Operations · Sense layerAvailable

Margin Agent

For finance, pricing and sales ops

Every night it reads your order lines and tells you exactly where the margin went.

The Margin Agent is an AI agent for manufacturers and distributors. It reads order lines, landed cost, customer pricing and contracts, carrier invoices, rebate agreements, supplier price letters, commodity indexes, tariff notices, competitor prices, watches for cost drift, discount stacking, negative-margin lines, freight leakage, and hands back ranked exception list, owner assignment, recommended correction. It never change a price. Every correction is routed for human approval. It runs on Prophet 21, Epicor, SAP, Infor, Epicor Kinetic, Dynamics 365 and goes live in 3–4 weeks.

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Margin Agent example

Scripted product example

I reconcile every order line against landed cost, pricing rules, freight invoices and rebates, then rank margin loss by dollars and root cause. Ask any question, in any order.

Choose a question to see how Margin responds.

Try the example

What would you ask Margin?

Illustrative sample records, figures and external signals (weather, permits, commodity, tariff and competitor data) show the agent's intended behavior. They are fictional; no live system, company, or customer data is connected here.

to rank a night's exceptions

Nightly

run across your order lines

3–4 wks

to live in your stack

prices changed without approval

The problem

The problem the Margin Agent solves: Month-end is a bad time to find out.

Cost went up in March. The discount stacked in April. Freight was never in the quote. By the time the report lands, the orders have shipped.

1Cost drift no one flagged

2Discounts stacking past the floor

3Freight eating the line quietly

Reads

Order lines
landed cost
customer pricing and contracts
carrier invoices
rebate agreements
supplier price letters
commodity indexes
tariff notices
competitor prices

Margin Agent

Watches for

Cost drift
discount stacking
negative-margin lines
freight leakage

Hands back

Ranked exception list, owner assignment, recommended correction

Never: Change a price. Every correction is routed for human approval.

How it runs

How the Margin Agent runs: Three steps, every night, unattended.

01
Reads
The day's order lines, landed cost and customer pricing, straight from the connected layer.
02
Ranks
By margin at risk, not by count. The top of the list is always the money.
03
Routes
To the owner, with the evidence attached. Nothing writes back unapproved.

The detail

Margin Agent scope: Scope, in four rows.

Reads: Order lines, landed cost, customer pricing and contracts, carrier invoices, rebate agreements, supplier price letters, commodity indexes, tariff notices, competitor prices
Watches for: Cost drift, discount stacking, negative-margin lines, freight leakage
Hands back: Ranked exception list, owner assignment, recommended correction
Never does: Change a price. Every correction is routed for human approval.

Runs onProphet 21EpicorSAPInforEpicor KineticDynamics 365

Data

What it needs from your data.

Typical data points. We confirm the exact list with you during discovery.

From your ERP

Order lines with price, quantity and discount
Landed cost and cost history
Customer price lists and contracts
Discount, rebate and override rules
Ideally 12 months or more of order history

From freight and finance

Freight terms by customer
Carrier invoices
Rebate agreements
Supplier price increase letters

Before you ask: Margin Agent questions and answers

How accurate is it?

Accuracy on a test set isn't enough. It has to hold up on your live systems. We work with you on your own data and prove it on your use case, running against your production systems.

Can it write a price back to the ERP?

No. It recommends corrections and routes them to the pricing owner. Nothing changes in the ERP until someone approves it, and every decision is logged.

What happens when landed cost is missing on a line?

It holds that line instead of guessing. The order stays visible, is left out of the dollar total, and goes to a data queue until the cost is supplied.