Know your margin on every job, the moment money moves.
MarginIQ captures every cost as it happens — typed in a sentence, snapped as a receipt, or forwarded from your inbox — then reads it with AI and updates true profit on each job in real time.
Everything you need to protect profit on every job.
MarginIQ turns scattered receipts and invoices into a clean, live ledger — so you catch a job going underwater while you can still do something about it.
Live margin dashboard
Total jobs, contract value, costs booked, dollar margin and blended margin % — all at a glance, updating the moment a cost lands.
Job-level breakdowns
Tap any job for contract, cost and margin %, a cost table grouped by category, per-unit costs, and a full audit trail of every event.
AI cost extraction
Reads amount, vendor, job, category, date and payment method from plain text, a photo, or a forwarded invoice — no manual data entry.
Smart review queue
Confident costs post straight to the ledger. Anything uncertain — or above your ceiling — lands in Review with confidence scores and evidence.
Anomaly flags
Jobs are compared against similar projects, so a category that runs well above the median gets flagged before it quietly eats your margin.
CRM webhook + change orders
New jobs flow in automatically from your CRM via a secure API. Send a change order and the contract value updates, tracked with date and reference.
Log a cost however the day allows.
Whatever's fastest in the moment — at the supply house, in the truck, or back at the desk — MarginIQ takes it from there.
Just describe it
Write the cost in plain English. AI pulls out the amount, vendor, job, category, date and payment method.
Photograph a receipt
Upload a photo or file — JPEG, PNG, GIF, WebP or PDF up to 15 MB. MarginIQ reads it and extracts every field.
Email an invoice
Forward vendor invoices to your dedicated inbox. PDF and image attachments are parsed automatically; junk is filtered out.
From a receipt in your hand to live margin — in four steps.
Capture the cost
Type it, photograph it, or forward the invoice. No forms, no codes to memorize.
AI reads it
Amount, vendor, job, category and payment method are extracted and matched to the right address.
Confirm or auto-post
Confident entries post straight to the ledger. Uncertain ones wait in Review with the evidence attached.
Watch the margin
Each job's profit recalculates instantly, and anomalies are flagged against similar projects.
Simple plans that pay for themselves on one caught job.
Every plan includes AI cost capture, the live margin dashboard, and the full audit trail. Limits are shared across your whole team — pick by your monthly entry volume.
Crew
- 200 AI entries / mo
- Up to 25 active jobs
- Up to 5 user seats
- Type & photo cost capture
- Live margin dashboard
- Inbound email parsing
- CRM webhook integration
Contractor
- 1,000 AI entries / mo
- Up to 200 active jobs
- Up to 15 user seats
- All three capture methods
- Inbound email + CRM webhook
- Anomaly flags & review queue
- Extra entries at $0.35 each
Enterprise
- Custom entry volume
- Unlimited jobs & seats
- Multiple branches / tenants
- Custom review ceilings & limits
- Priority support & onboarding
- SSO & advanced audit export
One entry = one document processed by AI (a typed cost, an uploaded receipt, or a forwarded invoice). Entries are shared across everyone on your team and reset at the start of each billing month.
The things contractors ask first.
It reads the address, vendor and details from your text, photo or email and matches them to the right job. If it isn't sure, the cost goes to the Review queue where you pick the correct project before confirming.
Anything uncertain — or any amount above your review ceiling — lands in Review with the receipt, the raw input, the reasons it was flagged, and confidence scores. You confirm it to the ledger or discard it in one tap.
For uploads: JPEG, PNG, GIF, WebP and PDF up to 15 MB. For inbound email, PDF and image attachments are parsed automatically; newsletters, marketing, out-of-office and tiny signature images are filtered out.
Yes. Your CRM can POST to a secure webhook with a Bearer API key to create jobs. Sending a "Change Order" updates an existing job's contract value, tracked with its date and reference ID.
Every company is fully tenant-isolated, so you can never see another company's data. Passwords use Argon2 hashing, sessions auto-expire after 14 days, and every change is written to an append-only audit log.
One entry is one document processed by AI — a typed cost, an uploaded receipt, or a forwarded invoice. Your monthly entry allowance is shared across everyone on the team, not per seat, and it resets each billing month. On Crew you're prompted to upgrade once the pool is used; on Contractor, extra entries are billed at $0.35 each so work never stops mid-month.
A change order raises the job's contract value, and the margin recalculates instantly against costs booked so far. Each change order is recorded with its date, source and reference for a clean history.
Stop guessing your profit.
Book a 20-minute demo and we'll walk you through MarginIQ on your own jobs — and help you set up your first ones.
Book a demo See it on your jobs · Set up in minutes · No pressure