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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Freelancers and small teams face not a billing issue, but rather a juggling act involving multiple tools. They might utilize one application for proposals, another for tracking their hours, a spreadsheet for managing expenses, yet another tool for invoicing, and possibly QuickBooks after receiving a suggestion to do so. Consequently, important tasks can easily be overlooked; invoices may be dispatched late, hours could go unrecorded, and expenses might not be accounted for, resulting in unexpected losses. The mental strain of managing all these elements can be quite draining. Clearmargin consolidates everything needed for smooth financial management into a single platform, including proposals, time tracking, expense logging, invoicing, and payment processing. Users can create professional proposals that outline the scope, timeline, and pricing with ease. Time can be monitored using a convenient quick-entry strip or a running timer. Expenses can be recorded and allocated to specific projects, and shared costs like software subscriptions can be automatically divided among various clients. When billing time arrives, invoices can be generated from project data with just one click, and payments, whether via credit card or ACH, can be accepted directly through invoices via Stripe Connect, all while enjoying standard processing rates. This holistic approach not only simplifies the administrative burden but also enhances overall efficiency, allowing freelancers and small teams to focus on their core work without the constant worry of financial details slipping away.

Description

Effortlessly monitor unpaid and partially settled invoices while actively engaging with clients to ensure timely payments. Analyze and document every expense to identify areas where your business spends the most. Our fixed expense feature seamlessly logs recurring costs, minimizing the risk of missing or duplicating entries, thereby enhancing budget management. Tailor your expense categories for more efficient searching and organization of financial records. Invoices Unlimited allows you to track billed hours effortlessly, enabling you to generate invoices for projects instantly. This creates a smooth, efficient workflow. Instead of manually tracking time, start the timer for each project, allowing you to keep tabs on both billed and unbilled hours at your convenience. After a project concludes, you can effortlessly incorporate unlimited billable expenses associated with it. Additionally, our proposal templates can be easily modified to suit the unique needs of each client, streamlining your documentation process even further. This adaptability ensures that you can present a professional image while maintaining comprehensive financial oversight.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Discord
Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
Telegram
Zapier
n8n

Integrations

Discord
Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
Telegram
Zapier
n8n

Pricing Details

$14.99/mo
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clearmargin

Founded

2026

Country

United States

Website

www.clearmargin.app

Vendor Details

Company Name

Invoices Unlimited

Founded

2016

Country

United States

Website

invoicesunlimited.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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Alternatives

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