oktosoft
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apr 2026money

a top-5 client was unprofitable after delivery costs

$1,900/mo loss stopped

auto parts retail, 30 people

connected: crmbank

from the chat — anonymized

chat screenshot: a top-5 client at -$1,900/mo once delivery costs are matched against revenue, client names hidden

the prompt that found it

which big clients cost us more than they bring once delivery is counted?

what AI saw

A top-5 client by revenue was quietly loss-making after delivery costs. The contract was renegotiated before renewal — a $1,900/mo leak stopped.

why it was visible

This finding needs CRM + bank connected. True client margin shows up only when revenue is matched with the real cost of serving.

check it on your own numbers

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