Monthly financial intelligence · built for U.S. owners

Your business is leaking money. We find it — every single month.

Margevue is the outside finance team for small business owners who are done guessing. Every month we surface the write-offs you're missing, the costs quietly draining you, and the money you're leaving on the table — then deliver a clear, jargon-free report in the language you prefer. No bank access. No spreadsheets to wrestle with.

See how it works
✓ 30 days free✓ No card requiredFind more than we charge or you don't pay
Now onboarding a limited number of founding clients this month
EXAMPLE REPORT
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$300–$1,000
found in a typical first report
0%
money-found guarantee
0
to set up — then we do the rest
$0
bank access ever required
Finance-certifiedAnalysis built & reviewed by finance-certified specialists
Human-checkedA real person reviews every report before it reaches you
U.S.-basedServing small business owners across all 50 states
No bank accessWe never connect to or touch your bank — ever
GuaranteedFind more than you pay, or that month is free
Built for owners across the U.S. — ContractorsMed spasAgenciesGymsCoachesDentistsRestaurantsE-commerce& many more
The problem

Nobody's watching your numbers.

You didn't start your business to become an accountant. But every month money slips out the side door — write-offs you never claim, subscriptions you forgot you're paying, services priced 20% below the market. Not because you're careless. Because no one's job is to catch it.

Big companies have a CFO and a finance team. You have a shoebox of receipts and a gut feeling. Margevue evens the score.

What we find

Every month, we hunt down the money others miss.

  • Missed tax write-offsHome office, mileage, equipment, software, meals — the deductions owners leave unclaimed every year.
  • Wasted & forgotten costsSubscriptions you don't use, services you're overpaying for, and cheaper alternatives that do the same job.
  • UnderpricingWe benchmark your rates against your market — most owners we review are 15–30% under.
  • Your most & least profitable clientsKnow exactly who's worth keeping and who's quietly costing you — and more.

A typical month's findings

illustrative
$2.7k+
found
Pricing upside$1,900
Tax write-offs$610
Cost & subscription cuts$214
Avg. money found per report$300–$1,000+

Illustrative ranges based on what owners in our target industries typically leave on the table. Your report shows your real numbers.

See it for yourself

How much could we find you?

Estimated value we'd look to surface in your first year
$0
Write-offs
$0
Cost cuts
$0
Pricing upside
$0
Illustrative estimate based on what owners in your industry typically leave on the table. Your real report shows your actual numbers — and we guarantee it beats what you pay, or it's free.
Your monthly report

A full finance team, in one report.

Financial Health Score

A clear 1–100 score with the full breakdown, so you always know exactly where you stand.

Tax write-off finder

Every deduction you're missing, flagged and valued — ready to verify with your CPA.

Cost & subscription audit

Every recurring charge you can cut, with cheaper alternatives where they exist.

Pricing intelligence

Are you charging what the market pays? We show the revenue impact of a raise.

30-day action plan

Specific, prioritized moves you can execute today — not vague advice.

Reports in your language

English, Spanish, Portuguese, and more — every report delivered in the language you prefer.

How we're different

Not your accountant. Not a spreadsheet.

MargevueYour accountantDIY / nothing
Looks forward, not just at tax time✓Backward✗
Finds you money every month✓✗✗
Tells you exactly what to do next✓Rarely✗
No bank access required✓—✓
Reports in your preferred language✓✗✗
Reviewed by a real person✓✓✗
Money-found guarantee✓✗✗
Starting costfrom $97/mo$200–400/hr"free" — but it costs you

Keep your accountant — they handle your taxes. We're the strategic layer that finds the money before tax season.

Built to be trusted

Serious about your numbers — and your privacy.

Reviewed by a real person

Advanced financial AI does the heavy lifting — then a finance-certified human checks every report before it ever reaches you. No raw bot output.

Your data stays yours

No bank connections, ever. Your hub is private, never sold, never shared — you decide exactly what to put in it and when.

Always-on access

Drop a note or a question into your hub any time, day or night — and get a clear answer back fast, in the language you prefer.

How it works

Three steps. Ten minutes to start.

Get your private hub

We set up a private space for your business. Fill in the basics once — then just add to it whenever something happens.

You share. We analyze.

Paid a vendor? Add it. New client? Add it. Got a question? Drop it in — or text it and we'll log it. No format required.

Get your report

Every month, a sharp report showing what's happening, what you're missing, and exactly what to do — with every dollar found, totaled.

The guarantee

If we don't find you more than you pay us — you don't pay.

Every single month, we guarantee to surface more value in write-offs, savings, and revenue opportunities than your subscription costs. If we don't, that month is free. No questions, no awkward conversation — the "Money Found" total in your report proves it in black and white.

G
Why I built Margevue

I've watched too many skilled people get pulled under by the one thing nobody taught them — their finances. People with real, in-demand trades. Friends and family members who are genuinely great at what they do, slowly drowning in money problems with little idea how to climb back out. Not because they weren't working hard enough, but because no one ever showed them how the money side actually works.

That's why I went to study finance, international business, and economics — and earned my certifications. I wanted to understand it well enough to fix it for the people I care about. Margevue is what came out of that: an economically fair AI, built on my university education and certifications, designed to do one thing — help skilled people keep doing the work they're great at without their finances quietly taking over their lives.

I didn't start this to get rich. I've always believed the best bonds are built through work, and I'd rather grow something real alongside my clients — help them build, watch them win — than chase a number. If your skills are worth something, your finances should never be the reason they go to waste.

GeoFounder, Margevue
What we stand for

Finance that works for the people who build things.

A skilled person shouldn't have to become an accountant to keep the business they're great at. You handle the craft — the roofs, the cuts, the repairs, the long days — and we handle the numbers. Margevue is for the tradespeople and solo owners who are brilliant at the work but were never taught the money side. We built it to take away the one thing that shouldn't be keeping you up at night: the quiet worry over whether the money's actually there.

What "economically fair" means

Flat, honest pricing. A guarantee that puts the risk on us, not you. Plain language instead of jargon. And we never sell you something you don't need — ever.

We always

  • Explain everything in plain language
  • Show our math, so you can trust the numbers
  • Stand behind the money-found guarantee
  • Answer you personally when you reach out

We never

  • Connect to or touch your bank
  • Sell or share your information
  • Lock you into a contract
  • Upsell you something you don't need

"A year from now, I want you to feel like you finally have someone in your corner on the money side — and like the work you're proud of is finally paying you what it should."— that's the whole point of Margevue

What owners say

From owners who stopped guessing.

★★★★★
Honestly I almost didn't sign up. First report showed me mileage and equipment I'd never written off — turned out to be a few hundred a month I was just losing. My accountant never mentioned any of it.
M
Mike C.
Roofing contractor · FL
★★★★★
They flagged that I was charging way under what other med spas around me charge. I bumped my packages and nobody blinked. Wish I'd done it two years ago.
P
Priya R.
Med spa owner · AZ
★★★★★
I'm not a numbers person and I don't want to be. I just text them stuff as it happens and once a month I get a report that actually tells me what to do. Cancelled three tools I forgot I was even paying for.
D
Dev P.
Business coach · CO

Not ready to commit? Start with a free 60-second audit.

Answer a few quick questions and we'll send back a free mini money-find — a real taste of what your full report would uncover. No card, no catch.

Get rewarded

Spread the word. Get paid for it.

Referral program · for clients

Refer once, save every month.

25% off
every month, for each business you refer who stays

Refer an owner and take 25% off your bill every single month — for as long as they stay a client. It stacks: refer four and your Margevue is 100% free, ongoing. Real recurring savings, not a one-time credit that cancels out and disappears.

Partner program · for influencers

Have an audience? Earn with it.

30%
recurring commission on every client you bring

Creators, consultants, and finance voices: earn 30% of every client's subscription for as long as they stay — real recurring income, not a one-time payout. We give you the assets; you bring the people.

Become a partner
An honest filter

Who Margevue is for.

This is for you if…

  • You're great at your trade, but the money side is a guessing game
  • You want to know what to do next — not just what happened
  • You'd rather raise prices and cut waste than work more hours
  • You want a real person in your corner, not another app to learn

This probably isn't for you if…

  • You already have a full-time CFO watching every dollar
  • You just want someone to file your taxes (keep your accountant for that)
  • You're not willing to share a few basics about your business
  • You're after get-rich-quick, not steady, fair growth
Pricing

Simple plans. No contracts. Cancel anytime.

Founding-member offer

Join now and lock your rate for life, plus priority onboarding. We take on a limited number of new clients each month so every one gets real attention. A few founding spots remain this month.

Freelancers & solopreneurs
Starter
$97/mo
  • Full monthly intelligence report
  • Write-off finder
  • Cost & subscription audit
  • Q&A + 30-day action plan
Businesses with clients & staff
Growth
$297/mo
  • Everything in Starter
  • Client profitability ranking
  • Pricing intelligence
  • Industry market research
  • Priority text response
Ready to systemize everything
Scale
$597/mo
  • Everything in Growth
  • Weekly check-ins
  • Competitor monitoring
  • Growth strategy sessions
  • Custom KPI tracking

Every plan starts with 30 days free — and is backed by our money-found guarantee.

FAQ

Questions, answered.

Do you need access to my bank accounts?

Never. You share what you want, when you want. We work entirely from what you put in your hub or text us — no bank logins, no invasive software.

Is this the same as my accountant or bookkeeper?

No — and you should keep them. They look backward and handle your taxes. We look forward: we find the money before tax season and tell you what to do about it. We're the strategic layer on top.

What language is my report in?

Whichever you prefer. We deliver reports in English, Spanish, Portuguese, and more — just tell us when you start and we'll match it.

Is this just an AI bot?

No. We use advanced financial AI to do the heavy analysis fast — but a finance-certified human reviews and quality-checks every single report before it reaches you. You get the speed of AI with the judgment of a real person.

How is my data protected?

Your hub is private and used for one thing only: building your report. We never connect to your bank, and we never sell or share your information. You control exactly what you put in and when.

What does the guarantee actually mean?

If your report doesn't surface more value — in write-offs, savings, and revenue opportunities — than you paid that month, that month is free. We total it up in black and white in every report.

How long does setup take?

About 10 minutes. We send you a private hub, you fill in the basics, and we take it from there.

Can I cancel anytime?

Yes. No contracts, no cancellation fees, month to month.

Start your free 30 days

Find out what your business has been leaving behind.

No card. No commitment. No risk. Most owners find $300–$1,000 in their very first report. Set up takes 10 minutes — your first report lands within 30 days.

Questions? Email geo@margevue.com — we answer everything.