Best Finance Software for ClickUp

Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement.

MindCloud is an enterprise-ready integration platform that connects your tools and automates the workflows between them. Build reliable integrations across CRM, ERP, ecommerce, accounting, marketing, operations, and thousands of other applications—without the traditional engineering overhead. MindCloud gives teams the flexibility to automate simple tasks or orchestrate complex, production-critical business processes. Synchronize data in real time, transform information between systems, eliminate manual entry, and keep operations moving as your business scales. For teams that want expert guidance, MindCloud also provides a dedicated delivery team that can scope, build, launch, and support production workflows. Our solutions engineers turn real business requirements into dependable integrations without requiring customers to dedicate internal engineering resources. MindCloud supports thousands of applications, including Salesforce, HubSpot, NetSuite, QuickBooks, BigCommerce, Shopify, monday.com, ServiceTitan, Acumatica, Amazon, eBay, Airtable, Google Sheets, and many more. Connect to anything. Automate everything.

InvoicingBuilder is a free online invoice builder for freelancers, consultants, agencies, and small businesses. Create fully customizable invoices by moving fields, renaming labels, and positioning logos, signatures, and other elements to match your brand. Generate professional PDF invoices with support for multiple tax rates, discounts, shipping, custom date and number formats, watermarks, and bulk creation from CSV or Excel. Share invoices via secure web links, email PDF invoices directly to clients, and manage customer information in one place. Integrate with Clockify, Toggl Track, ClickUp, Notion, Jira, and Asana to convert tracked time into invoices, or use the developer API to automate your workflow. Choose from templates for invoices, quotations, proforma invoices, payslips, and freelance writer invoices. Everything runs in your browser with no signup, subscriptions, or watermarks.

Clockify is a time tracking platform that features activity monitoring to help managers and owners understand how teams spend work hours. Beyond standard timesheets, the software provides clear, data-driven insights into tool usage, work progress, and long-term trends that teams can use to improve performance. Clockify serves as a complete productivity hub, helping you log hours, manage projects, and modify daily operations.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

We log your team's hours in the background, hands-free, and show you the real margin. You bill by the hour and only find out how profitable a project was after it is done? We change that. TimeCamp logs your team's hours hands-free in the background, so the profit you see reflects what actually happened, not what someone remembered on Friday. Hours log themselves in the background, no timers, no timesheet chasing Real-time margin on every client and project Time, attendance, reporting, and capacity planning in one login 80+ integrations so TimeCamp fits into your existing workflow AI Time Tracker fills in timesheets automatically based on activity Automatic capture, not clock-watching. For teams who are done guessing.

Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. Native apps and integrations with popular tools like Asana and Slack allow Harvest to fit into your team's workflow. A wide selection of visual reports keep projects running smoothly and your team supported. By tracking time and expenses in Harvest, you capture critical project data that allows you to learn from the past, keep current projects on track, and better estimate future projects. - Review past data to improve how you scope and price work - Understand which projects are profitable — and why - Know when to take on new business (or grow your team) Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Get started today to help your team spend time wisely with Harvest.

Turn conversation into customer loyalty with Messenger. Messenger helps you simplify customer acquisition by providing a direct, conversational way for people to take action where they already spend their time. Building a presence on Messenger allows people to browse your products and services, and purchase them directly in the conversation. Building an experience on Messenger can help get your business, product or service in front of more people. Whether you’re launching a new product or driving awareness, conversation creates a meaningful connection with your business. Integrating Messenger into a customer service strategy allows customers to communicate with your business on their terms. No more waiting on hold or keeping website windows open. And the conversation stays in Messenger, an easily accessible spot for questions and re-engagement.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

TMetric is a popular time tracker for service teams, agencies, and freelancers, trusted by 10,000+ companies. It connects time tracking to billing, invoicing, and project profitability, turning logged hours into captured revenue. Automated tracking via desktop, browser, and mobile apps (iOS/Android) captures work in real time, with offline support. Project profitability views show cost vs. revenue, with billing rates by client, project, or team member, plus budget alerts to protect margins. One-click invoicing applies rates automatically, with QuickBooks and Xero sync. Timesheets build automatically with approval workflows, and payroll calculates from verified time and cost rates. Productivity dashboards offer visibility into schedules, tasks, and activity (app/site usage) for remote teams. Time off management covers requests, approvals, balances, and accrual policies with real-time availability views.

Powerful time tracking software with hassle-free integrations. Accurate time tracker for budgeting, client invoicing, and painless payroll. Easy-to-use time tracker. Know the time spent on tasks, hours of work, and breaks for each employee. Simple and flexible project billing. Set budgets to track progress in real-time. Receive timely notifications. Create tasks, organize them in sections, and add time estimates to keep everyone in the loop and on track. View your team’s schedule, know how busy or available someone is, and compare the plan to the actual time spent. Track work-related expenses with ease. Reimburse employees, use costs in project budgets, and add to client invoices. Easily create an invoice based on tracked time and expenses. Connect with QuickBooks, Xero or FreshBooks. Estimate tasks, set budgets, build reports & track time. All inside your project management tool.

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

What if you could run your entire business in one place? Bonsai is the only business management tool that combines CRM, invoicing, accounting & banking. No more "Managing my projects, contracts, and invoices is a time-consuming hassle." Generate custom contracts by picking from 1000+ templates in Bonsai’s library, and get paid faster by creating professional invoices in seconds with global payments and automatic reminders. No more "Tracking my expenses stresses me out." Track your income and automatically categorize your expenses to maximize write-offs. Say goodbye to spreadsheets & tax stress and hello to a bigger tax return. No more "Managing my clients’ expectations is hard." Use Bonsai's simple CRM to manage your clients and projects, and keep track of what matters. Turn new leads into clients, and clients into recurring business. Grow your business in no time while Bonsai takes care of the rest.

Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.

A lightweight task tracking app you will love using. Remoty helps teams and individuals track tasks, manage payroll and generate invoices in a more straightforward, simpler way. Make seamless interactions between Remoty and other project management tools like Click-Up, Jira, Trello & Asana. For individuals looking to streamline their tasks. For agile teams that want to drive growth. Active users refer to the members of your workspace that use the check-in command more than twice a month. The invoice is based on the total number of active users in your organization. Remoty provides you with a detailed description of each task created. It allows you to see the time spent by each employee on each assigned task. This can help you to gauge the efficiency of each employee. Also, it gives you detailed timesheets of your employees which can help you to monitor their punctuality. Our desktop and web app are under development. As of now, you have to be a Slack user in order to use Remoty.

Streamlined finances platform for professional service firms, design studious, IT outsources, consulting firms and other B2B services. There’s always lots of different apps and spreadsheets that you manage manually, and it not makes you happy. Connecting the data on projects, resources, tasks, time and money costs you a lot of hours and nerve. No way to understand if your projects are even profitable, after all the stages, edits, and delays. Real-time project profitability tracking, all costs considered. Automated keyword-sorting for your business transactions. The platform helps service companies streamline project finances, using the power of open-banking and API-first structure.

Mesha is a powerful AI product to replace your entire finance team, helping streamline billing and communication processes for businesses. Mesha’s intelligent AI billing assistant automates invoicing, client follow-ups, and auto reconciliation with bank accounts. Mesha is integrated with all leading accounting software including Xero and Quickbooks. -> Mesha understands past client behavior to create personalized payment reminders, follow ups and engages/replies with clients automatically to help businesses get paid faster and improve cash flow -> Mesha is integrated with your invoicing and accounting software, and uses AI to generate insights into how to improve DSO and get clients to pay faster -> Mesha replaces an entire Accounts Receivables team at a fraction of the cost, while being able to handle more clients with more personalized follow ups.

Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks.