Practice details
Enter two figures before you add the statements.
Tell us how many locations the statements cover. Then enter collections for the last 12 complete months.
Statement upload
Add one month of bank, merchant and card statements.
Upload up to five PDF or CSV files. You can also enter the charges yourself if you prefer.
Statement scan
Reading your files.
Keep this tab open. This usually takes 20 to 60 seconds.
Marginr does not save your source files.
Manual entry
Type only what appears on the statements.
Use the amount printed for this statement period. Choose the billing cycle. Marginr will calculate the annual amount.
Recurring charges
Add software, phone, marketing, bank fees, insurance, facilities and other repeating lines.
Merchant processing
Use one month. Gross card sales is preferred; the fallback is labelled as an estimate.
Finance and lease debits
Add recurring payments to lenders or lessors.
Review
Check each charge.
Correct the amount, category, or billing cycle. Then say if you recognise the charge.
Your source files are no longer held by Marginr or Mistral AI. Only the numbers below continue to the check.
Your statement snapshot
Your five checks are ready.
These figures use the statement lines you reviewed. They show items to check, not confirmed savings.
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See each check, the figures used, and the next action. Your private link works for 30 days.
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