THE MARGIN HI STORY

$4.5 trillion.

That's what Americans spend on
healthcare every year.

Most of it is wasted, overcharged, or mistimed. Not because the system is too complex to fix. But because nobody built the right tool to navigate it.

Until now.

THE PROBLEM

Six ways the healthcare system
takes money from you every year.

None of these are accidents. They are predictable, measurable, and fixable with the right financial intelligence.

$0.0B
FSA funds forfeited every year
Because nobody tracked the deadline
0%
Medical bills contain errors
Duplicate charges, wrong codes, overbilling
0%
Choose the wrong health plan
Overpaying $2,000+ annually on premiums
0%
Skip free preventive care
Zero-cost services never used
0x
Price variation for same procedure
Same MRI: $400 or $2,500 depending on location

WHERE YOUR MONEY GOES

Every step of your healthcare journey
has a leak. Margin HI plugs all six.

01
FSA / HSA WASTE

Forfeited funds: $4.5B burned every year

Americans contribute over $100 billion to FSAs and HSAs annually. Roughly 50% of FSA accounts forfeit funds, averaging $441 per account. No tool proactively optimizes spending against deadlines and eligibility rules. Until now.

$4.5B
forfeited annually
02
BILLING ERRORS

Wrong codes: 80% of bills have at least one

Most medical bills contain errors that patients never catch. Duplicate charges, wrong diagnosis codes, services billed separately that should be bundled, preventive care billed as diagnostic. These errors are systemic and expensive.

$270B
in billing errors annually
03
PROCEDURE TIMING

Calendar blindness: thousands lost to bad timing

Deductibles reset January 1. A patient at 80% of their deductible in October could save $2,000–$5,000 by scheduling before December 31. This is the highest-value insight in consumer healthcare. No product delivered it — until Margin HI.

$3,000
avg saved per procedure
04
WRONG PLAN SELECTION

Open enrollment: $2,000+ overpaid annually

Most people spend under 30 minutes on a $5,000–$15,000 annual decision. Studies show 60-70% choose suboptimal plans, overpaying by picking based on premiums alone instead of modeling total cost against their actual utilization patterns.

$2,000+
overpaid per year
05
PRESCRIPTION OVERPAYMENT

Rx price blindness: 5–10x differences ignored

Identical generic drugs vary 5-10x across pharmacies. Manufacturer copay cards can cut brand-name costs 50-90%. Yet most consumers never compare, never check formulary tiers, and never explore therapeutic equivalents. The savings are there. Nobody showed them.

$500/yr
avg Rx overpayment
06
UNUSED BENEFITS

Free care never used: 40% of insured adults

ACA mandates dozens of zero-cost preventive services: screenings, vaccines, counseling, chronic disease programs, breast pumps, smoking cessation, nutrition counseling. 40% of insured adults never use them — not because they don’t want to, but because nobody told them they were covered.

$620
in unused benefits per user

THE SOLUTION

Margin HI doesn't fix one leak.
It fixes all six, simultaneously.

Margin HI is not a bill auditing app. It is not a prescription price checker. It is not an FSA reminder tool. It is all of them, unified under one AI agent that runs in the background of your financial health life.

The rule that shapes
everything we build:
Build what nobody else does.
Integrate everything else.
Orchestrate, don't duplicate.
Financial Optimizer
WE BUILD

Deductible tracking, FSA/HSA, procedure timing, bill auditing

Pharmacy Intelligence
WE INTEGRATE

GoodRx, Amazon, CostPlus via API

Procedure Timing AI
WE BUILD

The highest-value insight in consumer healthcare

Smart Scheduling
WE INTEGRATE

Zocdoc, Sesame, Solv via API

Benefits Discovery
WE BUILD

Free preventive care mapped to your specific plan

Health Monitoring
WE INTEGRATE

Apple HealthKit, Google Health Connect via API

HOW MARGIN HI WORKS

Three inputs. One agent.
Infinite savings opportunities.

Insurance Account
Deductible, benefits, accumulator data, EOBs
PAYER FHIR API
EHR Account
Procedures, medications, encounters, lab results
SMART ON FHIR
Your Profile
Health history, preferences, family size, utilization
MANUAL + AI
Margin HI
Health Intelligence Engine
Financial OptimizerProcedure Timing AIBill Audit EngineBenefits ParserRx Intelligence
Proactive Alerts
HI notifies you before money walks out the door
PUSH NOTIFICATIONS
Personalized Recommendations
Ranked actions with estimated savings for each
AI INSIGHTS
HI Feed Dashboard
Live timeline of every opportunity found
REAL-TIME FEED

REGULATORY TAILWINDS

2026 and 2027 create a perfect
storm for Margin HI.

JANUARY 2026

HSA Expansion

The One Big Beautiful Bill Act makes Bronze and Catastrophic plans HSA-eligible, bringing millions of new users into the tax-advantaged ecosystem. Every new HSA holder is a Margin HI user who needs optimization help.

Millions of new high-intent users
APRIL 2026

Hospital Price Transparency Mandate

Hospitals are required to publish actual negotiated rates with CEO attestation — not estimates. This provides the raw pricing data that powers Margin HI’s Procedure Timing AI. The data exists. The intelligence layer is what nobody built.

Powers Procedure Timing AI nationally
JANUARY 2027

FHIR API Mandates (CMS-0057-F)

CMS requires all payers to provide Patient Access APIs in FHIR R4 format. This enables Margin HI to pull real-time deductible data, claims, and benefits programmatically — replacing manual entry entirely. Every major insurer must comply.

Automated data sync from every insurer
RIGHT NOW

AI Has Reached the Reliability Threshold

LLMs can now reliably parse SBC documents, compare formularies, and provide personalized financial guidance at scale. This product was technically impossible 24 months ago. The window to build and own this category is open right now.

The window to build is open today

THE FOUR-PHASE VISION

Margin HI doesn't get built
all at once.

It forms around the most useful app on it. Here's the roadmap.

1
PHASE 1 — IN PROGRESS

Win the financial layer

Own what nobody else does — deductible intelligence, FSA optimization, procedure timing AI, bill auditing. This is the wedge that gets us to 10,000 users and proves the model.

Target: 10K users · $500K in savings found

2
PHASE 2 — COMING 2027

Orchestrate everything else

Integrate pharmacy, scheduling, health monitoring, and telehealth via APIs and MCP architecture. Users stop opening 8 different health apps and open one. Margin HI becomes the single pane of glass.

Target: 250K users · $5M ARR

3
PHASE 3 — THE OS EMERGES

Generate on demand

When a user needs something that doesn’t exist as an integration, the AI generates it. ‘Track my PT visits against my plan limit’ → custom micro-app appears instantly.

Target: 1M users · Category leadership

4
PHASE 4 — THE ENDGAME

The AI Health OS

Margin HI is no longer an app. It’s the intelligence layer between consumers and the entire healthcare system — financial, clinical, pharmaceutical, administrative.

The defining consumer health intelligence company.

The money is already there.
We just built the tool to find it.

Join the early access group using Margin HI to stop overpaying for healthcare.

\u2190 Back to Margin.