For finance & operations

Margin reality. Not what the rate card claims.

You need to know what each contract actually returns after every on-cost, finance charge and payment-term reality has been priced in. RateCalc.io models it the way your P&L sees it, not the way the consultant pitches it.

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Your screen

True margin, modelled the way your P&L sees it

Gross margin %, gross margin £, period-over-period delta. Margin distribution histogram showing which tier wins and which tier dies. Every number includes the on-costs the rate card hides.

Margin · this quarter
True margin, after every on-cost
Premium+
Gross margin
11.8%
Avg bill
£21.40
vs last Q
+1.2pp
Distribution
Acc Dec Pend
<8%8-10%10-12%12-14%14-16%16%+
What you actually need

True margin per contract, visible in real time

The headline margin on a rate card lies. NI is loaded, holiday pay accrues, AWR kicks in at week 12, invoice finance eats the float, payment terms stretch. Every margin shown in RateCalc.io has these baked in so the number on screen is the number you live with.

  • Holiday pay, employers NI, pension, apprenticeship levy, AWR uplift, all modelled per quote
  • Invoice finance rate and finance-free period modelled into the cash position
  • Per-client payment days (30/60/90) feed straight into the cash-conversion view
● What you get

Built around how finance actually works

The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.

Margin shown three ways

Gross margin %, gross margin £, cash margin after finance. Pick the one your board cares about. The maths is the same underneath.

Margin distribution chart

Stacked histogram showing how proposals cluster across margin tiers, with accepted vs declined vs pending highlighted. Spot the tier that's dying at a glance.

Decline analysis with margin at decline

Compare avg margin on accepted vs declined to know whether price is the friction. If declined are pitched 2pp higher, you know there's a ceiling. If they're equal, it's not price.

Signed-agreement vault with audit trail

Every executed ToB stored with signer email, IP, timestamp. Compliance reviews become a two-minute job, not a half-day archaeology dig.

Everything exports to CSV

Per-consultant, per-client, decline analysis, full feed. Your monthly management report writes itself, slot the data into the existing template.

Cash conversion cycle (coming soon)

Pull placements + invoice + payment data together to show what your float really looks like. Currently uses rate-card projections; live integrations rolling out through 2026.

Cash position

Payment terms + invoice finance, modelled in

Average payment days tracked across the agency, broken down by 30 / 60 / 90 day bands. Finance-free period and invoice finance APR feed into the cash-position view so you see real cash, not gross billings.

Cash position
Payment terms + finance, modelled in
Live
Avg payment days
42days
+4 vs prior
Finance free
30days
at 5.75% APR
By payment days
0-30 days
18
31-60 days
22
61-90 days
4
Compliance ready

Audit trail on every signed agreement

Every executed ToB carries the signer email, IP and timestamp. Compliance reviews go from half-day archaeology jobs to two-minute exports. The CSV button takes you all the way to spreadsheet.

Signed & agreed
Audit trail on every executed ToB
Northgate Logistics£24,800
Signed 23 Junp.adams@northgate
Willowbrook Care£18,400
Signed 21 Junfinance@willow
Meridian Eng.£32,100
Signed 19 Junops@meridian

Plus the controls you would want

Margin floors per agency to set the absolute "below this, warn" line
On-cost defaults per sector so each vertical uses the right NI / pension
Custom cost items per contract (uniform, parking, training)
Per-client commercial terms held on the ToB itself

See the real number, not the rate card.

Get a clean view of margin across every consultant, every client, every contract.

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