Profitability AI

Margin by customer, job, product, or location.

How it works

Breaks down gross and net margin across customers, jobs, products, and locations to pinpoint what is making money and what is bleeding cash. Available as a stacked add-on ($15/mo).

You bring

QuickBooks revenue & COGS
Class/location/job tags

You get

Margin ranking
Loss-makers list
Customer/job profitability

Example

Prompt

"Which customers are actually losing us money?"

Output

3 customers below 5% margin: Acme ($-1.2k), Lumen ($-840), Vertex ($-310). Combined drag: $2,350/mo.