Clearmargin

Three plans. Pick what fits how you run your business.

Get Found, Get Paid, or both. Starting at $19/mo billed annually. Replaces a stack of single-purpose tools that typically runs about $141/mo — saving roughly $1,464/year.

See the full comparison vs HoneyBook, QuickBooks, FreshBooks & more
A freelancer leaning back at a clean desk, relaxed — everything is handled
MonthlyAnnualSave ~17%

Get Found

Your storefront. Your inquiries. All in one place.

$19/mo

$228 billed annually

  • Public website with your branding
  • Blog with SEO
  • Booking form on your site
  • Shareable booking page
  • Client inbox + timeline
  • Testimonials with signed consent
  • AI writing help (blog drafts, FAQ, testimonials)
  • Custom Domain & SEO — $9/mo add-on
Start free trial

Get Paid

Proposals, invoices, taxes — run the money side.

$19/mo

$228 billed annually

  • Proposals with e-signature
  • Written agreements (terms + contracts)
  • Invoices + Stripe payments
  • Expenses, mileage, time tracking
  • Recipes / BOM costing
  • Tax exports (QBO, IIF, Schedule C)
  • AI assistant (drafts, analytics, search)
  • Custom Domain & SEO — $9/mo add-on
Start free trial
Save $13/mo

Everything

Found. Paid. One inbox.

$34/mo

$408 billed annually

Everything in Get Found
Everything in Get Paid
Custom Domain & SEO included — $9/mo value
One inbox across discovery + money
Save $13/mo vs buying separately
Start free trial — no credit card
Included on every plan

Your AI assistant. No upsell, no separate plan.

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. Writing help (blog drafts, FAQ, testimonials) is included on Get Found. Full financial AI (proposals, analytics, document intelligence) is on Get Paid and Everything. Both plans share the same 500-request monthly allowance.

Safety rail: The assistant drafts and proposes; it never sends, deletes, or charges. Every action waits for your click — so you can move fast without worrying about a runaway agent.

No hidden fees. Ever.

Your Clearmargin subscription is all you pay us. Client payments go direct via Stripe at standard processing rates. No platform markup, no per-invoice charges, no revenue share. Custom domain registration is a separate annual pass-through fee at ICANN cost.

What's in each plan

The only real difference: Get Found includes the public website; Get Paid includes the financial platform; Everything is both.

FeatureGet FoundGet PaidEverything
Discovery & your website
Public website (9 content blocks)
Clearmargin subdomain (you.clearmargin.app)
Blog with SEO
Testimonials with signed consent
AI-search optimization (JSON-LD, llms.txt)with add-on
Lead capture
Inquiry form on your website
Shareable inquiry form (clearmargin.app/you)
Embeddable inquiry form (paste on any site)
Inquiry pipeline with status tracking
Questionnaires with custom fields
Client relationships
Unlimited clients & contacts
Client inbox — emails, SMS, inquiries, notes in one timeline
Message templates with merge fields
Tags & notes
Pipeline stages (kanban)
Client portal (branded, passwordless)
Proposals & contracts
Proposals with smart estimates
Contracts & e-signatures
Contract amendments
Unified agreement flow (proposal + terms)
Proposal & contract templates
Money
Invoicing with line items
Accept credit cards & ACH (Stripe)
Subscriptions, deposits, payment plans
Receipts auto-generated per payment
Expense tracking & categorization
Mileage tracking
Time tracking with live timers
Recipe / BOM costing
Profitability reports (per-client, per-project)
Tax & reporting
Schedule C profit & loss
Quarterly estimated tax
1099 reconciliation
QuickBooks Online / IIF / CSV exports
AI assistant
AI writing help (blog drafts, FAQ, testimonials)
AI assistant for proposals & analytics
AI document intelligence (receipt scanning)
AI-assisted onboarding
Schedule & calendar
Calendar with day/week/month views
Google & Outlook sync
Milestones, event dates, .ics feeds
Integrations
Stripe Connect (direct charges)
Slack, Discord, Telegram
Webhooks (HMAC-signed)
REST API with scoped keys
Zapier, n8n, Make
Add-ons
Custom Domain & SEO$9/mo$9/moincluded
Domain purchase & renewal (pass-through)yesyesyes

Plan limits

Generous allowances designed for normal business use. Most customers never come close. Limits are the same across all three paid plans.

ResourceAll plans
Clients, projects, invoicesUnlimited
Document storage10 GB
Website storage (Get Found / Everything)10 GB
AI assistant requests/month500
Document intelligence/month200 documents
Emails/day200
API requests/day5,000
Webhook endpointsUnlimited
Max file upload size50 MB
Custom Domain & SEO add-on$9/mo (included in Everything)

Pricing questions

What's the difference between Get Found, Get Paid, and Everything?+

Get Found ($19/mo annual) is the public-website plan — the site, blog, inquiry form, testimonials, and CRM inbox. Get Paid ($19/mo annual) is the business platform minus the website — proposals, contracts, invoices, payments, expenses, time tracking, taxes, AI. Everything ($34/mo annual) is both, with Custom Domain & SEO included — saves $4/mo vs buying the two singles separately.

How does the 14-day trial work?+

Start the trial without a credit card. You get the full Everything plan for 14 days — every feature unlocked. At the end you can pick Get Found, Get Paid, Everything, or do nothing and your account moves to read-only. No surprise charges, no auto-bill from a card we don't have.

What is the Custom Domain & SEO add-on?+

It unlocks two things: your own custom domain (yourbusiness.com instead of yourbusiness.clearmargin.app) for both your website and the email you send from, plus automatic AI-search optimization — JSON-LD structured data, llms.txt, sitemap.xml, so Google, ChatGPT, Claude, and Perplexity can find you. It's $9/mo on Get Found or Get Paid, and included free in Everything. The domain registration itself is a separate annual pass-through fee (about $18/year for a .com) — you own the domain regardless of what happens to your subscription.

Annual vs monthly — which makes sense?+

Annual saves ~17%. Get Found and Get Paid are $19/mo billed annually ($228/year) or $23/mo on monthly. Everything is $34/mo billed annually ($408/year) or $42/mo on monthly. Switch between annual and monthly at any time from billing settings — we prorate.

Can I switch between plans?+

Yes, anytime. Switch from Get Found to Everything to unlock financial features. Switch from Everything down to Get Paid if you stop needing the website. Stripe handles proration. Your data isn't deleted — switching off a plan just hides the features that plan enabled.

Are there payment processing fees?+

Clearmargin uses Stripe Connect with direct charges — your clients pay you directly via Stripe at Stripe's standard rates (2.9% + 30¢ for cards, 0.8% capped for ACH). We do not add a platform markup or per-invoice fee. You stay the merchant of record.

Can I import data from QuickBooks, FreshBooks, or HoneyBook?+

Yes. Self-service QuickBooks import brings in your clients, invoices, and history in minutes (read-only — we never modify your QuickBooks). For FreshBooks, HoneyBook, and others, we support CSV import for clients and contacts; templates can be rebuilt with our merge-field system, often with the AI assistant's help.

Can I cancel anytime?+

Yes, cancel anytime from billing settings. Your subscription stays active through the end of your current term (monthly or annual) and won't renew — we don't lock contracts. Monthly plans aren't refunded for partial periods. Annual plans may be eligible for a pro-rata refund within the first 30 days, at our discretion.

Comparing tools first?

Live, side-by-side breakdowns vs HoneyBook, Dubsado, QuickBooks, FreshBooks, Bonsai, Moxie, Wave, and 17hats — with verified pricing scraped directly from each competitor’s site.

See the full comparison

Questions? Email us at support@clearmargin.app