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Clearmargin — Startup Profile
Startup

Clearmargin

Financial stack for freelancers and independent teams

Finance & Payments

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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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