Clearmargin vs. Clientivity Comparison Chart

Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.

30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. Professional construction management software designed for all size contractors, Werx streamlines your business with flexible estimates, AIA-Style billing, QuickBooks integration, and real-time labor tracking. Get paid faster with online payments via Stripe. Werx empowers contractors to save time, stay organized, and boost profitability. Manage projects, track time in the field, and send professional invoices all in one platform. Perfect for general contractors, electricians, plumbers, and more. Simplify your operations with the software that works as hard as you do—without breaking the bank. It just WERX!

KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow.

Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices.

Choose from hundreds of beautiful invoice templates to create and send custom invoices. Add a professional touch to your invoices by uploading your business logo. Add a personal touch with your own signature. Keep track of invoices on both desktop and mobile devices. Get paid instantly when using one of the supported payment gateways. Go green and avoid printing invoices on paper by emailing them directly to your customers. Creating an account is free and there is no cost for invoicing a combined total of $1000 worth of invoices every 30 days. Sign up today and start invoicing easier with Invoice Home.

EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization

Create accurate proposals from anywhere in under 2 minutes using hi-res imagery, energy analysis and 3D shading tools in Pylon's intuitive design studio. Pylon is the only solar design software to give you high-resolution imagery in-app with no monthly fees. Identify dates of concern and track shading impact throughout the year using Pylon's award-winning 3D Solar Shading toolkit. Help your team better understand customer consumption patterns and maximize self-consumption using Pylon's load profile and interval data analysis. Analyze load profiles & interval data. Close more solar proposals with interactive Web & PDF proposals, native eSignatures and a payment processing gateway. Fully integrated solar CRM designed to integrate with your solar design software and convert proposals. Get 2-way SMS and email, communications with your team, lead management, and ready-made deal pipelines with Pylon Solar CRM.

Save time and money when you automate your time tracking. Employee time tracking software for payroll, billing, and productivity. Track time for efficiency and profitability. eBillity's Time Tracker was designed for teams to make employee timekeeping for payroll and billing simple. The customizable settings and flexible add-ons allow you to scale your account as your business grows. Reduce administration, add accountability and eliminate time theft. Increase profitability, build client relationships and make tax time simple. Measure the efficiency of your employees, projects and clients. Made with love, designed for simplicity and ready to deliver headache-free payroll and accurate client invoicing. Say goodbye to data entry, spreadsheets and paper timesheets, with eBillity's time tracking software your employees are accountable for their own timekeeping, using any device they can easily track and submit time from anywhere.

Traild is an accounts payable automation platform designed to streamline, secure, and modernize AP processes. It integrates seamlessly with leading ERP and accounting systems to automate invoice processing, approvals, and payments. Traild intelligently triages AP workloads by auto-approving low-risk invoices while routing high-risk invoices to relevant approvers for digital review. The platform is built with fraud prevention at its core, using AI-driven risk detection to identify errors, duplicates, and suspicious activity before payments are made. Real-time visibility gives finance leaders complete control over invoices, approvals and payments. Traild supports complex, industry-specific workflows across sectors like manufacturing, construction, distribution, healthcare, and energy. By reducing manual AP effort and improving accuracy, Traild enables finance teams to focus on strategic decision-making instead of paperwork.

Melio is an accounts payable tool built to simplify bill payments, boost workflow efficiency, and optimize cash flow for businesses of all sizes. To get started, try all of Melio's features free for 30 days! Pay vendors online through bank transfers or credit/debit cards, even if they typically accept checks—Melio manages the manual work for you. Effortlessly integrate with QuickBooks and Xero to ensure your financial records stay current. With Melio, pay by bank transfer or card to extend cash flow and earn rewards. Adding vendor or bill details is a breeze—input them manually, upload files, or take a photo of invoices. Schedule payments to align with your cash flow, and let Melio handle the rest. International vendor payments are made easy by paying in their local currency for products and services your business needs. The Melio mobile app, available for iOS and Android, lets you monitor and manage payments anytime, giving you full control over your finances on the go.