Agency accounting that keeps up with your growth
From billing retainers to tracking project margins, Note.now gives agencies a real-time view of their numbers without the spreadsheet chaos.
- Multi-client billing & retainers
- Project profitability tracking
- Team expense management
“We finally know which clients are profitable and which ones are costing us money.” - Rachel P., Agency Director
“Billing 12 clients a month used to take two full days. Now it takes two hours.” - Ollie M., Studio Owner
“Our accountant stopped asking for exports. She just logs in.” - Cara T., Operations Manager
The financial operating system for agencies
Everything from client billing to team expenses, in one place.
Client billing & retainers
Invoice each client on their own billing cycle - monthly retainer, project milestone, or ad-hoc. All tracked separately, all in one place.
Project profitability
See revenue vs. cost for every project. Know which clients are your most profitable and where your margin is disappearing.
Multi-user team access
Your whole team can log in. Assign roles so account managers see clients, finance sees everything, and freelancers see only their work.
Real-time P&L by client
Break your profit and loss down by client or department. Spot which accounts are growing and which need attention - before month end.
Recurring invoices
Set up retainers once. Note.now generates and sends invoices automatically on the right date, every month.
Expense management
Team members submit expenses. Managers approve them. Everything posts to the ledger automatically with no double-entry required.
Know your numbers
Which clients are actually making you money?
Most agencies bill well but track poorly. Note.now shows you gross margin per client, per project, and per service line - updated every time a transaction posts. No waiting until month-end to know where you stand.
See your P&L and reporting tools →·Set up team access →
- Revenue and cost tracked per client automatically
- Gross margin visible on every project
- Team expense submissions with approval workflow
- One-click client billing statements
Client profitability this month
Client
Revenue
Cost
Margin
Acme Corp
$18,400
$9,200
BrightBrand
$12,000
$8,400
Nova Digital
$8,000
$3,200
Built for agencies that take their numbers seriously
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