AgenciesFinance & reports

Report portfolio revenue, cost, profit, and receivables

Give operations and accounting one consistent project and client view.

1

Enter project revenue

Record client billings and the correct currency for every campaign.

2

Add all costs

Capture creator fees, production, travel, media, software, subcontractors, and other project expenses.

3

Reconcile invoices

Connect issued, outstanding, overdue, and paid invoices to clients and campaigns.

4

Export the report

Use structured tables and charts to review client and portfolio margin with the accountant.

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