Upload a client's ERP or accounting export. Get a board-ready operational diagnostic — yield loss, inventory health, margin analysis, and procurement variance — ranked by annual dollar impact. White-labeled with your firm's name.
Everything in the Finance plan, plus a dedicated advisor workspace with per-client data isolation, white-label outputs, and a portfolio dashboard.
Add unlimited clients. Each client has a fully isolated analysis workspace — results, exports, and notes stay separate. Switch between clients from the sidebar in one click.
Profit Recovery Brief™ and Monthly Digest PDFs print with your firm's name in the header. No YieldSentinel branding on client deliverables. Ready to email or present directly.
See all clients in a single view with total identified profit recovery across your book. Know at a glance which clients have the most untapped recovery — and which need a follow-up.
Each client gets a one-line characterization of their specific leakage pattern — high yield-loss, inventory-aging, purchasing-variance — generated from multi-module analysis. Fast briefing tool for internal team discussions.
Model operational improvement scenarios across all modules simultaneously. Show a client what a 10% yield improvement or 25% PPV reduction means in dollar terms — live, in the meeting.
Auto-generated plain-English narrative summaries from analysis results. Full flowing prose — not bullets. White-labeled. Send as a monthly touchpoint without spending an hour writing it.
Run a full 13-module diagnostic before every quarterly review. The Profit Recovery Brief™ replaces the three-hour Excel analysis you'd normally do to prep. The Monthly Digest becomes your standing deliverable — generated in 90 seconds, white-labeled with your firm name.
Upload the client's current system export and show exactly where they're losing money before prescribing a solution. The Profit Recovery Brief™ is the pre-sales diagnostic that makes your ERP recommendation credible — and shows what the improvement is actually worth.
Upload a target company's financial or operational export and get a structured diagnostic: yield loss, inventory health, margin quality, procurement exposure, and red flags — all ranked by annual dollar impact. The M&A Due Diligence module is purpose-built for this workflow.
Full M&A DD guide →Use YieldSentinel as a discovery tool in new client engagements. Upload whatever data the client can export in the first meeting, generate a Profit Recovery Brief™ on the spot, and walk out with a qualified engagement scope — backed by their own numbers.
No per-client fees. No per-module fees. One flat rate covers everything — all 13 modules, unlimited clients, white-label outputs, and multi-client workspace.