Keep track of billable hours by recording time for your team and contractors from any device with global
Time Tracking. Add time estimates to tasks and break them out by assignee to manage resources and set
Build clear, client-specific workflows with custom statuses to track everything from invoicing to
financial forecast reports. Use templates to save time or create your own to reuse later.
Add Custom Fields to keep all of your accounting task details in one place. Create cost calculations, add
web links, include dropdown menus, and more.
Send and receive emails directly within ClickUp. Create & automate the delivery of invoices and reports,
provide visibility on replies, and never lose track of important conversations in your inbox again.
Save your most-used tasks as templates so they're ready to go whenever you need them. Create task
templates for invoices, income statements, balance sheets, and more.
Draft process books and take meeting notes with your team using real-time editing. Format your documents
with rich formatting, nested pages, task links, and more.
Instantly find your tasks, files, or conversations with lightning-fast search. Filter your searches by
tasks, files, people, and more to always locate exactly what you need.
Build custom-branded forms to collect financial information from customers, prospects, or internal
stakeholders and organize it as tasks in ClickUp.
Easily embed spreadsheets, docs, calendars, and more alongside the rest of your work.