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About the startup
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.
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Explore expertise in Finance & Payments
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Tommi ForsstromFractional CPO / Exec Advisor. |
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Jess DavisPhD. |
Media about Finance & Payments
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Global Markets InvestorNewsletter |
periodsNewsletter · David Sable |
bradford’s notesNewsletter · bradford cross |
Founder stories from Finance & Payments startups
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| Story |
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Cory Zue sells a Django boilerplate, not a $10k MRR meterCory Zue says SaaS Pegasus now makes about 80 percent of his income as a one-time Django starter kit, after Place Card Me taught him to sell PDFs for about $5 and after 2021 product income of about $113,000 across his po |
ProjectionLab hit $10k MRR after years of nights and weekendsKyle Nolan says he built ProjectionLab for his own financial plan, did not expect others to want it, and reached $10,000 MRR after more than two years of solo nights-and-weekends work, with a stepwise chart he published |
Jen Yip stayed a company of one at $45,000 ARRJen Yip says she ran Lunch Money as founder, engineer, designer, and support, and that by May 2020 the budgeting app had 600-plus users and $45,000 ARR. Later she wrote that paying subscribers crossed 1,000 and ARR $80,0 |
Brex changed co-CEOs when the company got too large for shared callsHenrique Dubugras says he and Pedro Franceschi invented an internal-versus-external co-CEO split at Pagar.me, repeated it at Brex, then moved to a Chairman and sole-CEO structure as Brex 3.0 and a possible IPO made joint |
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