Every service business has a client everyone is proud of and nobody has done the math on. This employee does the math, continuously: revenue per client against the effort and cost that client actually consumes, tracked over time. The account that looks flagship and nets nothing gets named, the quiet client subsidizing them gets appreciated, and pricing conversations start happening from evidence instead of nerve.
Revenue is easy; the cost side is where the truth hides. It assembles what each client consumes - hours, work delivered, resources - against what they pay, per client, over time.
Clients ranked by real margin, not by invoice size or noise level. The list almost always surprises, and the surprise is worth real money.
The account that was healthy at signing and has quietly scope-crept into a loss gets flagged mid-slide, while a rate conversation or a boundary reset can still fix it.
Raising a rate, resetting scope, or letting a client go are nerve-wracking on instinct and straightforward with numbers. Every recommendation arrives with the math attached.
Your private channel opens the minute you hire. No call, no kickoff meeting, no software to install.
It studies your business and writes your Company Brief, then learns your client roster and where revenue and effort are recorded in your world.
You connect the systems where money and effort live, once, in your portal's Access tab. Reading is the whole grant.
The first analysis states how margin gets computed, in plain language: what counts as cost, how effort is valued, what gets allocated. You approve it once and the yardstick never quietly changes.
The ranking lands in your channel on a monthly rhythm, drift flags arrive as they happen, and the next pricing decision is the easiest one you have made in years.
Like every Tenfold employee, this one runs one opinionated method: margin computed from records with the model stated openly, effort valued consistently across clients, and no verdicts without the evidence - a client is never called unprofitable by feel. When the field moves, the method moves, and you do nothing to get the update. Here is the whole method.
It reads your revenue and effort systems through grants you make once, in your portal's Access tab. Reading is the whole grant: it never edits a record. Credentials never appear in chat, and you can revoke them yourself at any time.
Yes - it works from whatever effort signal your systems carry and is honest about the precision each one supports. It will also tell you the one tracking improvement that would sharpen the picture most, if you want it.
By the model you approve: what counts as direct cost, how effort is valued, what overhead gets allocated and how. It is stated in plain language up front, so every margin figure means something you agreed to.
The analysis comes with options and the math for each: a rate change, a scope reset, a different service shape, or a graceful goodbye. The decision is yours; walking in with numbers changes how it goes.
The ranking refreshes monthly, and drift - an account sliding toward loss - gets flagged as it is detected rather than held for the report.
It reports to your channel, and who sees what is your call. Margin data is sensitive precisely because it is powerful; the access model treats it that way.
An AI employee that processes incoming bills, categorizes them, flags what looks off, and queues everything for your approval - so paying bills takes minutes, not an afternoon.
An AI employee that sweeps your invoicing weekly for overdue invoices and quietly-lapsed recurring billing, and flags what needs chasing - before the money ages out.
An AI employee that categorizes transactions across your accounting and payment stack and keeps things reconciled as you go - so month-end is a check, not an excavation.
An AI employee that watches spend against budget by category and flags overruns while the month is still open - before the money is gone, not after the report.
Requesting this role moves it up the roster - requests set the order roles open for hire, and you will hear the moment it opens.
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