Money in, money out, what's left
The three numbers that matter, with the change from last month and the share of every dollar the business kept.
For owners, operators and the advisors who serve them
Know what's left.
Drop in a month of sales, payroll, bank and ad exports. Margin turns them into one page an owner reads in two minutes: money in, money out, what's left, what's paying off, and the one leak to fix this month.
No card required · Works with any point-of-sale, payroll or bank export
marginbiz.com/app
$43,233 left32% of every dollar kept
Biggest leak · $6,107Deal-site customers cost 6× more
$9.42 back per $1Google Ads, best channel
0minutes to read the month
0exports in, one page out
0cross-checks on every upload
1clear action, every month
Why Margin
Your numbers already exist. Nobody has time to read them.
Sales live in the booking system. Payroll lives in Gusto or ADP. The bank statement says something else again. Ad platforms each grade their own homework.
Margin reads all four together, ties them to each other, and tells the owner in plain words where the money came from, where it went, and the single change that would keep more of it.
What's on the page
Everything an owner needs. Nothing she has to decode.
The one leak to fix
Margin weighs every channel, person and fee, names the costliest problem in dollars, and gives one action for this month.
Return on every ad dollar
What came back for each $1 in Google, Meta, deal sites and more, plus the real cost of each new customer.
Revenue per employee
What each person brought in against their full cost, including employer payroll taxes.
Tax set-aside
A clear figure to move into savings this month, at the rate you choose.
Checked against the raw files
Every upload is cross-checked: duplicate charges, cash that never reached the bank, payroll and ad bills that don't match, card fees, refunds and gift cards. Anything uncertain is flagged in plain words.
How it works
Three steps. About five minutes a month.
- 1
Export
Download the month's sales, payroll, bank statement and ad spend as CSV files from the tools you already use. Sales alone is enough to start.
- 2
Drop
Drop them all into Margin at once. It recognises each file from its columns, whatever system it came from, and lets you correct anything it misses.
- 3
Read and share
Get one branded page with the month's story and the fix. Send the owner a private link that opens beautifully on her phone.
Works with CSV exports from tools like
SquareStripeToastCloverShopifyBoulevardMindbodyVagaroGustoADPQuickBooksAny bank CSV
Built for many businesses
Every business gets its own colours.
Add each business with its logo and brand colours, and every page, chart and shared link wears them. Switch between businesses in one tap. Advisors can run a whole book of clients from one account.
- Salons, clinics, gyms, restaurants, shops and agencies
- Month-over-month changes on every headline figure
- Installs on a phone like an app and works offline
Pricing
Simple plans. Every feature included.
Start with a 14-day free trial on any plan. No card needed.
Solo
One business, run by its owner.
$29/ month
Billed monthly
Start free trial- 1 business
- Unlimited months and uploads
- Full dashboard and leak finder
- Cross-checks on every upload
- Synced across all your devices
- PDF export
Growth
Owners with more than one location or brand.
$59/ month
Billed monthly
Start free trial- Up to 5 businesses
- Everything in Solo
- Private share links for owners and partners
- Month-over-month trends
- Priority email support
Advisor
Bookkeepers, consultants and fractional CFOs.
$149/ month
Billed monthly
Start free trial- Up to 25 client businesses
- Everything in Growth
- Each client's branding on shared reports
- Client switcher for your whole book
- Onboarding call
Prices in US dollars. Taxes may apply. Cancel any time.
Questions
Good to know
Do I need QuickBooks or Xero?
No. Margin works from the CSV exports your point-of-sale, booking, payroll and banking tools already give you. If you do use accounting software, its exports work too.
Which files do I need?
A sales export is enough to start. Add the payroll register, the bank statement and an ad-spend summary to unlock costs, payroll per person, return on marketing and the full leak finder.
Where is my data kept?
Your files and dashboards are stored in Margin's cloud database in the United States, encrypted in transit and at rest. Each account can only ever read its own businesses, enforced by the database itself, not just the app.
Can the owner see it without an account?
Yes. Create a private share link for any month and send it. It opens a read-only, branded page on any phone. You can turn a link off at any time.
Is the tax figure tax advice?
No. It is a set-aside estimate at the rate you choose, so cash is ready when the bill comes. Your accountant sets the real figure.
What happens after the free trial?
You'll be asked to pick a plan to keep adding months. Everything you uploaded stays saved in your account, and you can delete it at any time.
See this month clearly.
Upload last month's exports and get the page in five minutes.