Productivity • SaaS • AI
Most freelancers run their business across a spreadsheet for expenses, one app for invoices, and a separate calculator at tax time, and none of it connects. Simplance brings proposals, invoices, expenses, taxes, and financial insights into a single workspace, so you spend less time on admin and more time on paid work.
- Proposals & Invoices: Create and send professional proposals that convert into invoices in one click. Track them on a Kanban board, set up recurring invoices, and get paid faster with built-in payment links via Stripe, PayPal, and Square.
- Expense Tracking: Log and categorize expenses against IRS Schedule C categories, attach receipts, and keep clean records that maximize deductions. No more lost receipts at tax time.
- Tax Estimation: Estimate federal, state, and self-employment taxes (all 50 US states, plus QBI), see quarterly payment amounts and deadlines, and avoid underpayment penalties. UK freelancers get an HMRC Self-Assessment estimator with VAT tracking.
- AI Advisor: Ask plain-language questions about your finances and get specific answers from your real numbers, like how much to set aside for taxes, which clients pay late, and whether you can afford a new expense.
- Forecasting & Scenarios: See a forward income forecast, model what-if scenarios, and set goals to make informed decisions about your business.
- Bank Sync & Clients: Connect your bank to import transactions (US), and manage all your clients and their history in one place.
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