CASH FLOW, IN CLEAR VIEW

Know what your studio can commit to.

Margin Ledger brings invoices, recurring costs, and account balances into one weekly cash plan, so your next decision starts with the whole picture.

Start a free trialSee how it works

Built for independent teams like

  • Northline Studio
  • Morrow Works
  • Fieldnote Co.
  • Common Thread
  • Little Harbor

The numbers you need, in one working view

A weekly cash picture

See expected inflows, scheduled costs, and projected balance together before you make a commitment.

Invoices in context

Track what is sent, due, or late alongside the weeks those payments are expected to land.

A calmer Monday review

Start with a concise change log showing what moved since your last cash check.

Your accounts stay yours

Connect read-only accounts or enter balances manually; your plan remains private to your workspace.

A ledger that looks ahead

Most finance views explain what already happened. Margin Ledger gives independent studios a practical view of what is expected next, without turning a weekly check-in into an accounting project.

  • Bring open invoices and recurring costs into one timeline
  • Compare projected balance with your chosen cash buffer
  • Adjust expected dates when a client payment shifts

Designed for decisions, not dashboards

12 wkPlanning window at a glance
1 viewInvoices, costs, and balances together
15 minA focused weekly review

From scattered numbers to a working plan

  1. Bring in the basics

    Connect an account or add your current balance, then list recurring costs and open invoices.

  2. Set your assumptions

    Choose expected payment dates and a cash buffer that reflects how your studio operates.

  3. Review the weeks ahead

    Spot tight weeks early and update the plan when a client, cost, or project date changes.

A better view of the next decision

I can see which weeks are genuinely tight before I agree to a new project expense. That is the view I was missing.
Elena ParkIndependent design studio owner
The weekly review feels practical. I spend less time pulling numbers together and more time deciding what to do next.
Jonas ReedSmall production studio founder

Sample testimonials for layout preview. Replace with real, attributed quotes.

Straightforward plans for a small team

Solo

$12/ month
  • One workspace
  • Weekly cash plan
  • Invoice and cost tracking
  • Manual balance entry
Choose Solo
Most popular

Studio

$24/ month
  • Everything in Solo
  • Read-only account connections
  • Shared workspace access
  • Priority email support
Choose Studio

Questions before you begin

Is Margin Ledger accounting software?

No. It is a planning view for upcoming cash, invoices, and recurring costs. Keep your accounting workflow in place and use Margin Ledger to look ahead.

Do I have to connect a bank account?

No. You can enter balances manually. Connected accounts are read-only and optional.

Can I change expected invoice dates?

Yes. Update a planned payment date whenever a client timeline changes, and your weekly projection will reflect the new assumption.

What happens after the trial?

Choose a paid plan to continue using your workspace. Plan details and billing terms are shown before you subscribe.