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Payment links and pay-me page
Payment links, a pay me page and QR codes, paid through your own Paystack or Stripe.
Explore Payment links and pay-me page
Money Manager
Money manager for marketing agencies
Invoices, retainers, expenses and cash flow in one place, with profit by client and project, so you know which work actually pays.
Free plan, no card needed. Or book a demo.
Busy is not the same as profitable
An agency can be flat out and still short of cash: retainers paid late, freelancers paid early and a client who takes three times the hours you quoted. Accounting software tells you months later. You need to see it now.
startbuddi's Money Manager shows what came in, what went out and what clients owe this month. Link expenses to projects and clients, and Profitability ranks them by what they actually made you.
What agencies use
- Retainers billed monthly through Paystack or Stripe.
- Receivables with who to chase first.
- Expenses and freelancer bills linked to projects.
- A cash forecast for the next 30, 60 or 90 days.
It keeps clean, cash-basis records and exports a CSV for your accountant. It does not file tax or replace your accountant.
- Profit by clientMoney collected minus the costs you linked to them.
- RetainersMonthly plans charged by your payment provider.
- Who to chaseReceivables with a Remind button on every invoice.
- Cash outlookNext month's balance, before it happens.
Profitability
Know which clients actually make you money.
Profitability subtracts the expenses linked to each project, client or campaign from what you collected, and ranks them.
- Tabs for Projects, Customers, Products or Services and Campaigns
- Gross operating profit, Average margin, Best performing and Lowest margin
- Chip's analysis, with ideas to improve a low margin
Create a plan
Retainers that bill themselves.
Create a monthly plan, send the subscribe link, and your payment provider charges each renewal.
- Monthly or Annually billing
- The plan is created in your Paystack or Stripe account
- See each plan's active subscribers, and whether it's Active or Paused
Forecast
See next month's balance today.
A forecast built from open invoices, renewals, recurring costs and bills, with every input listed.
- Balance forecast for the next 30, 60 or 90 days
- Expected inflow and Expected outflow side by side
- How this forecast is calculated: each input, included or not
Same workspace
Everything that touches your money, in one workspace.
Payments from invoices, bookings, forms and payment links land in one feed next to your expenses.
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Retainers and memberships
Retainers and monthly plans that your payment provider charges on schedule.
Explore Retainers and memberships
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Estimates and quotes
Quote the job, get it signed and turn the estimate into an invoice.
Explore Estimates and quotes
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Projects your team can follow
Link expenses to projects to see which work makes you money.
Explore Projects your team can follow
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Dashboards and reports
A ready-made Money dashboard in Analytics: revenue, paid against overdue, average invoice and top clients.
More about Analytics
Plans
Money Manager is on every plan
Invoices, expenses, reports and cash flow are on every plan, including Free. Free sends 5 invoices a month; Starter and up send as many as you like.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
Solutionstartbuddi for Creative Agencies
BlogHow to manage agency finances without an accountant
BlogRetainer agreements: how to sell and bill monthly retainers
Free toolAgency Retainer Agreement Template
ProductMoney Manager
ProductInvoicing
ProductExpenses, bills & reimbursements
ProductReports
ProductCash flow, budgets & profitability
Questions people ask
Can I see which clients are most profitable?
Yes. Profitability ranks clients and projects by money collected minus the expenses you linked to them. Team labour costs are not included.
Can I bill monthly retainers?
Yes. Create a monthly plan and send the subscribe link. Paystack or Stripe charges each renewal.
Does it connect to my bank?
Not yet. Payments come in through Paystack and Stripe, and you add other expenses yourself with the receipt.
What does it cost?
Money Manager is on every plan. Free sends 5 invoices a month; Starter ($29 a month) sends as many as you like.
See your money clearly this month.
Send your first invoice, log your first expense and let the report add itself up. Free to start.
Free plan available. Every paid plan starts with a 30-day trial.