AI data engineer for corporate finance

Core finance questions require data engineering to answer.

Margin joins your systems, parses your contracts, and builds live models so finance teams can answer the questions that actually matter.

Backed by experts from

The problem

Millions are left on the table in basic finance questions.

The blocker is not knowledge or competency. It is data engineering: joining systems, parsing contracts, and building reconciliation logic at transaction level.

Who are my most profitable customers?

If I change pricing, what happens to profit?

Are we billing what the contract says?

How it works

Every finance exec's personal data engineer.

Connect messy data, build live finance models, and answer profitability questions in minutes, not months.

Connect and clean your messy data.

Warehouse, contracts, billing, CRM, and accounting data become a finance-ready layer your team can query.

Snowflake warehouseLive

1.2b rows synced

Pricing agreementsMapped

847 parsed

Billing ledgerClean

$14.28M reconciled

GL exportsChecked

$127 variance

Build live finance models.

Finance brings the operational context. Margin turns it into cost attribution, revenue reconciliation, and customer P&L logic.

Cost attributionModel

94.1% complete

Revenue reconciliationModel

642k txns matched

Customer profitabilityModel

12,418 accounts

Contract termsRules

Tier logic applied

Answer profitability questions.

Run customer, pricing, vendor, and revenue analyses in minutes with numbers that stay tied to source data.

Customer profitabilityAnswer

$5.74M CM

Pricing impactAnswer

+4.8 pts margin

Cost driversAnswer

73.6% support mapped

Board outputsExport

Source-linked

Demo

See Margin in action.

Watch how Margin turns fragmented finance data into live models, reconciled numbers, and board-ready answers.

Auditability

Numbers you can defend to a board.

Every figure is traceable, every model is verifiable, and data quality is visible before the number leaves finance.

Every number, fully explainable.

Trace figures back to the contract clause, invoice, transaction, and model rule behind them.

Customer #1042 / Contribution margin

$5,739

40.2%

Revenue$14,280

Onboarding-$3,184

Processing-$3,990

Agreement 4.2 / volume tier applied

642k transactions billed / matches contract

Verify every model before you rely on it.

Check logic against your GL, validate samples, and surface gaps before numbers reach a report.

Cost attribution model

Reconciles to GLDelta $127

All costs attributed94.1%

Vendor C invoices missingFlagged

Verified / 1 data gap flagged

See the quality of your finance data.

Know where attribution is complete, where confidence is low, and what must be fixed next.

Revenue97.4%

Processing fees100%

Vendor COGS94.1%

Support73.6%

Mgmt P&L89%

Gaps: Vendor C Q4 invoices, 3 contracts pending digitization.

Enterprise Security

Built for regulated financial services.

Read-only access, audited controls, and deployment patterns designed for sensitive finance data.

End-to-End Encryption

Encrypted

Data encrypted in transit and at rest using AES-256

Access Controls

SSO / RBAC

Role-based access control with SSO integration

Audit Logging

Logged

Detailed audit trails for all system activities

Team Management

Granular

Granular user permissions and team controls

Network Security

Private

VPC peering and private endpoints

Monitoring

Active

24/7 security monitoring and alerts

Verified controls

SOC 2 Type II

Security and privacy controls for service organizations.

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The answers are in your data.

You just need the engineering to get them out.