Agentic software that defends operating margin

Find the margin you're
losing on every job.

Allometry prices every quote against your true costs and a hard margin floor you set — then reprices the moment costs and demand move. No more underpricing the work you fought to win.

One operator: $300K of margin leak found, $100K recovered in the first re-pricing sweep. Read the case study →

▸ And it compounds — the operating record you build becomes capital you can borrow against. The vault is the asset: working capital at 6 months, infra debt at 12, rated paper by 36.  Touch the proof →

55
Operator conversations behind this
49/55
Already own a system of record
6
Modules on one substrate
12
Operators in active pipeline

Design partner cohort · pre-seed

1 design partner live · 55 discovery calls booked · $2.68B combined revenue represented.

→ Become a design partner

Signal · what the pipeline told us

We didn’t guess the wedge. 53 operators named it.

One outreach cycle — 55 discovery calls with asset-heavy manufacturers across the US and Canada. We went to listen, not to pitch. What came back wasn’t 55 problems. It was the same handful, described 55 ways — and the biggest one had no name at all.

55
Discovery calls booked
$2.68B
Combined revenue represented
49
of 55 run a system of record
1
Paid engagement confirmed

The convergence

17 of 55 — unprompted — led with the same bottleneck: quoting. Specs re-keyed into spreadsheets, RFQs missing line items, proposals rebuilt from scratch, estimates that live outside the ERP.

When a third of a cold pipeline describes the identical pain in their own words, that’s not a hunch — it’s why we lead with quoting before the full build.

The pain nobody named

~30 of 55 described the same thing in seven different vocabularies — re-keying between systems, systems that don’t talk, no visibility once data leaves the ERP, history that exists but goes unused, the whole thing living in one person’s head, duplicate part numbers, and an owner change wiping institutional memory.

Not one of them had a word for it. It is the largest confirmed pain in the set, and it is the one that has to be solved before anything agentic is possible at all — an operation that cannot be queried cannot be run by an agent, modelled against enterprise value, or underwritten. That is what the substrate is →

The ICP, in one field

These operators aren’t greenfield — 49 of 55 already run a system of record. It just under-delivers.

Sage Epicor NetSuite Oracle QAD IBM AS/400 Dynamics Acumatica SAP custom ERP

$5M–$592M revenue, most in the $15M–$150M core. Midwest, Northeast, Ontario, Québec.

Agentic ABM

Score every account, continuously.

Account health built from real operating signals — order cadence, margin trend, quote win-rate, support load — not from whether someone opened an email. One AE cannot cover 500 accounts. This gives every one of them a next action.

  • Health from operations, not activity
  • Renewal and churn risk surfaced before the quarter turns
  • The sales effort behind each unit, costed — the half of CAC nobody books
How Agentic ABM works →
Pulse · Operator G
92
↑ +6 · 30d
Top 5% by EV / cost
Margin · live
34.2%+2.1 pts
Signals · 24h
Quote sent$42K
Margin alert2.3%
Site scored+1
VP IT hired+0.4
CPQ · 17 of 55 led with this

From spec to priced quote, held to your floor.

Stop pricing in spreadsheets. CPQ prices against your real cost model and holds a floor you set — enforced on the server, computed on the discounted total, checked line by line. A quote that breaches it does not go out; it comes to you.

  • A spec, drawing or RFQ email in — priced quote lines out
  • A hard margin floor, enforced server-side. Below it the quote does not send, it escalates to you
  • Matched against comparable past quotes, and whether you won them
How CPQ works →
POST /v1/quotes 200 OK · 42ms
Operator G · Campus deployment
$42,350 / 14 SKUs
Margin
34.2%
EV
+312%
Status
Approved
ScoreCostQuoteE-sign
Occupancy & ICP

Know which lead to serve next, before you commit capacity.

When capacity is the constraint, which customer you take next is the highest-leverage decision in the business — and it is usually made from a spreadsheet of inbound, ordered by arrival date.

  • Scored against your book, not a generic firmographic model
  • Predicted lifetime value per address, before you deploy
  • 100+ pending leads, ranked by what they are actually worth to you
How Occupancy & ICP works →
Montréal East
Pulse 92EV $1.8MMargin 34%

Model · Execute · Accelerate

01 · Model · ops
Your operation as objects
Not tabs. Nine of them, each carrying what is true and what has to be true.
02 · Execute · growth
Agents work the gap
Between the two numbers, every day, with the reasoning attached. You keep the decision.
03 · Accelerate · capital
The record becomes collateral
Capital does not create the margin. It speeds up a loop that already works.

Three that defend the margin you have · three that find the next dollar · $2,000 a month each

Every object carries two numbers.

What is true, derived from an append-only record of everything spent and earned. And what needs to be true — a floor, a capacity, a valuation you are steering toward. Every agentic decision is the difference between them. Business intelligence holds the first and calls it insight; planning software holds the second and calls it a forecast. Neither holds both on the same object, which is why the reconciliation still happens in a spreadsheet.

Operate
CPQ →
Spec in, priced quote out, held to your floor
Operate
Plan & Flow →
Forecast, inventory cover and scheduling against real capacity
Operate
Cash Ops →
Capture, code, approve, and the report pack rebuilt from source
Grow
Contracts & Renewals →
The money the paperwork forgot
Grow
Agentic ABM →
Coverage at 500+ accounts, from operating signals
Grow
Occupancy & ICP →
Which lead to serve next, ranked by what it is worth

Connect — the layer that reads whatever you already run — and Margin Scan, the free diagnostic, are included at no cost and always will be. Past two modules, Closed Loop prices the whole operation by revenue and installed addresses instead.

Under the hood

Six modules.
One record.
Remove one and
margin is a guess.

Allometry isn't a dashboard or a forecast. Every module writes to the same unit — one SKU deployed at one address for one account. CPQ writes the price and the floor it was held against. Plan & Flow writes what it cost to deliver. Cash Ops writes the cash that actually landed. Agentic ABM writes the effort it took to win. Take any one away and unit economics revert to an estimate. That is why they are worth more together than separately — not a bundle discount, a dependency.

Signal layer

CRM
HubSpot · Salesforcelive
ERP
NetSuite · SAP B115m
FSM
ServiceTitan · Jobberlive
GIS
Permits · parcels · geodaily
FIN
QBO · Xero · banksdaily
EXT
Weather · pricing · CPIhourly
DOC
Quotes · contracts · invoiceson-write

Reasoning core

cost-engine site-scorer demand-fcst contract-rdr margin-grdn
Allometry Core
Decision Graph
7
Models
15m
Re-score
Addresses

What each module writes to the unit

01CPQThe price, and the floor it was held against
02Plan & FlowHardware, freight, install hours, service visits
03Cash OpsCash landed, and how long it took
04Contracts & RenewalsWhat you committed to, and what recurs

Outcomes posted to your stack

CRM · deal scores, next-best-actionwrite
ERP · margin-aware quotes, COGSwrite
BI · cohort, contribution, retentionread
→ 01

Agentic execution, human authority.

The agent does the work and attaches a number. You keep the decision. Every consequential write is gated on your approval, and no recommendation that breaches a floor you set is ever shown as an option — it escalates instead.

→ 02

Operator-grade governance.

Every decision is auditable, attributable, and overridable. SOC 2, role-based access, and a complete signal-to-decision trail — built in, not bolted on.

→ 03

Built for asset-heavy ops.

Not generic SaaS. We know what crews, trucks, route density, panel costs, and PO lead times do to a P&L — and the engine reasons in those primitives.

Why it works

Less guesswork. More margin.

Most operators don't lose deals to competitors. They lose margin to themselves — to manual quoting, decision drift between sales and ops, and visibility that arrives a quarter too late.

Convert more sites

Underwrite the work before it ships.

Most operators bid first and discover margin later. Allometry scores every address against your cost model — so you only pursue the work that pays.

Compound revenue

Pipeline that builds itself.

Outbound, ABM, and customer health share one signal layer. Every closed deal teaches the next — pipeline compounds without growing the team.

Operator G · Campus$42K
Metro Systems · MDU$28K
Coastal IT · Branch$35K
Operator D · Rooftop$61K
Effortless setup

Live in fifteen minutes.

Allometry plugs into your CRM, ERP, and FSM and starts scoring within the hour. No replacement, no migration, no heavy lift on your team.

15min
to first signal
Design partner outcomes

"We stopped pricing every account at the base rate. Allometry showed us where the lease economics actually broke even — the bottom 18% were quietly bleeding us. We re-priced or walked away. $100K of margin came back in the first sweep."

VP Operations · design partner · discrete manufacturing
$300K
Margin leak surfaced · 90-day sweep
$100K
Actually recovered · 4.2× on one module
Confidential design partner · case study Discrete manufacturing · multi-site · North America
Plugs into your stack

The decision layer for the tools you already use.

Allometry doesn't replace your CRM, ERP, or FSM. It sits on top — pulling data through, turning judgment-shaped problems into autonomous decisions.

SF
Salesforce
HS
HubSpot
NS
NetSuite
SAP
SAP
ST
ServiceTitan
JB
Jobber
SL
Slack
G
Google
XL
Excel
N
Notion
SN
Snowflake
SG
Segment
DB
Databricks
LK
Looker
/>
REST API
+
Custom
Industries

Built for asset-heavy operators that scale.

Live in 15 minutes

Decide before
the work ships.

See your Pulse score in fifteen minutes. We'll connect to your stack, score a sample of your accounts, and walk you through the margin you're leaving on the table — live, with your data.

Book a demo → Talk to sales RESPONSE WITHIN 24H

▸ The long arc

The underwriting standard for physical revenue —
rebuilt from the address up.