Accounting software for creative agencies, opened under your firm’s name

Agencies invoice monthly retainers, one-off projects and change requests, sometimes all to the same client. Your team raises or records those invoices consistently, and bank reconciliation shows which are paid. AI categorisation sorts software tools, stock assets and contractor payments so the month closes without hunting through card statements.

The agency list in your firm console shows where each shop stands on its close and what is still queued for a reviewer. A principal who wants to know whether a big account is profitable gets a branded report that sets fees against the freelancers and tools that serviced it.

• Invoice retainers and project work consistently
• Separate pass-through media from agency income
• Code freelancer and software costs by account
• Show principals margin by client

Media buys and printing that pass straight through to the end client can make revenue look far larger than the agency’s real fee. Your reviewers decide how to record those flows, and your firm remains responsible for gross versus net presentation and any tax treatment. HelloBooks keeps the bills and payments together for that review.

Agencies lean on freelancers who invoice irregularly. Your staff enter those bills and track what remains unpaid. Since the license includes unlimited firm staff with no per-seat charges, you can bring an extra reviewer onto a busy agency during campaign season without touching your licence cost.

Agency companies each sit on a published HelloBooks plan with a firm discount applied for your practice. The only invoice HelloBooks sends goes to your firm. You decide what an agency pays you for bookkeeping and advisory, then invoice it under your own name, perhaps with a higher tier for shops that want account-level margin reporting.

Holding groups that run several agency brands can use higher plans with multi-entity support, so each studio keeps separate books. Client data belongs to your firm, and you can export it for a sale or a merger. We are accepting founding firms at this stage, which suits practices building an agency niche.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.