<aside> <img src="/icons/info-alternate_gray.svg" alt="/icons/info-alternate_gray.svg" width="40px" />

Track invoices, payments, expenses, and retainers in a single view. Monitor cash flow, reconcile client billing, and stay on top of your agency’s financial health.

</aside>

Expenses

Design kickoff workshop

Figma license (2 seats, 3 months)

Launch marketing (ads and creatives)

Invoices

Milestone 1 Invoice

Phase A Invoice

Invoice 1 of 2

<aside> <img src="/icons/arrow-right_gray.svg" alt="/icons/arrow-right_gray.svg" width="40px" />

Track invoices, payments, expenses, and retainers in connected databases.

Try out: Agency OS - Finances

</aside>