Pennywise gives finance and operations leadership a drill-down view of profitability at every level of the business: company, region, area, and individual compressor unit. It answers the question "where are we making money and where are we losing it?" with penny-exact precision.
This is the highest-sensitivity application in the SC ecosystem — all financial math uses Decimal.js (never floats), row-level access control is enforced everywhere, and reconciliation is automated to the cent.
📸 Screenshot needed: Pennywise P&L drill-down
The Pennywise P&L view showing drill-down from company level to region, area, and individual unit profitability.
Key Features
P&L Drill-Down
Company → Region → Area → Unit hierarchy
Revenue, cost, and margin at every level
Margin layers: Direct Margin and Contribution Margin
Per-unit waterfall by report group (Revenue → COGS → Overhead)
Unit detail modal with GL-line attribution
Period picker + run selector (default, pro-forma, restatement)
Budgeting & Forecasting
Controllable opex flex budget: Account x Region/Area x Month
Budget vs. actual with pacing analysis
Margin analysis and scenario forecasting
Monthly financial close support
Cost Allocation Engine
Not all costs are directly attributable to a specific compressor unit. Pennywise includes a sophisticated allocation engine that spreads untagged cost pools to units using configurable drivers:
Direct: GL line ties to a specific unit via asset ID
Spread: Untagged pools allocated by driver — hours, horsepower, unit count, or region
📸 Screenshot needed: Allocation rules viewer or Cap Review workflow
The allocation rules viewer showing account-level treatment (direct, spread, exclude) with driver assignments.
Data Integrity
Reconciliation to the Cent
Pennywise syncs 615,000+ GL lines across 18 periods from NetSuite. Automated reconciliation verifies 2,806 period-by-account cells against NetSuite — with $0.00 variance. Income is ~97% attributed to specific units (49K of 51K lines via asset FK cascade). Financial math never uses floating point — Decimal.js and Postgres numeric types throughout.
GL Sync
A nightly sync job pulls general ledger data from NetSuite via OAuth 2.0 Machine-to-Machine (JWT bearer, PS256):
Delta keyed on NetSuite period lock flag — re-pulls every open/soft-closed period; freezes once locked
Unit attribution cascade: header SC-Asset field → header unit# → line SC-asset → line memo → header memo
Read-only, least-privilege NetSuite role — Pennywise never writes back to NetSuite
Pennywise enforces the strictest access controls in the SC ecosystem, building on the platform's permissions and scoping model with additional row-level financial RBAC.
Pennywise has the strictest access controls in the SC ecosystem:
Row-level RBAC: Every query is filtered by the user's scope assignment (region/area/unit). A West region manager cannot see East/South data — enforced at the database query level, not just the UI
Fail-closed: No scope assignment = no data (tested with "no backdoor" assertions)
Role hierarchy: User roles determine feature access; scope assignments determine data access
Admin page for user invite, role + scope assignment, and org chart editing
Reporting
Excel P&L export (multi-sheet, formatted)
CSV export with raw signed values (for Excel diffing and external analysis)
Cap Summary report (sum by unit with drilldown)
CapEx Reclassification Journal Entry workbook
Who Uses It
Finance team & Controller — GL reconciliation, monthly close, allocation runs, cap review
Regional/area managers — understanding their area's profitability and cost drivers (scoped to their data)
Leadership — company-wide margin trends, budget pacing, and capital allocation
On the Roadmap — Data Hub Integration
The next major milestone for Pennywise is integrating its data through the Data Hub instead of reading directly from NetSuite. This is a critical enabler for the broader platform vision:
Eliminates direct NetSuite API dependency (no more rate-limit contention)
Financial data goes through the same verified pipeline as operational data
Enables proactive agents to couple financial and operational data — an agent that sees maintenance costs trending high can calculate area margin impact and alert the right manager automatically
Pennywise is the financial half of the proactive intelligence vision. When its data shares a pipeline with operational data from the Data Hub, background agents can correlate "battery replacements are trending high" with "this will reduce area margin by 2.4%" — and surface that to the right area manager before month-end close.