Socket

Socket

Socket Digital Limited
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About

Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.

About

Socket is a suite of tools for accountants and bookkeepers to level up client engagement, prevent scope creep, and protect profitability by pricing with clarity. It helps practices move from tracking leads to signing proposals and beyond into onboarding, billing, repricing, renewals, and customer satisfaction, all in one streamlined client journey. Socket lets firms build a service menu once, define services, set fees, and present options to clients in a transparent, professional way designed to protect margins. Its proposal builder helps users send polished, branded proposals in minutes, package services, present tiered options, and get client sign-off faster without relying on spreadsheets. Engagement letters can be generated directly from proposals with customizable templates that are ready to sign in seconds. Socket also connects with tools like Xero to automate repetitive handoffs between proposals, onboarding, and billing, so nothing falls through the cracks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Freelancers that need all their freelance billing tools in one app

Audience

Accounting and bookkeeping practices that need proposal, pricing, onboarding, billing, and scope management tools to grow profitably

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$14.99/mo
Free Version
Free Trial

Pricing

$13.52 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clearmargin
Founded: 2026
United States
www.clearmargin.app

Company Information

Socket Digital Limited
Founded: 2023
United Kingdom
www.usesocket.com

Alternatives

Alternatives

COLO

COLO

Techies Technologies

Categories

Categories

Billing and Invoicing Features

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

Integrations

QuickBooks Online
Slack
Zapier
Adfin
Cliénta
Discord
GoCardless
Google Calendar
Microsoft 365
Stripe
Telegram
Xero
n8n

Integrations

QuickBooks Online
Slack
Zapier
Adfin
Cliénta
Discord
GoCardless
Google Calendar
Microsoft 365
Stripe
Telegram
Xero
n8n
Claim Clearmargin and update features and information
Claim Clearmargin and update features and information
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Claim Socket and update features and information