Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Handl is a financial operations platform tailored specifically for freelancers and small agencies consisting of 1 to 10 members. This AI-native solution merges quoting, invoicing, payment collection, and project scope management within a unified workspace, effectively removing the hassle of using multiple separate tools.
Noteworthy features include:
Professional quotes and invoices that come with convenient one-click payment options
Automated reminders for payments sent both prior to and following invoice due dates
Real-time tracking of scope changes to avert billing controversies
AI-driven follow-up messages that preserve a professional yet personable tone
A comprehensive dashboard that provides insights into unpaid invoices, payment statuses, and overall cash flow
Crafted by an agency founder with over 20 years in client services, Handl specifically targets the operational challenges that disproportionately occupy time in small service enterprises, particularly focusing on the delicate balance of collecting payments while nurturing client relationships. This innovative platform not only streamlines financial processes but also enhances overall efficiency for small businesses.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Asana
No
Discord
Yes
Google Calendar
Yes
Harvest
No
Hubstaff
No
Jira
No
Linear
No
Microsoft 365
Yes
QuickBooks Online
Yes
Slack
Yes
Integrations
Asana
Yes
Discord
No
Google Calendar
No
Harvest
Yes
Hubstaff
Yes
Jira
Yes
Linear
Yes
Microsoft 365
No
QuickBooks Online
No
Slack
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
$29/month/user
Free Trial
Yes
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
No
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)
Yes
In Person
No
Vendor Details
Company Name
Clearmargin
Founded
2026
Country
United States
Website
www.clearmargin.app
Vendor Details
Company Name
Dazlab
Founded
2018
Country
Australia
Website
handl.works/
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
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
Yes
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No