True Account Profit Finder

Surfaces accounts quietly turned unprofitable by discounts and legacy contracts

Problem

B2B companies carry hundreds of recurring accounts where discounts, custom deals and old pricing live in billing, CRM and contracts. Nobody reconciles them systematically. One person manually checked 30 accounts and found 3 were actually unprofitable, including a 25% retention discount nobody had revisited in a year.

Solution

Connects billing, CRM and contract data, combines actual revenue against stacked discounts per customer, computes true margin, and alerts when an account falls below threshold, with contract-term dates and review reminders.

Users

Revenue operations, finance and customer success teams at small-to-mid B2B SaaS companies with hundreds of accounts

MVP

Import billing and contract CSVs; merge discounts and payments per customer; output a margin leaderboard; flag unprofitable or low-margin accounts; set review reminders for temporary discounts.

Revenue

Tiered monthly subscription by account count, or a one-off audit plus subscription.

Why now

As SaaS companies focus on retention and cost cuts, per-customer profitability matters, yet existing tools report revenue rather than true post-discount margin. Simple integrations are enough to start.