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Average Ratings 45 Ratings

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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

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Stripe Yes 
Zapier Yes 
n8n Yes 
Alice POS No 
Avalara No 
BrightGauge No 
Clear Estimates No 
Connecteam No 
Coreware No 
CorralData No 
Emburse Nexonia No 
Halo Health Platform No 
OwnerRez No 
Paradiso Salesforce LMS No 
Pliik No 
Quadient AR by YayPay No 
Rightworks No 
SBI Software for Growers No 
TurnKey Lender No 

Integrations

Google Calendar Yes 
Stripe Yes 
Zapier Yes 
n8n Yes 
Alice POS Yes 
Avalara Yes 
BrightGauge Yes 
Clear Estimates Yes 
Connecteam Yes 
Coreware Yes 
CorralData Yes 
Emburse Nexonia Yes 
Halo Health Platform Yes 
OwnerRez Yes 
Paradiso Salesforce LMS Yes 
Pliik Yes 
Quadient AR by YayPay Yes 
Rightworks Yes 
SBI Software for Growers Yes 
TurnKey Lender Yes 

Pricing Details

$14.99/mo
$14.99/mo for solo plan.
$34.99/mo for teams (includes 5 seats)
Free Trial Yes 
Free Version No 

Pricing Details

$9/month (normally $15/month)
Get a free 30 day trial now, and get 50% off 3 months by clicking the link above.

Plans:

Simple Start: $15 per month
Essentials: $30 per month
Plus: $45 per month
Advanced: $100 per month
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.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

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Auto Dealer Accounting

Buy-Here-Pay-Here Yes 
Collections Management Yes 
Expense Management Yes 
Financing Management Yes 
Inventory Management Yes 
Lease-Here-Pay-Here Yes 
Parts Management Yes 
Payroll Management Yes 
Recurring Billing Yes 
Sales Management Yes 
Sales Tax Management Yes 
Service Department Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
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 Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management Yes 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management Yes 
General Ledger Yes 
Payroll Yes 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Church Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Donation Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Payroll Management Yes 

Construction Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Billing & Invoicing Yes 
Budgeting & Forecasting Yes 
Cash Management Yes 
Construction Breakdowns Yes 
General Ledger Yes 
Job Costing Yes 
Overrun Projections Yes 
Payroll Management Yes 
Purchase Order Management Yes 
Quotes / Estimates Yes 

Mileage Tracking

Business / Personal Travel Yes 
Cost Analysis Yes 
Employee Reimbursement Yes 
Expense Reports Yes 
GPS Tracking No 
Manager Workflow No 
Mileage Logging No 
Reporting Yes 

Payroll

401(k) Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Check Printing Yes 
Compensation Management Yes 
Deductions Management Yes 
Direct Deposit Yes 
Multi-Country Yes 
Multi-State Yes 
Reporting/Analytics Yes 
Self Service Portal Yes 
Tax Compliance Yes 
Vacation / Leave Tracking Yes 
W-2 and 1099 Preparation Yes 
Wage Garnishment Yes 

Real Estate Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Commission Management Yes 
Contract Management Yes 
General Ledger Yes 
Mobile Access Yes 
Payroll Yes 
Property Development Management Yes 
Reporting / Analytics Yes 
Work Order Management Yes 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Sales Tax

Address Validation No 
Audit Trail No 
Consumer Use Tax No 
Exemption Management Yes 
Tax Calculator Yes 
Tax Filing No 
Taxability Verification No 
Transaction Tracking Yes 
Value Added Tax (VAT) Yes 

School Accounting

Accounts Payable Yes 
Attendance Management No 
Billing & Invoicing Yes 
Budgeting & Forecasting Yes 
Class Loading Yes 
Fixed Asset Management Yes 
For Private Schools Yes 
Fund Accounting Yes 
General Ledger Yes 
K-12 Yes 
Payroll Management Yes 
Purchasing Yes 

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