software for agency finance teams
Track Live Profitability Across Every Client & Project
Magnetic connects delivery, time and billing into one system, giving finance teams real visibility into project margins, cashflow and revenue forecasts without waiting for manual reports
Free for 14 days
No-credit card required
+4
Agencies using Magnetic reduce Missed billing and protect margin from day one
4.5 stars on g2 & capterra
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The Magnetic Difference
Accurate data. predictable revenue. clear margins
Magnetic connects projects, people and billing in one place - so you can see where money is made or lost and act before it's too late.
Live project profitability
See whether projects are profitable while they're running, not weeks later.
Faster, cleaner billing
Automate reconciliation between time, cost and invoicing to reduce errors.
Smarter revenue forecasting
Forecast cashflow using live delivery and pipeline data - not outdate reports.
Connected finance operations
Run delivery, resourcing and billing from one accurate source of truth.
Why Agency Finance Teams Love Magnetic
Magnetic gives agency finance teams a clearer view of how work, time and money connect. Run a more predictable business without living in spreadsheets.
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Recognise revenue across live and completed projects
Forecast revenue with visibility into upcoming work
Bill accurately with connected time and costs
Keep scope, spend and delivery aligned
Plan hiring and resourcing with clear capacity data
See profit while projects are still running
Set project budgets with real cost and margin data
Work from one system without switching between tools
Agency finance management tools
Everything you need to Track profit and Revenue in one platform
Magnetic helps finance leaders manage revenue, margins and billing accuracy - with delivery data connected automatically.
See Risks before clients do
Magnetic tracks budget, scope and delivery in real time, so you know if a project is over budget or behind schedule without waiting for end-of-month reports.
Live budget vs. actuals
Live margin %
Scope variance alerts
Profitability views
Bill accurately. Get paid faster. Protect cashflow
Invoicing in magnetic is tied directly to tracked work and project scope so invoices go out on time and revenue isn't missed. Agencies shorten billing cycles without reconcilling spreadsheets.
Retainer and project billing
Accounting intergrations
WIP / unbilled reports
Plan growth with clear visibility into workload
Magnetic shows the impact of new projects and pipeline on your team before you commit to new work. Leaders can see whether existing capacity is enough, or its it time to hire or scale back.
Utilisation forecasts
Role capacity planner
Resource capacity overviews
Keep delivery connected to profit
Tasks in Magnetic don't just track work, they tie directly to budgets, timelines and billing. Leaders get clarity on where projects stand without digging through separate task boards.
Budget-linked tasks
Approvals & proofing
Subtasks & templates
Plan hiring & workload with live capacity
Drag-and-drop scheduling helps you assign people across projects and weeks with full visibility into capacity and conflicts.
Drag-and-drop scheduling
Skill/role matching
Conflict alerts
Capacity views
Make time entry effortless and billing accurate
Agencies lose profit when time isnt tracked or linked to billing. Magnetic's simple timesheets make it easy for teams to log hours, while leaders see exactly how time maps to revenue.
Billable vs. non billable tags
Data for invoicing
Automatic tracking reminders
Magnetic vs. generic tools
Speadsheets can't show profit in real time
When projects, people and budgets live in different systems, finance teams get partial insight. Magnetic connects them giving you a complete, real-time view of profit.
Magnetic gives you
Real-time profitability per project
Overservicing alerts
Integrated capacity + delivery + billing
Executive reporting without spreadsheets
Fast, intuitive timesheet experience with reminders built in
Generic tools
Task lists without financial context
spreadsheets for budgets, timelines and invoicing
Disconnected systems and high admin costs
Delayed visibility into margin & resourcing
Excel spreadsheets for budgets, timelines, and tracking
Plan. deliver. improve. repeat
Stay on top of profitability from Proposal to payment
Magnetic gives finance teams a single view of budgets, time and delivery so you can spot margin risks early, stay on top of billing and make faster, data-backed decisions.
Win
Set project budgets and margin targets early with full visibility into planned costs and resourcing.
Plan & Execute
Track planned vs. actual costs in real time and see how resourcing impacts profitability
Deliver & Track
Identify over-servicing early and take corrective action before it impacts revenue and margin.
Report & Grow
See which clients and jobs actually make money and use the data to make better budgeting decisions.
See it in action
Explore Magnetic with a self-Guided Tour
Replace multiple systems
Expert onboarding & support
Ongoing feature updates
4.5
Stars out of 5 on g2 and capterra
Magnetic has been an excellent choice for us. The system is easy to use and meets all of our tracking needs perfectly. I really appreciate that it’s customised to our specific requirements, which makes our workflows so much smoother.
11 July, 2025
Christine, M.
Small business
Operations Manager
"Powerful solution for our agency's team"
Kara Fox
Small-Business (50 / fewer emp.)
"Helps internal processes flow smoothly"
Neesha Hassan
Traffic Manager, small business
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.
Campaign Monitor
Google Calendar
Zapier
Xero
Ziflow
Lead capture
Gmail
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Microsoft Outlook
Slack
Zoho Mail
Timeboost
PowerBI
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Free for 14 days | No credit card required
See Just How Easy Managing Projects Can Be with Magnetic
Transform the way your agency manages projects. Streamline tasks, monitor progress, and deliver results effortlessly.
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.
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