Enterprise Profitability


PlaidCloud enables robust access and real-time insights into true Enterprise Profitability, providing vital metrics that detail a company’s financial health and sustainability. These insights allow our customers to reinvest in their business, fund growth initiatives, and provide returns to shareholders, essential activities for long-term success. Achieving sustained profitability through the use of PlaidCloud can enable your organization to weather economic downturns and challenges, providing security and stability for your employees, shareholders, and customers you serve. Want to see how we can help you drive more from your bottom line? Request a demo below >

Enterprise Profitability Screen

Achieving Cost Transparency


Even the most advanced organizations can find it difficult to achieve cost transparency. The process involves consolidating and aligning data from complex global systems, optimizing shared resources across various processes and business units, and comprehending indirect and overhead expenses. These obstacles prevent the clarity needed to determine the true costs of customers, products, and strategic initiatives. Fortunately, PlaidCloud makes it easy – here’s an example of how we break it down:

Automate Profitability With Click Graphic

Cost Allocation

PlaidCloud helps businesses allocate cost accurately, identify profitable areas, guide pricing decisions, allocate resources and ensure compliance with regulations. PlaidCloud can assist businesses in identifying which areas contribute the most to their profits and which may drag them down. Insights from PlaidCloud can inform pricing decisions, ensuring companies make a profit while remaining competitive in the market. PlaidCaloud can easily identify how costs are distributed across different activities or departments helps in resource allocation and budgeting, and more importantly, maintaining adherence to regulatory and accounting standards.

PlaidCloud Cost Allocation Screenshots

Customer & Product Profitability

PlaidCloud’s analytical models provide quick insights into customer and product profitability, helping companies optimize operations and achieve long-term success. PlaidCloud’s robust analytical models allow for our customers to quickly analyze these metrics, providing actionable insights to optimize their operations, focus on their most profitable customers and products, and position themselves for long-term success.

PlaidCloud Customer and Product Profitability dashboard

Stacked Margin Analysis

PlaidCloud’s stacked margin analysis identifies areas of lost profit and optimizes margins by analyzing profitability at different levels of operations. It provides insights for pricing, cost management and resource allocation decisions. Quickly identify areas where you may be losing money, or can optimize profit margins. Dissect margins at different stages of production, or across product lines – allowing you to make informed decisions about pricing, cost management, and resource allocation.

PlaidCloud Stacked Margin Analysis dashboard

Key Benefits




Runs automatically as part periodic or month-end close process.




Reports are disseminated to key stakeholders automatically.




The intercompany team controls allocation logic using interfaces, not code.




Results feed into company ledger.

Alcoa logo
Ameriprise logo
Axalta logo
Blue Cross Blue Shield North Carolina logo
Blue Cross Blue Shield Michigan logo
Bunn logo
Deleware Life logo
Discover logo
Fidelity Investments logo
fiserv logo
Foremost Farms logo
Fresenius Medical logo
Honda Logo
Hyster Yale logo
Kimberly Clark logo
Lexmark logo
Morgan Stanley logo
MWI Animal Health logo
Ohio National logo
Osborn logo
Prime Therapeutics logo
Sun Life logo
UBS logo
PlaidCloud Team

We’re your team.

PlaidCloud is made up of highly respected functional and technical experts with deep analytical, technical, and project management skills and backgrounds. We have decades' worth of financial analytics and system implementation and optimization experience working for global, Fortune 500 organizations. Coming from both industry and the biggest consulting shops in the world, we’re excited to share all our hard-earned expertise with you and become your trusted advisors in building a best-in-class technology solution.

Start with a conversation.

Turn your company’s financial and operational data into actionable insights with impact.

Contact PlaidCloud to get more information and request a demo - info@plaidcloud.com.

  • Connect
  • Collaborate
  • Enrich
  • Deploy
  • Visualize
  • Scale

Start with Pre-Built Flexible Solutions

PlaidCloud's AI managed infrastructure ensures the technology is always there when you need it and self-heals so you never have to worry. Batteries included, nothing to install or settings to decide. Focus on analysis and insights. Leave the tech to us. Fast and complete, everything you need from data collection with powerful transformations to beautiful dashboards. All built for speed on any size data.

Intercompany & Transfer Pricing

Generate & post invoicing across multiple systems.

Interco Invoicing Tax Compliance icon

Enterprise Profitability

Calculate net margin by customer, channel and product.

Profitability Cost Management icon

Supply Chain

Seamlessly monitor even the most complex network.

Data Pipeline icon

Data Wrangling

Pipeline from source data to Apache Superset charts & dashboards.

Data Visualization Icon