Switching to 1936 AI
Last updated 21 October 2026
Bring what you already have. Here is what each product takes in, how, and what you can take with you if you ever leave. Every product starts with 14 days free, no card needed, so you can move in before you pay.
Galley Dataroom: your documents and investors
| What you bring | How |
|---|---|
| Your documents | Upload a whole folder from your computer, up to 200 files at a time, and its sub-folders come with it. Word, Excel and PowerPoint files are turned into pages investors can read. How do I upload documents? |
| Older files | Galley doesn't take .doc, .xls or .ppt files, CSV or ZIP files. Save them in a newer format, or as PDF, first. Which files can I upload? |
| Your list of funds | Import a spreadsheet of up to 2,000 rows. You see a preview before anything is saved, and nothing already there is overwritten. How do I add funds? |
| Your investors | Paste up to 100 email addresses at once, with names, straight from a spreadsheet, and choose what each one can open. How do I invite investors? |
Masthead HR: your team
| What you bring | How |
|---|---|
| Everyone on your team | One CSV template, a row per person: identity, bank, PAN and UAN, salary breakup, PT state, and any leave already used this year. Can I add many people at once? |
Margin Ledger: your books
| What you bring | How |
|---|---|
| Opening balances | Export the trial balance on your start date from Tally as a CSV and upload it. Match any ledger Margin can't place once, and it remembers. How do I bring in our opening balances from Tally? |
| Customers and vendors | Their opening balances go in Reference, customers' from a CSV. Where do I add customers? |
| Bank statements | The file your bank's website gives you, as a CSV or text file, or its text pasted in. Margin skips lines it already has. How do I bring in our bank statement? |
| Your budget | Download the template, fill in the rupees for each cost head and month, and upload it. How do I upload a budget? |
| Your CA | Nothing changes for them if you send them the Tally export each month, or they can sign in to Margin with their own email. How does my CA work with Margin? |
If you leave
- When a plan ends, we keep its data for 30 days so you can download it or come back, and we tell you before we delete it.
- Galley: an Owner downloads the whole room as the Closing archive, one ZIP file with every document as uploaded, an index, the full activity log, every NDA acceptance, and the questions and answers. Can I download the whole data room?
- Margin: each month's balance sheet, profit and loss and cash flow as an Excel file, and the Tally export. Can I download the monthly accounts myself?
- Your invoices: on your account page, each financial year's in one ZIP file.
Need a hand?
Write to hello@1936ai.com and we'll help.