Quote, invoice and protect your margin.
Money drafts quotes, change orders and invoices into Xero, and shows where a retainer is being overserviced. Profitability is visible to owners only.
Sample agency and clients. Every name and figure on screen is made up.
Money in RocMode for Agencies brings Xero invoices, payments and costs together with retainers, the rate card and time on every task, so owners see where margin is made and where it leaks.
Three things to notice on Money.
Sample agency and clients. Every name and figure on screen is made up.
Twelve months on one screen. Margin sits under target in the months a retainer ran over. The out-of-scope requests are already priced as a draft quote in Xero, waiting for a person.
Quotes typed twice, change orders forgotten, overservicing unnoticed.
Margin you can see before year end.
Three steps. A person approves the last one.
Draft a quote or change order
Send it to Xero as a draft
See margin by client
Money works on Bought.
Every feature in RocMode for Agencies lifts one stage of the Selection Ladder, the seven things that must hold for a buyer to choose a business.
What needs you today, the money, the team, the brand.
What agencies ask about Money.
Also in the product: Scope guard.
Does it work with Xero?
Yes. Quotes and invoices go to Xero as drafts.
Who sees profitability?
Owners only.
Does it track time?
No. Keep your timesheet tool. Money reads what it needs.
