For agencies & consultancies
Agency accounting for founders who'd rather be billing clients.
Track retainer revenue, project margins, and consultant utilization without a controller. Auto tax reserve, per-team ROI, and a one-number morning report for lean creative and consulting shops.
Sample outcome
$9,800
Average recovered deductions in year one for small agencies (3-10 people) moving from QuickBooks.
The pain
You didn't get into this business to do bookkeeping.
- •Retainer income and project fees are impossible to compare in stock accounting tools.
- •Consultant utilization vs. cost — the number that actually matters — never surfaces.
- •You take on a new hire and immediately can't tell if payroll is still safe.
- •Every quarterly tax bill feels like a punch you should have seen coming.
What changes
One number in the morning. Everything else, automated.
Per-consultant ROI
Attributed revenue by consultant against fully-loaded cost. Bench decisions with real math.
Retainer vs. project split
See recurring revenue separately from project fees. Real MRR clarity for services.
Hire-decision engine
Ask 'can I afford another senior?' — get an answer with the payroll math, not a chart.
- Bank sync + auto categorization
- Auto tax reserve (per deposit)
- Human Capital ROI for every crew member
- Receipt capture on your phone
- 1099-NEC pack ready in one click
- Weekly digest email — no dashboard hunting
Try it with your own numbers.
Free forever tier — no card. Connect an account or import a CSV and see your first Morning Number in 10 minutes.