Run an agency's money on Finocket

Agencies bill monthly retainers, project milestones and hours that must never bill twice. As you grow, a referral network adds commission that has to reconcile to the ledger.

1. 1

   Put retainers on autopilot

   A recurring rule drafts each cycle’s invoice with your numbering; review and send. If your invoice lines have a Period covered field (some trade packs add one, or add a text field by that name yourself under Custom fields on invoice lines), each draft fills it on every line with the dates that cycle covers, for example 1 Oct 2026 to 31 Oct 2026, so one cycle ends the day before the next begins. The Professional services template prints it as a column, and hides the column when no line has one. Change it on the draft if a cycle is irregular. With the services pack on, you can also start a retainer’s monthly billing from Practice records.
2. 2

   Bill milestones without over-billing

   Progress billing caps every tranche so the total can never exceed the agreed amount.
3. 3

   Turn tracked hours into invoices

   Time entries convert to draft invoices at the right rate card, and hours can’t bill twice.
4. 4

   Run referrals like a program

   Partner programs attribute referred clients, accrue on collected revenue only, and hand your CA locked statements with the tax paperwork computed.

Log a lead from your phone between meetings, then build the retainer billing run from a desktop. See what each device is best for.