Onboard
BETA RELEASE

Stop chasing.
Start cashing in.

Margin transforms complex operations and billing workflows into clean, scalable code — automating revenue and accelerating cash flow.

Margin Browser - Your CFO and Financial Agent in One
Core Features

Everything you need to work faster

Fill any form, instantly

Drop in a CSV or describe what you want — Margin reads the form on your current tab and fills every field in one click. Works on invoices, CRMs, internal tools, and anything else with a form.

Review invoices before you send them

One click scans your open invoice for duplicate line items, math errors, inconsistent rates, and typos — each issue comes with a suggested fix you can apply instantly.

Talks to Google Sheets

Ask questions about any sheet — row counts, totals, unique values, filtered summaries — without writing a formula. Margin reads the live data directly.

Works everywhere you already work

Side-panel assistant lives alongside Tally, QuickBooks, Google Sheets, your CRM, or any web app. No copy-paste, no switching tabs, no extra logins per tool.

Under the Hood

Intelligent by design

Context-aware

Margin sees the form, table, or sheet you're actually looking at — not a generic AI guessing from your prompt. Toggle page-sharing off any time.

CSV to invoice in one step

Drag a CSV into the chat and say "fill out the invoice with row 5" — Margin parses the file, does the math, and populates the form.

Smart target resolution

On pages with multiple tables or forms, Margin figures out which one you meant from context and column names — no pointing required.

Conversation memory

Pick up where you left off. The last 20 conversations are saved locally, with working memory for the values and files used in each session.

Trust & Privacy

Your data, your control

On-demand, not always-on

Margin only reads your tab when you send a message or tap an action. It doesn't track your browsing history or run in the background.

Your data stays yours

No data sold, no ad targeting, no third-party analytics on page content. Conversations live in local browser storage by default.

Google sign-in, nothing to remember

Sign in once with your Google account — no separate password to manage.