Protect Recurring Order Margins and Model Subscription Lifetime Profitability
Agentis integrates with Recharge to track per-renewal margin, identify subscribers receiving unsustainable discounts, and model the true lifetime profit of your subscription program.
How It Works
Agentis connects to Recharge's API to read subscription details (product, price, discount, frequency, and renewal history). For each recurring charge, Agentis calculates the margin using live COGS from your ERP, current shipping costs, and the subscription discount. Over time, Agentis models each subscriber's lifetime margin trajectory, flagging subscriptions where the introductory discount never breaks even and identifying optimal price-increase points.
Data Flows
- →Subscription product, price, and discount from Recharge → Agentis recurring margin model
- →Renewal history and frequency from Recharge → Agentis lifetime value calculation
- →Churn events and cancellation reasons from Recharge → Agentis churn cost modeling
- →Upcoming renewal queue from Recharge → Agentis pre-renewal margin check
Benefits
- Know the true margin of every subscription renewal, not just the revenue
- Identify subscribers locked into discounts that will never reach profitability
- Model lifetime profit (not just LTV) to make better subscription pricing decisions
- Flag upcoming renewals that will ship below your margin floor before they charge
Setup
- 1Connect your Recharge account to Agentis via API token (read-only)
- 2Agentis imports subscription data, renewal history, and discount structures
- 3Configure subscription-specific profit floors (can differ from one-time order floors)
- 4Enable pre-renewal margin checks to flag unprofitable upcoming charges, and hold below-floor renewal orders before fulfillment
Technical Details
Agentis integrates via Recharge's REST API (2021-11 version) using API token authentication with read-only scopes (read_subscriptions, read_orders, read_charges). We poll the /subscriptions and /charges endpoints every 15 minutes and receive updates via Recharge webhooks (charge/created, subscription/updated, subscription/cancelled). Lifetime margin modeling uses a cohort-based analysis that factors in COGS trends, historical churn rates, and discount schedules per subscription tier.
Frequently Asked Questions
Can Agentis stop an unprofitable subscription renewal from shipping?
Ahead of billing, Agentis flags upcoming renewals projected below your floor so your team can adjust the plan in Recharge. Once the renewal order is placed, Agentis checks it within 60 seconds and, with automatic holds enabled, holds it before fulfillment pending review. Starting in flag-only mode is recommended.
How does Agentis handle subscription discounts that increase over time?
Agentis tracks the discount applied at each renewal and recalculates margin accordingly. If a subscriber's discount increases (e.g., loyalty tiers), Agentis updates the lifetime margin projection and alerts you if the subscription trajectory turns negative.
Does Agentis work with Recharge's Shopify Checkout integration?
Yes. When Recharge uses Shopify Checkout for subscription orders, those orders arrive in Shopify like any other, and Agentis evaluates them through the same post-order margin check, giving you one set of rules for one-time and recurring orders.
Related Solutions
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Solution
Shopify Plus Profit Analytics
Go beyond Shopify's native reporting. Agentis computes true net margin on every Shopify Plus order within 60 seconds, using live NetSuite COGS, freight, fees, and FX, and flags or holds below-margin orders before they ship.
Key Concepts
Margin Analysis
Contribution Margin
The revenue remaining after deducting all variable costs associated with fulfilling an order, including COGS, shipping, payment processing fees, and pick-and-pack labor.
Margin Analysis
Margin Leakage
The gradual, often undetected loss of profit across many orders, driven by small per-order cost overruns that compound into significant revenue erosion over time. Also called revenue leakage, a term more common in marketplace-seller (Amazon/Walmart) contexts for the same underlying pattern.
Margin Analysis
Order Profitability
The true net profit of a single order after deducting all variable costs: COGS, shipping, discounts, payment fees, fulfillment labor, and return allowances.
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