Your advisor uses Clear Margins to turn financial questions into decisions.

Clear Margins helps agencies, fractional CFOs, bookkeepers, and ecommerce consultants model margin, ROAS, discounts, inventory, and runway before a client commits cash. The output is a client-ready report with a recommendation, assumptions, guardrails, approval status, and monitoring context.

Want this workflow for your own firm? Start with one messy client decision and see the report format before setting up a workspace.

Request a decision teardown View sample client report

Why this appears

The report you received was prepared in a reviewable decision workflow.

The badge means the report was generated from a Clear Margins workspace. The advisor still owns the recommendation. Clear Margins provides the structure: assumptions, formulas, policy checks, client approval, and monitored baselines.

For report recipients

You are reviewing a recommendation, not being dropped into a finance tool.

Clear Margins keeps the client view simple while preserving the assumptions, model version, approval trail, and guardrails behind the scenes.

What is this?

A financial decision report prepared by your advisor in Clear Margins.

Who owns the recommendation?

Your advisor does. Clear Margins supplies the workflow and calculation structure.

What can I do with it?

Review the assumptions, ask for changes, approve, reject, or keep the decision as a record.

Sample report structure

Decision

Promo + ad scale approval

Recommendation

Approve ad scale with guardrails; reject unsafe discount depth

Guardrails

ROAS floor, discount lift hurdle, inventory and runway checks

Record

Versioned proposal with approval status and monitoring context

What Clear Margins helps advisors do

Model the decision before budget, inventory, pricing, or hiring changes go live

Show the assumptions, formula chain, recommendation, and guardrails in one reviewable place

Create a versioned approval record instead of sending spreadsheet screenshots back and forth

Monitor the approved baseline for ROAS, margin, runway, inventory, and data-quality drift

For firms that deliver client recommendations

Use caseTurn client questions into approval-ready reports under your brand

Keep the client experience simple while the underlying workflow preserves versioning, assumptions, policy checks, and approval history.

Use caseStandardize promo, ad scale, reorder, pricing, hiring, and runway reviews

Keep the client experience simple while the underlying workflow preserves versioning, assumptions, policy checks, and approval history.

Use caseReuse decision templates across clients without rebuilding the spreadsheet each time

Keep the client experience simple while the underlying workflow preserves versioning, assumptions, policy checks, and approval history.

Use caseGive clients a clear approve, approve with guardrails, reject, or needs-better-data answer

Keep the client experience simple while the underlying workflow preserves versioning, assumptions, policy checks, and approval history.

Start with one decision

The fastest way to evaluate Clear Margins is not a generic demo. Send one anonymized decision your client is already asking about: an ad scale, promo, reorder, hiring, pricing, or runway question. Clear Margins turns it into an approval-ready report so you can judge whether the workflow saves time.

No account required for the first teardown. Demo workspaces come after fit is clear.

Send a decision Compare plans