Accounting for Agencies
Accounting software for marketing and creative agencies.
Agencies live or die on client profitability, but most owners can’t tell you which accounts actually make money after contractor payouts and software costs. Holdings ties income and expenses to each client and project, so real margin — not just revenue — is always in front of you.
Banking and invoicing are free. Accounting is $25/mo (30-day free trial) — and because it’s built into your account, a paid client invoice is already in your books and contractor payouts categorize themselves. The payment and the journal entry are the same event — no manual books, no month-end close.
*Free business checking · free invoicing · accounting $25/mo
Your books, current — without the bookkeeping.
Holdings accounting lives inside your bank account. Every transaction categorizes itself as it happens, every paid invoice is already in your books (same event, nothing to reconcile), and per-client numbers stay current — so agency owners aren’t guessing at profitability or reconstructing a quarter of receipts before tax time.
Cheaper than QuickBooks or Xero, with native QuickBooks export and read-only CPA access when your accountant needs the books.
Profit by client
Income and costs tagged by client and project — real margin, automatically.
Retainers + invoicing
Invoice retainers and projects free; paid invoices post themselves to the books.
Contractor payouts
Payouts categorize themselves and roll toward year-end 1099s.
Frequently asked questions
Put your agency’s books on autopilot.
Free banking + invoicing. Accounting $25/mo with a 30-day free trial — profit by client, always current.
Explore More
Accounting Overview
Automatic categorization, P&L, and balance sheets.
Accounting for Freelancers
Free Invoice Generator
Create and download professional invoices in seconds.
Pricing
Transparent pricing with zero hidden fees.
Bookkeeping That Runs Itself — $25/mo
Professional bookkeepers manage your books monthly.