The Financial Operating System for Marketing Agencies
Manage recurring client retainers, ad platform pass-through costs, creator contractor networks, and true campaign profitability in one free command center.
100% Free · No credit card required · Zero arithmetic drift
Definition
What It Is
Money OS for marketing agencies connects campaign deliverables, media pass-throughs, and creative contractor hours directly to double-entry general ledgers.
Who It's For
Target Audience
Growth marketing agencies, social media agencies, paid media consultancies, and influencer talent networks.
Core Advantage
Why It Matters
Provides instant clarity on client retainer profit margins, ensuring monthly campaign work stays profitable after staffing and ad pass-throughs.
Marketing Campaign Financials
Q3 Brand Growth Retainer
Monthly Retainer: ₹3,00,000 · 30-Day Campaign Sprint
Capabilities
Tailored for Growth & Marketing Agencies
Recurring Monthly Retainers
Bill fixed monthly growth retainers with automatic invoice harvesting, GST tax lines, and Razorpay links.
Ad Platform Pass-Throughs
Track Meta, Google, and LinkedIn ad spend pass-throughs as reimbursable expenses with custom percentage markups.
Creator & Contractor Payouts
Manage freelance copywriters, UGC creators, and video editors with role-based rate cards and private contractor logins.
Real-Time Campaign Margin
Compare monthly client fees against team hours and direct creative production expenses to protect agency margins.
GST, HSN & TDS Compliance
Generate compliant tax invoices with proper SAC codes for advertising and marketing services with automated TDS tracking.
Verified Bank Ledgers
All client payouts and vendor disbursements sync directly through double-entry bank accounts with zero arithmetic drift.
Process
Marketing Agency Financial Lifecycle
Contract Terms & Retainers
Configure monthly retainer fees, scope allowances, media spend markup rules, and contractor cost cards.
Campaign Delivery & Time Entry
Creatives and media buyers log hours; software tools and ad production costs debit directly from linked checking accounts.
Automated Billing & Reconciliation
Generate monthly tax invoices with Razorpay payment links and review campaign gross margins in real time.
Architecture
Related Financial Pillars
Frequently Asked Questions
Direct answers for agency operations and financial teams.
How does Money OS handle marketing media spend reimbursements?
Money OS logs ad spend or creator payments as reimbursable expenses, applies your configured agency markup (e.g., 10% or 15%), and automatically queues them on the next client invoice.
Can marketing agencies manage both retainer and performance-fee clients?
Yes. You can manage recurring monthly retainers, fixed-price campaign sprints, or milestone-based performance bonuses simultaneously.
Is Money OS for marketing agencies free?
Yes, 100% free during beta. No restrictions on campaigns, client accounts, or contractor seats.