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MarginOS for agencies

Stop defending ROAS. Start proving profitable growth.

Your campaigns can be working while your client's profit is falling.

MarginOS gives your agency a shared profit model across products, channels, customers, fulfillment, returns, and inventory, so you can show each client what to:

ScaleFixStopProtect

Built for agencies managing Shopify DTC brands with paid media, complex fulfillment, and margin pressure.

Apply for the Agency Partner Beta

Onboard your agency and first client with guided support. See what the beta includes

Built for modern agencies: shared client profit models, read-only AI access, and faster strategic reviews.

Client profit review · Last 90 days Illustrative example

Blended ROAS

3.1x

+9%vs prior 90d

Contribution profit

$86,400

-7%vs prior 90d

Why profit changed

  • More orders from paid media +$2,400
  • 3PL rate increase on every order -$4,200
  • Returns on the Linen Set doubled -$2,900
  • Meta prospecting scaled the Gift Box at a loss -$1,800
  • Net change -$6,500

Next quarter, ranked by profit impact

  1. Fix Reprice the Linen Set for the new 3PL rates +$3.1k
  2. Scale Add budget to Google Shopping on Core Tee +$2.4k
  3. Stop Pause Meta prospecting on the Gift Box +$1.8k

Move the conversation

The question you get today

“How did ROAS perform?”

A media report. Easy to question, easy to replace.

The answer you give with MarginOS

“Here is what changed in profit, why it changed, and what we should do next.”

A profit review. The conversation that keeps you in the room.

Past the ad account

Become the agency that sees past the ad account.

When a client says “Marketing is not profitable,” MarginOS helps separate the actual problem:

The disagreement becomes diagnosable.

You can show the evidence instead of defending yourself with another dashboard.

What your agency gets

Prove profitable growth. Retain clients longer. Move upstream into strategy.

This is not another reporting tool. It is a stronger position with every client you manage.

  1. 01

    Client retention

    Tie your work to the profit a client can see, not the ROAS they can question.

  2. 02

    Stronger QBRs

    Walk in with what changed in profit, why it changed, and the next moves ranked by impact.

  3. 03

    Blame protection

    Show whether a margin problem comes from media, product costs, fulfillment, or tracking.

  4. 04

    A strategic seat

    Advise on products, pricing, inventory, and customers, not only the ad account.

  5. 05

    A scalable intelligence layer

    Give every strategist and client the same profit model, then use AI to answer questions and prepare decisions without adding reporting headcount.

One profit model per client

Built for the conversations you already have.

Each part of MarginOS answers a question your clients already ask you.

Profit & Inventory Command Center

Run better weekly reviews and QBRs.

Show what changed, why it matters, and the three to five moves with the highest expected profit impact.

Bring to every call:

  • Profit and margin against the prior period
  • Top moves and biggest risks
  • Weeks of cover and cash tied up in inventory
  • Plan versus actual
See the Command Center
MarginOS Command Center showing performance, customer economics, cash and inventory health, and Today's Top Moves ranked by profit impact

Click to enlarge Product UI · Illustrative data

Growth Engine

Prove whether paid media is creating profit, not just revenue.

See CAC, contribution profit, payback, LTGP:CAC, attribution confidence, and weeks of cover together.

When attribution is thin, the call is Fix tracking, not Pause. That is a verdict on the measurement, not on your media buying.

Explore the Growth Engine

Catalog Profit

Find the SKU problems your ad reports cannot see.

Identify products whose shipping, fulfillment, returns, discounts, or product costs make profitable scaling impossible.

A SKU with untrustworthy costs stays Unclassified. The decision waits on the client's cost data, not on your media.

Explore Catalog Profit

Customer Profit

Beta

Show which customers are worth protecting and reacquiring.

Use profit-based cohorts instead of opens, clicks, or revenue alone.

Export the exact segment you are discussing to CSV and hand it straight to the lifecycle team.

Explore Customer Profit

The trust layer

Stop getting blamed for numbers nobody can source.

Every cost is measured, declared, modeled, or missing. Every attribution call carries evidence and confidence.

MeasuredDeclaredModeledMissing
See how every number is graded

How it works with a client

From connected data to a profit review in three steps.

  1. 01

    Connect the client's data

    Shopify, Google Ads, Meta Ads, and their 3PL or cost files, with guided setup. Access is read-only, so nothing in their accounts changes.

  2. 02

    MarginOS builds the model

    It derives that brand's own thresholds and shows which numbers it can stand behind and which still need data.

  3. 03

    Run every review from it

    Weekly calls, monthly reviews, and QBRs from one source of truth. Invite your team and the client's team, with unlimited users and no per-seat fees.

Live integrations

Shopify Google Ads Meta Ads ShipStation ShipBob Shipfusion Any 3PL by invoice email
  • In developmentAmazon
  • RoadmapKlaviyo, TikTok Ads, Microsoft Ads
See every integration

Make every client account AI-ready

Give your team answers, not another reporting task.

Connect each client's MarginOS account to Claude, ChatGPT, or Gemini through the read-only MCP server.

Your team can ask:

  • “Why did contribution profit fall this month?”
  • “Which channels should we review before the QBR?”
  • “Which products are losing money after fulfillment and returns?”
  • “Which customer cohorts are worth protecting?”
  • “What should this client fix first?”
  • “Where is the data too weak to trust?”

The assistant answers from the same profit model your client sees in MarginOS.

  • No exporting reports.
  • No rebuilding calculations in spreadsheets.
  • No generic AI guessing from incomplete context.
AI assistant · Connected to MarginOS Illustrative example

Why did this client's profit fall last quarter? What do we fix first?

Read from MarginOS: Company pulse, Channel economics, Logistics costs, Catalog Profit

Contribution profit is $6,500 lower than the prior 90 days, even though paid media added $2,400. The campaigns are not the main cause.

  • 3PL rate increase on every order-$4,200
  • Returns on the Linen Set doubled-$2,900
  • Meta prospecting scaled the Gift Box at a loss-$1,800

Fix first Reprice the Linen Set for the new 3PL rates, worth about +$3.1k next quarter.

MissingStorage fees are not on the 3PL invoices yet, so MarginOS has no figure for them and I can't give one.

Use MCP to

MarginOS never hands the assistant a guess. If there is no trusted figure, the assistant gets no figure.

Connect your first client's profit model to your AI assistant

Security

Ready for your client's security review.

Answer “Where is our data, who can see it, and what can it do?” on every security review and MSA.

Limited beta for Shopify DTC agencies

Agency Partner Beta

For agencies that want to become strategic profit partners, not replaceable media vendors.

You get

  • Guided onboarding for your agency and first clients
  • Extended access for selected client accounts
  • Direct input into agency workflows and reporting
  • Partner pricing as formal tiers launch
  • A repeatable profit-review system for weekly calls and QBRs

You commit to

  • Using MarginOS in real client workflows
  • Giving structured feedback
  • Allowing anonymized learnings where approved
Apply for the Agency Partner Beta

One email is enough. Tell us about your agency and the first client you would bring. Or write to agencies@marginos.com