Know which customers cost you money.
Know how much. Know the fix.
Free analysis — no credit card. AI action plans on Growth.
See what's included in the live Free and Growth paths. Enterprise is in development and collecting interest separately.
Customer names are masked before processing
Profitability Curve with Profit Drag calculation
Customers ranked A–F by profitability impact
Export action lists & customer data
AI action plans — named customers, dollar impact, and exactly what to say in the conversation
Auto-import revenue data from Stripe
Compare your Profit Drag against industry peers
Weekly AI risk scan — flags customers drifting toward unprofitability before you lose them
Proactive alerts — AI surfaces the right action when your margin profile shifts
Customer health signals — spot accounts that need attention before margin slips
Percentile benchmarks — see where your Profit Drag ranks against peers, not just averages
AI Implementation Kits — conversation scripts, email templates, and checklists tailored to each customer
AI prioritizes your highest-leverage actions — so you always know what to do next
Every action tracked to dollar outcome — know exactly what worked
AI-written playbooks — specific tactics for repricing, restructuring, or releasing each customer
Strategy board — Kanban view of every action with ROI attribution
Outgoing webhooks — fire events to your stack when analyses complete or actions record
Agent API + MCP Server — connect AI agents to your profit data with scoped keys and budget enforcement
Dollar ROI on every action — close the loop between insight and outcome
Customer limit
| Feature | Free | Growth |
|---|---|---|
| Customer names are masked before processing | ||
| Profitability Curve with Profit Drag calculation | ||
| Customers ranked A–F by profitability impact | ||
| Export action lists & customer data | ||
| AI action plans — named customers, dollar impact, and exactly what to say in the conversation | ||
| Auto-import revenue data from Stripe | ||
| Compare your Profit Drag against industry peers | ||
| Weekly AI risk scan — flags customers drifting toward unprofitability before you lose them | ||
| Proactive alerts — AI surfaces the right action when your margin profile shifts | ||
| Customer health signals — spot accounts that need attention before margin slips | ||
| Percentile benchmarks — see where your Profit Drag ranks against peers, not just averages | ||
| AI Implementation Kits — conversation scripts, email templates, and checklists tailored to each customer | ||
| AI prioritizes your highest-leverage actions — so you always know what to do next | ||
| Every action tracked to dollar outcome — know exactly what worked | ||
| AI-written playbooks — specific tactics for repricing, restructuring, or releasing each customer | ||
| Strategy board — Kanban view of every action with ROI attribution | ||
| Outgoing webhooks — fire events to your stack when analyses complete or actions record | ||
| Agent API + MCP Server — connect AI agents to your profit data with scoped keys and budget enforcement | ||
| Dollar ROI on every action — close the loop between insight and outcome | ||
| Customer limit | 250 | 2,500 |
Same methodology, fraction of the cost, and you keep it forever. Strategy consultants charge $50K+ for a one-time customer profitability analysis that takes 4-6 weeks. Margin Levers runs the same profitability analysis in 5 minutes for $249/mo — and you can run it whenever you want.
Your P&L hides customer-level profitability. Margin Levers exposes it. It hides which customers cost more than they pay. Margin Levers exposes your Profit Drag — the exact dollar amount being destroyed. Free analysis shows your profitability picture and total drag. Growth gives you named customer lists with specific actions. Your P&L never will.
BI tools build dashboards. We expose what dashboards hide. Margin Levers includes the profitability methodology baked in — you don't need to build anything. Upload a CSV, get a polished PDF with specific customer actions.
The total margin your unprofitable customers destroy every year. Customers that cost more than they pay. Research shows 20%+ of customers typically destroy profit (Kaplan & Cooper, 1998). That's $127K-$340K/year for mid-size companies. Your P&L never shows you this number.
Each unique customer ID in your CSV counts once. If you have multiple time periods, the same customer only counts once.
Yes, cancel anytime with no penalties. You'll continue to have access until the end of your billing period.
Customer names are masked before processing. Free analyses are processed transiently and are not saved to your account unless you choose to save them. Customer names are masked before processing, and Stripe handles all payment processing securely.
Start with a free customer analysis. Free analysis requires no account or credit card — discover your Profit Drag and see your profitability analysis. When you're ready for AI-powered action plans and ongoing tracking, start a Growth trial. Credit card required to activate; no charge until the trial ends.
It is not a generic BI, accounting, or pre-revenue planning tool. Margin Levers is built for B2B SaaS teams with customer-level revenue who need profitability decisions by account. It is not a replacement for accounting close, a full data warehouse, a generic KPI dashboard, or a fit for companies without enough customer revenue history to compare cost-to-serve.