Getting Started Guide
Freelance Management
Run your freelance business like a real business. Manage clients, track time, send invoices, write proposals, and see which clients actually make you money.
Your First 5 Minutes
1Add Your First Client
Go to the Clients tab and add a client with their name, company, email, and hourly rate. This rate becomes the default for all projects under this client — you can override it per project.
2Create a Project
Under your client, create a project with a name, budget (fixed or hourly), start date, and status. Projects organize all your time entries, expenses, and deliverables in one place.
3Track Your Time
Use the time tracker to log hours against projects. Enter the date, hours worked, and a brief description of what you did. Your billable amount calculates automatically from the project or client rate.
4Generate an Invoice
From the Invoices tab, create an invoice for a client. FinLoom pulls in unbilled time entries and project expenses. Add your business name, logo, payment terms, and notes. Export as PDF to send to your client.
5Review Your Dashboard
The Freelance dashboard shows total revenue, outstanding invoices, active projects, average hourly rate realized, and client profitability. This is where you see which clients are worth your time and which are underwater.
Key Features
✓Client management with contact details and rates
✓Project tracking with budgets and status
✓Time tracking with automatic billing calculations
✓Invoice builder with PDF export
✓Proposal and contract builder
✓Project expense tracking
✓Client profitability analysis
✓Business profile and branding
✓CSV import from Harvest, FreshBooks, Toggl
✓Team access with role-based permissions
Client Profitability
Not all revenue is equal. A client paying $100/hour for 5 hours/month is less profitable than a client paying $75/hour for 40 hours/month — but only if you factor in the overhead of managing each relationship. FinLoom tracks effective hourly rate (total revenue divided by total hours, including unbilled time) so you can see which clients actually pay you what you're worth.
Proposals
Write proposals directly in FinLoom with scope, timeline, deliverables, and pricing. When a proposal is accepted, convert it to a project with one click. All the details carry over — no re-entry, no lost context.
Importing Existing Data
Coming from another tool? FinLoom imports CSV data from Harvest, FreshBooks, Bonsai, Toggl, and Wave. Map your columns during import and your historical data loads into the system. Your dashboard starts calculating immediately.
AI Add-On: Freelance AI
With AI Starter ($9.99/mo), get rate recommendations based on your actual project data, scope estimator for new proposals, client communication drafts, and profitability analysis that identifies which types of work deliver the best return on your time.