Agentis Solution
Recover Margin Before It Ships, Not After a Quarterly Audit
Marketplace-style profit recovery tools audit fees and reimbursements after fulfillment. Agentis protects margin earlier: it checks every Shopify order's true margin within 60 seconds and flags or holds below-floor orders before they ship.
The Problem
Profit recovery on Amazon and Walmart marketplaces has an established playbook: audit fee schedules and inventory records after the fact, then file for reimbursement on the errors found. That playbook doesn't transfer to a D2C Shopify Plus storefront, because there's no marketplace fee schedule to audit and no third-party reimbursement process to file against. The margin loss on a Shopify order (a stacked discount, a freight zone miscalculation, a stale COGS figure) isn't a billing error someone owes you money for; it's an order that should never have shipped at that price without review.
How Agentis Solves It
Agentis protects margin after the order is placed and before it ships, instead of after fulfillment. It connects to your Shopify Plus or SHOPLINE store and your NetSuite instance, and within 60 seconds of each order being placed it evaluates live COGS, freight zone cost, payment fees, the discount stack, and FX exposure. Where a marketplace recovery tool finds money you're owed after the fact, Agentis catches the loss while the order can still be stopped: a below-floor order is flagged with the leak and a recommended fix, or automatically held before fulfillment under rules you approve, and every decision is written to the Evidence Ledger.
Key Benefits
- Catches margin loss before the order ships instead of auditing for it afterward
- No reimbursement filing or fee-dispute process required
- Protects margin on your own storefront, where marketplace-style recovery tools have no fee schedule to audit
- Live NetSuite COGS means the profit floor reflects current cost, not last quarter's
Platform Features
- —Per-order profit-floor check within 60 seconds of each Shopify Plus or SHOPLINE order
- —Live COGS from Oracle NetSuite via Celigo
- —Freight zone, payment fees, and FX exposure factored into every order decision
- —Flag-only mode first, so you see which orders would be held before turning holds on
Built for
Shopify Plus and SHOPLINE merchants who want margin protection on their own storefront, not marketplace fee auditing
Frequently Asked Questions
Is Agentis a profit recovery tool like the ones built for Amazon sellers?
It addresses the same underlying problem, lost margin, with a different mechanism. Amazon-focused profit recovery tools audit fee schedules and inventory records after fulfillment and file for reimbursement. On your own Shopify storefront there is no marketplace fee schedule to audit, so Agentis works earlier: it checks each order after it is placed and before it ships. The margin loss on a storefront order comes from a stacked discount, a freight zone miscalculation, or a stale COGS figure, none of which is a billing error someone owes you money for. Agentis connects to your store and NetSuite, evaluates live COGS, freight, payment fees, discounts, and FX within 60 seconds of each order, and flags or holds below-floor orders before fulfillment. There is no reimbursement filing. If you sell on marketplaces and your own storefront, the two tool types cover different channels and can coexist.
How much margin can a per-order check protect compared to post-fact auditing?
There's no universal percentage, because it depends on how much of your order volume runs through promotions and how far below floor those orders land. What's knowable is the mechanism: a below-floor order caught before it ships can be held, corrected, or cancelled, while the same order found in a quarterly audit has already cost you the margin. The practical way to answer it for your own store is flag-only mode: Agentis checks every order against your floor without holding anything, and the Evidence Ledger shows which orders would have been held and how far below floor each one fell. That figure is your exposure at your current promotional mix, measured on real orders rather than estimated. A quarterly report cannot give the same view, because it aggregates margin and cannot attribute loss to individual orders. Run flag-only mode before deciding, so the decision rests on your own numbers.
Do I need NetSuite to use Agentis for profit recovery?
Currently, yes: Agentis is built for Shopify, Shopify Plus, and SHOPLINE merchants running Oracle NetSuite, because live COGS from your ERP is what makes the per-order margin accurate. A profit floor is only as good as the cost figure it is compared against, and a stale COGS number produces either false holds on profitable orders or missed holds on unprofitable ones. Live COGS from NetSuite, commonly via Celigo, keeps the floor tied to current cost rather than last quarter's. Freight zone cost, payment fees, and FX are layered on top of that cost basis for each order, and the whole check runs within 60 seconds of the order being placed. Without the ERP connection, Agentis would be judging orders against an estimate, which defeats the purpose. If you run a different ERP, that is the first question to raise with the team.
Key Concepts
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.
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
Profit Floor
The minimum margin an order must clear after discounts, COGS, freight, fees, and FX are counted. Orders that fall below the profit floor are flagged for review or automatically held before they ship.
Cost Management
Real-Time COGS
Live cost of goods sold data synchronized from ERP or procurement systems and used at the moment a margin decision is made, replacing stale batch-updated cost figures.
Free Audit, No Commitment
Protect Every Order's Profit Margin
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