Built for agencies — $1M–$50M shops

Stop running your agency blind.

Per-client margins, AR aging, and live revenue — for marketing, creative, and service firms that bill time and answer to partners.

  • Per-client margin, live — not a quarterly slide
  • Catch margin breaches within 24 hours, not 24 days
  • Revenue trend and concentration risk, live
14-day free trial · Card on file · Cancel anytimeSee it live →

Requires QuickBooks Online

CentSight
Which retainer is losing us money?
Ask me anything about your finances...

Every retainer, real margin after labor — answered in plain English.

What founders ask us

“Which retainer is actually losing us money this month?”

Most agencies find out at tax season — long after the unprofitable client has eaten the year. CentSight tags every billable hour, contractor invoice, and retainer payment at the transaction level, so the answer is one click and it's right today.

Profit gap between top- and bottom-quartile agencies
28%Profit gap between top- and bottom-quartile agencies
Lead time to catch a margin breach (vs 24 days)
24 hrsLead time to catch a margin breach (vs 24 days)
Synced on demand — as often as every 15 minutes
15 minSynced on demand — as often as every 15 minutes
Widget types in My CentSight Panel
19Widget types in My CentSight Panel

What it looks like

The view that earns your partners' Monday.

Click through the tabs. Every panel is the actual product.

Per-client P&L, live — not a quarterly slide.

Every billable hour, every contractor invoice, every retainer is tagged to a client at the transaction level. The result: a live margin per account, side-by-side, with the actual numbers — not a six-week consulting engagement to find out which retainer is bleeding.

Client margin — liveUpdated just now
Acme Co.

38.4%

+2.1 pts
Northwind

21.7%

-0.6 pts
Initech

-8.2%

-3.4 pts
Lumen Bros.

31.0%

+0.9 pts

How it works

Your agency's numbers, live.

  1. Step 1: Connect QuickBooks

    QuickBooks, Plaid, and your time-tracking — connected in 5 minutes. Read-only, observe-only.

  2. Step 2: Per-client P&L, live

    One view, every client. Real margin after labor, contractors, and direct costs.

  3. Step 3: AR aging alerts

    Drift the day it happens — not at the end-of-month aging report.

  4. Step 4: Revenue for partner meetings

    Defensible revenue numbers straight from the ledger — no rebuild night.

What agency operators get back

Faster decisions. Healthier margins. Cleaner cash.

12 hrs/mo

Reclaimed from rebuilding the client-margin spreadsheet. Time the partner spends on the work, not the books.

+4.2 pts

Median client-margin lift in the first 90 days, from catching scope creep inside the billing window.

15 min

Average lead time on cash-gap detection — long enough to renegotiate AP terms, not panic.

Don't take our word for it

“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 Tanaka

Managing Partner · Digital marketing agency · $6M revenue

“I used to find out an account was underwater at the quarterly review. Now I see it Friday. The next scope conversation goes out priced right.”

Alana Ruiz

Director of Operations · Creative studio · $4M revenue

“Net-60 was killing our cash. CentSight surfaced three drifting invoices in week one — we collected $58,000.00 before payroll.”

Marcus Hill

Founder · Performance agency · $9M revenue

Illustrative scenarios representative of CentSight's customers. Not specific named individuals.

Learn more

Resources for Agency Finance

Common questions

Answers, before you ask.

How does the 14-day free trial work?
Connect QuickBooks and your bank in under 5 minutes. Full product access for 14 days, including live per-client margins and AR aging alerts. We ask for a credit card up front so the move into a paid plan is one click — we don't charge during the trial, and you can cancel anytime.
What happens after the trial?
On day 15 your card is charged the monthly plan you picked during signup. You can change plans or cancel any time before then. We send a reminder email 24 hours before the trial ends.
How much does CentSight cost?
One plan — $95/mo flat per company. No per-seat math, no long-term contract, cancel anytime. Add your whole team at no extra cost.
Does CentSight have access to write data to QuickBooks?
No. CentSight is read-only across every integration. We observe transactions to build live per-client margins and AR aging — we never post journals, modify invoices, or change any record in your books.
How are client margins calculated when staff is shared across accounts?
We allocate labor cost using the time-tracking data you already keep (Harvest, Toggl, QuickBooks Time, or a CSV). Contractor invoices and direct costs are tagged at the bill level. If you don't track time per client today, CentSight surfaces uncoded transactions on a single dashboard so you can improve coverage week by week.
What about scope creep — how do you flag it without project codes on every entry?
We flag margin slip at the client level the day it happens. Even with partial coding, the trend by account shows up clearly: a retainer that was 35% margin trending toward 18% means the conversation needs to happen now, not at the next renewal.
Can my account leads see only their own clients?
Yes. Role-based access is the default. Account leads see their book of business, partners see the firm, admins are configurable. Every access action is logged.
What's the SOC 2 status?
SOC 2 Type II is in progress with an external auditor; Type I report is available under NDA. Production data is encrypted at rest (AES-256) and in transit (TLS 1.3). We don't store credentials — connectors use OAuth and token rotation.
No risk to look.
  • 14-day free trial
  • Cancel anytime
  • Read-only access
  • Your books stay yours

Know which clients drive profit.

Live margins. Live alerts. Live decisions — not a quarterly post-mortem.

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Requires QuickBooks Online

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