Agencies
Billing next to the work
Invoice clients from the product their campaigns run in. Agency & white-label →
Who it is for
Built for the business that bills its clients.
Revenue is available to agency accounts. If you run marketing for clients and invoice them for it, this is the section that closes the loop.
Not an agency?
The rest is on every plan
37 of the 49 modules are on every plan, including Free. The platform →
What is inside
Nine modules, from invoice to insight.
These are the rows under Revenue in the product.
Money in
Billing, Payments, Billing Records, Collections
Invoices and their status, payments received, the records behind them, and which balances to chase first.
Understand it
Billing Assistant, Overview, Insights, Reports
The Billing Assistant answers what to do next; Overview, Insights and Reports show how you are doing.
Set up
Billing Settings
Invoice and payment settings, email templates and tax.
What it replaces
Three things an agency usually keeps somewhere else.
Running client marketing in one product and billing it from another leaves three jobs in the gap between them. Revenue is where each of those jobs lives instead.
01
A separate invoicing tool
Invoices raised in a second product, with the client details typed in twice. In Revenue they come from the record you already keep.
02
A list of who owes what
Outstanding balances tracked by hand. Collections shows which ones to chase first.
03
A monthly reconciliation
Exporting spend from one system and income from another to see whether a client is profitable. Here both are on one timeline.
One record
The loop other marketing platforms leave open.
Most marketing platforms stop at the campaign. Here the invoice is on the same record as the campaign that earned it.
Campaigns
What you did
The work you are billing for. Campaigns →
Sales
What you won
The deal behind the invoice. Sales pipeline →
Revenue
What you collected
Money in, on the same timeline as spend.
You stay in control
AI-first. Never AI-only.
The AI does the heavy lifting, your team decides. Every feature keeps a full manual path for teams that want to do it themselves.
Supervised by default
Work waits in your approvals queue until someone on your team signs off. Autonomy is a setting, not a plan tier.
Review the real thing
Open the actual email, ad, post or sequence, edit it in place, then approve. What you see is what goes out.
Every action is logged and exportable
What each agent did, when, and who approved it.