MarginLens — Profit margin analysis for QuickBooks
Profit margin analysis for QuickBooks by product, customer, and segment — true margins computed straight from your ledger.
Works with QuickBooks Online
The problem
- You know the top-line number but not which customers actually make money.
- Margin erosion hides inside a blended average.
- Pricing and mix decisions are made on gut feel.
How MarginLens fixes it
Profit margin analysis for QuickBooks by product, customer, and segment — true margins computed straight from your ledger.
What you get
Profitability ranked by product, customer, and segment.
Outcome 1The low-margin work that quietly drains the business, surfaced.
Outcome 2Pricing and mix decisions grounded in real contribution.
Outcome 3How it connects to QuickBooks
- 1.Connect QuickBooks Online with a secure, read-only authorization. MarginLens never writes to your books.
- 2.MarginLens reads the accounts and transactions it needs and builds its analysis from your live ledger.
- 3.Results stay current as your books change. Disconnect at any time to revoke access.
Frequently asked questions
Does MarginLens work with QuickBooks Online?
Yes. MarginLens connects to QuickBooks Online through a secure, read-only connection and builds its analysis directly from your live ledger. There is nothing to export or re-key.
How long does it take to get started?
Connect QuickBooks Online and MarginLens produces its first results in minutes. Setup does not require an implementation project or a spreadsheet import.
How much does MarginLens cost?
Plans start at $49/mo (Starter: one tool, one company). The $199/mo Suite includes every Tech for CFO tool, and every plan starts with a 14-day free trial.
Is my financial data safe?
MarginLens uses a read-only connection to QuickBooks Online and does not write to your books. Your data is encrypted in transit and at rest.
Is there a free way to try it first?
Yes. The free Gross Margin Analyzer runs MarginLens-style analysis on numbers you enter, no account required, so you can see the value before connecting QuickBooks.
Ready to put MarginLens on your numbers?
Start a 14-day free trial, no credit card required.