Agentis Solution
The Margin Governance Platform Built for Ecommerce CFOs
A margin governance platform that gives ecommerce CFOs and finance teams control over discounts, COGS drift, freight cost variance, and FX leakage on every Shopify Plus order, checked within 60 seconds and before it ships.
The Problem
Ecommerce CFOs at mid-market and enterprise DTC brands inherit a structural problem: the commerce team optimizes for revenue, the operations team optimizes for fulfillment SLAs, and margin sits between the seams, eroded silently by every team's local optimization. Existing tooling reports margin variance after the month closes, by which point the margin has already been given away across orders no one was watching one by one. Without a control between order placed and order shipped, the CFO carries responsibility for a P&L driven by decisions made entirely outside the finance team's view.
How Agentis Solves It
Agentis gives a finance team four things it needs to run margin policy on every order: margin rules, where floors, discount limits, and MAP rules are defined by finance; a live data layer with COGS from NetSuite (commonly via Celigo), FX, freight, payment fees, and order data from Shopify Plus; a per-order check that runs within 60 seconds of each order being placed and flags or automatically holds below-floor orders before fulfillment; and the Evidence Ledger, which records every decision with its inputs, the rule applied, a confidence tier, and the outcome, so your own auditors can trace any order without manual reconciliation.
Key Benefits
- Move from month-end margin variance review to a per-order check before fulfillment
- Evidence that each order was checked against approved margin rules, ready for your own audit
- Finance owns the margin rules without engineering effort to encode them
- Less month-end reconciliation, because below-margin orders are caught before they ship
Platform Features
- —Margin rules for floors, discount stacking limits, MAP, and FX-aware floors
- —Live COGS from Oracle NetSuite, commonly via Celigo
- —Per-order net margin within 60 seconds of each Shopify Plus order
- —Flag or hold-before-fulfillment actions under rules finance approves
- —Evidence Ledger with inputs, rule applied, confidence tier, and outcome, exportable for your auditors
- —Flag-only mode to test a new rule against live orders before turning on holds
Built for
Ecommerce CFOs, finance directors, and controllers at mid-market and enterprise DTC brands ($10M–$500M GMV) running Shopify Plus + NetSuite
Frequently Asked Questions
How does this differ from a profit analytics tool like Triple Whale or BeProfit?
Profit analytics tools report what happened to margin after orders ship. They are useful for understanding trends and attribution, but by the time a report shows a loss, the order is gone. Agentis works earlier: within 60 seconds of each order being placed, it computes true net margin from NetSuite COGS, freight, payment fees, and FX, and flags or holds below-floor orders before they ship. The two are complementary rather than competing. The structural problem neither reporting nor enforcement fixes alone is that commerce optimizes for revenue, operations for fulfillment SLAs, and margin sits between the seams. Finance defines margin floors, discount limits, and MAP rules in Agentis; every decision lands in the Evidence Ledger. Keep the analytics tool for reporting and marketing attribution, and use Agentis to stop the individual orders the report would otherwise describe after the fact.
Does it integrate with NetSuite and our existing finance stack?
Yes for NetSuite, which is the anchor integration: COGS, landed cost, and cost updates come from Oracle NetSuite, commonly via Celigo, alongside order data from Shopify, Shopify Plus, or SHOPLINE, plus freight, payment fees, and FX. That live data layer is what makes finance-owned rules meaningful, because a margin floor is evaluated against the numbers finance already trusts. Rules for margin floors, discount stacking limits, MAP, and FX-aware floors are defined by finance without engineering effort. Agentis does not run in checkout; it reads orders after they are placed and acts before fulfillment, so there is nothing to change in your storefront. If your ERP is not NetSuite, raise that at the start, because NetSuite is the cost source Agentis is built around today and anything else needs to be scoped explicitly.
What's the audit story?
Every order Agentis checks produces an Evidence Ledger entry: the order, the inputs (COGS, discounts, freight, payment fees, FX), the rule applied, a confidence tier, and the outcome, whether cleared, flagged, or held before fulfillment. Internal and external auditors can see that a specific order was checked against the margin rule in effect at the time, and why it was or was not held. That makes the ledger useful evidence for controls testing on margin. To be precise about what it is not: Agentis does not hold a SOC 2 certification of its own, and the ledger does not replace your auditor's testing. It supports your audit trail. Share the ledger export format with your audit team early, so evidence requests can be scoped before fieldwork begins.
What does implementation look like?
A typical CFO-led rollout runs in four steps. First, connect NetSuite and your Shopify Plus store. Second, write your existing margin and discount policies into Agentis as rules; most come from finance documents you already have, not new inventions. Third, run the rules in flag-only mode, so every order that would have been held is visible in the Evidence Ledger with its COGS, discount, freight, and FX inputs, without any order actually being held. That is where finance calibrates floors against real orders rather than guesses. Fourth, turn on automatic holds for the rules you trust, keeping others as flags. Because rules are owned by finance, adjustments during rollout do not need engineering work. Start by gathering your existing margin and discount policy documents, since those are what the second step codifies.
Sources
Key Concepts
Profit Governance
Margin Governance
The institutional discipline of defining, enforcing, and auditing margin rules across every transaction, the financial-controls counterpart to revenue operations.
Profit Governance
Profit Firewall
A decision layer between order placed and order shipped that checks every order against margin policy and flags or holds the ones that fail before fulfillment, analogous to how a network firewall stops traffic that violates security rules.
Profit Governance
Policy Engine
The configurable rules layer of a profit firewall, where finance teams declaratively define margin floors, discount limits, MAP rules, and other enforcement criteria.
Profit Governance
Fiduciary Operating System
A unified data and policy infrastructure that gives finance teams enforceable control over how revenue, cost, and margin flow through every commerce decision.
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