Freelancers
Your work is independent. Your finances should still be organized.
Track clients, projects, invoices, expenses, and the records an accountant will eventually ask for.
Common problems
- Invoices live in sent mail and payment status is remembered, not tracked
- Receipts are spread across a phone, a laptop, and a drawer
- Client agreements are hard to find months later
- Tax-related records are assembled at the last possible moment
How it works
/01
Set up clients
Create a workspace per client with agreements and rates attached.
/02
Track invoices
Record each invoice with an expected date and a follow-up plan.
/03
Organize expenses
Classify spend and attach the receipt as it happens.
/04
Prepare records
Keep a review queue so year-end is a check, not a rebuild.
A typical workflow
You finish a project on Thursday, raise the invoice from the client workspace, attach the delivery note, and the follow-up is scheduled automatically for the expected payment date.
Relevant capabilities
Recommended plan
Freelancer Finance Desk
$199
A financial workspace built around client work, invoices, expenses, and tax readiness.
Prefer help with setup? Guided plans include onboarding, configuration, and record organization.