Inquiries · Questionnaires · Proposals · Contracts · Time · Expenses · Invoicing · Tax Prep
Look professional, and get back to the work you love.
The business side of your business — finally easy.
14-day free trial. No credit card required.
You started your business to do the work you love. Not to wrestle spreadsheets at midnight.
One thread, one timeline
From the first hello to the final receipt — one place.
Other apps stitch this together with email, a separate scheduler, a separate signing tool, and a folder of receipts. Clearmargin keeps the whole client relationship on a single timeline so nothing slips between tabs.
Step 1
Inquiry
A booking-page inquiry lands on your kanban pipeline.
Step 2
Questionnaire
You send a tailored intake form. They fill it out from one link, no login.
Step 3
AI-drafted proposal
One click drafts the proposal from their answers and your past pricing.
Step 4
Signed agreement
Proposal and contract bundled together — they sign both at once.
Step 5
Invoice & payment
Deposit invoice fires automatically. Stripe direct charges, you stay merchant of record.
Step 6
Every reply
Their replies route back into the same client timeline. Nothing scattered across tabs.
Nothing falls through the cracks
A proposal becomes a project. Time turns into an invoice. Payments land in your account. You never re-enter the same number twice.
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Tax-ready, not tax software
Expenses auto-categorize to Schedule C lines. Stripe processing fees are captured as real expenses so your reports match your bank account down to the cent. Track mileage. Calculate quarterly estimates. Come tax time, export everything your accountant needs in one click.
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Click it. Ask it. Both work.
Every workflow has two ways in: a clean UI to click through, and an assistant to ask. Draft a proposal, scan a receipt, look up profit on a project — same data, same result. Use whichever is most natural for you.
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It runs while you work
Client inquiries flow into your pipeline automatically. Slack pings when invoices get paid. Set up recurring billing once — it handles the rest. Connect Zapier, n8n, or Make for anything else.
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$14.99/mo replaces a stack of single-purpose tools that typically runs about $141/mo together — pricing verified directly from each vendor’s site.
That’s about $1,512/year you stop paying out across ten subscriptions.
Find your industry
See how Clearmargin fits your industry — with your workflows, your language, and your data.
Photographers
More time behind the camera.
Bakers
Bake with confidence. The numbers finally make sense.
Florists
Focus on the flowers. The business side just got easier.
Charcuterie
Build beautiful boards. Know you’re making money.
Creative Agencies
Run your team. Know which clients are worth it.
Developers & Freelancers
Code. Bill. Get paid. That’s it.
Balloon artists, consultants, coaches, cleaners, event planners, and more. See all industries →
Simple, honest pricing
14 day free trial. Choose a plan that works for you. Upgrade or downgrade anytime. No surprise fees, no per-invoice charges, no platform fees on payments.
Solo
For freelancers and independent professionals
$179.88 billed annually
Start free trial- Unlimited clients
- Unlimited projects
- Unlimited invoices
- Profitability dashboard
- Cost tracking & allocation
Teams
For agencies and small teams
5 users included
Start free trial- Everything in Solo, plus:
- Recurring subscriptions
- 5 team members included
- Additional members $6.99/mo each
- Cost vs billable rate tracking
All plans include a 14-day free trial. No credit card required.
Your clients get billed. You get paid.
It's that easy.
14-day free trial. No credit card required.
Start your free trial