Margin Ledger · For CAs
Margin proposes the routine entries and a person approves each one before it reaches the books, so your CA reviews the month instead of rebuilding it. They can sign in to the same books, or keep working in Tally with an export.
A working copy of Margin with example data. No video, no sales call.
Straight from the ledger. August and September are closed and locked; October is the month so far.
| Revenue | ₹19,40,000 |
|---|---|
| Direct delivery | |
| Cloud and hosting | ₹1,50,000 |
| Salaries, operations and support | ₹2,44,808 |
| CM1, after delivery | ₹15,45,192 |
| Customer acquisition | |
| Marketing | ₹1,60,000 |
| Salaries, sales and marketing | ₹2,20,400 |
| CM2, after acquisition | ₹11,64,792 |
| Shared overheads | |
| Salaries, other teams | ₹9,59,400 |
| Bank charges | ₹590 |
| Rent | ₹1,80,000 |
| Software and tools | ₹60,000 |
| Professional fees | ₹50,000 |
| Office expenses | ₹44,000 |
| Net loss | ₹1,29,198 |
The loss of ₹1,29,198 goes to retained earnings: −₹92,71,981 at the start of September, −₹94,01,179 at its end, as Financial position shows.
Example data. Nothing you do here is saved.
Add your CA as a person with the Finance role, and they sign in with 1936 AI using their own email. Settings → Permissions decides what the Finance role can do, from approving expenses to posting to the ledger or exporting to Tally.
Nothing reaches the books until a person approves it in the Review inbox. Locking a month at close stops anything being posted to it, and opening it again needs a six-digit code emailed to you. A reopened payroll run reverses what it had posted, and its history keeps every change and who made it.
Pick the dates, fix anything flagged, such as a missing GST number or ledger mapping, and make a file to import into Tally. Each expense goes once, so a re-run takes only new and corrected ones, and the history keeps every export.
No. Send them the Tally export each month and nothing changes for them. Or add them with the Finance role, so they sign in to the same books with their own email.
Yes. In Books → Opening & tie-out, upload their trial balance for any date and run the tie-out: Margin compares it with its own, account by account.
Your CA, or you. Margin works out GSTR-1, GSTR-3B, 26Q and 24Q from the books. They are filed on the portal, you record the filed figures, and Margin shows whether the books agree.
Export the trial balance on your start date from Tally as a CSV and upload it in Books → Opening & tie-out. Match any ledger names Margin can't place, and Margin remembers them. Then commit, and Margin posts one opening entry.
14 days free, no card needed. Then from ₹1,999 a month, plus GST.
