For Freelancers, Harpoon Is The Essential Invoice & Financial Management Tool For Success
Jason Montoya | TrustRadius Reviewer
November 30, 2018

For Freelancers, Harpoon Is The Essential Invoice & Financial Management Tool For Success

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Harpoon

As a freelancer, Harpoon is my primary tool for managing invoices, collecting payments, and actualizing my goal progress. With the dashboard and scheduling features, I know how much I've earned, and how that earning will play out over the course of the year.

With my tracked goals, I can easily and quickly compare actuals with the goals and discover if I'm on track or ahead of the game.

With invoicing, they're easy to create and quickly integrates with Stripe for direct deposit into my bank accounts. On late invoices, Harpoon automatically emails my clients and prods them for payment. Very rarely do I need to do anything further to collect payments.

Harpoon also offers reports, expense tracking, and time tracking. As a freelancer or small agency, Harpoon is designed to work with its users in a helpful way. How Harpoon structures the interface and system is just as important than what it does.
  • Makes Sending Invoices & Collecting Payment Easy, for Freelancers
  • Tracking Financial Goals (Monthly & Annual) & Projecting Future Results
  • Provides Insights On AR, Earned Income, Top Clients, and other helpful but highly relevant data points.
  • The automatic expense management is basic. It does sync with banks, but I've had some duplicate entry issues that are being worked out of the system.
  • I'd like to see additional reports that dive deeper into some of the dashboard widgets.
  • Clear and precise visibility of my financial status.
  • Projections of how I'm doing today, this month, and this year.
  • Clarity on what needs to happen with client development to reach my goals.
  • It shrinks the amount of time I spend on getting clients to pay my invoices.
I've used Less Accounting and & Quickbooks Online. After Less Accounting was acquired, its development was mostly stopped. While the tool was a simple way to manage invoices and expenses, its directional philosophy changed with the new owners. Quickbooks Online was a solid tool, but the company support was unhelpful and hard to work with at times.

Harpoon provides a great tool, with a company that cares about its users.
If you're freelancing or running a small marketing agency, I'll steer you strongly towards Harpoon. It's such a terrific fit for this business type. It provides easy invoice management so if that's all you care about, use Harpoon this way. If you want a tool that will guide you towards success, Harpoon helps you do this when launching your account. Know what you want to earn, what it takes to get there, and how you're doing along the way. What financial software for freelancers provides simple project tools? Harpoon.