Know your margin, project by project
Margin helps freelancers and agencies answer project profitability in seconds.
Everything to run project books
Organize work in a project tree, import transactions, split costs across clients, then roll up company-wide and per-project profit views.
Projects that mirror how you work
Nested clients, engagements, and deliverables so revenue and spend land where they belong.
Transactions and splits
Import activity and allocate lines across projects so shared costs never hide true margin.
Reports you can act on
Company summaries and per-project profit and loss so you see what pays before the quarter ends.
One ledger, every project accounted for.
Margin connects bank and card activity to the way you already think about work: clients, phases, and retainers.
When a single charge spans multiple jobs, splits keep attribution honest so your headline margin matches reality.
Import-ready
Bring transactions in without rebuilding spreadsheets from scratch each month.
Roll-ups that add up
Totals flow from splits to projects to the studio view in one consistent model.
Built for clarity under pressure
Whether you run retainers, fixed bids, or a mix, Margin keeps project economics legible when invoices and expenses pile up.
Split lines traced to a project
Depth in your project tree
Roll-ups: company and per project
Margin plans
Pricing that scales with your project load
Same core workflow on every tier: projects, transactions, splits, and reports.
Basic Plan
Solo operators and light project volume
$79/mo- Up to 5 active projects
- Transaction import
- Split allocation across projects
- Email support
- Priority onboarding
Pro Plan
Studios with many concurrent clients and reports
$299/mo- Unlimited projects and nesting
- Full import pipeline
- Advanced splits and audit trail
- Company and per-project reports
- Priority support
- Shared workspace seats
Teams who live by project economics
Freelancers and agencies use Margin to keep books aligned with how work is actually delivered.
Priya N.
Independent product designerFinally seeing which retainers were subsidizing the rest. Splits made shared SaaS and coworking costs honest per client.
Marcus Cole
Founder, small dev shopWe outgrew the giant spreadsheet. Project trees match how we scope work, and the company roll-up matches what I tell my accountant.
Elena Vásquez
Finance lead, creative agencyPer-project profit views cut our monthly close from days to a short review. Imports mean ops is not retyping the bank feed.
Jamal Osei
Freelance engineerI bill multiple clients from one business account. Allocating transactions across projects stopped me from guessing margins.
Sofia Lindström
Studio operationsNested projects let us track phases under one client without losing the studio-wide picture. Reports are what we actually discuss in QBRs.
David Okonkwo
ConsultantLightweight enough for solo use, structured enough that I trust the numbers when pricing the next engagement.
Frequently
Asked
Questions
Billing, imports, and how Margin fits your workflow.
What is Margin?
Margin is project-centric finance tracking for freelancers and agencies. You organize work in a project tree, import or enter transactions, split amounts across projects when needed, and open company-wide or per-project profit reports.
What is the refund policy?
We offer a 30-day money back guarantee. If you are not satisfied with our product, you can request a refund within 30 days of your purchase.
- To request a refund, please contact our support team with your order number and reason for the refund.
- Refunds will be processed within 3-5 business days.
- Please note that refunds are only available for new customers and are limited to one per customer.
How do I cancel my subscription?
You can cancel your subscription at any time by logging into your account and clicking on the cancel button.
Can I upgrade my plan?
Yes, you can upgrade your plan at any time by logging into your account and selecting the plan you want to upgrade to.
- You will be charged the difference in price between your current plan and the plan you are upgrading to.
- Your new plan will take effect immediately and you will be billed at the new rate on your next billing cycle.
Do you offer phone support?
We do not offer phone support at this time. However, you can contact us via email or live chat for any questions or concerns you may have.
See margin before the invoice ages
Pick a plan, import activity, and route every dollar to the right project.
