Money OS
Start free
Agencies

Run your agency finances without the spreadsheet chaos.

Track expenses across multiple clients, analyze per-client profitability, and give your team the financial visibility they need — without the complexity of full accounting software.

Start free → Read the docs
Why Agencies use Money OS
Track every expense across multiple clients in a single workspace
See exactly which clients are profitable — margin by client, updated in real time
Identify reimbursable client expenses and export billing summaries automatically
Give your team role-based access — Members add expenses, Admins see everything
Generate client-specific expense reports for stakeholder reviews
Full audit trail — every transaction change recorded with who did it and when
Features

Built for how you actually work.

Multi-Client Tracking

Tag any transaction to a client. Switch between client views instantly. No separate spreadsheets per client.

Client P&L Reports

Revenue minus expenses equals margin. See it per client, per month, and over time. Know exactly which clients to grow and which to reprice.

Reimbursable Expenses

Toggle any expense as reimbursable. Export a billing summary per client to attach to your monthly invoice.

Team Access Controls

Admins manage billing and settings. Members add and categorize transactions. Viewers (accountants, investors) read everything without touching data.

Audit Logs

Every transaction edit, budget change, and team action is recorded immutably. Financial accountability without manual process.

Budget Monitoring

Set project budgets or overhead budgets. Real-time tracking against actuals. Alerts before you exceed scope.

Common questions

Can we track expenses for 20+ clients?

Yes. There is no limit on the number of clients in Money OS. Each client gets their own dashboard with revenue, expenses, margin, and reimbursable expenses.

How does the team access work?

Admins have full access. Members can add and edit transactions. Viewers have read-only access. Roles are assigned per workspace member. No per-seat pricing in the free tier.

Can we separate client finances from internal expenses?

Yes. Transactions can be tagged to clients or left untagged (internal overhead). Reports can be filtered to show only client-tagged or only untagged transactions.

Does Money OS generate invoices?

Invoicing is on the roadmap. Currently, Money OS generates expense and billing summaries that you attach to invoices created in your invoicing tool (HoneyBook, Bonsai, Wave).

Can our accountant access the data?

Yes. Invite them as a Viewer. They see all transactions, reports, and can export data without being able to modify anything.

Start free. Built for Agencies.

No credit card. No trial period. Free forever on the core plan.

Create your free account →