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About ProfitOptics
Commercial expertise.
Built around your business.

ProfitOptics helps distributors and manufacturers decide where to improve pricing, quoting, and rebates, then builds the capabilities they need on the ERPs and platforms they already run. Since 2008, we’ve combined commercial expertise, data knowledge, and enterprise-quality engineering to help customers capture more margin and reduce manual work.

Let’s talk
More margin. Less manual work.
Pricing, rebates and quoting
that work for your business.

We work with distributors and manufacturers whose pricing, quoting, and rebate processes have become harder to manage. We help teams keep up with changing costs, growing catalogs, and complex agreements so they can capture more margin and reduce manual work.

Pricing
Find pricing opportunities, shape the strategy, and put it to work with price optimization, guardrails, and approvals. Track price adoption and margin as costs change.
Rebates & Chargebacks
Track supplier rebates you earn and customer rebates you owe. Reconcile agreements and transactions, validate claims, and check manufacturer chargebacks for discrepancies to reduce manual checking.
Quoting & CPQ
Simplify quoting decisions and equip reps with product matching, pricing rules and approvals that keep work moving.
Data Foundation
Clean, match, and connect customer, product, cost, and agreement data so teams can trust the numbers behind prices, quotes, and rebate claims.
How it started
A practical start.
An experienced team.

ProfitOptics began with a customer problem worth solving. Since 2008, that’s been the starting point for our work.

1
The first problem

In 2008, our founder saw a distributor losing margin to rebate complexity. He set out to build a working solution.

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2
The right combination

Commercial experience, software engineering and data expertise came together to help the customer recover missed profit.

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3
A way of working

The lesson stayed with us: understand the business, build around the work and measure the difference it makes.

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4
The team today

Today, commercial specialists, data teams and engineers work together to help distributors and manufacturers improve pricing, quoting and rebates—from deciding what should change to making it work.

PO-Summit-2024-16
1
The first problem

In 2008, our founder saw a distributor losing margin to rebate complexity. He set out to build a working solution.

20251009_092645
2
The right combination

Commercial experience, software engineering and data expertise came together to help the customer recover missed profit.

PO-Summit-RVA-Toolbank-32
3
A way of working

The lesson stayed with us: understand the business, build around the work and measure the difference it makes.

PO-Summit-2024-27
4
The team today

Today, commercial specialists, data teams and engineers work together to help distributors and manufacturers improve pricing, quoting and rebates—from deciding what should change to making it work.

PO-Summit-2024-16
Established experience. Practical results.
Experience you can build on.

A team built for complex work, with customer results that show what’s possible.

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Founded
Solving commercial problems for distributors and manufacturers.
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Team members
Across the U.S. and Serbia.
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Trusted
By Fortune 50–500 companies
Experience in demanding commercial environments.
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Customer retention
Relationships that continue beyond the first solution.
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Sales team efficiency
Quote-to-order improvement at a $400M healthcare distributor.
Read the customer story
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Margin expansion
Scenario-based pricing for a $15B distributor.
Read the customer story
Built around your business
The right expertise.
A practical way forward.

A clearer strategy. Better rules. A capability your systems don’t provide. We help determine what will make the difference and put it to work.

Commercial advisory
Assess pricing performance, shape strategy and improve segmentation, discount policies or rebate programs. Advice can stand alone. If you already know what you need to build, we can start there.
Capabilities built around you
Build the pricing, quoting and rebate capabilities your business needs around existing ERPs and platforms. Catalyst, our collection of pre-built platforms and tools, gives us a head start. We adapt and connect them to your data, rules, and workflows.
Data Foundation & Engineering
Clean and match records, connect systems, and build the data pipelines that power reliable pricing, quotes, and rebate claims. Engage us for data work on its own or as part of a broader build.
Why this approach works
Keep the systems you run.
Build the capabilities you need.

Your ERP applies a price to an order. Deciding the right price, managing exceptions, and putting pricing strategy into practice may still depend on spreadsheets and experienced employees. Quoting and rebates often have similar gaps. We help close them while keeping your ERP as the system of record for transactions.

Start with the improvement that matters most. Together, we agree on the business case, scope, milestones, support, and time needed from your team.

AI helps with specifications, development, testing, and documentation. Experienced engineers review and validate the work and take responsibility for integration, security, reliability, and long-term support.

How We Work
One Integrated Model, Three Core Pillars
Tailored to Fit
Digital Solutions
Our Catalyst™ model blends configurable and tailored tools aligned to your workflows, systems, and growth goals.
Clean + Connected
Data You Can Trust
We transform messy, siloed systems into a single source of truth that empowers faster, smarter decisions.
Embedded Expertise
Practitioners, Not Just Consultants
We don’t stop at strategy. Our teams work alongside yours to deliver outcomes and drive adoption.
Let’s start with your team
What would you like
to work better?

Tell us where pricing, quoting, or rebates are creating extra work or putting margin at risk. We’ll discuss where improvement could make the greatest difference and what it would take to move forward.

Talk through your needs
Talk through your needs