Product Use Cases For Design Agencies Pricing For CA / Partners Case Studies
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FOR DESIGN AGENCIES & CREATIVE STUDIOS

The Client Profitability & Cash OS for Design Agencies & Studios.

See revenue, receivables and client profitability in one place. Invoicing, collections and cash flow built for how design studios actually bill: project fees, monthly retainers and work shared with freelancers.

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
Lumen Skincare₹18.6L₹15.2L₹3.4LOn track
Pebble Kids Co₹14.3L₹9.1L₹5.2LReview
Terrace Hospitality₹9.8L₹3.0L₹6.8LAt risk
Fable Books₹7.4L₹6.2L₹1.2LOn track
Indigo Apparel₹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
Lumen Skincare2 active₹3.4LMostly paidOn track
Pebble Kids Co3 active₹5.2L1 overdueReview
Terrace Hospitality1 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-1142Lumen Skincare₹5,40,00014 SepPaid
INV-1141Pebble Kids Co₹3,20,00021 SepSent
INV-1138Terrace Hospitality₹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 CreditLumen Skincare₹5,40,000Matched
15 SepUPI CreditFable Books₹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 project & retainer billing Designed for studios invoicing multiple clients across project fees, monthly retainers and one-off jobs.
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 a design agency is harder than it should be.

Creative work is hard to price, scope changes mid-project, and the money often lags behind the design.

Keep scrolling
01

Projects that grow past the quote

Extra rounds and added scope eat into margin, and it is hard to see which clients that keeps happening with.

02

Advance and balance payments

Part-paid projects leave you unsure what has been received and what is still due.

03

Freelancer and vendor payouts

Paying freelancers, printers and other vendors alongside client billing makes cash hard to read.

04

Unclear client profitability

A busy client is not always a profitable one, and the numbers are scattered across files.

05

Retainers mixed with one-off jobs

Monthly retainers and single projects need different tracking in the same studio.

06

No real-time visibility

Studio owners often find out about cash problems only when the books are closed.

The MoneyGence solution

One Financial Platform for Your Entire Design Studio.

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 client with its projects, invoices and payments
Contract and renewal tracking per client
Outstanding amounts flagged automatically
Terrace Hospitality ₹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
Lumen Skincare2 active₹3.4LMostly paidOn track
Pebble Kids Co3 active₹5.2L1 overdueReview
Terrace Hospitality1 active₹6.8L2 overdueAt risk
Fable Books2 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
Lumen Skincare
On track
Revenue₹18.6LReceived₹15.2LOutstanding₹3.4L
Pebble Kids Co
Review
Revenue₹14.3LReceived₹9.1LOutstanding₹5.2L
Terrace Hospitality
At risk
Revenue₹9.8LReceived₹3.0LOutstanding₹6.8L
Fable Books
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 design 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
See what each client is really worth

Revenue, collections and outstanding balance by client, side by side.

02
Freelancer and vendor payments under control

Finance Inbox tracks vendor bills, advances and payment releases through a clear approval flow.

03
Invoices that go out on time

Raise GST-ready invoices for each milestone or retainer cycle and follow them to payment.

04
Less admin, more design

Bank reconciliation and scheduled reports cut down month-end clean-up.

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 clients and their work: project, monthly retainer or one-off job.

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
Lumen Skincare₹18.6L₹15.2L₹3.4LOn track
Pebble Kids Co₹14.3L₹9.1L₹5.2LReview
Terrace Hospitality₹9.8L₹3.0L₹6.8LAt risk
Clients
21 active client relationships
All Clients ▾
Client Directory
ClientEngagementsReceivableInvoice StatusRenewal
Lumen Skincare2 active₹3.4LMostly paidOn track
Pebble Kids Co3 active₹5.2L1 overdueReview
Fable Books2 active₹1.2LWithin termsOn track
Sales & Invoices
GST-ready invoicing and collection status
This Month ▾
Recent Invoices
InvoiceClientAmountDueStatus
INV-1142Lumen Skincare₹5,40,00014 SepPaid
INV-1141Pebble Kids Co₹3,20,00021 SepSent
INV-1138Terrace Hospitality₹4,10,00005 Aug55d overdue
Receivables
Outstanding amounts by client
All Clients ▾
Outstanding by Client
ClientOutstandingOldest DueDays OverdueStatus
Terrace Hospitality₹6.8L05 Aug55At risk
Pebble Kids Co₹5.2L21 Sep4Review
Lumen Skincare₹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 creative studio.

01Branding & Identity Studios

Track project fees and balance payments across brand clients.

02UI/UX & Product Design Studios

Keep retainers and project work visible side by side in one dashboard.

03Graphic & Communication Design

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

04Interior & Spatial Design Studios

Follow staged project invoices from raised to received, client by client.

05Packaging & Print Design

Watch client billing and vendor payments in one place.

06Freelance-Led Creative Collectives

Manage client revenue and vendor payouts without scattered spreadsheets.

Frequently asked questions

Questions design agencies ask about MoneyGence.

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

Can MoneyGence handle project and retainer clients together?
Yes. MoneyGence supports Retainer, Contractor, Project and One-Time client types, so a studio can see all of them in one dashboard while tracking each client's invoices and receivables separately.
Can I track part payments on a project?
Yes. You can raise invoices in stages and track each one against the client, so received and outstanding amounts stay clear.
Can I manage freelancer and vendor payments?
Yes. Finance Inbox lets your team raise and track vendor bills, reimbursements, advances and payment releases through an approval workflow.
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 studio 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 studio. It does not replace your CA's professional advice, statutory filings or audit responsibilities.
Is invoicing GST-compliant for design services?
Yes. Invoices generated in MoneyGence are GST-ready by default, including support for e-Invoicing (IRN generation) where applicable.

Bring Clarity to Your Studio'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 design agencies. Pick a good time and our team will walk you through it.

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