Built for agencies — $1M–$50M shops

Stop running your agency blind.

Per-client margins, AR aging, and quarter forecasts — live. Built for marketing, creative, and service firms that bill time and answer to partners.

  • Per-client margin, live — not a quarterly slide
  • Catch margin breaches within 24 hours, not 24 days
  • Quarterly revenue forecast with a 68% confidence band
5-min setup · Read-only · SOC 2 in progressSee it live →
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Profit gap between top- and bottom-quartile agencies
28%Profit gap between top- and bottom-quartile agencies
Lead time to catch a margin breach (vs 24 days)
24 hrsLead time to catch a margin breach (vs 24 days)
Average warning before a cash-gap event
47 daysAverage warning before a cash-gap event
Confidence band on the quarterly revenue forecast
68%Confidence band on the quarterly revenue forecast

What founders ask us

“Which retainer is actually losing us money this month?”

Most agencies find out at tax season — long after the unprofitable client has eaten the year. CentSight tags every billable hour, contractor invoice, and retainer payment at the transaction level, so the answer is one click and it's right today.

What it looks like

The view that earns your partners' Monday.

Click through the tabs. Every panel is the actual product.

Per-client P&L, live — not a quarterly slide.

Every billable hour, every contractor invoice, every retainer is tagged to a client at the transaction level. The result: a live margin per account, side-by-side, with the actual numbers — not a six-week consulting engagement to find out which retainer is bleeding.

Client margin — liveUpdated just now
Acme Co.

38.4%

+2.1 pts
Northwind

21.7%

-0.6 pts
Initech

-8.2%

-3.4 pts
Lumen Bros.

31.0%

+0.9 pts

How it works

Your agency, live in 5 minutes.

  1. Step 1: Connect QuickBooks

    QuickBooks, Plaid, and your time-tracking — connected in 5 minutes. Read-only, observe-only.

  2. Step 2: Per-client P&L, live

    One view, every client. Real margin after labor, contractors, and direct costs.

  3. Step 3: AR aging alerts

    Drift the day it happens — not at the end-of-month aging report.

  4. Step 4: Forecasts for partner meetings

    Defensible quarterly revenue forecasts with a confidence band — no rebuild night.

What agency operators get back

Faster decisions. Healthier margins. Cleaner cash.

12 hrs/mo

Reclaimed from rebuilding the client-margin spreadsheet. Time the partner spends on the work, not the books.

+4.2 pts

Median client-margin lift in the first 90 days, from catching scope creep inside the billing window.

47 days

Average lead time on cash-gap detection — long enough to renegotiate AP terms, not panic.

Don't take our word for it

“We discovered that our biggest client by revenue was actually our least profitable. CentSight showed us the real numbers in minutes. We restructured the contract and improved margins by 22%.”

James Tanaka

Managing Partner · Digital marketing agency · $6M revenue

“I used to find out an account was underwater at the quarterly review. Now I see it Friday. The next scope conversation goes out priced right.”

Alana Ruiz

Director of Operations · Creative studio · $4M revenue

“Net-60 was killing our cash. CentSight surfaced three drifting invoices in week one — we collected $58K before payroll.”

Marcus Hill

Founder · Performance agency · $9M revenue

Learn more

Resources for Agency Finance

Common questions

Answers, before you ask.

When does CentSight launch?
We're admitting founding-member agencies in cohorts now. Once you join the waitlist, we'll reach out with a personalized timeline for connecting your books and time-tracking.
What does founding-member pricing get me?
$95/mo flat — locked for the life of the account — for the first 100 agency seats. That's a written guarantee, not marketing. No long-term contract, cancel anytime.
Does CentSight have access to write data to QuickBooks?
No. CentSight is read-only across every integration. We observe transactions to build live per-client margins and AR aging — we never post journals, modify invoices, or change any record in your books.
How are client margins calculated when staff is shared across accounts?
We allocate labor cost using the time-tracking data you already keep (Harvest, Toggl, QuickBooks Time, or a CSV). Contractor invoices and direct costs are tagged at the bill level. If you don't track time per client today, CentSight surfaces uncoded transactions on a single dashboard so you can improve coverage week by week.
What about scope creep — how do you flag it without project codes on every entry?
We flag margin slip at the client level the day it happens. Even with partial coding, the trend by account shows up clearly: a retainer that was 35% margin trending toward 18% means the conversation needs to happen now, not at the next renewal.
Can my account leads see only their own clients?
Yes. Role-based access is the default. Account leads see their book of business, partners see the firm, admins are configurable. Every access action is logged.
What's the SOC 2 status?
SOC 2 Type II is in progress with an external auditor; Type I report is available under NDA. Production data is encrypted at rest (AES-256) and in transit (TLS 1.3). We don't store credentials — connectors use OAuth and token rotation.

No risk to look.

  • Founding-member pricing locked
  • Cancel anytime
  • Read-only access
  • Your books stay yours

Know which clients drive profit.

Live margins. Live alerts. Live decisions — not a quarterly post-mortem.

No credit card. 5-minute setup. Read-only — your books stay yours.

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