Modern agencies aren’t short on software. From Slack to Salesforce, Monday to Harvest, your team likely has a well-stocked stack already.

The problem isn’t the tools—it’s what happens (or doesn’t) between them.

Disconnected workflows, lost context, manual data entry, late billing, and missed handoffs usually don’t happen inside a tool. They happen between them.

That’s where most systems fail.

And it’s where our platform stands apart.

The Myth of the All-in-One Platform

We’ve all seen the pitch: one platform to manage everything from project scope to payroll to ordering snacks for the kitchen.

Reality check: agencies need flexibility. You’ve chosen the best tools for CRM, messaging, time tracking, and delivery—because they’re purpose-built and your team actually likes using them.

You don’t need a new system that tries to take their place.

You need one that connects them.

Enter: Smart, Open Integration

Our financial management platform was built for agencies that already have a stack—and want to make it work better.

We don’t ask you to rip and replace. We meet you where you are.

With robust integrations and open APIs, we help you connect the tools you already use and automate the workflows you’ve been manually patching together.

Let’s break it down:

Slack: From Ping to Payment (Almost)

Slack is your agency’s heartbeat—fast, informal, and full of useful context.

We integrate with Slack so you can:

  • Send automated reminders to log time or review approvals
  • Notify finance when billing milestones are hit
  • Trigger alerts for over-budget projects, margin thresholds, or overdue invoices

Your team stays in their flow. Finance stays in the loop.

Salesforce: From Deal Closed to Project Live

CRM handoffs are a notorious black hole. But they don’t have to be.

With Salesforce integration:

  • Deals automatically generate scoped jobs with associated budgets and timelines
  • Forecasted revenue flows directly into your financial projections
  • Finance and delivery teams get visibility into what’s coming before the kickoff

No more scrambling when a project lands. Everyone’s ready.

Zapier: Because You Can’t Predict Everything

Sometimes your agency runs on less mainstream tools—or heavily customized workflows. Zapier gives you the flexibility to bridge gaps your way.

With our Zapier integration, you can:

  • Push invoice data to custom dashboards
  • Trigger task creation in PM tools when financial events occur
  • Automate time-saving tasks across dozens of apps

No code. No bottlenecks. No reinventing your tech stack.

Why This Matters for Finance and Ops Teams

This isn’t just about tech convenience—it’s about operational control.

When your systems talk to each other:

  • Billing becomes faster and more accurate
  • Margins can be monitored in real time
  • Resource allocation is driven by live data
  • Approvals and alerts happen without chasing anyone

Your finance and ops teams aren’t in the dark or lagging behind—they’re leading with live insight and automated workflows.

Integration Isn’t a Feature. It’s a Philosophy.

Our platform doesn’t bolt on a few connectors and call it a day. Integration is core to how we work.

That means:

  • Pre-built connectors for the tools agencies use most
  • Open APIs for custom workflows
  • Webhook support for real-time automation
  • Structured data that flows across systems without breaking

The result? Accountability across tools, teams, and timelines.

You already have great tools. Now make them work together.

See how our financial management platform connects Slack, Salesforce, Zapier, and more—so your agency runs faster, smarter, and with full accountability.

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