Open finance skill
Customer margin attribution
Is the data complete enough to trust customer-level margin?
Test whether revenue, labor, materials, subcontractors, and shared costs map consistently before calculating customer profitability.
Inputs
- ✓Customer revenue
- ✓Direct costs
- ✓Allocation policy
Outputs
- ✓Supported margin
- ✓Unattributed costs
- ✓Coverage and confidence
Checks performed
- ✓Revenue coverage
- ✓Cost attribution
- ✓Policy consistency
Guided synthetic example
See the check from input to decision
Revenue maps to customers, but a meaningful share of direct labor does not.
This is the operating model we use at Level. The percentages are estimated shares of the work in a typical review. Actual effort varies with data quality, complexity, and the issue found.
Start with the source records
About 15% of work| Population | Total | Attributed | Coverage |
|---|---|---|---|
| Revenue | $500,000 | $490,000 | 98% |
| Direct labor | $180,000 | $126,000 | 70% |
| Materials | $120,000 | $114,000 | 95% |
Run the deterministic check
About 20% of workCalculate coverage for every margin component and refuse precise customer margin when material costs are unattributed.
Surface the flagged result
About 10% of workNeeds review
$54,000 of direct labor is unattributed, so customer-level margin is not yet decision-grade.
Use recorded finance judgment to analyze possible reasons
About 25% of workAt Level, we record the review logic, known explanations, and questions our finance professionals use in this situation. AI applies that documented human judgment to organize the most plausible reasons, without pretending it knows which reason is true.
Possible reasons to investigate
Missing job or customer coding, shared crews, payroll mapping, and timing differences could all produce the gap.
Make the final human judgment
About 20% of workA Level finance professional validates the source evidence, challenges the AI-assisted analysis, and decides which explanation is supported.
Make the operating decision
About 10% of workFix labor attribution or approve a documented allocation policy before comparing customer profitability.
Use this system
Start with the example, then inspect the structure
- Download the invented input and expected output.
- Replace one field at a time with a safe test value.
- Compare the result with the expected structure.
- Have a finance professional review every exception before acting.
MCP preview
run_synthetic_example {"slug":"customer-margin-attribution"}Human review is part of the system
This check organizes evidence and surfaces exceptions. A person with finance domain expertise still needs to interpret the result, validate the source records, and discuss the operating decision.
Open source does not mean open client data. We publish reusable finance tools, checks, templates, and playbooks. Client records, workpapers, credentials, communications, and private configurations remain confidential.