Financial clarity for growing teams
Client billing, project invoicing, expense management, and cash flow reporting — built for creative and professional agencies.
$124k
Monthly Revenue
87%
Profit Margin
12
Active Projects
Proposal
1
Contract Sign
5
Project Billing
1
Expense Track
2
Your Financial Workflow
From invoice to payment — every dollar is tracked
Proposal
14
invoices
Contract Sign
15
invoices
Project Billing
15
invoices
Expense Track
4
invoices
Client Payment
5
invoices
Profitability
11
invoices
Client Management
Know every client. Track every dollar.
Manage multiple clients and projects with per-project profitability tracking, retainer management, and team expense allocation.
Multi-client dashboard with at-a-glance revenue
Project-level profitability and margin analysis
Retainer tracking with automatic monthly invoicing
Team expense allocation per project
TechStart Inc.
Enterprise — $45k activeWebsite Development — Milestone 2
Ref: INV-1201
$7,200
Paid
Mobile App — Kickoff Payment
Ref: INV-1202
$8,800
Due in 12 days
Brand Audit — Final Deliverable
Ref: INV-1203
$5,000
Overdue 3 days
Invoicing & Reports
Send invoices. Get paid. See everything.
Professional invoicing with automatic payment reminders, online payment collection, and real-time financial reporting that tells you exactly where your money is.
Create polished invoices in under 60 seconds
Automated payment reminders at custom intervals
Online payment links for instant client payments
Real-time P&L, cash flow, and aging reports
Everything you need, built in
All the tools agencies & studios need to manage finances
Smart Invoicing
Create professional invoices with templates and one-click sending.
Expense Tracking
Categorize every expense for tax-ready financial records.
Recurring Invoices
Set it and forget it — automatic invoices on your schedule.
Client Portal
Clients view invoices and pay online from their own dashboard.
Multi-Account
Track multiple bank accounts and credit cards in one place.
Financial Reports
P&L statements, cash flow, aging reports, and tax summaries.
Ready to take control of your agencies & studios finances?
Start your free trial in minutes. No credit card required.