Turn your data into profitability insights

Enterprise Profitability

UNVEIL TOTAL COST FOR COMPETITIVE PRICE ADVANTAGE & INCREASED PROFIT

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?

Trusted by Finance Teams at Leading Organizations

Enterprise Profitability Software for Real-Time Financial Performance Management

Your ERP tracks transactions. It does not tell you whether those transactions are making you money. PlaidCloud is enterprise profitability software that fills that gap — delivering fully allocated net margin across every customer, product, channel, and business unit in your organization. Unlike generic analytics platforms, it is purpose-built for mid-market CFOs who need numbers they can defend to their board. As financial performance management software, it connects directly to Sage, NetSuite, Dynamics, and other major ERP systems, automates complex cost allocations, and delivers live dashboards with drill-down to source GL transactions — without consultants, custom development, or a 12-month implementation.

Achieving Cost Transparency

VISIBILITY TO FULLY DELIVERED COST THROUGH PLAIDCLOUD 

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:

Profitability Lifecycle

Use case walk-through. The profit made by selling:

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.

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.

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.

Key Benefits

OPEX Allocations

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

Multi-Dimensional Analysis

Analyze profitability across customer, product, channel.

Configurability

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

Traceability

Results tie out to company financials.

TRUSTED ADVISORS

Trusted Experts in Financial Analytics and System Optimization

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.

PlaidCloud is built on decades of experience from a team of highly respected functional and technical experts. With deep backgrounds in financial analytics, system implementation, and optimization, we have worked with global Fortune 500 companies to drive success. Our founders come from both industry and the world’s leading consulting firms, bringing a unique blend of practical knowledge and strategic insight. We’re passionate about sharing our expertise and are committed to becoming your trusted advisor in building best-in-class technology solutions. Learn More About PlaidCloud’s Journey and Its Founders

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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:

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PlaidCloud Cloud can improve your operational efficiency and returns.
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