- AI‑Powered Unit‑Level Profitability for SaaS
Meet Cogs'z -
AI-Powered Unit-Level Profitability
Stop Leaking Profit: Discover
Which vendors erode margin over time Which customers quietly destroy profit Which products look healthy—but aren't |
Purpose-built to help SaaS Businesses discover untapped and unrealized profit opportunities within their Customers and Products.
Why Profitability Insight Matters More Than Ever

Growth Without Efficiency No Longer Works
In today’s market, profitable growth depends on understanding which customers and products actually create value. Cogs’z gives leaders unit-level insight into profitability and retention—so growth decisions are driven by truth, not momentum.

Net New ARR Is Harder to Find
As expansion slows, renewals and upsells matter more than ever. Cogs’z reveals the true profitability of each customer relationship, enabling finance to guide renewal and expansion decisions with precision instead of blended averages.

AI Insight Is Now a Competitive Requirement
Customer complexity has outpaced manual FP&A, CRMs, and spreadsheets. Cogs’z applies AI where it delivers real advantage—surfacing patterns in pricing, cost-to-serve, and customer behavior that humans can’t see at scale.

Boards Expect Unit-Level Profitability Visibility
Executives are expected to explain not just results, but drivers. Cogs’z equips CEOs and CFOs with clear, defensible customer- and product-level profitability insights—so they can show exactly how margins, retention, and cash flow are being improved.
What Margin Blindness Is Costing You
These losses don’t happen all at once — they compound quietly over time.

Profitable customers subsidize unprofitable ones
When customer-level profitability is invisible, high-margin customers absorb unnecessary discounts while low-margin customers quietly destroy value.

Cost-to-serve varies wildly with no visibility
Support, infrastructure, and usage costs differ by customer, but without unit-level insight, resources are misallocated and margins erode unnoticed.

Discounts and renewals are approved without EBITDA clarity
Pricing and renewal decisions based on averages guarantee margin leakage and avoidable churn—problems that compound every quarter.

Finance explains the past instead of improving the future
Without clear accountability and outcome tracking, teams can’t prove what worked, repeat success, or confidently improve Net Dollar Retention.
Profit Doesn't Break at the Top Line.
Profit Doesn't Break at the Top Line. It Leaks at the Unit Level.
It Leaks at the Unit Level.
Most tools rely on averages. Cogs’z reveals profitability at the customer, product, and usage level
— where profit is actually created or destroyed.
How Cogs’z Delivers
Profitability Improvements
A complete solution to manage and allocate costs with drivers tied to customer and product profitability
Customer & Product Revenue
SKUs, pricing, discounts
COGS Vendors & Contracts
Invoices, renewals, price increases
Usage & Cost Drivers
Tickets, seats, transactions, activity

Cogs'z Profitability Intelligence Engine
Customer-Level Profitability
AI, Retention, Renewals, Price Increases
Product-Level Profitability
Revenue, Tickets, Seats, Transactions, Activity
True Cost-to-Serve
Answer board questions instantly—no retroactive math
Deal & Renewal Profitability
Close deals without margin leakage
Make confident capital and growth decisions
Report, build & forecast more accurately
Build and bundle what actually drives profit
Book profitable deals from the start & commission on margin
Protect healthy customers and fix or exit the rest
The Cogs'z Platform in Action
Customer & Product
Profitability Module
See exactly which customers and products drive or destroy profit at the unit level.
Learn MoreContract Lifecycle
Management
Track, manage, and optimize every contract from negotiation through renewal.
Learn MoreWhat You Can Finally See — and Act On
Customer-Level Profitability
See which customers truly drive — or destroy — profit. Get AI recommendations for improvement.
Product-Level Profitability
Understand how each product
contributes to customer margin.
Cost-to-Serve by Customer
Reveal how support services, usage,
and infrastructure impact profitability.
Contracts & Renewal Risk
Identify underpriced contracts and margin risk before renewal.
Deals & Discount Impact
Plug the leak from the start. Realize the impact of pricing & discount decisions.
Revenue vs. Profit Reality
Expose where revenue growth
diverges from profitability.
Trusted by Industry Leaders

“Before installing Cogs’z, managing customer, vendor, and corporate contracts was chaotic—leading to missed renewals and costly vendor lock-ins. With Cogs’z Contract Lifecycle Management (CLM), everything is now centralized with automated alerts, approvals, and integrated eSignature. We’ve reduced risk, lowered costs, and even eliminated DocuSign. I highly recommend Cogs’z for teams that want full control and visibility over their contracts.”

Matt Woods
CEO and Co-Founder, Sold.com

“We were heavily focused on top-line growth and didn’t realize how many customers were operating below acceptable margins until we implemented Cogs’z. With Cogs’z Customer Profitability Management, we are refining how we sell, renew, and service customers—improving profitability while continuing to grow revenue. I’d recommend Cogs’z to any software company serious about improving unit-level economics.”

Spencer Dent
CEO & Co-Founder, Clozd.com
Built for Modern SaaS Leadership

B2B SaaS companies

CFOs and Finance teams

CEOs

CROs and Sales teams

COOs and Ops teams

PE and VC‑backed portfolios

Usage‑based or complex COGS models
Built by a Founder Who Lived the Problem
COGSZ wasn’t built in a vacuum.
Brad spent 19 years building and running DealerSocket, scaling it to over $200M in ARR. He lived through hypergrowth, increasing complexity, and the constant pressure to make big decisions fast.
What he didn’t have was clarity.
Even with strong revenue and great teams, profitability was often hard to see in real time. Data lived in too many places. Metrics told different stories. And critical decisions were made without a clear view of what growth was actually costing.
“I built COGSZ because I was tired of making big decisions without seeing real profitability.”
So Brad built the tool he wished existed during those growth years.

Brad Perry
Founder & CEO, Cogs'z