Agencies - Client Billing and Project Finance for Agencies
Turn proposals into invoices, track project profitability, and manage retainer billing — so creative teams stay focused on delivery, not admin.
Proposal-to-invoice workflow
Project and client profitability tracking
Recurring retainer billing automation
The problem
What holds agencies teams back
Project margins erode because time, expenses, and client billing live in separate systems.
Retainer clients expect predictable invoicing, but manual schedules create delays and disputes.
Account managers lack visibility into which clients are profitable until quarterly reviews.
The ParmLedger approach
One platform built for agencies
Agencies organizations face unique financial challenges. ParmLedger gives you structured workflows, real-time visibility, and the controls you need — without enterprise complexity.
- Proposal-to-invoice workflow
- Project and client profitability tracking
- Recurring retainer billing automation
How it works
From setup to results in three steps
Proposal-to-invoice workflow
Create estimates and proposals, then convert won work into invoices without re-entering data.
Project and client profitability tracking
Assign expenses and revenue to client projects so account managers see margin in real time.
Recurring retainer billing automation
Automate recurring invoices for retainers and follow up on overdue payments from one dashboard.
Results
What changes when you switch
Primary outcome
Improve project margins with live profitability data
Outcome 2
Reduce billing delays and client disputes
Outcome 3
Free account teams from manual invoice admin
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Get started today
Finance that fits
agencies.
Join businesses across Africa using ParmLedger to run smarter finance operations — from first invoice to full-scale reporting.
Improve project margins with live profitability data
Reduce billing delays and client disputes
Free account teams from manual invoice admin