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Clearmargin
Financial stack for freelancers and independent teams
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About Clearmargin
The choice between spreadsheets and accounting software is over. Clearmargin is the all-in-one business platform for freelancers and small teams — proposals, contracts, time tracking, expenses, invoicing, payments, and tax prep in a
single connected workspace.
Because everything lives in one place, profitability insight and tax readiness come free. No accounting degree required. No duct-taping five different apps together.
Key features:
- Proposals with e-signatures and attached terms — send a complete agreement in one step
- Time tracking with automatic rate resolution and billing minimums
- Invoicing with Stripe payments, partial payments, and payment schedules
- AI assistant that drafts proposals, answers client questions, and processes documents
- Client CRM with messaging, timeline, and inquiry pipeline
- Recipe/BOM costing for product-based businesses
- Calendar sync, milestones, and project pipeline
- Tax-ready exports (CSV, QuickBooks, IIF, tax summary)
Built for creatives, event professionals, consultants, and anyone who bills for their work.
Product Insights
Clearmargin provides a unified fintech and productivity workspace on the web that consolidates client management, project execution, and financial reporting. It replaces fragmented workflows by integrating CRM, proposal signing, and time tracking directly with automated invoicing and tax preparation.
- Integrated financial stack covering everything from e-signatures to tax-ready exports.
- Native AI assistant for drafting proposals and processing business documents.
- Specialized support for both service-based time tracking and product-based BOM costing.
- Unified professional pipeline featuring CRM, messaging, and project milestones.
Ideal for: Freelancers, small businesses, and solopreneurs who need to manage the entire client lifecycle and financial reporting within a single connected web platform.
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Comments (1)
A financial stack for freelancers and independent teams covering invoicing and payments is a natural bundle. Clearmargin keeps financial admin clean without accountant overhead.