Margin Wiz

MarginWiz is an AI-powered operating platform designed to help consumer packaged goods (CPG) brands protect their margins and manage growth. It brings retailer, distributor, logistics, and accounting data together, giving teams a clearer view of deductions, trade spend, sales, and forecasts. Its finance tools track deductions, compare them with promotion calendars and supporting documents, and help prepare disputes. The platform also matches incoming payments to invoices, supports credit memo creation and general ledger coding, and applies payments through accounting systems such as QuickBooks, Xero, Sage Intacct, and NetSuite.

For sales and operations teams, MarginWiz consolidates promotion planning and performance analysis with retailer and distributor sales data, while generating forecasts from current data. Reporting helps leaders examine deduction-rate trends and trade spend. Its AI agents support deduction review, dispute drafting, accounting workflows, and analysis of promotion and sales performance. MarginWiz serves emerging, growth, scale, and enterprise brands, with pricing based on deduction volume.