MarginEdge, headquartered in Arlington, Virginia, is a restaurant management software company built by restaurateurs to transform how restaurants manage their back-office operations. The platform is a comprehensive SaaS solution that integrates invoice processing, cost tracking, inventory, recipe management, and AP automation into a single streamlined system. Founded with the mission of freeing operators from administrative burdens, MarginEdge currently serves thousands of restaurants across the U.S. and Canada.
Core Business and Offerings
MarginEdge provides an all-in-one software suite tailored specifically for the hospitality industry. The platform is built to automate repetitive processes, deliver real-time insights, and increase profitability for restaurant operators. Its key features include:
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Invoice Processing:
- Line-item data extraction via OCR and AI.
- Approval workflows and instant vendor categorization.
- 24-hour turnaround on invoice entry.
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Bill Payments:
- Digital bill pay system with audit trails and vendor history.
- Integrates seamlessly with accounting tools.
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Cost Management:
- Real-time food and labor cost visibility.
- Daily P&L reports with POS integration.
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Inventory & Ordering:
- Mobile inventory count tools.
- Theoretical usage tracking and integrated vendor ordering.
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Recipes & Menu Analysis:
- Detailed recipe costing and portioning.
- Menu engineering with profitability analysis.
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AP Automation:
- Automated sync with accounting systems (QuickBooks, Xero, Sage, and more).
- Approval routing and audit-ready reporting.
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Freepour:
- Liquor inventory management with barcode scanning and scale integration.
- Designed to reduce variance and improve pour cost accuracy.
Specialization and Unique Selling Proposition
MarginEdge’s unique selling proposition lies in its real-time financial visibility, automation-first design, and deep POS and accounting integration. Unlike traditional back-office tools, MarginEdge offers:
- Daily P&L based on live data.
- Seamless AP automation with minimal manual input.
- A user-friendly mobile interface for on-the-go inventory and invoice management.
- Proven time savings of 10–15 hours per week per location for administrative tasks.
Its hands-on experience as a product built by restaurateurs gives it a deep understanding of operational pain points.
Financial and Operational Capabilities
MarginEdge has secured strong backing from institutional investors and continues to scale rapidly within the restaurant technology space.
- Funding Raised: $45 million+ (Series C, backed by Schooner Capital and Osage Venture Partners)
- Annual Recurring Revenue (ARR): Estimated $20M+ (2023)
- Restaurants Served: Over 5,000 active clients
- Employees: Approximately 300
The company operates a hybrid model with remote staff and an Arlington headquarters, maintaining rapid deployment and top-tier support capabilities.
Shipment and Sales Insights
As a SaaS business, MarginEdge delivers value digitally without physical shipping. Key growth and integration data include:
- POS Partners: Toast, Square, Lightspeed, Aloha, Micros, Revel
- Accounting Partners: QuickBooks Online/Desktop, Xero, Sage Intacct
- Top U.S. Markets: California, New York, Illinois, Florida, Texas
- Customer Sectors: Independent restaurants, hospitality groups, franchise chains, fast casual and fine dining
MarginEdge’s integrations and fast onboarding have positioned it as a preferred platform among both independent and multi-unit operators.
Target Market
- Independent restaurants and chef-driven concepts
- Fast casual and full-service restaurant chains
- Hospitality groups and hotel F&B operations
- Franchise groups with centralized finance teams
- Accounting firms with restaurant-heavy portfolios
MarginEdge appeals most to restaurants aiming to reduce labor costs, improve data accuracy, and manage costs in real-time.
Capabilities
- Scalable to multi-location restaurant groups
- POS and accounting system integration
- Cloud-based with mobile app access
- Real-time dashboard reporting and financial forecasting
- Robust API for custom integrations
Certifications and Compliance
- SOC 2 certified for security and data handling
- PCI DSS compliance for payment processing
- GDPR and CCPA compliance for customer data
- Bank-level encryption on all financial workflows
Customer Testimonials
“I used to dread end-of-month accounting. With MarginEdge, I check my P&L every day and adjust operations instantly.”
— Owner, Multi-Unit Fast Casual Brand
“The amount of time saved and the accuracy of our data have fundamentally changed how we run the business.”
— Controller, Hospitality Group
“Freepour gave us a 5% drop in liquor variance within two months. It’s indispensable for any bar program.”
— Beverage Manager, Upscale Restaurant Group
Major Achievements
- Named to Inc. 5000 list of fastest-growing companies in 2022 and 2023
- Processed over 30 million invoices since inception
- Trusted by over 5,000 restaurants in all 50 U.S. states
- Achieved 99% customer retention rate for enterprise clients
- Strategic partnerships with US Foods and Toast POS
MarginEdge is redefining restaurant back-office operations through intelligent automation, actionable insights, and user-first design. With proven ROI, industry-leading integrations, and rapid adoption across North America, it is positioned as a cornerstone solution in the digital transformation of hospitality businesses.
