An ad account shows what the client spends. This section shows your revenue, your costs and your profit on each client: what they pay, what it costs to run them, who has not paid and who is leaving. The figures come from contracts, invoices and logged time rather than from a feeling.
14 days on any plan, no card needed to start. After the click: a three-field form and the workspace.
The cost of processing data is a cost line of its own, visible by client and by module, with monthly caps per organisation.
Screen recording: profit per client with cost included, the list of overdue invoices, and client retention by month of joining.
A client with a large budget can bring in less than a small one if three people run it by hand. The section sets the revenue from a client against what it costs to run them, and shows who really feeds the agency.
Invoices, due dates and arrears in one place, with links to the payment. This is the dull part of the work that gets put off until the cash gap is visible.
Clients are grouped by the month they joined, and you can see how many of each group are still there after three, six and twelve months. That answers whether the agency is growing or replacing the ones who left.
Payouts to freelancers and outside suppliers are counted as part of the cost of a client rather than as general agency spend. Team load is shown separately: who is overloaded and who is free.
Most of the data is already in the system: contracts, invoices, tasks and processing cost. The rest is entered once.
Amount, frequency and terms for each client.
From the system, with payment and arrears tracked.
Tasks and team load, payouts to contractors.
By client, by cohort and for the agency as a whole.
Ad accounts hand over their statistics through your own OAuth apps. The system puts them into one picture, agents look for what to change, and only what you approve gets changed.
Early access
We are opening access to agencies in turn. Leave a work email and we will write when your turn comes, then help you connect the first account.
Ad spend is the client money. Here it is your money that gets counted: contract revenue, the cost of running the client, and the profit on each of them.
From logged team work, contractor payouts and the cost of processing data for that client. The last of those is shown as a separate line by client and by module.
No. The client portal carries only their own numbers: spend, results, reports and invoices. Agency finance stays inside the organisation and behind access rights.
How many of the clients who joined in one month are still there after three, six and twelve months, and what each brings in over the whole relationship. That tells growth apart from replacing the ones who left.
The first 14 days are free on any plan and you do not need a card to start. Contracts and invoices are entered once, and the counting happens on its own.
14 days on any plan, no card needed to start. After the click: a three-field form and the workspace.
