How it works

An agent that investigates,
not a dashboard that reports.

margininfo runs a four-step agentic loop, connect, investigate, reconcile, act, across every source you sell on, every minute, with your approval before anything moves money.

Used by Diagnostics, True Profit, Optimization
  1. 01 Connect
  2. 02 Investigate
  3. 03 Reconcile
  4. 04 Act
How it works

An agent that investigates,
not a dashboard that reports.

Real reasoning across every connected source, reconciled to the actual move, acted on with your approval.

01 · Connect

Connect

Shopify, Amazon, TikTok Shop, Meta and Google ads, inventory, email, read-only, in minutes.

scene · connect
◆Recommended fix

Pause “Summer Bestsellers” (Meta)

+$23,800/mo true contribution recovered
agent.log · connect
›connecting shopify.read · ok›connecting meta.ads.read · ok›connecting amazon.sp-api · ok›connecting google.ads.read · ok›connecting tiktok.shop.read · ok›12 sources · ready
How it works

An agent that investigates,
not a dashboard that reports.

Real reasoning across every connected source, reconciled to the actual move, acted on with your approval.

01

Connect

Shopify, Amazon, TikTok Shop, Meta and Google ads, inventory, email, read-only, in minutes.

02

Investigate

The agent decomposes the question, fans out across sources, and tests every hypothesis.

03

Reconcile

Causes must sum to the actual move. True contribution profit, computed, never hand-waved.

04

Act

Ranked fixes by dollar impact. Approve, and it executes back to the platform, fully audited.

01 Step · 01

Connect. Read your whole stack, without writing to it.

Read-only OAuth into Shopify, Amazon, TikTok Shop, Meta and Google Ads, Klaviyo, ShipStation and NetSuite. Setup takes minutes, every connector is audited, and nothing is written back without your explicit approval.

  • Native to commerce Shopify · Amazon · TikTok Shop · Meta · Google · Klaviyo · ShipStation · NetSuite, out of the box.
  • One reconciled ledger Orders, fees, refunds, ad spend, COGS and shipping resolved to the same period and currency.
  • Connects in minutes Most workspaces are fully synced and reconciled inside the first hour.
Integrations directory, 6 of 10 connectors connected, including Shopify, Meta Ads, Google Ads, Amazon, ShipBob and Klaviyo, with TikTok Shop, Recharge, Stripe and GA4 available to connect.
02 Step · 02

Investigate. Decomposes the question. Fans out. Tests every hypothesis.

Ask why a metric moved and the agent shatters the question into candidate drivers, fans out across every connected source, and proves or refutes each one against your real data, never against an averaged-up dashboard.

  • Multi-step reasoning Pulls, joins and re-queries until each candidate driver has hard evidence behind it.
  • Cited, not asserted Every claim links to the exact rows in the source system, Shopify order IDs, Meta campaign IDs, COGS entries.
  • Three days → three minutes What an analyst would take a working week to do, completed inside a single coffee break.
Live investigation INV-284, the agent timeline pulling Shopify orders, fanning out, reconciling fees, and forming a hypothesis, with drivers bucketed as CONFIRMED, TESTING and REFUTED and an evidence ledger of supporting and refuting citations.
03 Step · 03

Reconcile. Drivers must sum to the actual move. Otherwise it's a guess.

margininfo only ships an answer when the proposed drivers add up to the move on the books, to the dollar. True contribution profit is computed against landed COGS, fees, returns and incremental CAC, never hand-waved from gross margin.

  • True contribution, computed Landed COGS, fees, shipping, returns and incremental CAC, never just revenue minus ad spend.
  • Sums or it doesn't ship If the proposed drivers don't reconcile to the real move, the investigation re-runs instead of guessing.
  • Tied back to source Reconciles to your bank total so finance can sign off without re-checking by hand.
True profit, contribution-margin P&L. Revenue minus landed COGS, fees, shipping, returns and incremental CAC, with a margin-bridge waterfall and a 'what moved this period' panel that hands off to investigations.
04 Step · 04

Act. Ranked fixes by dollar impact, gated, reversible, audited.

Each investigation ends with a queue of fixes ranked by dollar impact × confidence. Approve one and margininfo executes it back to the platform that owns the change, pausing an ad set, repricing a bundle, drafting a PO, with a human gate on every money-moving action.

  • Ranked by dollars Impact × confidence drives the queue, your team works the largest leak first, not the loudest.
  • Approve → executes Approval pushes the change back to Meta, Google, Shopify, or the system that owns it.
  • Always reversible Every change is logged with payload and approver, and can be rolled back in one click.
Optimization queue, recommended fixes ranked by impact × confidence, summing to $48.2k/mo across 23 fixes, with Recommendations, Approval queue, Simulator and Guardrails tabs and per-fix Review & approve actions.
An end-to-end example

One question, one thread,
one $23,800 recovery.

Here is exactly what the loop looks like in practice, a single agent run from prompt to ranked fix, with every driver evidenced and reconciled to the actual move.

INV-284 running · 0:11
10 cr
prompt

Why did margin drop 14% this week?

  1. >_1 Decomposed move into 6 candidate drivers

    returns · ad spend · pricing · COGS · CVR · channel mix

  2. >_2 Pulled 14 days of Shopify orders + Meta + Google

    reconciled fees, refunds and platform-attributed revenue

  3. >_3 Tested 6 hypotheses · 1 CONFIRMED · 2 REFUTED

    CONFIRMED: "Summer Bestsellers" non-incremental spend

  4. >_4 Reconciled drivers to the actual −14% move

    top driver explains $23.8k/mo of the gap

Evidence ledger 3 · supports
  • SUPPORTS Meta · campaigns "Summer Bestsellers" iROAS 0.61× · attributed 6.0×
  • SUPPORTS Shopify · orders organic baseline holds when bestsellers paused in geo-lift
  • SUPPORTS Google · search brand search up 4%, bestseller demand is intent-driven
agent Reconciling drivers
margininfo copilot, answering 'why did net margin drop 6%' with a margin-bridge chart, the dominant driver and a gated Review & approve action.
Ranked fix · 1 of 3

Pause "Summer Bestsellers" (Meta)

The campaign reports a 6× attributed ROAS but only 0.61× incremental ROAS, most of its sales would happen organically. Pausing it stops the leak without touching brand demand.

+$23,800
/mo true contribution recovered
backtested over the last 90 days
Run this on your store Human approval required · fully reversible
Security & trust

Read-only by default. Money-moving actions always gated.

Your data stays yours. Encrypted in transit and at rest. Every action is human-approved and audited.

  • Read-only by default

    OAuth connections are scoped to read. Writing back is opt-in per integration, and every action requires human approval.

  • Encrypted in transit & at rest

    TLS 1.2+ on every connection. AES-256 at rest. Secrets isolated per workspace, never exposed to the agent’s reasoning context.

  • Audited and reversible

    Every gated action is logged with prompt, simulation, approver, payload, and outcome, exportable to CSV or SIEM.

  • Your data, your model

    We never train shared models on your data. Workspace data stays in your tenant; you can revoke any connector instantly.

Compliance posture
  • SOC 2 Type II in progress
  • GDPR-ready
  • CCPA-ready
  • PCI-aware
  • ISO 27001 planned
Read the security trust center

See your hidden profit in one session.

Connect your stack, run your first investigation, and watch the agent find money your dashboards never could.

Book a margin audit Start free

~14 day payback · no card to start · pause anytime.