Margin arrives after the project ends
The quote lives in a proposal doc, hours live in the PM tool, costs live in payroll. The honest number gets assembled at month-end, when the money is already spent.
For agencies
Run the agency, not the admin
Sixteen modules across new business, delivery, money, people and knowledge, all reading the same clients, projects and permissions. A byproduct of running it all in one place: a margin board that tells you what each project is earning while you can still act on it.
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
The problem
You find out too late, and from too many tools
Most agencies are profitable on average and losing money on specific projects. The average is what you see. The specifics are what kill you.
Senior time goes to admin
Qualifying briefs, writing scopes, chasing status, reconciling invoices. The most expensive people in the building spend their week on work that wins no clients and ships nothing.
Tools that do not share context
Every point tool has to be re-briefed on the same client. The PM tool does not know what was quoted, and the invoicing app does not know who worked the hours.
Where to start
Start with margin, then let the chain feed it
The whole handoff chain runs on shared context: discovery becomes a scope, the scope becomes sprints, hours become cost, invoices become revenue, and Margin reads all of it.
Margin
MoneyLive profitability per project, worst first, with a projection of where each one lands.
The board every owner should open on Monday: worst margin first, with confidence flags that admit missing data instead of flattering you.
Technical Business Analyst
DeliveryTurns a brief into a scope, a plan and acceptance criteria you can defend in a dispute.
A brief becomes a scope, a plan and acceptance criteria you can defend in a dispute, without a week of senior back-and-forth.
Intake
MoneyReads bank statements, payroll, invoices and timesheets, checks the arithmetic, and asks when unsure.
Bank statements, payroll, invoices and timesheets go in as the files you already have. It checks the arithmetic and asks when unsure, so the books stay current without month-end.
Client Portal
DeliveryClients see delivery, invoices and change requests without a status call.
Clients see delivery, invoices and change requests themselves, which retires the weekly status call and puts scope changes on the record.
Pricing
The plans that fit
Plus at $199 puts a growing agency on the full system with 3x more usage than Basic: every project tracked, Money and People included, white-label portals included. Max at $249 gives the highest-volume teams 4x more usage than Basic, on the same full system.
See your margin before it's gone
Every plan runs the whole OS, and every one starts with a 14-day trial of all of it. Card at checkout, nothing charged until day 14.
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.