LiveMoney visibility
Agency Financials
The financial dashboard for the agencies. Revenue, costs, margin, client economics, forecast. One screen instead of QuickBooks plus three spreadsheets.
Agency owners running on spreadsheets find out they had a bad month two weeks after it ended. This shows it while the month is still happening.
System Card
categoryRevenue tools
statusLive
page/agency-financials
AI avatar summary
Why Agency Financials exists.
What Agency Financials replaced, and what it does for me now. The internal dashboards stay private, so this is the public version of it.
Here's a summary of this page by my AI Avatar
1
What it does
Reads from QuickBooks, the CRM, and a few other sources. Shows the things an owner actually decides on: revenue by client, margin by service, payroll vs cashflow, and which accounts are at risk before the renewal call.
2
Why it matters
Most agency-failure stories I know are timing failures, not strategy failures. Running by gut works until it doesn't. The dashboard exists so timing is visible.