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Cost & Margin Reporting Analyst
See margin by product clearly enough to act on it.
- Builds cost and margin reporting by product and line
- Shows what is profitable and what is not
- Keeps definitions consistent across periods
DI
Diego Wright
Published this agent
Estimated time savings, hours a month
0712
7 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back
“build the product margin report”
Delivers a clear, structured summary.
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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