Discounts
5% point-of-sale discount + 2% quarterly volume rebate
Profitability & Cost Management
Drive efficiency in your business by knowing your operating margin and net margin by customer, product, and channel. The PlaidCloud Profitability & Cost Management solution calculates and shares customer profitability and product profitability information.
Trusted by Finance Teams at Leading Organizations
What is Profitability and Cost Management Software?
From Raw ERP Data to Fully Loaded Net Margin
- Automates the full allocation process from raw ERP data to net margin by customer, product, and channel
- Profitability models your finance team controls. Not your IT department
- Connected directly to your ERP, reconciled to your general ledger, runs automatically at close
Build an Accurate & Detailed View of Enterprise Profitability
Operating Margin and Net Margin for Every Unit of Sale
- Move from a gross margin mindset to accurate, repeatable operating and net margin
- Calculate margin by customer, product, and channel
- Data-driven, repeatable, and audit-ready by design
Profitability Lifecycle
Use case walk-through. The profit made by selling 1 machine of product type Mac_1, distributed to CompCo Salt Lake City, part of an order of 5,000 units total.
Sales Cost
40 hours of sales-team time and 4 business trips to CompCo
Production Cost
Mac_1 took 2 hours in plant 4; Part B 8.97% utilized
Fulfillment Cost
Product delivered by courier; carrier capacity 65%
Net Profit
Final reconciled margin after all allocations
Build Complete Profitability & Cost Management Models
Automate Managerial Accounting From End to End
- Activity-based costing and driver-based allocations
- Accurate, timely cost allocations
- Customer profitability and product profitability in one model
Build Multi-Dimensional Costing & Profitability Models
Country by Country Reporting (CbCR)
Report revenue, profit, and other key measures by country.
Segmented P&L Reporting
Real-time analytics let teams monitor cost data continuously and make timely pricing decisions.
Increased Efficiency
Automated allocations free finance teams from manual spreadsheets.
Improved Scalability
Petabyte-ready foundations handle growing transaction volumes without performance loss.
Build Profitability Models That Finance Teams Can Trust
Defensible, Auditable, Explainable
- Every allocation traces back to the source rows that drove it
- Version-controlled models. Finance owns the math
- Reconciled to the GL so the boardroom and the close room agree
Allocate Costs, Monitor & Visualize Profit
OPEX Allocations
Automate operating-expense allocations across cost centers.
Global Cost Visualization
See cost flow across legal entities, regions, and segments.
Cost Trends
Trend cost movements over time with drill-back to source.
Profit Monitoring
Live profit dashboards by customer, product, and channel.
Key Benefits
Why Finance Teams Pick PlaidCloud
OPEX Allocations
Driver-based allocations across the enterprise.
Multi-Dimensional Analysis
Customer, product, channel, region, and entity dimensions together.
Configurability
Point-and-click configuration; no IT tickets to change a rule.
Traceability
Every output traces back to its source rows.
Start with a Conversation
30 minutes. Your ERP. A walkthrough of what PlaidCloud surfaces that your current reporting can't.
Start with Pre-Built Flexible Solutions
Batteries included. Nothing to install or settings to decide. Everything you need from data collection through powerful transformations to beautiful dashboards, built for speed on any size data.
Goods Transfer Pricing
Automate OPEX allocations, segmented P&L, profit monitoring, price resetting, CbCR reporting.
Learn more →Profitability & Cost Management
Calculate net margin by customer, channel and product.
Learn more →Intercompany Invoicing & Tax Compliance
Generate & post invoicing across multiple systems.
Learn more →Data Pipeline
Leading data analysis methods, workflows & techniques.
Learn more →IT Chargeback
Based on standard (ITIL, MOF, TBM) or bespoke framework of your choice.
Learn more →Data Visualization
Apache Superset dashboards built straight on your modeled data.
Learn more →Insights
