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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
GoToMyAccounts allows your customers to view their account history, pay bills, and save payment methods. Customers can pay one or more invoices, or make partial payments to multiple invoices. All customer payments made through the portal will be automatically recorded and applied to QuickBooks. To notify customers when new invoices are created, or according to a set schedule, you can set up billing automation. Your notification emails can be filled with secure payment links that will allow users to log in and display a payment screen.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Discord
Yes
Google Calendar
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Slack
Yes
Stripe
Yes
Telegram
Yes
Zapier
Yes
n8n
Yes
Integrations
Discord
No
Google Calendar
No
Microsoft 365
No
QuickBooks Online
No
Slack
No
Stripe
No
Telegram
No
Zapier
No
n8n
No
Pricing Details
$14.99/mo
$14.99/mo for solo plan.
$34.99/mo for teams (includes 5 seats)
$34.99/mo for teams (includes 5 seats)
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clearmargin
Founded
2026
Country
United States
Website
www.clearmargin.app
Vendor Details
Company Name
GoToMyAccounts
Founded
2010
Country
United States
Website
gotomyaccounts.com
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
