AGENTS
See where margin is slipping away
Find margin risks and growth opportunities hidden in your commercial data. Pricefx Agents continuously monitor for anomalies, quantify the potential impact, and prioritize what matters most, so the right teams can act before it hits earnings.
Margin problems surface too late
Margin leaks and growth opportunities get lost across thousands of transactions
Analysts spend too much time searching instead of prioritizing action
Small pricing issues become expensive before the right teams respond
An always-on early-warning system for margin
Pricefx Agents scan your existing commercial data to pinpoint the specific quotes, customers, products, regions, and programs where anomalies create the greatest potential margin or revenue impact. They quantify what is at stake, prioritize the actions worth taking, and direct them to the people who can act.
Teams sitting on more data than they can watch
When pricing decisions span thousands of products, customers, and deals, the signals that matter get lost. Agents are most valuable where the volume is too high to monitor by hand and the margin at stake is real.
Pricing leaders responsible for margin across large, complex portfolios
Commercial teams that need consistent action across accounts and deals
Finance leaders who want profitability risks visible before quarter-end
From commercial data to prioritized action
Each agent starts from a defined commercial question and watches for one specific pattern, then quantifies and prioritizes what it finds.
Connect commercial data
Monitor defined patterns
Quantify the impact
Prioritize and route
Improve with feedback
Defend margin and uncover upside faster
As market forces squeeze profitability, companies need to know where they are losing money and where they could be making more. Pricefx Agents help teams spot issues and opportunities early, prioritize what matters, and act while value is still within reach.
- Margin
- Growth
- Focus
Recover margin
Find preventable leakage early, from unprofitable accounts and below-cost sales to unjustified discounts and inconsistent pricing.
Capture upside
Find the upside already in your data, including accounts that can sustain a price increase, customers ready for higher-value offers, and dormant business worth winning back.
Prioritize action
Replace the dashboard hunt with a prioritized worklist. Teams see where action could matter most and the evidence behind each finding, without digging through thousands of transactions.
A catalog built to find what matters
Start with one of 125+ purpose-built agent templates, tailor it to your data and commercial priorities, or create specialized agents for your business needs. The library is organized around the commercial patterns each agent monitors, covering the spectrum from margin leakage and discounting to account growth, governance, and quote performance.
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Margin leakage agents
Detect where profit is quietly draining so pricing and commercial teams can recover the highest-value opportunities first. They surface high-revenue customers with weak margins, unprofitable accounts, products selling below target margins, freight costs that erode profitability, and more.
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Discount strategy agents
Flag where discounting has drifted from strategy so commercial teams see where problems are concentrated and bring them back under control. They identify discounts that creep up slowly over time, rebate programs that do not achieve the intended result, inconsistent discount behavior, and more.
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Upside opportunity agents
Reveal where additional margin or revenue may be available so teams can pursue the strongest upside opportunities first. They surface costs that have not been passed through to list prices or customers, show how pricing guidance affects win rates, and more.
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Account optimization agents
Flag account-level risks and opportunities so sales teams can act before revenue slips away. They find customers ready for higher-tier products, dormant accounts worth reengaging, shifts in buying patterns, and more.
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Portfolio optimizer agents
Monitor pricing and profitability across your product portfolio so teams can keep margin steady as conditions change and the catalog shifts. They surface products where costs changed but prices did not, SKUs performing below target margins, unusually high returns and buybacks, slow-moving inventory, and more.
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Price harmony agents
Catch pricing inconsistencies that quietly erode margin so teams can keep prices aligned across the business. They identify freight charges that do not cover shipping costs, regional pricing differences, and more.
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Governance and compliance agents
Find where pricing is drifting outside approved policy so teams can intervene before mistakes become costly. They flag realized prices outside defined targets, deals outside approved guidelines, pricing that falls outside floor, target, and stretch guidance, and more.
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Competitive readiness agents
Reveal where pricing is under competitive pressure so teams can respond before market position slips. They surface win and loss patterns, changes in competitive position, product competitiveness, and more.
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Quote intelligence agents
Spot quote issues early so sales teams can move faster and win more. They monitor quote turnaround and quote-to-close speed, and spot reps or segments where win rates are starting to slip.
Governed intelligence your teams can trust
Purpose-built for pricing
Purpose-built for pricing
Because each agent is built for one pricing problem, not general analysis, every finding it returns is specific, quantified, and ready to act on.
Governed by your rules
Governed by your rules
Every finding shows the evidence behind it, while action stays with the people and systems responsible for the decision.
A fast path to value
A fast path to value
Agents start on the data you already have and pinpoint high-potential risks and opportunities early. As teams act on targeted recommendations through pricing, quoting, or agreement changes, they capture value quickly while revealing where to focus next.
What Agents are finding in customer data
$3M
Potential margin upside identified
A food and ingredient manufacturer used the Margin Inconsistency Agent to scan margins across its portfolio. It identified 2,020 findings where volatile pricing was eroding profitability, representing $3M in margin upside, and showed the team where standardizing prices would matter most.
$615K
Potential margin upside identified
A producer of chemical intermediates and polymers used the Unprofitable Account Agent to compare each account’s margin against healthy benchmarks. It identified $615K in potential margin upside from accounts quietly losing money, giving sales and pricing a clear set of accounts to review and reprice.
$306K
Potential margin upside identified
One of North America’s largest building products and HVAC distributors used the Negative Margin Transaction Agent to isolate shipped transactions selling at a loss. It flagged 709 transactions representing $306K in margin upside, giving analysts a concrete starting point to correct recurring losses.
Open integration, enterprise scale, and operational control
Agents read from the systems you already run, including SAP, Salesforce, and ServiceNow, inside a secure, private environment. Recommendations flow back to the teams who act on them. They run at enterprise scale with the security, governance, and control your teams expect.
Connects with your ERP, CRM, and the systems where commercial data lives
Scans high data volumes across products, accounts, and transactions
Protects data with enterprise-grade security and controls
Frequently asked questions
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What are pricing agents?
Pricing agents are software agents that continuously monitor commercial data for specific pricing risks and opportunities, such as margin leakage, discount creep, and unprofitable accounts. Pricefx Agents quantify each finding, prioritize what matters most, and route it to the people who can act, while your teams stay in control of every decision.
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What do Agents do that our dashboards and BI tools do not?
Dashboards show information when someone goes looking for it. Agents continuously monitor defined commercial patterns, identify and quantify what matters, and prioritize it for the person who can act.
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Do Agents change prices or make decisions without people?
No. Agents identify, quantify, and prioritize findings. Your teams and enterprise systems remain in control of execution, and agents operate within the commercial rules and controls you define.
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What data do we need to start with?
The transaction, product, customer, quote, and agreement data you already have. Most teams start with historical data from the systems they run today and expand from there.
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Can we start with one business unit, data set, or use case?
Yes. Most teams start with a focused business question and one data set, prove the value, and then expand to more areas and agents.
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How do we validate Agent findings before acting?
Every finding includes the evidence behind it and the rationale for why it was identified. Teams review findings with commercial stakeholders, confirm them against the source data, and decide what to correct and in what order.
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Can Agents be tailored to our own commercial rules and priorities?
Yes. Start with one of the 125+ agent templates and tailor it to your data, rules, and priorities, or work with Pricefx or our partners to build specialized agents for the needs of your business.
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How are Agents different from AI Optimization?
Agents identify where action is needed. AI Optimization helps determine the best pricing action to take within your objectives and guardrails. Many teams use them together: Agents surface the issue, and AI Optimization provides the pricing guidance.
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How is customer data protected?
Your data stays in a secure, private environment with enterprise-grade controls, and it is never shared. Agents read data from the systems you already use and return findings to your team.
See Agents in action
Related resources
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See Pricefx Agents in action
ANALYST REPORT
IDC MarketScape: Worldwide B2B Revenue and Profit Optimization Platforms 2025–2026