Revenue intelligence, project profitability, and cash flow visibility built for marketing, creative, and service firms. Know which clients make you money — and which ones cost you.
The Problem
Most agencies don't know their real margins until tax season. By then, the unprofitable clients have already eaten the year.
That retainer client feels like a win until you factor in scope creep, overtime, and the senior talent tied up on it. Actual margin? Negative 8%.
Net 30 becomes net 60 becomes net 90. Meanwhile, you're covering payroll out of pocket. Nobody is tracking which invoices are drifting until the cash is gone.
40% of revenue from one client feels great — until they churn. Nobody is monitoring concentration risk because the spreadsheet doesn't think in terms of portfolio health.
The Solution
See real-time margins per client, factoring in all costs — people, tools, overhead. Know which clients are worth keeping and which need to be repriced.
Get notified the moment an invoice drifts past its due date. See aggregate AR aging across all clients and identify patterns before they become cash flow crises.
Project revenue by client, by month, based on actual contract data and historical patterns. Know what's coming in before it arrives — or doesn't.
Visualize revenue distribution across your client portfolio. Get flagged when any single client exceeds a healthy percentage of total revenue.
See exactly when money comes in and goes out. Plan for payroll cycles, contractor payments, and seasonal dips with real-time cash position data.
Generate client P&Ls, monthly revenue breakdowns, and profitability reports instantly. Stop spending hours in spreadsheets before partner meetings.
“We discovered that our biggest client by revenue was actually our least profitable. CentSight showed us the real numbers in minutes. We restructured the contract and improved margins by 22%.”
James T.
Managing Partner, digital marketing agency
Pricing
Less than a single billable hour — for real-time visibility across every client, every dollar, every day.