CRM & Operations
Empire is a business CRM for service businesses and independent professionals. Keep the client record, active work, invoices, documents, expenses, and next steps organized together.
Built for consultants, agencies, freelancers, independent professionals, and small teams that want a clearer view of client work and what needs attention.
Review cash position, receivables, records, and the work that needs attention.
Cash position
$48,620
$7,840 available after scheduled items
Open invoices
$12,840
6 open, 2 overdue
Expenses to review
8
3 are missing receipts
Tax readiness
82%
9 records still need attention
Net this month +$10,350
Money in Money out
Review 3 uncategorized expenses
OpenDue todayReview
Attach receipt to software purchase
Missing recordDue in 2 daysAttach
Follow up on 2 overdue invoices
Overdue14 days lateFollow up
Prepare records for the upcoming tax review
ScheduledDue 15 SepPrepare
82% ready
Next action: match 9 missing receipts before 15 September.
| Invoice | Client | Due | Amount | Status |
|---|---|---|---|---|
| INV-1041 | Client A | Due 2 Aug | $3,200 | Due soon |
| INV-1038 | Client B | Due 24 Jul | $1,850 | Overdue |
| INV-1036 | Client C | Paid 18 Jul | $4,400 | Paid |
| INV-1035 | Client D | Due 9 Aug | $2,140 | Due soon |
Empire puts clients, engagements, invoices, documents, expenses, and recurring responsibilities in the same system, so missing records and next actions are easier to spot.
The platform
Clients
See the client, active engagement, billing, documents, and recurring responsibilities together.
Revenue
See invoices, open balances, income, expenses, and follow-ups without rebuilding the picture across tools.
Records
Keep contracts, receipts, statements, invoices, and supporting files attached to the client or activity they belong to.
Operations
Track document requests, invoice follow-ups, recurring tasks, deadlines, and handoffs without relying on a separate checklist.
Track clients, projects, invoices, expenses, and the records an accountant will eventually ask for.
Primary operating problem
Relevant capabilities
Recommended plan
Freelancer Finance Desk: $199 per year
Before
With Empire
Step /01
Choose a structure that matches your work, clients, properties, income sources, or online business.
Step /02
Organize invoices, receipts, statements, contracts, documents, and existing business information.
Step /03
Set up client tracking, invoice follow-ups, document collection, monthly reviews, tax preparation, and recurring responsibilities.
Step /04
Use one command center to review business activity, resolve missing records, prepare reports, and stay ahead of deadlines.
Higher plans include guided or completed setup. Customers are not simply given additional features. They receive help organizing existing records, client workflows, and recurring responsibilities around how the business actually works.
Personal Onboarding
A guided session to understand how the business earns, spends, bills, stores records, and prepares for important deadlines.
Workspace Configuration
Set up relevant financial categories, clients, document structures, recurring tasks, and operational views.
Existing-Record Organization
Bring invoices, receipts, contracts, statements, and other business records into a clearer structure.
Custom Workflows
Configure invoice follow-ups, document collection, monthly reviews, tax preparation, and recurring business processes.
Tax-Readiness Review
Review whether the records needed for professional review have been organized and identify missing information.
Priority Assistance
Receive higher-priority help with setup, records, exports, configuration, and platform workflows.
The platform provides financial organization software and workflow assistance. It does not replace a licensed accountant, tax professional, lawyer, financial adviser, or other regulated professional.
Pricing
Start with the core CRM, or choose guided implementation if you want help organizing clients, records, workflows, and recurring business processes.
Essential software, templates, and organization tools you can manage yourself.
Branch
$1USD
Price for one year.
The foundation for tracking business money, records, invoices, and deadlines.
Best for People who need a clear system for essential business records and follow-ups.
Includes
Outcome Move your essential business records out of scattered tools and into one organized system.
Branch
$199USD
Price for one year.
A financial workspace built around client work, invoices, expenses, and tax readiness.
Best for Freelancers, consultants, and independent service professionals.
Includes everything in Business Organizer, plus
Outcome Move from basic organization to a functioning finance desk for a client-based business.
Branch
$299USD
Price for one year.
A guided structure for establishing the financial and administrative foundations of a business.
Best for First-time business owners and people building proper financial processes.
Includes everything in Freelancer Finance Desk, plus
Outcome Build a cleaner operating structure instead of improvising your records as the business grows.
Deeper financial workflows, tax-ready records, reporting, and business-wide visibility.
Oak
$399USD
Price for one year.
An expanded workflow for financial record organization, document collection, review, and accountant handoff.
Best for Business owners who want cleaner year-round records and stronger tax preparation.
Includes
Outcome Reduce the last-minute scramble by organizing records before important deadlines arrive.
Oak
$499USD
Price for one year.
The complete workspace across money, invoices, documents, clients, tasks, workflows, and reports.
Best for Business owners who want the most complete software-first setup.
Includes
Outcome Run the financial and administrative side of your business from one operating system.
Guided onboarding, configuration, record organization, and implementation assistance.
Redwood
$699USD
Price for one year.
A personalized setup with direct implementation assistance.
Best for Business owners who want software plus guided implementation.
Includes everything in Business Operations Pro, plus
Outcome Receive more than software access. Get help turning your records and responsibilities into a working financial system.
Recommended for growing independent businesses that want hands-on setup help without outsourcing day-to-day operations.
Redwood
$999USD
Price for one year.
A high-touch implementation configured around how you manage clients, invoices, records, recurring work, and professional review.
Best for Business owners who want the most complete implementation.
Includes everything in Finance Concierge, plus
Outcome Build a complete operating workspace with guided implementation rather than starting from an empty system.
Choose the plans that match how much you want to organize yourself and how much setup help you want from the platform.
Branch
Business Organizer, Freelancer Finance Desk, Business Setup System
Best when you want software, templates, and a structured setup path you manage yourself.
Oak
Tax-Ready Business, Business Operations Pro
Best when you need deeper records, reporting, tax-readiness workflows, and business-wide visibility.
Redwood
Finance Concierge, Complete Business Back Office
Best when you want onboarding, configuration, record organization, and implementation assistance.
Business Organizer
Branch
$1
Per year
People who need a clear system for essential business records and follow-ups.
Start with Business OrganizerFinance Concierge
Redwood
$699
Per year
Business owners who want software plus guided implementation.
RecommendedStart Guided SetupBranch
Essential software, templates, and organization tools you can manage yourself.
Oak
Deeper financial workflows, tax-ready records, reporting, and business-wide visibility.
Redwood
Guided onboarding, configuration, record organization, and implementation assistance.
Plan prices shown above are for one year. Prices and included services are presented clearly before checkout. Taxes, renewal terms, delivery scope, and any applicable limitations are displayed using the approved commercial terms.
Managed service
Five flat-rate packages for individual returns, from a simple wage-only return to a complete multi-source filing. Tax experts prepare and review each return, and expert review is included in every package.
Individual Taxes is purchased separately and is not included in the software plans.
Simple, W-2
Simple
$99
Perfect for straightforward individual tax returns with employment income and the standard deduction.
Itemized and Family
Itemized
$199
For homeowners, families, and individuals who need to claim itemized deductions or household-related credits.
Freelance and Crypto
Freelance
$299
For freelancers, independent contractors, and individuals reporting business or cryptocurrency activity.
Rental and Investments
Rental
$399
For property owners, investors, partners, and individuals with more involved investment income.
Complete Package
Complete
$499
The most comprehensive option for multi-state, equity, foreign-account, and complex individual tax situations.
Clear access controls
See who has access to a workspace and remove access when it is no longer required.
Visible activity
Review important workspace changes through clear activity history.
Structured exports
Prepare and export organized business records when you need them.
Data ownership
Keep business records organized in a workspace you can review, manage, and export.
Use Empire to manage clients, invoices, documents, financial records, follow-ups, and recurring responsibilities without stitching the picture together across separate tools.