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Scale Your Accounting Practice

MarginEdge together with QuickBooks streamlines restaurant accounting by automating the A/P and sales entry process, so you can spend more time adding value for your clients and less time on data entry.

See How it Works!

 

Kiss data entry goodbye!

You didn't go into business to enter invoice data into a spreadsheet. With MarginEdge, just send us invoices, and we'll take it from there. You save time, and your clients get powerful, real-time reporting on things like food and labor costs. It's a win-win, minus the data entry.

Here's how it works

You won’t need to hand-enter or code invoices ever again.

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We make it easy to get us invoices
  • Using our mobile app, quickly send one invoice or dozens
  • Or you can scan/email them to us, or integrate with EDI—however they come!
  • Send us everything—credit memos, petty cash receipts, service bills
  • All invoices will be stored in the cloud for instant access
  • Send us as many as you’d like! One flat fee covers unlimited invoices
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We capture and code all line-items
  • We have real people processing your invoices, so hand-written notes and adjustments are no problem
  • We handle all different file formats… jpg, pdf, png, etc.
  • We use GL account codes and your coding rules
  • We relate vendor items to products—never deal with SKU assignments categorizations, or unit conversions
  • We capture payment info (ACH, check, credit card, or petty cash)
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Within 24-48 hours, invoices are digital
  • All A/P information auto-syncs to your accounting system
  • Review and approve invoices before sending, if desired
  • Use bill pay to manage vendor payments
  • Recipes and inventory prices update automatically
  • Integration with the restaurant’s POS means access to live food costs
Imperfecto restaurant bar

Ready to learn more?

See what accountants are saying

Don’t just take our word for it. Our marketing department will say anything to make us look good.

There is no way an accountant can do everything that MarginEdge can for the same price and accuracy, nor should they want to.

Raffi Yousefian
CEO + Founder, The Fork CPAs

MarginEdge has been a real game changer. What was once an arduous task has become streamlined and effortless. I've been able to turn my attention from shuffling paperwork to focusing on prime costs, labor costs and budgeting.

Trish Fields
Owner, Bookkeeping Solutions & Consulting LLC

Automate A/P and sales entry

MarginEdge can drastically improve profitability for your accounting firm and your restaurant clients. It’s a win-win!

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Reduce data entry

In 24-48 hours, invoices are processed with line-item detail (even the handwritten stuff), with increased accuracy over OCR

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Seamless integrations

POS and accounting integration enables seamless sales entry

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Central login

Manage all your restaurant clients from one central location

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Unlimited support
Unlimited support and training from our dedicated team
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Special pricing

Discounted wholesale pricing exclusively for accountants

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Better tools

Give your restaurant clients better tools to streamline tedious tasks and improve operational efficiencies

Tools for your clients

MarginEdge is a complete restaurant management system. Your clients will have access to real-time reporting on food costs as well as powerful tools to manage ordering, recipes, and inventory.

  • Inventory Platform

    tools-3-inventory-sm

    Spend less time and make a bigger impact

    We help streamline your inventory process and analyze food usage with your counts. Doesn’t mean you’ll like doing inventory more, but it will make it suck a little less.

    • Inventory prices are always up-to-date
    • New items are added to count sheets automatically
    • Centrally control product naming and count-by units
  • Order Management

    tools-4-orders-sm

    A centralized solution for ordering

    Place orders through vendors right from MarginEdge. We update your order guides based on your invoices, so you can track orders from start to finish in one place.

    • Customize your guides—organize alphabetically, by category or by sheet-to-shelf
    • Manage order guides centrally for multiple locations
    • Easily set pars and on-hand levels
  • Bill Pay

    tools-5-billpay-sm

    Make paying your bills cheaper and easier

    Pay your bills directly through MarginEdge, and sync the data straight to QuickBooks. MarginEdge Bill Pay is included and unlimited, so no surprise costs from us at the end of the month.

    • Schedule bills for future payment
    • Pay bills in partial amounts
    • Select multiple invoices per check, or skip invoices entirely
  • Price Alerts

    tools-6-priceAlert-sm

    Set up price alerts for key items

    MarginEdge automatically sends you an email as soon as prices on invoices come in at unexpected costs. You can customize price thresholds for any item.

    • Tell us which items you’d like to track and the tolerated threshold
    • We automatically send stakeholders an email detailing what happened
    • Show vendors right away if something isn’t right
  • Kitchen Recipe Displays

    tools-7-kitchen-sm

    Digitally manage and display recipes for the kitchen

    Our easy-to-use interface shows recipes on tablets along with photos, videos, and customizable yield conversions (don’t worry, we do the math!)

    • Work from a single, shared playbook across locations
    • Print recipe labels for prepped items
    • Track allergens
  • Invoice Processing

    tools-1-invoices-sm

    Save time with automated invoice processing

    Submit invoices via photos through our app, emailed files, platform uploads, or EDI integrations—whatever works best for you! We capture all the line item data in 24-48 hours, even handwritten scribbles and notes.

    • Product-specific—we relate SKU’s across vendors
    • Direct sync with QuickBooks
    • Coding is based on your rules
  • POS & Accounting Integrations

    tools-accounting-QB

    See it all in one place

    MarginEdge automatically imports sales and labor data every night, then exports that data in real-time to QuickBooks.

    • Daily sales entries (DSRs) automatically sent to QuickBooks using your G/L format
    • Daily sales reports comparing sales to the same day last year
    • Product mix (PMIX) data for theoretical usage reporting (how much you’ve sold vs. actually used) and menu analysis

Spend less time and make a bigger impact

We help streamline your inventory process and analyze food usage with your counts. Doesn’t mean you’ll like doing inventory more, but it will make it suck a little less.

  • Inventory prices are always up-to-date
  • New items are added to count sheets automatically
  • Centrally control product naming and count-by units
tools-3-inventory-sm

A centralized solution for ordering

Place orders through vendors right from MarginEdge. We update your order guides based on your invoices, so you can track orders from start to finish in one place.

  • Customize your guides—organize alphabetically, by category or by sheet-to-shelf
  • Manage order guides centrally for multiple locations
  • Easily set pars and on-hand levels
tools-4-orders-sm

Make paying your bills cheaper and easier

Pay your bills directly through MarginEdge, and sync the data straight to QuickBooks. MarginEdge Bill Pay is included and unlimited, so no surprise costs from us at the end of the month.

  • Schedule bills for future payment
  • Pay bills in partial amounts
  • Select multiple invoices per check, or skip invoices entirely
tools-5-billpay-sm

Set up price alerts for key items

MarginEdge automatically sends you an email as soon as prices on invoices come in at unexpected costs. You can customize price thresholds for any item.

  • Tell us which items you’d like to track and the tolerated threshold
  • We automatically send stakeholders an email detailing what happened
  • Show vendors right away if something isn’t right
tools-6-priceAlert-sm

Digitally manage and display recipes for the kitchen

Our easy-to-use interface shows recipes on tablets along with photos, videos, and customizable yield conversions (don’t worry, we do the math!)

  • Work from a single, shared playbook across locations
  • Print recipe labels for prepped items
  • Track allergens
tools-7-kitchen-sm

Save time with automated invoice processing

Submit invoices via photos through our app, emailed files, platform uploads, or EDI integrations—whatever works best for you! We capture all the line item data in 24-48 hours, even handwritten scribbles and notes.

  • Product-specific—we relate SKU’s across vendors
  • Direct sync with QuickBooks
  • Coding is based on your rules
tools-1-invoices-sm

See it all in one place

MarginEdge automatically imports sales and labor data every night, then exports that data in real-time to QuickBooks.

  • Daily sales entries (DSRs) automatically sent to QuickBooks using your G/L format
  • Daily sales reports comparing sales to the same day last year
  • Product mix (PMIX) data for theoretical usage reporting (how much you’ve sold vs. actually used) and menu analysis
tools-accounting-QB
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  • Experienced
  • Automated
  • Uncomplicated

Ready to learn more?