Finance software built for how agencies actually make money
Project and client profitability, retainer billing, pass-through media costs, and payroll - one AI finance system instead of spreadsheets guessing at margin.
Why agency finance breaks generic tools
Agencies live and die on project margin, but generic books cannot separate the fee they earn from the media and pass-through costs they merely handle. Retainers, scope creep, and blended teams make it hard to know which clients and projects are actually profitable - the exact question that decides which work to keep.
- Profitability is per client and per project, not just per account.
- Pass-through media and vendor costs inflate revenue if not separated from fee.
- Retainers must be billed and drawn down cleanly against work delivered.
- Blended staff cost has to land on the right project to show true margin.
How Fintra maps to an agency
- Dimensional accounting tags revenue and cost by client and project for true project margin.
- Pass-through media and vendor costs are tracked distinctly from agency fee, so margin is honest.
- Invoicing and AR handle retainers and project billing with automated reminders.
- Payroll and spend management put staff and vendor costs against the right project.
A worked margin example
The agency finance workflow in one place
| Task | In Fintra |
|---|---|
| Client and project margin | Dimensional accounting and reporting |
| Retainer and project billing | Invoicing and AR |
| Pass-through cost separation | Dimensional coding of media and vendors |
| Staff and vendor costs | Payroll and spend management |
Frequently asked questions
What accounting software works for a marketing agency?
An agency needs per-client and per-project profitability, clean separation of pass-through media from fee, retainer billing, and project-level cost allocation. Fintra provides these in one AI finance system with a dimensional ledger, so agencies can see true project margin rather than a revenue number inflated by pass-through spend.
How does Fintra separate media costs from agency revenue?
Pass-through media and vendor costs are coded distinctly from agency fee through dimensional accounting, so your real revenue reflects the fee you earn, not the media you merely handle. That keeps margin honest and prevents the common trap of counting pass-through spend as agency income.
Can I see profitability by project and client?
Yes. Dimensional accounting tags revenue and loaded staff cost by client and project, so project and client margin come straight from the ledger. That tells the agency which work and which clients actually pay, which is the decision retainer-heavy agencies most need to get right.
How does Fintra handle retainers?
Retainers are billed and drawn down against work delivered, with the balance visible, and AR collections keep receivables moving. Combined with project margin, that shows whether retained clients are profitable at the scope actually being delivered - not just at the scope originally sold.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
See real project margin
Fintra separates fee from pass-through and shows client margin. Free to start, no card required.
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