For agencies

    Busy doesn't mean profitable. And it doesn't mean scalable.

    Growing agencies rarely fail from lack of work, they fail from lack of visibility. We wire BI, automation and AI together so margin risk surfaces before the month closes, not after.

    What's broken

    Where it slips through the cracks today.

    01

    Project data scattered across HubSpot, ClickUp, Asana, Harvest and Xero.

    02

    Scope creep discovered after the margin is already gone.

    03

    Senior staff stuck rebuilding the same status reports every Friday.

    04

    Weekly performance reports manually pieced together from five tools.

    05

    Delivery issues only surface once a client raises them.

    06

    Utilisation is a guess until a partner sits down with a spreadsheet.

    Busy doesn't mean profitable, and it definitely doesn't mean scalable.

    What changes

    What changes once the system is in place.

    01

    Early detection of scope creep and delivery risk.

    02

    Live utilisation without anyone running a report.

    03

    Hours given back from admin and spreadsheets.

    04

    More predictable margins as the agency scales.

    05

    Senior people focused on clients, not firefighting.

    06

    One source of truth for delivery, finance and ops.

    Typically saves 20–50 hours per week across delivery teams.

    In practice

    What we actually build.

    01

    Margin risk alerts

    Live alerts when a project is trending toward overrun, before it lands.
    02

    Utilisation reporting

    Real-time capacity by team, role and client, with no manual rollups.
    03

    Bottleneck detection

    AI flags stalled tasks, idle dependencies and slipping handovers.
    04

    Client health scoring

    A signal-based score per account so churn risk is visible weeks earlier.
    05

    Weekly performance summaries

    Auto-generated digests sent to partners, ops leads and account directors.
    06

    Delivery → finance loop

    Time, scope and invoicing reconciled automatically into Xero or QuickBooks.
    Who it's for

    You'll recognise yourself in this.

    • Marketing, creative, dev and consulting agencies.
    • Founder-led or operator-led teams scaling past spreadsheets and gut feel.
    • Agencies between 15 and 120 people where ops debt is biting.
    • Teams that care about margin, not just topline growth.
    Works with
    HubSpotClickUpAsanaMondayHarvestXeroSlackNotion

    Worth a fit call?

    A 30-minute conversation. We look at one or two of your most painful workflows with you and tell you straight whether automation is the right answer right now.