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Financial Controls

Margin Calculator

An embedded calculator inside the Placement lets users confirm rates, fees, allowances, and gross margin before handoff. Changes are auditable and kept separate from validation logic.

Available directly within the Placement record. Helps consultants and ops teams verify the commercial position before a placement is finalised. Changes are recorded separately from automated validation so the two remain independent and don't interfere with each other.

Works on
Placements & Onboarding
Platform
Bullhorn and Invenias
Complexity
Simple
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.