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.

+5
Used by Hundreds of Global Agencies
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4.5 on G2
4.6 on Capterra
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 invisible until month-end
Profitability only becomes visible once all hours are logged and finance finishes reconciliation. By then the project is delivered and the money is spent.
Over-servicing goes undetected
Without live budget tracking, a project scoped at 200 hours quickly become 260. Multiply that by 20 projects a month, and you're losing hundreds of hours you can't bill for.
Five tools, zero connected visibility
CRM, project management, timesheets, scheduling and finance all live in separate systems. Your commerical picture is assembled manually.

If your data is disconnected, you lose commercial visibility. Working with only part of the data increases risk, especially as your business grows

The magnetic difference

Pipeline, delivery, capacity and billing - 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
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 spreadsheet.

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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 but not yet billed, broken down by client. Magnetic supports billing method, percent complete, and time and 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 fragmented systems

One connected commercial system, not 5+ disconnected tools

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

Book a 20-minute demo
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
Scope & price
Set realistic budgets and margin expectations from the proposal stage.
Plan & Execute
Resource & staff
See team availability, assign work fairly and know when to hire.
Deliver & Track
Monitor live
Monitor live profitability and over-servicing across while work is in motion.
Report & Grow
Learn & Adjust
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 teams that switched to Magnetic. The numbers come from their words, not ours.

80%
Improvement in project visibility
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
Spend less time assembling reports, reconciling spreadsheets and pulling data from separate tools and more time on client management.
Source: Exonic Solutions
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Real Time
Profitability per client
Shift ONE moved from spreadsheet-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

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Integrations

Integrate with your existing tools

Connect all your favourite tools in one place for a smoother, cohesive experience. Need more? Use Zapier to plug into hundreds of other tools fast.

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

Magnetic vs. generic tools

See how Magnetic Compares

Using another tool? See how Magnetic connects projects, people, and finances in one system without gaps.

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FAQs

All the answers to your questions

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.

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

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