Finance

Keep your agency’s finances moving with a professional management tool designed for creative services. Finance provides a clear window into your cash flow, allowing you to manage the entire lifecycle of an invoice from draft to payment while handling internal approvals for expenses and contracts in one place.

What you get

• Financial Overview: Monitor your agency's health with a high-level dashboard of paid, sent, and overdue accounts.
• Invoice Management: Create and track professional invoices linked directly to your client database and project milestones.
• Approval System: Streamline internal operations with a dedicated queue for expense, contract, and scope change approvals.
• Integrated Client Data: Seamlessly access client records and project history to ensure billing accuracy across your entire portfolio.
• Real-time Status Tracking: Eliminate payment delays with clear visibility into invoice aging and automated status updates.