Real-time financial intelligence, built for agencies.
Every client gets the Hub: the clarity a great CFO provides — where cash is heading, whether the work is profitable, how the team is utilized, and what to do next — in one place, refreshed weekly, in the language agencies actually use.
Your agency, at a glance.
One CFO Brief brings cash, profitability, utilization, and the signals that need your attention onto a single screen.
Where cash is headed — and reporting that falls right out of it.
A rolling 13-week forecast refreshed weekly, plus board- and owner-ready cash reporting with no spreadsheet wrangling.
The truth behind the top line.
Team utilization against capacity, WIP you've earned but not yet billed, and real gross margin by client — the three numbers that tell you whether the work is healthy.
Financials in agency language — and the market outside your walls.
Agency-format P&L against budget and prior year, plus curated industry intelligence for your market.
A CFO doesn't just hand you numbers. They tell you what to do.
CFO Insights reads the data and drafts the "what a Good CFO would say" — what the numbers mean, and the move to make next.
It meets your agency where it already runs.
The Hub is built around the tools agencies actually use — across accounting, time tracking, project management, and CRM.
Accounting
Time Tracking
Project Management
CRM
These are the tools we work with and are fluent in — the systems agencies actually run on. The Hub connects live to QuickBooks Online and Harvest today; other systems feed in through imports.
See the Hub on your own numbers.
Book a walkthrough and we'll show you what your agency looks like in the Hub — cash, profitability, utilization, and the next move.
Book a walkthrough