Margin per account is a mystery
The retainer is fixed. The hours are not. Strategy calls, extra reporting, one more campaign tweak: by renewal time nobody knows what the account actually earned, so it renews at the same price.
For marketing agencies
Run the whole retainer book on one OS
Sixteen modules across five departments run the agency on one shared context: pitches and proposals in New Business, campaigns and hours in Delivery, invoices, pass-through spend and margin per account in Money. Every account gets a real number, not a feeling.
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
The problem
The retainer version of the problem
Monthly fees make revenue predictable and cost invisible. The account that feels the busiest is usually the one losing money.
Over-servicing is invisible until it isn't
Account teams absorb scope quietly because saying no feels like churn risk. The cost surfaces months later as a team that is fully booked while the P&L says otherwise.
Month-end eats the first week of the month
Invoices against retainers, pass-through ad spend, freelancer bills: reconstructing the books every thirty days is a scramble, and the numbers arrive too late to change anything.
Where to start
The modules that make retainers honest
Log the hours where the money can see them, and every account gets a real margin, every month.
Margin
MoneyLive profitability per project, worst first, with a projection of where each one lands.
Each account's fee against the hours it consumed and what those hours cost, worst first. Renewal conversations start from a number instead of a feeling.
Projects & Time
DeliverySprints, time and workload, with AI estimates played back against reality.
Time and workload per account, so over-servicing shows up as it happens, while there is still a month left to rebalance or renegotiate.
Accounting
MoneyMulti-currency income, expenses, invoices and cash flow, with voice entry.
Multi-currency income, expenses, invoices and cash flow in the same system as the work, so pass-through spend and freelancer bills land against the right account.
Client Portal
DeliveryClients see delivery, invoices and change requests without a status call.
Clients see delivery, invoices and change requests themselves. The extra ask arrives as a logged change request you can price, not a Slack favour.
Pricing
The plans that fit
Plus at $199 covers a growing agency with 3x more usage than Basic, Money and People included, white-label portals included so the client-facing side carries your brand. Max at $249 gives 4x more usage than Basic for the highest-volume teams.
Renew on numbers, not vibes
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.