Project profit for an agency
A DMC creative agency runs a launch campaign for a car dealer: AED 180,000 of fees, AED 420,000 of media bought on the client's behalf, and AED 65,000 of production. If media spend and fees sit in one revenue line, the agency looks four times bigger than it is and margin reports mean nothing.
HelloBooks tags each invoice line and each supplier bill to the campaign. Media pass-through goes to its own accounts, so the agency can see gross billings and true fee income side by side. The AI agent reads media owner and production house invoices, matches them to the campaign code and holds anything over the approval limit for the account director.
- Campaign or project tags on every sale and cost
- Separate accounts for media pass-through and agency fees
- Approval rules on large media and production bills