Accounting software for agencies
Agency accounting software has to separate the money an agency earns from the money it spends on behalf of clients. Adopt keeps the books and monthly close current, and your team approves every entry.
How agencies handle this today.
Pass-through costs. Media and production bought for clients inflate both income and expense.
Retainers and projects. Some clients pay monthly, others by milestone.
Freelancers and tools. Contractor payments and software subscriptions make up much of the spend.
Founders keep the books. Usually after the client work is done.
Agency accounting, kept current
Adopt prepares the work in the background. Your team reviews and approves it, and every approval stays on the record.
Connect your accounts
Link bank and card accounts, or upload statements. Adopt starts from your opening balances.
Income and costs coded, with reasons
Client receipts, media spend, freelancers and software each get a suggested account and the reason behind it.
Review and approve
Approve in bulk or one at a time. Nothing posts until you do.
Close and report
Reconciliations and month-end statements are prepared for you to sign off.
What changes for agencies
Your chart of accounts, as written
The accounts you use for pass-through costs stay exactly as they are.
Short review sessions
Your team sees what needs a decision. The rest arrives prepared.
Not priced per seat
Add every partner and account lead who needs to see the numbers.
FAQs
It keeps an agency’s books: client receipts and costs recorded, accounts reconciled and statements produced each month. Adopt prepares that work and your team approves it.
No. Time and project tracking stay in the tools you use for delivery. Adopt keeps the accounting books and the monthly close current.
Your team does. Adopt prepares categories, matches and journal entries and shows the reason for each one. Nothing posts until someone on your team approves it.
Yes. You can start free and connect your first accounts without talking to sales.
More software for agencies
Accounting software for other industries
Agency books, kept current.
You approve every entry.
Start free and connect your first account. Adopt works on its own, so you do not need another accounting system to begin.
