Built by a CFO who's spent 15+ years finding hidden margin leakage, cash flow risks, and financial blind spots across businesses of every size — now supercharged with AI.
After 15 years leading finance at companies from $5M to $200M+, the pattern is always the same. These are the three blind spots that cost growing businesses the most.
Your monthly financials arrive 2–3 weeks late. By the time you see margin erosion, it's already cost you. I've seen this pattern drain $50K–$200K before anyone notices.
Typical impact: $50K–$200K/yr undetectedA fractional CFO costs $3,000–$8,000/month and still only gives you part-time attention. You're paying executive rates for work that AI can now do better — and around the clock.
Typical cost: $36K–$96K/yrDuplicate vendor payments, creeping COGS, unusual expense spikes — in my career, I've recovered hundreds of thousands by catching what nobody was watching for between cycles.
Typical leakage: 2–5% of revenueNo implementation headaches. No months-long onboarding. Connect your books and start seeing what you've been missing.
Securely link your QuickBooks Online or Xero account. Read-only access — we never modify your data.
Our AI engine scans your financials in real time — P&L trends, cash flow patterns, margin movements, and anomalies.
Receive executive-grade intelligence briefs, cash flow forecasts, and anomaly alerts — delivered to your dashboard and inbox.
Everything I've done manually for businesses over 15 years — now automated with AI, running 24/7, and delivered at a fraction of the cost.
Monthly executive summaries with 3–5 actionable insights generated from your live financial data. No more waiting weeks for a report that tells you what you already know.
Replaces → Monthly CFO report30/60/90-day cash flow projections powered by AI pattern recognition. See what's coming before it hits your bank account.
Replaces → Spreadsheet forecastingReal-time alerts for margin erosion, unusual expenses, duplicate payments, and vendor pricing changes. Catches what humans miss between reporting cycles.
Replaces → Quarterly audit surprisesP&L, balance sheet, and cash flow views updated in real time. One login, one source of truth — accessible from anywhere.
Replaces → Scattered spreadsheetsAuto-generated investor and board reports with one click. Polished, professional, and always using live data — not last month's numbers.
Replaces → Manual board decksWe don't just hand you a login. Your dedicated strategist configures your dashboards, tunes your alerts, and makes sure you're getting maximum value from day one.
Included → No setup feesI'm building Margn with real businesses, not in a vacuum. I'm selecting 10 companies to be the founding cohort — full platform access, hands-on onboarding from me personally, and zero cost for 90 days.
Every feature, every report, every alert — nothing held back.
We configure everything for you. Connect, customize, and go live in days.
No payment info required. No auto-billing. Walk away anytime.
Currently accepting businesses with $2M–$50M in annual revenue using QuickBooks Online or Xero.
Tell us about your business and we'll be in touch within 24 hours.
I've spent 15+ years in finance leadership, managing P&Ls from $5M startups to $200M+ enterprises. I've caught margin leakage that saved businesses six figures. I've built cash flow models that prevented crises. I've delivered board presentations that changed strategic direction.
The problem? That work takes enormous time and costs businesses a fortune. Most growing companies can't afford someone like me full-time — and shouldn't have to.
Margn is everything I do as a CFO, supercharged with AI. The same pattern recognition, the same anomaly detection, the same financial instincts — running 24/7, at a price that makes sense for businesses doing $2M–$50M.
Absolutely. We use read-only API connections to your accounting system — we can see your data but never modify it. All data is encrypted in transit and at rest using bank-grade AES-256 encryption. We never share your data with third parties.
There is no catch. We're building our founding cohort and want 10 businesses to experience the full platform before our public launch. No credit card required, no auto-billing, no obligation. At the end of 90 days, you choose whether to continue.
Your bookkeeper records transactions. Your accountant files taxes. Margn sits on top of their work and does what a CFO does — identifies trends, flags anomalies, forecasts cash flow, and tells you what actions to take. Think of us as the intelligence layer your financial stack is missing.
Most clients are fully onboarded in 3–5 business days. You connect your accounting system (5 minutes), we configure your dashboards and alerts (1–2 days), and you receive your first intelligence brief within the first week.
Margn is built for businesses doing $2M–$50M in annual revenue — the sweet spot where you've outgrown basic bookkeeping but a full-time CFO isn't justified. Our founding cohort includes e-commerce, SaaS, professional services, healthcare, and retail businesses.
I'll schedule a review call to walk through what we've uncovered — the anomalies caught, the patterns surfaced, and the insights generated for your business. If Margn is delivering value, founding clients get permanently reduced pricing. If not, we part ways with no charges and no hard feelings. I'd rather earn your business than lock you in.
10 spots. 90 days free. The financial intelligence your business deserves — built by a CFO, powered by AI.
Apply Now — It's Free →