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MarginEdge

Summary

MarginEdge is restaurant back-office software that digitizes and codes vendor invoices, pays bills, and pushes the resulting invoices and sales journal entries into QuickBooks, Xero, Sage Intacct or NetSuite. It adds inventory, recipe costing and an AI assistant built on that data.

A month of books at 100 transactions
Does not apply
Open source
No
Best for
Restaurants and multi-unit groups that want invoices coded and vendor bills paid for them

What we checked

Pages last read
Price on its site
From $350 a monthFrom its pricing page

What it costs

A month of books at 100 transactions

Does not apply

No plan keeps a full set of books

Checked against the maker's own pages, 27 October 2026.

MarginEdge price and plans

Prices excluding tax, as MarginEdge publishes them.

  • MarginEdge

    $350 a month

    Keeps no full set of books

    • Flat fee
  • MarginEdge + Freepour

    $500 a month

    Keeps no full set of books

    • Flat fee
  • [me] finance

    $100 a month

    Keeps no full set of books

    • Flat fee
  • [me] RMS

    $350 a month

    Keeps no full set of books

    • Flat fee
MarginEdge's pricing page

Pricing page, captured

marginedge.com/pricing, checked

What we checked on MarginEdge

YesPartlyNo

What it costs to keep your booksNo

Promotion and regular price

none: the published $350 is the standing monthly rate rather than an introductory price, and the only discount offered is 10% for paying a year up front.

MarginEdge offers a monthly billing for $350 per location or a once-and-done annual billing option for a 10% discount (which saves you $420 a year!)

marginedge.com/pricingChecked

What it costs to keep your booksNo

Ledger included

MarginEdge is not the ledger: it feeds invoices and sales journal entries into an accounting system you pay for separately, such as QuickBooks, Xero, Sage Intacct or NetSuite.

Our platform automatically sends all purchasing and sales data into your accounting system, making manual work go bye-bye forever.

marginedge.com/accounting-integrationChecked

What it costs to keep your booksYes

What the price is based on

Pricing is a flat monthly fee per restaurant location, not per user, per transaction or per dollar of spending, with invoice volume uncapped.

MarginEdge costs $350 per month, per location, with no hidden fees. That includes Tom and our AI connector, with no usage fees, plus unlimited…

marginedge.comChecked

What it costs to keep your booksNo

Past your plan’s limits

There is no allowance to exceed on the standard plan: the vendor sells unlimited invoice processing and unlimited US bill payments at the flat fee, so no overage rate applies.

Unlimited invoices processed (for everyone)

marginedge.com/pricingChecked

What it costs to keep your booksPartly

Setup or onboarding fee

The vendor states it charges no traditional setup fee, but sells separate onboarding packages for 1-4 locations and bespoke packages for groups of 5 or more, and publishes no price for either.

Nope. We don’t charge traditional setup fees.

marginedge.com/pricingChecked

What the AI does with your booksYes

What the AI does

AI codes invoice line items with human reviewers, matches pasted recipe ingredients to products, forecasts sales, and answers questions about costs through an assistant called Tom.

Tom is your restaurant operations copilot, built right into MarginEdge. He helps you understand what happened, why it happened and what to do next.

marginedge.com/ai-for-restaurantsChecked

What the AI does with your booksYes

What the AI costs

included: the assistant and the connector that exposes your data to ChatGPT, Claude and Gemini both sit inside the flat monthly fee, with no credits or usage metering on top.

MarginEdge costs $350 per month, per location. That includes Tom and our AI connector, with no usage fees, plus unlimited invoice processing.

marginedge.comChecked

What the AI does with your booksYes

Categorizes transactions

Every invoice is coded to your chart of accounts at line-item level by AI plus trained reviewers, usually within 48 hours; the pages do not say it learns from your own corrections.

Our combination of technology and analysts specifically trained in restaurant bookkeeping will categorize invoices according to your chart of…

marginedge.com/me-financeChecked

What the AI does with your booksPartly

Reconciles your accounts

What it reconciles is vendor statements against your accounts payable records, catching missing credits and invoices; monthly bank and card reconciliation stays in the accounting system it feeds.

Using [me] Bill Pay unlocks the power of vendor statement reconciliation. Quickly compare your vendors' order records with MarginEdge to ensure every…

marginedge.com/bill-payChecked

What the AI does with your booksYes

Reads receipts and bills

You can photograph an invoice with the phone app, scan, upload, email it or send it by EDI, and the vendor digitizes the line items including handwritten adjustments.

Five ways to send - scan, upload, email, snap a photo with your smartphone, or order through EDI

marginedge.com/automated-invoiceChecked

What the AI does with your booksYes

Pays your bills

Bills are captured, routed through configurable approval rules and paid by check, ACH or virtual card at no extra fee, but only for US customers.

Nope! Unlike other bill pay software, we don’t charge any fees to pay your bills.* Bill Pay is included in the cost of your MarginEdge subscription.

marginedge.com/bill-payChecked

What the AI does with your booksPartly

Accrual books and reports

It produces a daily controllable profit and loss with prime costs and sends journal entries to your ledger, but the balance sheet and cash flow statement come from that ledger, not from MarginEdge.

When daily sales from your POS are combined with the expense data from invoice processing, you and your accounting team get a daily profit and loss…

marginedge.com/food-costChecked

Who checks the AI’s workYes

People check the books

Trained reviewers check every invoice the AI codes, on the single standard plan, so coding accuracy does not depend on the customer double-checking each line.

AI plus real people code every invoice, so you never key in a line item again.

marginedge.comChecked

Who checks the AI’s workPartly

When the month is closed

Invoices are coded within 24-48 hours and the vendor promises a final profit and loss in days rather than weeks, but no page names a day of the month by which books are closed.

Invoices are coded in under 48 hours so you have up-to-date and accurate food costs

marginedge.com/automated-invoiceChecked

Who checks the AI’s workPartly

Accuracy the vendor claims

The vendor claims coding is correct because humans review the AI's work, but publishes no accuracy rate and no description of how accuracy was measured.

AI handles the speed and heavy lifting, and our team of former restaurant operators reviews invoices so line items, prices and categories are coded…

marginedge.comChecked

Where your books live and what it connects toYes

QuickBooks Online

Payment and invoice data sync to QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, Sage50 and Dillner's

Bill Pay currently syncs payment data to Quickbooks Online, Quickbooks Desktop (IIF and QWC), Intacct, Xero, Netsuite, Sage50, and Dillner’s…

marginedge.com/bill-payChecked

Where your books live and what it connects toYes

Xero

Payment and invoice data sync to QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, Sage50 and Dillner's

On the page: Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?"

marginedge.com/bill-payChecked

Where your books live and what it connects toYes

QuickBooks Desktop

Payment and invoice data sync to QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, Sage50 and Dillner's

On the page: Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?"

marginedge.com/bill-payChecked

Where your books live and what it connects toYes

NetSuite

Payment and invoice data sync to QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, NetSuite, Sage50 and Dillner's

On the page: Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?"

marginedge.com/bill-payChecked

Where your books live and what it connects toNo

Stripe

the site names no Stripe, Shopify, PayPal or Gusto connection.

MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn.

marginedge.comChecked

Where your books live and what it connects toNo

Shopify

the site names no Stripe, Shopify, PayPal or Gusto connection.

On the page: Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?"

marginedge.comChecked

Where your books live and what it connects toNo

PayPal

the site names no Stripe, Shopify, PayPal or Gusto connection.

On the page: Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?"

marginedge.comChecked

Where your books live and what it connects toYes

Square

Square sales and 7shifts scheduling data are supported, alongside distributors such as Gordon Food Service, Ben E.

On the page: Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?"

marginedge.comChecked

Where your books live and what it connects toNo

Gusto payroll

the site names no Stripe, Shopify, PayPal or Gusto connection.

On the page: Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?"

marginedge.comChecked

Where your books live and what it connects toYes

Platforms

web: it is a cloud-hosted platform used in a browser, plus a mobile app for invoice capture, approvals, payments and inventory counts on a phone or tablet; the site names no desktop app and no app store.

With the MarginEdge app, you can easily digitize paperwork, streamline invoice processes, monitor performance and pay vendors in seconds—all now from…

marginedge.com/mobileChecked

What it keeps track ofYes

Inventory

Counts, order guides, pars, theoretical versus actual usage and transfers are all in the standard plan, with prices on count sheets updating automatically from processed invoices.

Products and prices are automatically updated on your sheets as you order (across your locations) plus see previous inventory values to track trends

marginedge.com/inventory-managementChecked

Your data and its securityYes

SOC 2 report

A SOC 2 Type 2 report is listed among the documents available on request, alongside penetration test results and the information security policy; the program also maintains PCI DSS compliance.

The following documents are available upon request: 📄 MarginEdge security program overview 📄 Penetration test results 📄 Certificate of…

marginedge.com/securityChecked

Your data and its securityPartly

Your data trains AI

The FAQ promises your financials and recipes are never used to train AI models, while the terms grant the vendor rights to use aggregated, de-identified content for machine learning training, and no opt-out is published.

You grant MarginEdge the right to use Your Content in aggregated and de-identified form for analytics, benchmarking, market trends, internal…

marginedge.com/termsChecked

Who it is built forYes

For accounting firms

An accountant-only product, [me] finance, is sold at $100 per month per client with central client access, alongside an Accounting Partner Network; the vendor says firm pricing can be negotiated.

[me] finance is the only AP automation solution built specifically for restaurant accountants and bookkeepers.

marginedge.com/me-financeChecked

Who it is built forYes

Several businesses

One account can hold many locations with side-by-side P&L comparison, shared recipes, transfers and commissary handling, and each additional location adds another $350 a month.

Compare the performance of multiple locations from one single screen, so you can make important decisions in the moment.

marginedge.com/for-multi-unitsChecked

Who it is built forNo

Australia

the pages say nothing about the UK or Australia.

Bill Pay is free and unlimited for our US clients. We currently do not offer Bill Pay for our Canadian clients but are always working on increasing…

marginedge.com/pricingChecked

Trying it, starting and getting helpPartly

Sign up without a sales call

The price is fully public and the terms describe submitting an order and a checkout page, but every call to action on the site routes to a demo or a sales phone number.

Your successful submission of your order on the MarginEdge Platform signifies acceptance by MarginEdge of your order and the provision of your…

marginedge.com/termsChecked

Trying it, starting and getting helpPartly

Contract and cancelling

Monthly billing carries no contract and no cancellation fee, but choosing the discounted annual subscription commits you to twelve months with the remaining balance due if you leave early.

The one exception: clients who choose an annual subscription (and receive a discounted rate) are committing to a 12-month term. If plans change…

marginedge.com/pricingChecked

Trying it, starting and getting helpYes

Support

Email and phone support come with an active subscription, with in-app chat and a help center too; the QuickBooks FAQ targets a reply within two business hours, but no hours of operation are published.

It’s a team full of [me] experts, 100% human — no support bots here — and who aim to reply to you within 2 business hours.

marginedge.com/accounting-integration/q…Checked

MarginEdge alternatives

All 9 alternatives

Sources and changes

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