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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Freelancers and small teams face not a billing issue, but rather a juggling act involving multiple tools. They might utilize one application for proposals, another for tracking their hours, a spreadsheet for managing expenses, yet another tool for invoicing, and possibly QuickBooks after receiving a suggestion to do so. Consequently, important tasks can easily be overlooked; invoices may be dispatched late, hours could go unrecorded, and expenses might not be accounted for, resulting in unexpected losses. The mental strain of managing all these elements can be quite draining. Clearmargin consolidates everything needed for smooth financial management into a single platform, including proposals, time tracking, expense logging, invoicing, and payment processing. Users can create professional proposals that outline the scope, timeline, and pricing with ease. Time can be monitored using a convenient quick-entry strip or a running timer. Expenses can be recorded and allocated to specific projects, and shared costs like software subscriptions can be automatically divided among various clients. When billing time arrives, invoices can be generated from project data with just one click, and payments, whether via credit card or ACH, can be accepted directly through invoices via Stripe Connect, all while enjoying standard processing rates. This holistic approach not only simplifies the administrative burden but also enhances overall efficiency, allowing freelancers and small teams to focus on their core work without the constant worry of financial details slipping away.

Description

SDI serves as a comprehensive solution for communities needing to gather utility consumption data and manage customer invoicing. With SDI Complete, users benefit from seamless integration with QuickBooks, enabling the transfer of customer information and invoicing directly between the two platforms. The service boasts a highly adaptable water rate structure, secure offsite cloud backups, tailored invoice reporting, and extensive analytical tools. However, Significant Digits Incorporated does not operate in isolation; it collaborates with leading providers of metering and electronic equipment to deliver top-tier products and software solutions to its clients. SDI is committed to continuous enhancement and expansion of its offerings to maintain its position at the cutting edge of technology. In addition to refining existing solutions, the company actively pursues the creation of innovative technologies designed to boost user efficiency. A recent example of this effort is the introduction of a specialized billing package aimed at serving smaller to mid-sized utility companies, showcasing SDI's dedication to meeting diverse customer needs. This proactive approach ensures that SDI remains a valuable partner in the utility management landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Discord
Google Calendar
Microsoft 365
QuickBooks Online Advanced
Slack
Stripe
Telegram
Zapier
n8n

Integrations

QuickBooks Online
Discord
Google Calendar
Microsoft 365
QuickBooks Online Advanced
Slack
Stripe
Telegram
Zapier
n8n

Pricing Details

$14.99/mo
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clearmargin

Founded

2026

Country

United States

Website

www.clearmargin.app

Vendor Details

Company Name

Significant Digits

Country

United States

Website

significantdigits.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Utility Billing

ACH Payment Processing
Account Management
Billing & Invoicing
Cable
Collections Management
Customer Management
Electricity
Meter Management
Metered Billing
Move In / Move Out
Natural Gas
Non-Metered Billing
Online Payment Processing
Penalty / Cut-Off Processing
Rate Management
Service Call Management
Trash
Water
Work Order Management

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