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Continuously identify quantified savings opportunities with recommendations grounded in company-wide data and context.
Turn approved recommendations into captured savings through automated workflows, with clear ownership and traceable execution.
| Metric (in $ thousands) | YTD-25 | YTD-26 | Δ | % Δ |
|---|---|---|---|---|
| Revenue | 36,000 | 48,200 | 12,200 | 33.9% |
| Cost of Revenue | (6,380) | (11,900) | (5,520) | 86.5% |
| % of Revenue | (17.7%) | (24.7%) | (7.0 pp) | 39.3% |
| LLM Inference | (420) | (4,000) | (3,580) | 852.4% |
| % of Revenue | (1.2%) | (8.3%) | (7.1 pp) | 611.3% |
| Cloud Services | (2,940) | (3,900) | (960) | 32.7% |
| % of Revenue | (8.2%) | (8.1%) | 0.1 pp | (0.9%) |
| Data Licensing | (2,100) | (2,800) | (700) | 33.3% |
| % of Revenue | (5.8%) | (5.8%) | 0.0 pp | (0.4%) |
| Customer Support | (920) | (1,200) | (280) | 30.4% |
| % of Revenue | (2.6%) | (2.5%) | 0.1 pp | (2.6%) |
| Gross Profit | 29,620 | 36,300 | 6,680 | 22.6% |
| % Gross Margin | 82.3% | 75.3% | (7.0 pp) | (8.5%) |
| Operating Expenses | (26,100) | (32,000) | (5,900) | 22.6% |
| % of Revenue | (72.5%) | (66.4%) | 6.1 pp | (8.4%) |
| Operating Profit | 3,520 | 4,300 | 780 | 22.2% |
| % of Revenue | 9.8% | 8.9% | (0.9 pp) | (8.8%) |
What are the drivers of the increase in LLM inference costs?
LLM inference costs increased 9.5-fold, mainly due to volume: 17x more AI actions, adding $6.82M. Both other drivers moved in our favor: a 41% lower price and 6.7% fewer tokens per action.
$420K
+$6.82M
($0.49M)
($2.75M)
$4.00M
YTD-25
Volume
Efficiency
Price
YTD-26
Plan, ask, learn anything
File a billing dispute with Cloudline Systems by September 3, recovering $65K in credits and $180K a year at the contracted rate and fee schedule.
Stop agency-segment campaigns and outreach by October 1, cutting $540K in annual acquisition spend.
Terminate the four inactive roles under Delaco BPO's 30-day SOW clause by September 20, cutting $480K in annualized spend.
Connected Sources
























Customized Agents
Name
Vendor Billing Review Agent
Objective
Validate vendor charges against contracts and compare cost efficiency across vendors.
Tasks
Drafted a $65K refund demand to Cloudline Systems
EMElena Marsh, VP FinanceRemoved 34 seats across 9 tools via Rippling
PRPriya Raman, VP OperationsCreated a shutdown issue for 12 idle LATAM environments
TBTom Beckett, VP EngineeringSent the Datalume renewal alert to VP Finance
EMElena Marsh, VP FinanceUpdated the agency budget with a 4% segment margin
DWDana Whitfield, Head of FP&ARevised the Delaco BPO SOW and served 30-day notice
PRPriya Raman, VP OperationsSourced 4 support vendors below the current rate
PRPriya Raman, VP OperationsCreated an agency savings spreadsheet for finance review
DWDana Whitfield, Head of FP&ASkills
Use skills to build automated workflows and take action across your connected tools.
Send Message
Create IssueAutomated Workflows
Hi Marcus,
We've reconciled Cloudline's invoices since April against our MSA and found two billing errors worth $65,000. I'd like to request a refund of that amount.
On the rate: Schedule B, §3.1 sets egress at $0.09/GB, but every invoice from CL-2026-04 onward has billed $0.14/GB on ~200 TB a month. That's a $0.05/GB overcharge, or $10,000 a month and $50,000 across the five invoices.
On the fee: the $5,000 monthly platform fee appears twice on CL-2026-06, -07 and -08, adding a further $15,000.
We'd prefer a refund to our original payment method rather than a credit against future invoices, as we aren't planning to increase committed volume this year. Could you also confirm in writing that September's invoice will apply the contracted rate and a single platform fee?
I've attached the executed MSA and the invoice detail so your team can check the workings. Per §9.4 we're treating the disputed amount as held in abeyance until this is settled, though I'm happy to get on a call if that's faster.
Could you let me know where this stands by September 17?
Best,
Elena Marsh
VP Finance
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Customer Stories
“Board prep took five days of reconciliation each cycle. Now the cost narrative ties to source data and the deck is ready in an afternoon.”

“We took $2.1M off our annualized run rate without cutting headcount or growth spend. That extended our runway by just over five months.”

“Cost per order came down 9% in two quarters, once we could finally see which of our operational drivers were moving it and by how much.”

“Board prep took five days of reconciliation each cycle. Now the cost narrative ties to source data and the deck is ready in an afternoon.”

“We took $2.1M off our annualized run rate without cutting headcount or growth spend. That extended our runway by just over five months.”

“Cost per order came down 9% in two quarters, once we could finally see which of our operational drivers were moving it and by how much.”

“The first audit surfaced $1.4M in annualized savings across cloud, SaaS, and vendor contracts. We approved $900K of it within six weeks.”

“We spent about 30 hours a month pulling spend data and chasing owners. It is under four now, and two analysts got a week back every month.”

“We used to find overruns at close. Now they surface in week two, and resizing two cloud commitments early kept about $600K in the bank.”

“The first audit surfaced $1.4M in annualized savings across cloud, SaaS, and vendor contracts. We approved $900K of it within six weeks.”

“We spent about 30 hours a month pulling spend data and chasing owners. It is under four now, and two analysts got a week back every month.”

“We used to find overruns at close. Now they surface in week two, and resizing two cloud commitments early kept about $600K in the bank.”

“Magnos flagged 14 renewals 90 days out. We consolidated four tools and renegotiated three contracts, and took 22% off our software spend.”

“Approved actions used to sit for weeks. Now 80% of them close within 10 days with a named owner, and we can measure what each one saved.”

“Magnos clears about 60% of opportunities without escalation, so our leadership time goes to the tradeoffs that need real human judgment.”

“Magnos flagged 14 renewals 90 days out. We consolidated four tools and renegotiated three contracts, and took 22% off our software spend.”

“Approved actions used to sit for weeks. Now 80% of them close within 10 days with a named owner, and we can measure what each one saved.”

“Magnos clears about 60% of opportunities without escalation, so our leadership time goes to the tradeoffs that need real human judgment.”

“The first audit surfaced $1.4M in annualized savings across cloud, SaaS, and vendor contracts. We approved $900K of it within six weeks.”

“We spent about 30 hours a month pulling spend data and chasing owners. It is under four now, and two analysts got a week back every month.”

“Board prep took five days of reconciliation each cycle. Now the cost narrative ties to source data and the deck is ready in an afternoon.”

“We took $2.1M off our annualized run rate without cutting headcount or growth spend. That extended our runway by just over five months.”

“Magnos flagged 14 renewals 90 days out. We consolidated four tools and renegotiated three contracts, and took 22% off our software spend.”

“Approved actions used to sit for weeks. Now 80% of them close within 10 days with a named owner, and we can measure what each one saved.”

“Cost per order came down 9% in two quarters, once we could finally see which of our operational drivers were moving it and by how much.”

“Magnos clears about 60% of opportunities without escalation, so our leadership time goes to the tradeoffs that need real human judgment.”

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