Turn your data into profitability insights

Measure True Profitability Across Your Business

PlaidCloud connects directly to your ERP and reveals which customers, products, and channels actually generate profit.

Trusted by Finance Teams at Leading Organizations

Your ERP Does Not Measure True Profitability.

Most finance teams still calculate profitability using spreadsheets built on top of ERP exports. This creates hidden cost allocations, slow reporting cycles, and limited visibility into margin.

ERP Reporting

Revenue

$25M

- Cost of goods

$15M

=Gross Margin

$10M

True Profitability

Revenue

$25M

- Cost of goods

$15M

− Logistics

$1.5M

− Discounts

$1.5M

− Support Costs

$1.2M

− Allocated Overhead

$1.8M

=True Profit

$4M

Turn Hidden Costs Into Clear Profitability

Profitability Visibility Scorecard

Assess your organization's profitability visibility gaps with our free diagnostic tool

Excel Tax Calculator

Calculate what spreadsheet errors, broken formulas, and manual updates are really costing your finance team.

Alteryx Tax Calculator

See the true cost of licensing, technical overhead, and slow iteration when running profitability models in Alteryx.

PlaidCloud Automatically Builds Profitability Models.

PlaidCloud connects to your ERP and builds bottom-up profitability models across customers, products, channels, and business units.

Direct Integration

Connect directly to your enterprise systems

Cost Allocation Modeling

Utilize driver-based cost assignment for accurate cost allocations

Segmented Profitability

Real-time margin insights and analysis

AI-Powered Insights

Automated recommendations and alerts

How PlaidCloud Works

Quickly connect directly to your ERP, CRM, and data warehouse​

Direct Integration

Quickly ingest financial and transactional data

Data Readiness

Sanitize, organize and align data from multiple sources

Start Quickly

File-based data sources such as CDV and Excel work also

Pre-built standard steps enable rapid staging of data

Data Transformation

Quickly ingest data from all source systems

Enrichment

Data transformations…Lorem ipsum dolor sit amet, consectetur

Enrichment

Ai-Assisted low-code data transformation

Driver-based allocations

Activity Mapping

Use activity-based costing to organize costs by function

Cost Allocation

Assign costs from sources to targets using driver data

Multiple Use Cases

Improve customer, product & allocation profitability

Enable FP&A, Commercial, and Operations to utilize results to drive improvement

Instant Insights

Margin by costumer, product, and channel

Advanced Analytics

Multi-dimensional drill-down

Data Traceability

Traceability from financials to sales

Drive better outcomes with data-driven insights

MIRION TECHNOLOGIES
Faster Profitability Analysis
0 %
Global manufacturer replaced spreadsheet-based models with automated profitability insights.
AXALTA COATING SYSTEMS
Margin Improvement Identified
0 %
Distribution company uncovered hidden cost drivers across customer and product segments.
ENTERPRISE CLIENT
Faster Profitability Analysis
0 -Week
Global manufacturer replaced spreadsheet-based models with automated profitability insights.
MIRION TECHNOLOGIES

Profitability Visibility Across Complex Healthcare Operations

PlaidCloud enabled Blue Cross Blue Shield of Michigan to unify financial data and analyze costs and profitability across complex healthcare services.

Margin Insights

Detect margin erosion due to pricing problems

SKU Efficiency

Drive SKU rationalization and prune low-performing product lines

Cluster Analysis

Compare sales within clustered cohorts of like-transactions

INTEGRATIONS

Works With the ERP Systems Finance Teams Already Use

PlaidCloud connects directly to your existing systems to model true profitability without replacing your financial infrastructure.
Financial Planning Systems
Accounting Platforms
Business Intelligence Tools
ERP Systems
CRM Platforms
Business Intelligence Tools
Financial Planning Systems
Data Warehouses
Accounting Platforms
HR Systems
Accounting Platforms
Data Warehouses
Business Intelligence Tools
Financial Planning Systems
Procurement Tools

Before PlaidCloud

After PlaidCloud

Profitability Insight Across Your Business

Direct Integration

Connect directly to your enterprise systems

Cost Allocation Modeling

Utilize driver-based cost assignment for accurate cost allocations

Segmented Profitability

Real-time margin insights and analysis

AI-Powered Insights

Automated recommendations and alerts

Real Results From PlaidCloud Customers

See how finance teams uncover hidden profitability and improve financial decision-making with PlaidCloud.

TECHNOLOGY CLIENT

Faster Profitability Analysis
0 %
Global manufacturer replaced spreadsheet-based models with automated profitability insights.

MANUFACTURING CLIENT

Margin Improvement Identified
0 %
Distribution company uncovered hidden cost drivers across customer and product segments.

MATERIALS MANUFACTURING CLIENT

Deployment
0 -Week
Finance teams moved from spreadsheet models to transparent profitability analytics.

HEALTHCARE CLIENT

Profitability Visibility Across Complex Healthcare Operations

PlaidCloud enabled Blue Cross Blue Shield of Michigan to unify financial data and analyze costs and profitability across complex healthcare services.

Ready to See
True Profitability?

Discover how PlaidCloud automates profitability analysis and reveals which customers, products, and channels actually generate profit.

Questions CFOs Ask

Our ERP already has reports

ERP systems show revenue and COGS but lack full cost allocation. PlaidCloud adds the missing layer of profitability intelligence.

Our data is messy

PlaidCloud is designed to handle real-world data quality issues and helps you clean and standardize along the way.

How long does implementation take?

Most customers are live within 4-6 weeks with full deployment support from our team of experts.

Do we need IT involved?

Minimal IT involvement required. PlaidCloud connects via standard APIs and can be deployed by finance teams.

INSIGHTS & RESOURCES

Insights for Modern Finance Teams

Billing and Payment Lag in ABA blog

Billing and Payment Lag in ABA

ABC vs. Segmented P&L: Same Concept, Different Reputation

Elevate Your Clinical Dashboard with PlaidCloud

Elevating Your Clinical Dashboard

Stop Guessing. Start Measuring True Profitability.

Let's Chat.

PlaidCloud Cloud can improve your operational efficiency and returns.
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