Financial Operations for Agencies
Manage cash flow, track project profitability, and automate bookkeeping.
Start Free TrialBuilt for Agencies
Project Profitability Dashboard
See real-time margins on every client project by automatically tracking labor costs, contractor fees, and overhead allocation.
Cash Flow Forecasting
Predict cash positions weeks ahead by analyzing outstanding invoices, recurring expenses, and historical payment patterns from each client.
Multi-Entity Management
Manage finances for parent companies and subsidiaries or multiple agency brands from a single dashboard with consolidated reporting.
Contractor Payment Automation
Track contractor hours, automate payment approvals, and generate 1099s at year end without manual spreadsheet reconciliation.
Financial Challenges for Agencies
- Tracking profitability across dozens of concurrent client projects with different billing structures
- Managing cash flow gaps when large clients pay on net-60 or net-90 terms
- Allocating shared overhead costs like office rent and software licenses across multiple client accounts
- Reconciling contractor and subcontractor payments against client project budgets
Running an agency means managing a complex web of client projects, contractor relationships, and variable revenue streams. Unlike product businesses with predictable unit economics, agencies must track profitability at the project level—where scope creep, delayed payments, and hidden overhead can quietly erode margins.
FiscalInsights gives agency owners the financial clarity they need to scale confidently. Our project-level accounting automatically allocates labor, contractor, and overhead costs to each engagement, revealing true profitability beyond just top-line revenue. Cash flow forecasting helps you navigate the feast-and-famine cycles common in agency life.
Whether you run a creative shop, a digital marketing agency, or a development studio, FiscalInsights replaces the patchwork of spreadsheets and disconnected tools with a single source of financial truth. Spend less time reconciling numbers and more time winning new business.
Frequently Asked Questions
How do I measure project profitability for my agency?
FiscalInsights tracks all costs tied to each project—employee time, contractor fees, software, and allocated overhead—then compares against billed revenue. You see gross and net margins per project in real time, helping you identify which clients are actually profitable.
How can my agency improve cash flow with net-60 clients?
Our cash flow forecasting tool maps your receivables timeline against upcoming obligations. It flags potential shortfalls weeks in advance and suggests actions like adjusting payment terms, front-loading deposits, or timing vendor payments strategically.
Can FiscalInsights handle multiple agency entities?
Yes. You can manage separate P&Ls for each entity, brand, or department while viewing consolidated financials. Inter-company transactions are tracked automatically, and each entity can have its own chart of accounts and reporting structure.
Ready to automate your finances?
Built for agencies who want to spend less time on bookkeeping.
Start Free Trial