FollowIncome

About FollowIncome

Deep Dive with Clara AI

FollowIncome is a browser-based financial workspace for freelancers and small teams that connects client work with everyday financial records. Users can organize customers, projects, tasks and reusable services, then create estimates and invoices from the same workflow. Payments can be recorded as full or partial, while business expenses and taxes remain linked to the relevant work. Reporting tools help teams review sales, task costs, project budgets, profitability and profit-and-loss results without maintaining separate spreadsheets. Separate company workspaces support people who manage more than one business or client operation. The connected structure reduces repeated data entry and makes it easier to trace activity from customer and project setup through billing and payment review. FollowIncome is designed for freelancers, startups and small businesses that want practical operational and financial visibility in one place. The service requires account registration, runs as a web application and is free during early access. A credit card is not required to try or use the early-access product.

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Pricing

Free Trial Not Available
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Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Small Business
Freelancers

API Support

Not available

Modes of Support

Online

FollowIncome Features

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Accounting Features

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Accounts Receivable

Handling the money the client owes to the company.

Budget Forecasting

Helps to create budgets using past performance and future projections. Forecasting uses data, trends, and analytics to predict revenue, expenses, and cash flow.

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Purchasing

Acquiring goods or services required for the business at minimal cost

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Payable

Handling the money owed by a business to its suppliers.

Billing and Invoicing Features

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Contact Database

Helps to maintain contacts and segregate them according to their needs

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Budget Management

Analyzing financial information to ensure all operations are within budget

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Task Management Features

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Subtasks

Helps to create and manage subtasks that forms part of a larger piece of work to be done

Deadline Management

Allows to set, track, and manage deadlines for tasks, projects, or goals. It ensures that tasks are completed on time, promoting efficiency and productivity.

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

Dependency Management

Helps in identifying, documenting, and managing relationships between tasks, resources, and other projects to ensure a project's smooth progression and timely completion.

To-do List

It helps add a list of tasks you need to complete or things you want to do.

Task Prioritization

Facility to rank the tasks in the order you will do it

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Time Tracking

Helps in tracking the task assigned to different team members or teams

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Percent-Complete Tracking

Percentage of work done on estimated items.

FollowIncome Pricing

Free Trial

Not available

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Pricing Options

Freemium ( Limited Features )

Early Access Free

Free during early access. Includes customers, projects, tasks, estimates, invoices, payments, expenses, taxes, reports, analytics, team controls and connected services. No credit card required.

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