Snap a receipt, forward an email, or upload a document. AI extracts the details and categorizes to Schedule C. Mileage tracking, vendor management, and 1099 preparation — built in, not bolted on.
Everything you need, nothing you don't.
Take a photo on your phone, forward a receipt email, or drag and drop a file. Three ways to get expenses in with zero manual entry.
AI reads the receipt, extracts vendor, amount, and date, then maps it to the right IRS Schedule C category. Review and approve — or let high-confidence matches auto-file.
Log business miles with date, distance, and purpose. Clearmargin applies the current IRS standard mileage rate and categorizes it as a vehicle expense automatically.
Track who you buy from. Vendor records accumulate purchase history, making it easy to see annual spend and prepare 1099s for contractors you pay.
Vendors flagged as 1099-eligible get automatic annual totals. Export the data you need for 1099-NEC and 1099-MISC filing — no digging through bank statements.
Assign expenses to a project or client. Costs flow into profitability reports so you see the real margin on every job — not just labor.
Export transactions from your bank and import them in bulk. Map columns once, and Clearmargin remembers the format for next time.
Pre-loaded with IRS Schedule C categories. Add custom sub-categories for your business. Every expense gets a tax-ready classification.
No end-of-year scramble. Expenses are categorized as they happen. Export to CSV, QuickBooks Online, QuickBooks Desktop, or pull a tax summary any time.
See how your industry uses this feature day-to-day.
Three ways: take a photo on your phone using the mobile capture screen, forward a receipt email to your Clearmargin ingest address, or drag and drop a file in the dashboard. AI extracts the vendor, amount, date, and category automatically.
Not directly — and intentionally. Bank feeds create categorization debt that piles up. Instead, Clearmargin captures expenses at the source (receipts, invoices, mileage) so they are categorized correctly from the start. You can also bulk-import bank CSVs when needed.
Log each trip with date, distance, and business purpose. Clearmargin applies the current IRS standard mileage rate and creates a vehicle expense in the right tax category. At year-end, your total deductible mileage is ready to go.
Yes. Every expense can be assigned to a project and client. This means project profitability reports include material and operational costs — not just labor — giving you a true picture of what each job actually costs.
