for agency leaders

See your profit Margins before they disappear

Most agency leaders don't know which projects are profitable until it's too late. Magnetic shows you margins, utilisation and over-servicing in real time - so you can protect profit while you scale.

Used by Hundred of Agencies
The reality of expanding

Revenue is growing. But are your margins?

When project data, timesheets and billing live in seperate tools, nobody sees where profit is leaking until the project is already complete.

Margin is calculated after the month closes
Revenue grows but profit doesn't move proportionally.
Over-servicing is identified too late
Overservicing is identified only once billing is complete
Capacity is reviewed without revenue context
Capacity planning is reactive, rather than forecast-led.
Hiring decisions rely on instinct
Margin analysis requires spreadsheets and manual reconcilliation.
Profitability analysis lives in spreadsheets
Delivery, resource plannning and billing operate in seperate systems.

When you have disconnected data you don't have commerical visibility. You have partial data, and partial data compounds risk as you scale.

The magnetic difference

Pipeline, delivery, capacity and billing live in one system.

Magnetic provides a connected view of how work, people and revenue interact, in real-time.
Get real-time visibility into delivery and margin
Monitor utilisation across teams and roles
Forecast revenue against confimed and weighted pipleine.
Identify over-servicing before margin erodes
Align hiring decisions with confirmed demand
Reduce reconciliation between systems
Dashboard showing project metrics: a table with owner photos, age in days, due dates, and probabilities; a circular chart displaying 46% budget spend; and two smaller circular charts showing 32% overservicing and 26% actual hours.
what you get

Everything that affects your bottom line

These are the capabilities that directly protect agency margins.

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Pipeline forecast with weighted values

Every opportunity is weighted by probability and shown at its expected value. Filter by month, client or owner without building a spreadhseet.

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Over-servicing alerts

Get notified before projects go over budget. Track time against scope in real time, so account teams can protect margin, reset expectations early and keep projects healthy.

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New business vs. existing client reporting

See how much of your revenue comes from new logos vs. growth within existing accounts. This helps account teams make the case for investing in client relationships.

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WIP tracking by client

See the value of work completed by not yet billed, broken down by client. Magnetic supoorts billing method, % complete and time & Materials. Account teams use this view to unblock invoicing.

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Pre-sales cost tracking

Track time and expenses against opportunities before they become projects. See your true cost of acquisition per client: How many hours went into the pitch and whether the deal value justifies the investment.

See your agency's margin in real-time

Join hundreds of agencies that use Magnetic to protect profitability and scale with condience

No obligation | Focused on your commericial structure

Why agencies replace framgmented systems

One connected commercial system, not 5+ disconnected tools

As agencies grow, systems multiply. Each tool solves a specific operational problem. Very few provide leadership with a unified commercial view of performance. Magnetic changes this.

What Matters
Standalone tools
Magnetic
Live margin by project
Calculated after month end. Requires reconciliation across tools
Margin updates as time is logged and costs are captured.
Over-servicing control
Identified once hours exceed scope and billing is reviewed
Automated alerts when projects approach allocated hours
Revenue forecasting
Pipeline lives in CRM. Delivery lives elsewhere. Forecasting requires manual modelling.
Forecast billing using approved estimates and weighted opportunities in one system.
Capacity planning tied to revenue
Resource scheduling shows workload only. No link to commerical impact.
Capacity, utilisation and revenue are connected in real-time.
Hiring decisions based on data
Decisions rely on instinct and  spreasheet forecasts
Visibility into future demand and utilisation across roles
Utilisation performance
Basic billable tracking in isolation
Utilisation reporting by team, role, client and department
Work in progress visibility
Work completed by not yet billed is difficult to track
Clear WIP visibility to support cash-flow planning
Executive reporting
Manual consolidation from multiple systems
Commerical data built into the same operational system
What leadership sees
Fragments of data across tools
Once connected commerical view
Plan. deliver. improve. repeat

Visibility across the entire project lifecycle

From kickoff to completion, Magnetic keeps delivery, resourcing and financial performance connected.

Win
Set realistic budgets and margin expectations from the proposal stage.
Plan & Execute
See team availability, assign work fairly and know when to hire.
Deliver & Track
Monitor live profitability and over-servicing across while work is in motion.
Report & Grow
See which clients & projects drive profit and adjust pricing or resourcing.
real results

What changes when commerical visibility improves

These are real results from professional services teamst that switched to Magnetic. The numbers come from their words, not ours.

80%
Improvement in project visibility
You see project status and budgets live. No more chasing project managers for updates before a client call.
Source: Exonic Solutions
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45%
Reduction in admin time
Less time assembling reports. Less time reconcilling spreadsheet and pulling data from seperate tools. More time on actual client management.
Source: Exonic Solutions
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Real Time
Profitability per client
Shift ONE went from speadsheet based guesswork to seeing exactly which clients were profitable and which were being over-serviced, as it happened.
Source: Shift ONE

These outcomes were achieved by agencies between 20 and 100 people who needed clearer visibility into margin and delivery performance

+4
100's of global agencies use Magnetic
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4.5 G2
4.6 Capterra
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Integrations

Connect Magnetic with the tools you already use

Magnetic integrates with CRM, finance and collaboration platforms, so your agency keeps the systems you need without duplicating work.

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Need to connect more tools? Connect Magnetic to 400+ more apps with Zapier

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See how Magnetic Compares

Already using Basecamp, Trello or a mix of tools? See how Magnetic brings projects, people and finances into one connected system without the gaps

Get started with Magnetic

Get clear on profit, resourcing & delivery with Magnetic

See how agencies replace spreadsheets and disconnected tools with one clear system.

Free for 14 days | No credit card required
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4.5 stars on G2 and Capterra
Integrations

FAQs

Everything you need to know about project management with Magnetic
We already use tools for projects, time and finance. Why add another?
Because profit sits in. the gaps. When projects, people and billing aren't connected, you can't see where money is being lost. Magnetic brings it into one system built for agencies.
How quickly can we get set up?
Most agencies are up and running within 2 weeks. We assist with data important and team onboarding so you can start seeing live margins right away.
Will my team actually use it?
Yes! Magnetic is built for agencies, not IT departments. Timesheets, scheduling and reporting are simple to use, so adoption sticks without endless training.
How does this help me as an agency leader?
It gives you a clear view of profitability, resourcing and pipeline health in one place - so you can make confident calls on hiring, client workload and growth without relying on spreadsheets.
Can Magnetic replace our spreadsheets and task tools?
Yes, Agencies typically replace multiple spreadsheets, task boards and scheduling tools with Magnetic. You keep one system of record for delivery & profit.
What kind of ROI should we expect?
Agencies using Magnetic reduce admin time by around 40%, cut over-servicing and often avoid unnecessary hires. The result is stronger margins and faster growth.