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Now in private beta
Margin is a permission-aware knowledge base for your team. Every answer is grounded in your own documents and cites them— or admits, honestly, when something isn’t there. Spreadsheets are computed, scans are read, and access is enforced before a single result is ranked.
Ask Margin
Margin Pvt Ltd
Q3 revenue was ₹48.2 lakhs, up 18% on Q2.
Honest when it doesn’t know
“I couldn’t find an FY26 budget in your documents.”
Cited.
Every answer, to a source
Honest.
When it’s not on file
01 — A grounded answer, every claim cited
Channels
Feed Margin from the tools you already use — then ask one question and let it search across all of them: permission-aware, computed when the answer is a number, every source named.
Pick exactly the files you want with the Google Picker — never broad access to your whole Drive.
Forward a document, or just ask a question — Margin replies with the answer and its source, right in chat.
Forward anything to your workspace address. Attachments wait in a review queue before they go live.
Ask about a live deal, invoice or contact. Margin queries it as you, read-only, and never caches it.
Plus drag-and-drop and camera capture. More connectors are on the way — Basecamp next.
Capabilities
Eight ways Margin stays honest — grounding, permissions, and exact computation, built into every answer.
Every answer cites the documents it used. When retrieval is weak, Margin says so — and shows the nearest files you can open — instead of inventing an answer.
Results are filtered by who is asking before anything is ranked. A teammate never sees, or even learns the name of, a document they cannot access.
Tabular questions are answered by running code over the real rows — never by a model doing mental math. You get the figure and the working behind it.
Photograph an invoice or forward a scanned contract. OCR turns images and handwriting into text Margin can read, cite, and compute over.
Drag-and-drop, pick from Google Drive, forward to a workspace email, or share over WhatsApp. You always choose what enters the corpus.
Every question and answer is saved and searchable. Admins verify the canonical ones; gaps quietly show what to upload next.
Ask about a Zoho invoice or deal and Margin queries it live, as you, with your own permissions — never storing or caching the data.
“Not in your documents” beats a confident guess. Grounding is not a setting you toggle — it is the whole point of the product.
Process
01
Upload, forward by email, share from WhatsApp, or pick from Drive. Margin extracts text, OCRs scans, and parses spreadsheets — then indexes it all.
02
Anyone on the team asks in plain English. Margin routes the question, narrows to what you are allowed to see, and computes when the answer is a number.
03
You get an answer with clickable citations — or an honest “not in your documents,” plus the nearest files you can actually open.
About
Your team’s knowledge already exists — in invoices, contracts, price lists, spreadsheets, scanned delivery notes, CRM deals, and accounting ledgers. Margin brings it all into one place anyone on the team can ask.
Forward a document over WhatsApp or email, pick files from Google Drive, or just drag and drop. Need a live number from Zoho CRM or Books? Margin queries it as you, read-only, in real time.
Every answer cites its source. Spreadsheet questions are computed from the actual rows. Permissions are enforced before a single result is ranked. And when something isn’t in your files, Margin says so — plainly.
Built in India by the team behind EA Copilot — for the teams that run on documents.
WhatsApp.
Ask or forward a doc — answers come right in chat.
Email.
Forward attachments to your workspace inbox.
Zoho CRM & Books.
Live deal, invoice & contact lookups — read-only.
Google Drive.
Pick files with the Picker — never broad access.
From early teams
“Half our “where’s that file” messages disappeared. People ask Margin and get the answer with the source attached.”
Operations lead
D2C brand, Bengaluru
“It pulls the number straight from the sheet and shows the rows. I trust it because it never makes one up.”
Finance manager
Manufacturing, Pune
“The “not in your documents” honesty is exactly why my team relies on it. No confident nonsense.”
Founder
Services firm, Mumbai
Quotes from private-beta teams. Names withheld at their request.
Access
We are onboarding teams one cohort at a time. No credit card. No contract. No tiering.
Workspace
For a team that wants honest, cited answers from its own documents.
Company
WaitlistFor organisations rolling Margin out across multiple teams.
Join the teams already getting cited, permission-aware answers from their own documents.
Request accessQuestions
What Margin does, how it stays honest, and how your documents and permissions are handled.