MarginTrace
Know what moved your marginwithout digging throughClover and QuickBooks.
MarginTrace does the digging for you. When your weekly operational margin moves in a way that matters, you get one finding: what moved, what it is worth, and what verifiably contributed.
For Clover merchants with steady order volume and item costs entered in Clover inventory. Findings need a QuickBooks Online connection.
What it does
Stop digging through Clover and QuickBooks when margin changes.
Find out what moved your margin
Some week your margin dips, and the answer is buried across order screens, discount reports, refund lists and your books. You dig through each of them yourself.
One finding in the app: what moved, what it is worth, and the contributors your data can verify — sales volume, product mix, discounts, refunds, item costs — each with its evidence, and where to look first.
Know when a week needs a look
Telling a dip that matters from an ordinary week means going back through the reports yourself, week after week.
A week that stays within your normal range shows nothing needing your attention. When a week's movement is material and your own data supports it, the finding is waiting in the app's inbox.
You open the inbox, look into what a finding points to, and decide what to do. Where to look first is a starting point, not a verdict.
How it works
How it starts.
Install and connect
Your Clover sign-in is the login. Then connect QuickBooks Online from the app.
It imports your last 90 days
Then it checks whether your order volume, history and item-cost coverage can support reliable findings, and shows you which of these is missing if they cannot.
It compares each completed week
Every completed week is compared with your own typical week, built from your recent history.
Trust
What you can rely on.
Your own records, checked against your books
Every figure is computed from your Clover orders and item costs — discounts, refunds, mix shifts and cost changes — and, once a month’s books are settled, cross-checked against the change in your QuickBooks gross profit.
An honest confidence label
Each finding is labelled with how much of the movement is explained, your item-cost coverage and how fresh the data is. What the evidence does not account for is stated plainly as unexplained, never papered over.
What MarginTrace deliberately does not do.
- It never writes to your Clover or QuickBooks data. It creates no orders, changes no items, and posts nothing to your books.
- It does not replace your accountant or your books. The margin it computes is an operational margin proxy, not your accounting gross profit.
- When activity concentrates on a staff account, it says where the value is concentrated, not who is responsible.
Who is behind it
Built and operated by Orumio.
Your data, documented
What the app reads, what it stores and for how long is written down in the Privacy Policy.
What you agree to
What the product is, what it is not, and what you are agreeing to is set out in the End User License Agreement.
A person answers
Questions go to a real inbox and are answered by the person who builds the product. See Support. Orumio is at orumio.com.
Coming to the Clover App Market.
MarginTrace is being prepared for the Clover App Market. Write to us if you would like to know when it is available.
Contact support