Financial Intelligence

Know exactly where your agency stands, financially

The Agency Health agent gives you real-time visibility into financial health, capacity utilization, and growth opportunities. Get a 0-10 health score, AI-powered hiring recommendations, and actionable insights—so you can make confident decisions.

How it works

1

Input your financials

Enter revenue, costs, team size, and utilization data.

2

Get instant health score

Receive a 0-10 health score with color-coded status.

3

Act on AI recommendations

Get hiring recommendations and profitability insights.

What you get

Health score dashboard

  • Comprehensive 0-10 health score
  • Revenue quality, unit economics, resilience
  • Delivery metrics all in one view

AI hiring decisions

  • Know when you can afford to hire
  • What roles to fill first
  • Financial impact projections

Revenue quality analysis

  • Recurring vs project revenue
  • Client concentration risk
  • Revenue predictability score

Profitability insights

  • Break-even analysis
  • Revenue gaps identification
  • Margin optimization tips

Capacity utilization

  • Track team utilization rates
  • Identify capacity issues
  • Optimize team allocation

Who it's for

Agency founders

Get the financial visibility you need to make strategic decisions about growth, pricing, and hiring.

Operations managers

Track utilization, identify capacity issues, and optimize team allocation for maximum profitability.

Finance teams

Monitor cash flow, forecast revenue, and ensure the agency stays financially healthy.

Know your agency's health

Stop guessing about your agency's financial health. Get clear metrics and actionable insights with a free trial.