Manage finances like a pro.

Everything you need to track financial goals, manage your accounts, and calculate your profits.

Free forever.
No credit card.

Trusted by 2 million+ teams

Show your team the money!

Track everything and take action.

Build custom Dashboards to create high-level reports about where your money is going! See your budget allocations, track your actual spend, and see your profits!

Track everything and take action.

Powerful, automatic calculations.

Missing Excel? You're going to love this excel-lent feature! Perform powerful calculations using your numerical data in your tasks!

formula fields

Hit every financial deadline.

Know and be notified when payments are due with recurring tasks. After paying a monthly bill, just mark it complete, and a new task is automatically created for the next month!

student recurring

Track any number of fields of your choice.

Know exactly where your money is going! Add Custom Fields for your budgeted amount, actual spend, vendor information, payment date, and more!

custom fields

Integrations

1,000+ integrations.

Slack

Create and manage ClickUp tasks from within your Slack conversations.

Google Drive

Manage and attach Google Drive files to your ClickUp tasks.

Chrome

Create ClickUp tasks, take screenshots, and bookmark websites from Chrome.

GitHub

Create GitHub branches and pull requests directly within ClickUp.

MS Teams

Manage ClickUp tasks seamlessly through your MS Teams account.

Zapier

Connect and automate your ClickUp with thousands of apps via Zapier.

Outlook

Convert Outlook emails into actionable ClickUp tasks effortlessly.

Hubspot

Streamline workflows and enhance collaboration in ClickUp with Hubspot.

Dropbox

Manage and attach Dropbox files to your ClickUp tasks.

Figma

Embed Figma prototypes into ClickUp for interactive task visuals.

OneDrive

Manage and attach OneDrive files to your ClickUp tasks.

Gmail

Convert Gmail emails into ClickUp tasks with a few clicks.