Estimate to invoice.Priced to the cent.
Send estimates your clients accept online, or start from a signed SOW or IO. The accepted work becomes the campaign: people booked against it, freelancers on purchase orders, deliverables the client signs off, and invoices your rate card prices the same way every time, with a fingerprint anyone can check later.
INSERTION ORDER · SIGNED
- Advertiser
- Halcyon Therapeutics
- Flight
- Oct 1 – Dec 31
- Channel
- Connected TV
- Impressions
- 14,700,000
- Creative
- 9 assets
- Media, connected TV (net)$168,000.00as booked→ Media revenue
- Agency commission$20,160.0012% of media→ Commission income
- Ad serving$5,586.0014.7M impressions × $0.38 CPM→ Services revenue
- Creative$6,750.009 assets × $750→ Creative revenue
- Estimates, accepted onlineVersioned, with your terms
- Every price fingerprintedSame inputs, same invoice, always
- Utilization against targetLeave taken out, by person and role
- Purchase ordersCosts committed before the bill
How it works
From the estimateto the paid invoice.
- 01
Estimate accepted
Priced from your rate card and accepted in the client's portal. Or a signed SOW or IO, forwarded to your orders address and read for someone to check.
- 02
Campaign approved
The accepted lines become its scope. A second person approves it; whoever sent it can't.
- 03
Planned and staffed
People booked by the week, freelancers and production on purchase orders, time logged against the scope.
- 04
Delivered
Milestones the client accepts in their portal, or taken as accepted when they don't answer in time.
- 05
Invoiced and posted
Each fee on its own QuickBooks item, so revenue lands in the right accounts.
Pricing you can defend
Same inputs,same invoice. Always.
Pricing is a calculation, not a judgment call: the rate card version, the campaign's inputs and every line are fingerprinted, so months later anyone can show exactly how an invoice was priced, and that it hasn't changed since.
- Media at net
- Commission as a share of media
- Ad serving by the thousand
- Creative, reporting and expedite fees
INSERTION ORDER · SIGNED
- Advertiser
- Halcyon Therapeutics
- Flight
- Oct 1 – Dec 31
- Channel
- Connected TV
- Impressions
- 14,700,000
- Creative
- 9 assets
- Media, connected TV (net)$168,000.00as booked→ Media revenue
- Agency commission$20,160.0012% of media→ Commission income
- Ad serving$5,586.0014.7M impressions × $0.38 CPM→ Services revenue
- Creative$6,750.009 assets × $750→ Creative revenue
What's in it
The whole agency,without the spreadsheet.
Rate cards, versioned
Every price records the rate card version it came from, so publishing a new card never quietly changes an estimate or invoice you've already sent.
Reviewed before it's billed
Anything the reader wasn't sure of is flagged, and the person who sent an estimate or submitted a campaign can't approve it.
Fields to confirm
Priya
Entered it
Marcus
Approves it
Utilization and bookings
Each person's client hours against what they could work, less leave, measured against their role's target. Bookings show who's over before the week starts.
Purchase orders
Freelancers, shoots and media buys committed before their bills arrive, approved over your limit, and bills checked against them.
A portal for clients
Their campaigns' budgets and what's left, estimates to accept, deliverables to sign off, invoices to pay.
AI drafts, rules decide
Estimates from a brief, time from a note, out-of-scope work spotted. The rate card prices every line, and a person confirms it.
Big invoices, paid in parts
Record each part payment as it arrives; the balance and aging follow. Tax only on the taxable lines, never the media.