Agentis Solution
The Margin Governance Platform Built for Ecommerce CFOs
A unified margin governance platform that gives ecommerce CFOs and finance teams enforceable control over discounts, COGS drift, freight cost variance, and FX leakage at every Shopify Plus checkout.
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, but by then 4–14% of gross margin has already been given away across thousands of orders that no one was watching at the per-cart level. Without an enforcement layer between the cart and the order-confirmed state, the CFO has fiduciary responsibility for a P&L driven by decisions made entirely outside the finance team's control.
How Agentis Solves It
The Agentis ecommerce CFO platform consolidates the four capabilities a finance team needs to enforce margin policy in real time: a policy registry where margin floors, discount limits, and MAP rules are declaratively defined; a live data layer ingesting COGS from NetSuite, FX from treasury, freight from logistics, and discount state from Shopify; an enforcement engine running at every Shopify Plus checkout in under 10ms; and an audit ledger recording every policy evaluation with inputs, outputs, and rule version applied — supporting SOC-2 and audit workflows without manual reconciliation.
Key Benefits
- Move from after-the-fact margin variance review to real-time enforcement, recovering 4–14% of gross margin annually
- Provide audit-ready evidence that every order was evaluated against approved margin policy at confirmation
- Give finance team explicit ownership of margin rules without requiring engineering effort to encode them
- Reduce monthly reconciliation effort by 60–80% as the discipline moves from spreadsheet recovery to policy enforcement
Platform Features
- —Declarative policy registry for margin floors, discount stacking limits, MAP rules, FX-aware floors
- —Live NetSuite COGS sync via Celigo with sub-minute freshness
- —Shopify Plus checkout extensibility integration with sub-10ms decision latency
- —Per-evaluation audit ledger including inputs, rule version, and outcome — exportable for SOC-2 review
- —Shadow-mode policy testing — run a new rule against live traffic without enforcing, before committing
- —CFO dashboard with margin lift attribution, policy effectiveness, and yield-gap recovery
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 tell you what happened to margin after orders ship — useful for post-mortem, useless for prevention. The Agentis ecommerce CFO platform enforces margin in real time at checkout, blocking or adjusting orders that breach policy before they confirm. The two layers are complementary, but only enforcement actually saves margin; analytics only describes the loss.
Does it integrate with NetSuite and our existing finance stack?
Yes. NetSuite integration via Celigo is native: COGS, landed cost, and FX rates flow into the margin engine in real time. The platform also supports custom integrations to QuickBooks, Sage Intacct, and Microsoft Dynamics for non-NetSuite finance stacks. Shopify Plus integration is via checkout extensibility hooks; legacy Shopify Scripts users migrate cleanly before the June 2026 sunset.
What's the SOC-2 audit story?
Every policy evaluation generates an immutable audit log entry with the policy version, input data (COGS, discounts, freight cost, FX rate), the decision, and the outcome. The audit log is queryable by transaction ID, order ID, or policy. Internal and external auditors can verify on demand that any specific order was evaluated against the approved margin policy in effect at the time. The audit infrastructure is designed to map directly to SOC-2 controls testing.
How fast is implementation?
A typical CFO-led implementation runs 2–4 weeks: week 1 connects NetSuite and Shopify Plus, week 2 imports your existing margin policies into the registry (most policies are codified from existing finance documents, not invented from scratch), week 3 runs the policies in shadow mode to baseline impact, week 4 promotes to enforce mode with monitoring. Within 90 days, most stores see measurable margin lift attributable to specific policy enforcement events in the audit ledger.
Free Audit — No Commitment
Protect Every Order's Profit Margin
See exactly how much margin Agentis can recover for your store in 7 days — no commitment required.