Product Use Cases For Advertising Agencies Pricing For CA / Partners Case Studies
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FOR ADVERTISING & MARKETING AGENCIES

The Client Profitability & Cash OS for Advertising Agencies.

See revenue, receivables and client profitability in one place. Invoicing, collections and cash flow built for how advertising agencies actually bill: monthly retainers, campaign fees and the vendor costs behind them.

Free forever for 2 clients No credit card GST-ready invoicing built in
Collections ₹38.9L  ▲ 19%
Overdue ₹8.6L  11 invoices
Reconciled 96%  this month
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Aurora Beverages₹18.6L₹15.2L₹3.4LOn track
Kestrel Motors₹14.3L₹9.1L₹5.2LReview
Saffron Hotels₹9.8L₹3.0L₹6.8LAt risk
Quill Telecom₹7.4L₹6.2L₹1.2LOn track
Zephyr Retail₹6.1L₹2.1L₹4.0LAt risk
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Aurora Beverages2 active₹3.4LMostly paidOn track
Kestrel Motors3 active₹5.2L1 overdueReview
Saffron Hotels1 active₹6.8L2 overdueAt risk
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Invoiced
₹64.2L
38 invoices
Collected
₹38.9L
▲ 19% vs last month
Outstanding
₹21.4L
Within terms
Overdue
₹8.6L
11 invoices
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Aurora Beverages₹5,40,00014 SepPaid
INV-1141Kestrel Motors₹3,20,00021 SepSent
INV-1138Saffron Hotels₹4,10,00005 Aug55d overdue
Bank & Cash
Reconciled transactions across accounts
This Month ▾
Cash in Hand
₹31.8L
Across 2 accounts
Reconciled
96%
This month
Unmatched
4
Needs review
Inflows
₹38.9L
This month
Recent Bank Activity
DateDescriptionClientAmountStatus
18 SepNEFT CreditAurora Beverages₹5,40,000Matched
15 SepUPI CreditQuill Telecom₹1,20,000Matched
Reports
Client, revenue and receivables reporting
This Quarter ▾
Revenue Growth
▲ 14%
Quarter over quarter
Top Client Share
29%
Of total revenue
Avg. Days to Pay
29
Days
Scheduled Reports
3
Active
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
01 Built for retainer & campaign billing Designed for agencies invoicing multiple brands across retainers, campaign fees and one-off projects.
02 GST-ready invoicing by default Every invoice generated is GST-compliant, with e-Invoicing support where applicable. No separate software needed.
03 Your data stays yours Your financial data stays private to your organisation, with role-based access for your own team.
Common challenges 00 / 06

Running finance for an advertising agency is harder than it should be.

Many brands, many vendors, and client payments that arrive long after the campaign has run.

Keep scrolling
01

Long client payment cycles

Brands often pay well after the invoice date, while vendors and teams still need to be paid on time.

02

Vendor bills beside client invoices

Production houses, printers and media partners create a second stream of payments that is hard to read next to client billing.

03

Retainers mixed with campaigns

Monthly retainers and campaign-based fees need different tracking inside the same agency.

04

Unclear client profitability

Without costs and billing side by side, it is hard to see which brands actually make money.

05

Manual invoice tracking

Spreadsheets and email threads make it easy to lose track of what has been billed and what is outstanding.

06

No real-time visibility

Agency owners often find out about cash problems only when the books are closed at month-end.

The MoneyGence solution

One Financial Platform for Your Entire Agency.

MoneyGence brings every client's financial information together, from first invoice to final collection, so nothing is scattered across spreadsheets and inboxes.

  1. 01ClientsEvery account in one place
  2. 02Contracts & EngagementsRetainer, fixed-fee or T&M
  3. 03InvoicesGST-ready, raised on time
  4. 04ReceivablesWhat's due, what's overdue
  5. 05RevenueCollected, by client
  6. 06ProfitabilityWhere you actually earn
Client & engagement visibility

Know exactly where every client stands.

Every client account in MoneyGence rolls up its own engagements, invoices, payments and outstanding balance, so you can see, client by client, what's billed, what's collected and what's still at risk.

Every brand with its retainers, campaigns and invoices
Contract and renewal tracking per client
Outstanding amounts flagged automatically
Saffron Hotels ₹6.8L  at risk
Illustrative product preview · Fictional sample data
Clients
21 active client relationships
All Clients ▾
Active Clients
21
+2 this quarter
Avg. Collection
29 days
Across paid invoices
Overdue Clients
3
Needs follow-up
Up for Renewal
4
Next 60 days
Client Directory
ClientEngagementsOutstandingInvoice StatusStatus
Aurora Beverages2 active₹3.4LMostly paidOn track
Kestrel Motors3 active₹5.2L1 overdueReview
Saffron Hotels1 active₹6.8L2 overdueAt risk
Quill Telecom2 active₹1.2LWithin termsOn track
Invoicing & receivables

Get Paid Faster. Stay on Top of Receivables.

GST-ready invoices, client-wise billing and a clear view of what's due, so cash-flow awareness doesn't depend on chasing your inbox.

Invoiced
₹64.2L
Due
₹21.4L
Received
₹38.9L
Invoice status visible by client, not buried in email threads
Payment reminders for outstanding and overdue invoices
Bank reconciliation matches payments to invoices automatically
Client Profitability & Cash, This Quarter
Aurora Beverages
On track
Revenue₹18.6LReceived₹15.2LOutstanding₹3.4L
Kestrel Motors
Review
Revenue₹14.3LReceived₹9.1LOutstanding₹5.2L
Saffron Hotels
At risk
Revenue₹9.8LReceived₹3.0LOutstanding₹6.8L
Quill Telecom
On track
Revenue₹7.4LReceived₹6.2LOutstanding₹1.2L
Revenue billedReceivedIllustrative sample data
Revenue & profitability

See which clients are actually driving your business.

Instead of one combined revenue number, MoneyGence breaks revenue, collections and outstanding balance down by client, so you can see where your business is genuinely making money, and where it isn't.

Revenue and collection trends over time
Client-ranked revenue and outstanding balance
Scheduled reports delivered on your own cadence
Why advertising agencies choose MoneyGence

Built for how service businesses actually run their finances.

Centralised financial visibility, by client
ClientsContractsInvoicesReceivablesRevenueProfitability

Every client's revenue, invoices, receivables and payments live in one place instead of scattered across spreadsheets, accounting software and email.

01
Client billing and vendor payments in one system

Finance Inbox tracks vendor bills, reimbursements, advances and payment releases next to client invoices.

02
Know which brands are worth it

Revenue, collections and outstanding balance ranked by client.

03
Chase less, collect more

Payment reminders and bank reconciliation keep unpaid invoices from sitting unnoticed.

04
Reporting that runs itself

Schedule client and revenue reports instead of building them by hand every month.

How it works

From scattered spreadsheets to one clear system.

STEP 01Connect your financial data

Set up your organisation and import existing client data from Tally if you have it.

STEP 02Organise clients & contracts

Add your brands and their work: monthly retainer, campaign fee or one-off project.

STEP 03Track invoices & receivables

Raise GST-ready invoices and see what's outstanding, by client, in real time.

STEP 04Monitor revenue & profitability

See revenue, collections and outstanding balance ranked by client.

STEP 05Make better decisions

Use scheduled reports and real-time visibility to act before problems compound.

Product showcase

See Your Business Financials Clearly.

One workspace for revenue, receivables, invoices, clients and reports. Click a tab to explore.

Paid INV-1142  ₹5,40,000
INV-1138 55d overdue
Illustrative product preview · Fictional sample data
Good morning, Rohan 👋
Here's your client portfolio overview
This Month ▾
Total Revenue
₹64.2L
▲ 12% vs last month
Open Receivables
₹21.4L
Across active invoices
Collections
₹38.9L
▲ 19% vs last month
Overdue
₹8.6L
11 invoices
Client Revenue & Cash
ClientRevenueReceivedOutstandingStatus
Aurora Beverages₹18.6L₹15.2L₹3.4LOn track
Kestrel Motors₹14.3L₹9.1L₹5.2LReview
Saffron Hotels₹9.8L₹3.0L₹6.8LAt risk
Clients
21 active client relationships
All Clients ▾
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Aurora Beverages2 active₹3.4LMostly paidOn track
Kestrel Motors3 active₹5.2L1 overdueReview
Quill Telecom2 active₹1.2LWithin termsOn track
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Aurora Beverages₹5,40,00014 SepPaid
INV-1141Kestrel Motors₹3,20,00021 SepSent
INV-1138Saffron Hotels₹4,10,00005 Aug55d overdue
Receivables
Outstanding amounts by client
All Clients ▾
Outstanding by Client
ClientOutstandingOldest DueDays OverdueStatus
Saffron Hotels₹6.8L05 Aug55At risk
Kestrel Motors₹5.2L21 Sep4Review
Aurora Beverages₹3.4L28 Sep0On track
Reports
Client, revenue and receivables reporting
This Quarter ▾
Report Library
ReportScopeFrequencyFormatStatus
Client ProfitabilityAll clientsMonthlyPDFScheduled
Receivables AgeingAll clientsWeeklyExcelScheduled
Use cases

Built for every kind of agency model.

01Full-Service Advertising Agencies

Track retainers, campaign fees and vendor payments across many brands.

02Digital & Performance Marketing

Keep recurring client billing and renewal timelines in one view.

03Social Media & Content Agencies

See which retainer clients are paid up and which have invoices outstanding.

04PR & Communications Firms

Follow retainers and project fees client by client.

05Branding & Creative Agencies

Watch campaign invoices and vendor costs side by side.

06Independent Marketing Consultancies

Replace scattered spreadsheets with one clear view of cash.

Frequently asked questions

Questions advertising agencies ask about MoneyGence.

Clear answers about clients, invoicing, receivables and what MoneyGence actually does.

Can MoneyGence manage retainer and campaign clients together?
Yes. MoneyGence supports Retainer, Contractor, Project and One-Time client types, so an agency can see all of them in one dashboard while tracking each client's invoices and receivables separately.
Can I track vendor bills alongside client invoices?
Yes. Finance Inbox lets your team raise and track vendor bills, reimbursements, advances and payment releases through an approval workflow, while client invoices and receivables stay visible by client.
Can I track outstanding invoices and receivables?
Yes. The dashboard shows outstanding receivables by client and by invoice, including overdue amounts, so you always know what has been billed and what is still pending.
Can I see which clients are most profitable?
Yes. MoneyGence's client revenue and cash view ranks clients by revenue, collections and outstanding balance so you can see where your agency is actually making money.
Can I import my existing financial data from Tally?
Yes. MoneyGence supports importing your existing client ledger data from Tally exports (CSV or XLSX), so you don't have to start from a blank slate.
Does MoneyGence replace my CA or accounting workflow?
No. MoneyGence is a financial visibility and workflow layer for your agency. It does not replace your CA's professional advice, statutory filings or audit responsibilities.
Is invoicing GST-compliant for advertising services?
Yes. Invoices generated in MoneyGence are GST-ready by default, including support for e-Invoicing (IRN generation) where applicable.

Bring Clarity to Your Agency's Finances.

See every client's revenue, receivables and profitability in one place. Free forever for your first 2 clients.

Book a Demo

See how MoneyGence tracks clients, invoices, receivables and profitability for advertising agencies. Pick a good time and our team will walk you through it.

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