Manage client work, billing, records, and follow-ups in one CRM.
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.
Add recordCreate invoice
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
Cash movement
Net this month +$10,350
Money in Money out
Feb
Mar
Apr
May
Jun
Jul
Needs attention
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
Tax readiness
82% ready
Transactions reviewed146 of 178
Receipts matched121 of 138
Missing records9 outstanding
Next action: match 9 missing receipts before 15 September.
Receivables
View all invoices
Illustrative open and recent invoices
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
Recent activity
Invoice marked paid09:42
Expense document attached08:15
Client record updatedYesterday
Financial export prepared28 Jul
Revenue streams
$28,600 this month
Client services$16,900
Sponsorships$5,400
Online sales$4,100
Property income$2,200
Your business, financially organized. Illustrative workspace and sample data.
Client work should not be scattered across six disconnected tools.
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
A CRM for the relationship, the work, and the money around each client.
From scattered records to a clearer way of running client work.
Before
Invoices inside email
Receipts across folders
Expenses inside spreadsheets
Client information inside notes
Tax documents collected late
Deadlines remembered manually
No clear view of what needs attention
With Empire
One place for client and business operations
Structured client and engagement records
Connected invoices and supporting documents
Visible invoice and follow-up status
Organized financial and tax-ready records
Recurring responsibilities tracked
Cleaner team and accountant collaboration
Set up Empire around your client work in four steps.
Step /01
Create your workspace
Choose a structure that matches your work, clients, properties, income sources, or online business.
Step /02
Bring in your records
Organize invoices, receipts, statements, contracts, documents, and existing business information.
Step /03
Configure your workflows
Set up client tracking, invoice follow-ups, document collection, monthly reviews, tax preparation, and recurring responsibilities.
Step /04
Review what needs attention
Use one command center to review business activity, resolve missing records, prepare reports, and stay ahead of deadlines.
Software where you want control. Human guidance where setup matters.
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.
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
Choose the level of setup and support that fits your business.
Start with the core CRM, or choose guided implementation if you want help organizing clients, records, workflows, and recurring business processes.
Self-Serve
Business Organizer
$99USD
Plan price. Billing terms are confirmed before checkout.
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
Financial overview workspace
Income organization
Expense organization
Document vault
Invoice tracking
Deadline tracking
Basic tasks
Core records dashboard
Outcome Move your essential business records out of scattered tools and into one organized system.
You mainly need a clear system for essential records, invoices, expenses, and deadlines.
Choose Freelancer Finance Desk when
You work with clients and want stronger invoice, receivable, and engagement organization.
Choose Business Setup System when
You are building your business processes for the first time.
Choose Tax-Ready Business when
Your main priority is maintaining clean records for professional review.
Choose Business Operations Pro when
You want the most complete self-managed workspace.
Choose Finance Concierge when
You want software plus guided setup and configuration.
Choose Complete Business Back Office when
You want the highest-touch implementation and more complete record organization.
Self-Serve
Increase the depth of the software, templates, workflows, and organization tools available to you.
Financial Operations
Add stronger tax readiness, reporting, financial workflows, and business-wide visibility.
Guided Setup
Add onboarding, configuration, record organization, implementation support, and personalized assistance.
Pricing questions
Prices and included services are presented clearly before checkout. Taxes, billing terms, renewal terms, delivery scope, and any applicable limitations are displayed using the approved commercial terms.
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.
Keep client work and business records easier to manage.
Use Empire to manage clients, invoices, documents, financial records, follow-ups, and recurring responsibilities without stitching the picture together across separate tools.