"We cut revenue leakage by moving retainers and payment follow-ups into one system instead of four tools."
Rhea Malhotra
Founder, PixelRidge Studio
For Agencies
Run your agency finances with proposals, billing, and reconciliation in one workflow.
From proposal to retainer billing and cash-flow visibility, get one operational hub for growth teams.
Secure billingGlobal tax workflowsProposal + invoicingAR follow-up alerts
This is the workflow your team will see
- Review pipeline and accepted proposals
- Generate recurring retainer invoices in one click
- Track payment risk in AR and cash-flow widgets
- Check delivery + payroll panels for execution health
Pain points we fix first
- Retainer billing delays hurt monthly cash flow
- Client approvals, proposals, and invoices are scattered
- No clean signal for overdue payments and team execution
Features tailored to this niche
- Retainer automation with recurring billing cycles
- Pipeline + proposals tied directly to invoice actions
- Receivable risk insights and follow-up reminders
- Client profitability visibility in one dashboard
- Team and payroll modules for delivery operations
Used by teams like yours
"The sales-to-invoice flow finally matches how agencies actually operate month to month."
Mateo Silva
Operations Director, BrightWave Growth
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