# MarginEdge — Restaurant back-office platform: invoice capture and coding, bill pay and daily food-cost reporting. > Source: Tick Mark Books — https://tickmarkbooks.com/marginedge (structured, researched, re-verified) 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. **Best for:** Restaurants and multi-unit groups that want invoices coded and vendor bills paid for them | Fact | Value | | --- | --- | | Website | https://www.marginedge.com/ | | Category | Accounts payable and bills, Bookkeepers and accounting firms, With a bookkeeper checking, Works with QuickBooks Online, Works with Xero | | Open source | No | | Price | $350 a month | | Price checked | 27 October 2026 | Screenshot of MarginEdge: https://tickmarkbooks.com/img/1920/screenshots/marginedge.webp, captured 29 October 2026 **What we checked** - Pages last read: 27 October 2026 - Price on its site: From $350 a month (From its pricing page) ## What it costs A month of books at 100 transactions: Does not apply No plan keeps a full set of books ## MarginEdge price and plans Prices excluding tax, as MarginEdge publishes them. | Plan | Price | What's included | | --- | --- | --- | | 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 | Pricing page as we captured it: https://tickmarkbooks.com/img/1920/screenshots/marginedge/pricing.webp, captured 29 October 2026 Read on https://www.marginedge.com/pricing/, 27 October 2026. ## What we checked on MarginEdge ### What it costs to keep your books **Promotion and regular price** · No — 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!) > — https://www.marginedge.com/pricing/ · Pricing FAQ, "What payment plans are available?", checked 27 October 2026 **Ledger included** · No — 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. > — https://www.marginedge.com/accounting-integration · Accounting integrations page, intro paragraph under the headline, checked 27 October 2026 **What the price is based on** · Yes — 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 invoice processing. > — https://www.marginedge.com/ · Homepage FAQ, "How much does MarginEdge cost?", checked 27 October 2026 **Past your plan’s limits** · No — 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) > — https://www.marginedge.com/pricing/ · Pricing page, "Surprises are for birthdays, not businesses" list, checked 27 October 2026 **Setup or onboarding fee** · Partly — 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. > — https://www.marginedge.com/pricing/ · Pricing FAQ, "Are there any setup or cancellation fees?", checked 27 October 2026 ### What the AI does with your books **What the AI does** · Yes — 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. > — https://www.marginedge.com/ai-for-restaurants · AI for restaurants page, "Meet Tom" section, checked 27 October 2026 **What the AI costs** · Yes — 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. > — https://www.marginedge.com/ · Homepage pricing block, "Transparent pricing. Really.", checked 27 October 2026 **Categorizes transactions** · Yes — 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 accounts in under 48 hours. > — https://www.marginedge.com/me-finance · [me] finance page, "Get faster, more accurate data", checked 27 October 2026 **Reconciles your accounts** · Partly — 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 credit is caught and invoice accounted for. > — https://www.marginedge.com/bill-pay · Bill Pay page, "Vendor reconciliation" section, checked 27 October 2026 **Reads receipts and bills** · Yes — 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 > — https://www.marginedge.com/automated-invoice · Automated invoice page, "Many ways to send, one place to look", checked 27 October 2026 **Pays your bills** · Yes — 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. > — https://www.marginedge.com/bill-pay · Bill Pay FAQ, "Is there an additional charge to use Bill Pay?", checked 27 October 2026 **Accrual books and reports** · Partly — 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 statement updated in real time. > — https://www.marginedge.com/food-cost · Cost management page, "Get your final P&L in days, not weeks", checked 27 October 2026 ### Who checks the AI’s work **People check the books** · Yes — 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. > — https://www.marginedge.com/ · Homepage "What we do" grid, Invoice automation tile, checked 27 October 2026 **When the month is closed** · Partly — 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 > — https://www.marginedge.com/automated-invoice · Automated invoice page, "Coding" section bullet, checked 27 October 2026 **Accuracy the vendor claims** · Partly — 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 correctly. > — https://www.marginedge.com/ · Homepage FAQ, "How accurate is MarginEdge's AI?", checked 27 October 2026 ### Where your books live and what it connects to **QuickBooks Online** · Yes — 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 Accounting Tools. > — https://www.marginedge.com/bill-pay · Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?", checked 27 October 2026 **Xero** · Yes — 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 Accounting Tools. > — https://www.marginedge.com/bill-pay · Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?", checked 27 October 2026 **QuickBooks Desktop** · Yes — 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 Accounting Tools. > — https://www.marginedge.com/bill-pay · Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?", checked 27 October 2026 **NetSuite** · Yes — 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 Accounting Tools. > — https://www.marginedge.com/bill-pay · Bill Pay FAQ, "What accounting systems does MarginEdge Bill Pay support?", checked 27 October 2026 **Stripe** · No — the site names no Stripe, Shopify, PayPal or Gusto connection. > MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn. > — https://www.marginedge.com/ · Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?", checked 27 October 2026 **Shopify** · No — the site names no Stripe, Shopify, PayPal or Gusto connection. > MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn. > — https://www.marginedge.com/ · Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?", checked 27 October 2026 **PayPal** · No — the site names no Stripe, Shopify, PayPal or Gusto connection. > MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn. > — https://www.marginedge.com/ · Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?", checked 27 October 2026 **Square** · Yes — Square sales and 7shifts scheduling data are supported, alongside distributors such as Gordon Food Service, Ben E. > MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn. > — https://www.marginedge.com/ · Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?", checked 27 October 2026 **Gusto payroll** · No — the site names no Stripe, Shopify, PayPal or Gusto connection. > MarginEdge integrates with major POS systems including Toast, Square, NCR Aloha and SpotOn. > — https://www.marginedge.com/ · Homepage FAQ, "What POS and accounting systems does MarginEdge integrate with?", checked 27 October 2026 **Platforms** · Yes — 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 your phone. > — https://www.marginedge.com/mobile · Mobile page, hero paragraph under "Take the back office with you", checked 27 October 2026 ### What it keeps track of **Inventory** · Yes — 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 > — https://www.marginedge.com/inventory-management · Inventory page, "A count sheet that works for you", checked 27 October 2026 ### Your data and its security **SOC 2 report** · Yes — 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 cybersecurity insurance 📄 SOC2 Type 2 report > — https://www.marginedge.com/security · Security Overview page, "MarginEdge Security Documents" list, checked 27 October 2026 **Your data trains AI** · Partly — 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 reporting, product and service development, machine learning model training and similar purposes > — https://www.marginedge.com/terms · Terms of Service, Section 6 "Your Content in our Services", checked 27 October 2026 ### Who it is built for **For accounting firms** · Yes — 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. > — https://www.marginedge.com/me-finance · [me] finance page, hero paragraph, checked 27 October 2026 **Several businesses** · Yes — 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. > — https://www.marginedge.com/for-multi-units · Multi-unit page, "Get a snapshot of all your locations", checked 27 October 2026 **Australia** · No — 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 our service offerings! > — https://www.marginedge.com/pricing/ · Pricing FAQ, "You’re really not going to charge me extra for all the invoices and bills we have?", checked 27 October 2026 ### Trying it, starting and getting help **Sign up without a sales call** · Partly — 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 Account. > — https://www.marginedge.com/terms · Terms of Service, Section 3 "Order Acceptance Policy", checked 27 October 2026 **Contract and cancelling** · Partly — 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 mid-year, the remaining balance of that term is still due. > — https://www.marginedge.com/pricing/ · Pricing FAQ, "Are there any setup or cancellation fees?", Cancellation fees paragraph, checked 27 October 2026 **Support** · Yes — 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. > — https://www.marginedge.com/accounting-integration/quickbooks · QuickBooks integration FAQ, "What if I have a problem with my QuickBooks connection?", checked 27 October 2026 ## MarginEdge alternatives - [Zoho Books](https://tickmarkbooks.com/zoho-books) · Free plan, then $20 a month: Cloud accounting ledger with Zia AI, bank feeds, sales tax and 1099 e-filing, from $20 a month. - [FreeAgent](https://tickmarkbooks.com/freeagent) · From £10 a month (about $13): UK cloud accounting with HMRC filing, bank feeds and AI receipt capture, priced per business type. - [Puzzle](https://tickmarkbooks.com/puzzle) · No list price: AI-native accounting software with optional bookkeeper services for startups and small businesses. - [Stampli](https://tickmarkbooks.com/stampli) · Price on request: Procure-to-pay workspace for invoices, vendors, payments and card spend, with AI coding and routing. - [Booke AI](https://tickmarkbooks.com/booke-ai) · No list price: An AI bookkeeper that works inside QuickBooks Online and Xero to categorize transactions and match documents. - [Pilot](https://tickmarkbooks.com/pilot) · No list price: A bookkeeping and tax service for startups that pairs software-driven dashboards with human financial advisors. - [SimpleAI](https://tickmarkbooks.com/simpleai) · From $79 a month: AI agents that extract, classify and reconcile accounting documents, then publish them into Xero or QuickBooks. - [Cranston](https://tickmarkbooks.com/cranston) · From $30 a month: AI prepares draft returns and monthly books inside a firm's own QuickBooks, Xero and tax software. - [Expensify](https://tickmarkbooks.com/expensify) · Free plan, then $5 a seat a month: Receipt scanning, company cards, bill pay and reimbursements that feed QuickBooks, Xero or NetSuite. 5 of the 9 publish a price. [All 9 alternatives](https://tickmarkbooks.com/marginedge/alternatives/) ## Sources and changes Last changed 29 October 2026 **Sources on marginedge.com** (14) - https://www.marginedge.com/pricing/, read 27 October 2026 - https://www.marginedge.com/, read 27 October 2026 - https://www.marginedge.com/bill-pay, read 27 October 2026 - https://www.marginedge.com/automated-invoice, read 27 October 2026 - https://www.marginedge.com/me-finance, read 27 October 2026 - https://www.marginedge.com/terms, read 27 October 2026 - https://www.marginedge.com/accounting-integration, read 27 October 2026 - https://www.marginedge.com/accounting-integration/quickbooks, read 27 October 2026 - https://www.marginedge.com/ai-for-restaurants, read 27 October 2026 - https://www.marginedge.com/food-cost, read 27 October 2026 - https://www.marginedge.com/for-multi-units, read 27 October 2026 - https://www.marginedge.com/inventory-management, read 27 October 2026 - https://www.marginedge.com/mobile, read 27 October 2026 - https://www.marginedge.com/security, read 27 October 2026 ## Is this yours? Claim MarginEdge: https://tickmarkbooks.com/claim/marginedge Report an error if a fact is wrong: hello@tickmarkbooks.com, subject "Report an error: MarginEdge (marginedge)".