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Everything you need to run your freelance business, in one place.
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Invoice Builder
Create & preview invoices instantly
Project Tracker
Manage projects end-to-end
Rate Calculator
Find your minimum hourly rate
Pipeline Tracker
Track leads & opportunities
Invoicing & PaymentsInteractive
Invoice Builder
Select a project to view its invoices or create a new one.
Choose a project
Pick a project from your tracker to manage its invoices.
PricingInteractive
Freelance Rate
Calculator
Calculator
Stop guessing. Enter your target take-home income and we calculate your minimum hourly rate — accounting for taxes, business expenses, unpaid weeks, and dry-month buffer.
Income target
Target annual take-home after tax, in your pocket
$
Currency
USDTax & expenses
Self-employment tax rate combined
%
Annual business expenses
$
Time & availability
Weeks off per year: 6vacation + sick + slow
Billable hours/week: 25rest is admin, meetings & breaks
Dry-month buffer: 15%extra for slow periods
Your floor rate
Minimum hourly rate
$--
Below this = you're losing money
Target take-home--
Grossed up (pre-tax)--
+ Business expenses--
+ Buffer--
Total to earn--
Billable hours/year--
Half-day (4h)
--
Full day (8h)
--
Project week
--
What this means
Fill in your details to see your rate.
Business OperationsInteractive
Project Tracker
Manage every project end-to-end. Track milestones, tasks, billing phases, meeting notes, and hours — all in one place.
Business OperationsInteractive
Client Pipeline
Tracker
Tracker
See your next 8 weeks of revenue at a glance. Drag cards between stages. The forecast updates automatically based on each stage's close probability.
Pipeline forecast
Weighted by close probability per stage
$0
weighted pipeline value
Business OperationsInteractive
Quarterly Tax
Tracker
Tracker
Log income and expenses by quarter. The estimated tax owed updates automatically. Switch quarters using the tabs and mark each one paid when you've filed.
Q2 summary
Gross income$0
Deductible expenses$0
Taxable income$0
Tax rate28%
Estimated tax due
$0
Set this aside now. Pay it by the Q2 deadline.
Client Onboarding
Client Welcome
Packet
Packet
Send this within 24 hours of a client signing. Sets expectations, explains how you work, and immediately signals that you run a professional operation.
Egxyz
Welcome to the project
[CLIENT NAME]
[PROJECT NAME] · Starting [START DATE]
A note before we begin
Hi [CLIENT FIRST NAME], I'm excited to work on [PROJECT NAME] with you. This document covers how we'll work together — from communication to delivery. Read it once, save it somewhere, and reach out if anything isn't clear.
Your project at a glance
| What | Detail |
|---|---|
| Project | [PROJECT NAME] |
| Start date | [START DATE] |
| Final delivery | [DELIVERY DATE] |
| Milestones | [First draft by X, Review by Y, Final by Z] |
| Revisions included | [NUMBER] rounds |
| Your contact | [YOUR NAME] · [YOUR EMAIL] |
How I communicate
My preferred channel is [EMAIL / SLACK / OTHER]. You can expect a response within [e.g. 24 hours] on business days. I work [YOUR HOURS, e.g. Mon–Fri, 9am–6pm EST]. Messages outside these hours will be answered the following business day.
Helpful tip: When sending feedback or questions, include the project name in the subject line. It helps me respond faster and keeps everything organised.
How feedback works
Please compile all feedback into one consolidated message — not multiple emails over several days. Feedback is most useful when it describes the outcome you want: "I want this to feel more premium" is more useful than "change this font." Please aim to return feedback within [e.g. 3 business days]. This project includes [NUMBER] revision rounds. Additional rounds are available at [YOUR HOURLY RATE]/hr.
What I need from you
To get started, please send the following by [DATE]:
- [Asset 1 — e.g. Brand guidelines / existing logo files]
- [Asset 2 — e.g. Copy / written content if applicable]
- [Asset 3 — e.g. Access to relevant accounts or platforms]
Note: Work cannot begin until these materials are received. If there's a delay, please let me know so we can adjust the timeline.
Payment reminders
- [Payment 1 — e.g. 50% deposit — already received, thank you!]
- [Payment 2 — e.g. 50% final payment due on delivery]
Invoices are due within [e.g. 7 days] of receipt. Final files will be released after final payment clears.
One last thing
The best projects happen when both sides communicate early. If something isn't working — the direction, the timeline, anything — tell me early rather than late. There's almost always a solution when we have time to find it together. I'm looking forward to this.
[YOUR NAME]
[YOUR EMAIL] · [YOUR WEBSITE]
Client Onboarding
Project Brief
Form
Form
Every question you need answered before starting any project. Send before the kickoff call — not during it. Their answers will shape the whole engagement and eliminate mid-project surprises.
My Business
My Details
Save your business details once. They'll pre-fill every contract, invoice, and template automatically.
👤Personal & Business
💰Rates & Payment
Used across the entire platform — financial overview, pipeline, rate calculator, tax, and project budgets.
🕒Default working hours
⚠️Danger Zone
Permanently delete your account and all data — projects, invoices, clients, pipeline, timesheets, rate scenarios, tax entries, and settings. This cannot be undone.
My Business
Client Contacts
Your client contacts in one place. See linked projects, add phone and address details, and auto-fill invoices or pipeline cards.
0 clients
Name
Email
Phone
Company
Address
Projects
No clients yet. Add your first client above.
Business Operations
Timesheet
Hours logged across all your projects. See total time per project and drill into individual entries.
Loading timesheet data…
Finance
Financial Overview
A snapshot of your freelance earnings — compiled from invoices and other income sources.
Total Earned
$0
from paid invoices
Outstanding
$0
invoiced, not yet paid
This Month
$0
paid in —
Total Income
$0
invoices + other income
Eff. Rate
—
earned per hour logged
Monthly Earnings
By Project / Client