconciliation, and customer P&L logic.
94.1% complete
642k txns matched
12,418 accounts
Tier logic applied
Run customer, pricing, vendor, and revenue analyses against numbers that stay tied to source data.
$5.74M CM
+4.8 pts margin
73.6% support mapped
Source-linked
From a raw warehouse and a stack of contracts to a reconciled customer P&L.
Figures trace to source rows and models reconcile against the GL. Gaps in the data show up before any number leaves finance.
Trace figures back to the contract clause, invoice, transaction, and model rule behind them.
Customer #1042 / Contribution margin
$5,739
40.2%Agreement 4.2 / volume tier applied
642k transactions billed / matches contract
Check logic against your GL, validate samples, and surface gaps before numbers reach a report.
Cost attribution model
Verified / 1 data gap flagged
Coverage is mapped per model. Flagged invoices, missing contracts, and pending digitization are visible without asking.
Gaps: Vendor C Q4 invoices, 3 contracts pending digitization.
Read-only access by default, audited controls, and deployment patterns finance and compliance teams have already cleared.
Data encrypted in transit and at rest using AES-256
Role-based access control with SSO integration
Detailed audit trails for all system activities
Granular user permissions and team controls
VPC peering and private endpoints
24/7 security monitoring and alerts
Verified controls
Security and privacy controls for service organizations.
Bring a question you've been trying to answer. We'll walk through the model Margin would build for it.
30 minutes / built around your warehouse