Project budgets, work and capacity
Work from current company records, review exceptions, and retain the result in the same workspace.
AGENCY PROFITABILITY AND BILLING SOFTWARE
Agency Profitability and Billing Software
Track agency projects, capacity, time, expenses, earned work and customer invoices while keeping costs, earned revenue and cash distinct.
Paid checkout remains closed while payment-provider approval and final billing acceptance are pending.Review before finalizingImportant approvals remain explicit user decisions.
Safe retry handlingRepeated saves do not silently duplicate the same operation.
Company data isolationRecords and files stay inside the authorized workspace.
The complete core workflow, with common failure points handled.
Use the product without an AI provider. Optional shortcuts explain what they will change and leave approval with the authorized user.
Historical time rates and recorded project expenses
Work from current company records, review exceptions, and retain the result in the same workspace.
Invoice sources, credit notes and recorded payments
Work from current company records, review exceptions, and retain the result in the same workspace.
ONE CONTROLLED PROCESS
Set up, process, review and retain the result.
The workspace keeps source records, corrections, approvals and exports connected so the next user can understand what happened.
- 1
Set up people, clients and rates
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 2
Plan work and record delivery
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 3
Review cost, earned value and margin
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
- 4
Create invoices and record payments
Complete this step from the protected workspace and resolve any blocking issue before moving forward.
LAUNCH ACCESS
A focused workspace for teams that need this exact process.
- Project budgets, work and capacity
- Historical time rates and recorded project expenses
- Invoice sources, credit notes and recorded payments
- Private company data, retained activity and standard support
- Manual core workflow works without paid AI
Common questions
Does an invoice count as cash received?
No. Earned work, invoiced amounts and recorded cash remain separate. Payments and refunds are recorded explicitly.
Can I reuse a time entry?
You can copy eligible work details into a new unsaved draft. Enter the actual work date and review its applicable rates before saving.
Is customer data kept for future work?
Yes. Authorized company records, history and private-file references are saved in the protected workspace and are separated by company.
Can I buy this today?
New paid subscriptions remain closed until the payment provider approves the account and the production billing lifecycle passes final acceptance.