Solution
Retainer billing
Compare what each client pays with the hours and deliverables actually going into their account. Overservicing shows up while the month is still open, and extra work gets billed instead of absorbed.
What's included
- 01
Scope by client
Record what each retainer includes: hours, deliverables, channels and rounds of changes.
- 02
Delivered against scope
Hours and deliverables are counted against each retainer as the team works.
- 03
Overservicing alerts
Get notified when an account gets close to its scope, so the conversation with the client happens in time.
- 04
Extra work recorded
Requests outside scope are logged with their estimate and approval, so they can be billed.
- 05
Invoices from approved work
Prepare each month's invoice from the retainer and the approved extras, without rebuilding it by hand.
- 06
Margin by client
See what each account earns once the team's real time is counted, and compare clients with each other.
How it works
- 01
Load the retainers
Import each client's scope and fee from the contracts or spreadsheets you already have.
- 02
Count the work
Hours and deliverables are assigned to each retainer as they happen.
- 03
Watch the gap
The system compares scope with delivery and flags the accounts getting close to the limit.
- 04
Bill in full
The month closes with the retainer and approved extra work ready to invoice.
Who it's for
Agency owners
Owners who want to know which clients are profitable while the month is still running.
Finance and operations teams
Teams that rebuild hours and invoices by hand from timesheets and spreadsheets.
Agencies on monthly retainers
Agencies where most revenue comes from fixed monthly fees and scope tends to grow quietly.
What you gain
- Overservicing seen while there is still time to act
- Extra work billed instead of absorbed
- Each client's margin visible during the month, not after
- Less time preparing invoices by hand
Starting investment
From $5,000
Projects start at $5,000–8,000 and scale based on the number of clients, integrations and scope.
Final scope and investment depend on your agency, integrations and requirements.
What shapes the investment
- 01Number of clients and accounts
- 02Integrations with your tools
- 03Users, offices and countries
- 04Scope and modules
Free audit
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