Software that brings agency work together in one place, from planning a project through logging the hours to sending the invoice. Every tool below is measured against the same criteria, in the same order.
A long-established British agency management system covering the job from enquiry through quote, timesheet and purchase order to invoice, with the ledger left in the accounting package.
Strengths
One job record carries the quote, hours, purchase orders and invoices
Deep accounting integrations, including Sage, Xero, QuickBooks, Iplicit and AccountsIQ
Cheaper timesheet-only user licences alongside full users
Unlimited clients, contacts, opportunities, jobs and tasks on every tier
Limitations
Priced from a minimum monthly subscription per tier, so small teams pay a floor rather than a per-seat price
The API, timesheet approval workflows and multi-job quoting require the Professional tier
No self-serve trial; evaluation runs through a discovery call and a bespoke demo
Initial term of twelve billing months, three months' notice to cancel, and a one-time onboarding fee
A professional-services automation platform built around customer onboarding and implementation projects, with a branded client portal on top of delivery, resourcing and billing.
Strengths
Branded customer portal is part of every project, not a bolt-on
API access included from the entry-level Standard plan
Official MCP server lets an outside AI assistant search projects, create tasks and log time
14-day free trial, extendable by a further week on request
Limitations
Budgeting, rate cards, margins and invoicing all start at the Premium plan, not the entry tier
Pricing starts at a five-seat minimum
The AI Fills assistant is a separate $29 per user and month add-on
Timesheet and project management software for creative agencies and in-house marketing teams, with retainer tracking and budget-versus-actuals at its centre.
Strengths
Retainers are a built-in case, tracked by hours or by monthly amount
Billable rates can vary by person, client, project or type of work
Published per-user pricing with a low three-user minimum
Over 50 customisable reports, including client profitability
Limitations
Invoicing is a separate add-on rather than part of the plans
Gantt charts, schedules and the availability and traffic reports require the Premier plan
Custom job intake forms and the advanced report builder sit on the much more expensive In-House plan
An ERP for project-based service companies and agencies that unifies costing, time tracking, resource planning, controlling and accounting in one platform.
Strengths
Covers costing, time tracking, resource planning and accounting in one system
Hosted in the EU (Austria), ISO/IEC 27001 certified and GDPR-compliant
