Built for UK small businesses

The Financial Operating System for your business

Invoicing, VAT, payroll, bank reconciliation, and AI bookkeeping — all in one place. HMRC-ready from day one.

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No credit card required  ·  MTD VAT ready  ·  Cancel anytime

Margin — Financial Operating System
📊 Dashboard
🏦 Banking
📄 Invoices
💸 Expenses
📦 Purchases
📈 Reports
🔢 VAT
👥 Payroll
£42,800
Revenue
£18,240
Expenses
£24,560
Profit
£6,820
VAT Due
Revenue — last 12 months
🏛️

HMRC Making Tax Digital (MTD) compliant

Submit VAT returns, ITSA quarterly updates, and RTI payroll directly to HMRC

Replace five tools with one

Margin brings your entire financial operation into a single, beautifully designed system.

📄

Invoicing & Quotes

Create professional invoices and quotes with automatic VAT, sequential numbering, email delivery, and a customer payment portal.

🏦

Bank Reconciliation

Import bank statements via CSV or connect via Open Banking. Auto-match transactions and categorise with one click.

🔢

MTD VAT Returns

Calculate your VAT boxes automatically and submit directly to HMRC via Making Tax Digital. No bridging software needed.

👥

Payroll & RTI

Run payroll with PAYE, NI, and pension calculations. Submit Full Payment Submissions to HMRC and generate payslips and P60s.

📊

Reports & Analytics

P&L, balance sheet, cash flow, aged debtors, trial balance, and custom report builder — all with date ranges and CSV export.

🤖

AI Bookkeeper

Let AI categorise transactions, flag anomalies, draft invoices for returning customers, and give you cash flow insights.

🧾

Supplier Bills & POs

Track supplier bills through their full lifecycle, link to purchase orders, and manage supplier relationships in one place.

📦

Stock & Inventory

Track stock movements with AVCO and FIFO valuation, reorder alerts, and full stock take functionality.

⏱️

Time & Projects

Log billable hours against projects and customers. Convert time entries directly into invoice line items.

Up and running today

No accountant needed to get started. Margin guides you through setup and keeps your books clean from day one.

1

Set up your company

Enter your company details, VAT number, and bank account. The onboarding wizard takes less than 3 minutes.

2

Connect your bank

Import a CSV or connect via Open Banking for automatic nightly transaction sync. Rules categorise everything for you.

3

Send invoices & stay compliant

Start sending invoices, reconciling transactions, and submitting VAT returns — all from one dashboard.

Your AI bookkeeper, always on

Margin uses AI to handle the tedious parts of bookkeeping — so you can focus on running your business.

  • Automatically categorise bank transactions based on your rules and history
  • Detect unusual transactions and flag them before they become problems
  • Draft invoices for returning customers based on previous orders
  • Get plain-English cash flow insights and forecasts for the next 12 months
  • Scan and extract data from receipts and supplier documents
✦ AI Insight

Cash flow alert: Based on your recurring bills and outstanding invoices, you may face a shortfall of £3,200 in 6 weeks. Consider chasing 3 overdue invoices totalling £4,800.

✦ AI Categorised

Amazon Web Services — Software & Cloud (100%) · VAT 20% · Assigned to project: Website Rebrand

✦ Anomaly Detected

Transaction of £4,200 to "ACME Supplies" is 3× higher than your typical spend with this supplier. Review before reconciling.

Simple pricing

Start free. Grow with Margin.

14-day free trial on all plans. No credit card required.

Standard

Everything a small business needs to stay on top of finances.

£14.99
per month, billed monthly · or £149.90/yr (save 17%)
  • Unlimited invoices & quotes
  • Bank reconciliation
  • MTD VAT returns
  • Payroll (up to 10 employees)
  • All reports & exports
  • AI bookkeeper
  • Stock & inventory
  • Email support
Start free trial

Get your finances under control today

Join UK small businesses using Margin to save hours every week on bookkeeping and compliance.

Start your free 14-day trial →