For marketing, creative & digital agencies

Know a project's margin before the revisions eat it.

Client work, revisions, time, and billing live on one timeline — so overload, over-servicing, and shrinking margin show up while you can still act.

Free to start · No credit card · Set up for agency work in minutes

The third round of revisions is free. Nobody decided that.

Creative time rarely gets logged, and scope quietly grows one "small tweak" at a time. Multiply it across every client and every project, and the hours you gave away are the margin you never see.

Your PM tool holds the tasks. Time sheets live somewhere else. Retainers are tracked in a spreadsheet, and billing reconciles it all by hand at month-end. Every handoff drops context — and dropped context is unbilled creative work.

WorkOS puts client work, time, and retainers on one project record, so margin and retainer burn are visible while the work is happening, not after you've eaten the cost.

Put it on one timeline

Where agency margin leaks

  • Revision rounds nobody scoped
  • Creative time never logged
  • Retainer overruns found too late
  • Project margin unknown until invoicing
  • Freelancer & contractor hours untracked

One system from brief to invoice

Project margin in real time

Budgeted vs actual hours per project, live — so you see a job slipping into the red while there's still time to act.

Log time by talking

The team says what they worked on; AI turns it into billable entries tagged to the right client and project. No timesheet, no Friday guesswork.

Capacity & overload

See who's underwater and which accounts are over-serviced — so you catch scope creep before it quietly becomes free work.

Retainers that add up

Track burn against every retainer and push approved billable work to QuickBooks Online — customer, hours, and detail already filled in.

Every hour tied to a project and a price.

Because time is captured against the client and project as the work happens, margin is visible, not a month-end surprise.

Honest retainers, cleaner billing, and a straight line from the creative your team delivered to the revenue you actually book.

Start free
Lumen Co — Q3 Brand Campaign
Creative — design rounds · 22.0 hrs
Revisions — round 3 · 6.5 hrs (over scope)
Budget — 41 / 40 hrs → margin alert
Retainer — 41 / 50 hrs used

Protect the margin you're already earning.

Start free with projects, time tracking, and a client timeline your whole team can see — then connect QuickBooks when you're ready to bill.