The Operating System for Modern Agencies

Magnetic brings projects, people and billing into one platform - so you can see margins, plan capacity and stop losing profit to over-servicing or missed billing.

Free for 14 days

No-credit card required

Book a demo Get started for free

Trusted by Modern Agencies

Case Study

The Magnetic Difference

Protect profit. deliver confidently. Operate without guesswork

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.

Financial Visibility that Matches Reality

Understand how delivery decisions impact margin and revenue, with live data tied directly to projects.

Delivery Oversight without Disruption

Track progress, capacity and delivery health in a way that supports teams, not slows them down.

Operational Structure that scales

Standardise how work runs across projects and teams, creating consistency as the agency grows.

Why Agency leaders Choose Magnetic

Magnetic gives agency leaders a real-time view of delivery and performance, instead of piecing it together after the month has closed.

Real-time visibility into delivery and margin

Early warning on budget and resourcing issues

Fewer manual processes across delivery and billing

Less overhead with integrated billing & timesheets

A single platform that scales with your agency

Get started with Magnetic

What magnetic covers

Everything you need to run the business side of your agency

Magnetic is more than project management. It's built to run the commercial and operational side of agencies, with everything in one platform.

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

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.

Magnetic Finance Bar chart showing remaining budget amounts by month from January to August with three categories per month and the title Remaining Budget, Over-Servicing And Under Billing.

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.

Magnetic Finance dashboard screen showing a highlighted 'New Tax Invoice' button and a table with columns for Name, Opportunity/Project, Status, Amount, and Due Date.

Retainer and project billing

Accounting intergrations

WIP / unbilled reports

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 Agency Stacks

When projects, people and budgets live in different systems, leaders get a partial view. Magnetic connects them so you can run your whole agency with clarity.

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

free guide download

Download the agency operations guide

A practical guide to how agencies structure delivery, finances and operations as they scale.

A page from the Magnetic Agency Best Practices Guide featuring a bold headline about inefficient processes and a agile workflow graphic

Plan. deliver. improve. repeat

Visibility across the entire project lifecycle

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

Take a self-guided tour

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 & project drive profit and adjust pricing or resourcing.

See it in action

Explore Magnetic

Take a self-guided tour to see how agencies use Magnetic.

Replace multiple systems

Expert onboarding & support

Ongoing feature updates

from our customers

Replacing 4-5 tools with one platform

Instead of juggling multiple systems for CRM, billing, time tracking and reporting, agency teams use Magnetic to manage everything in one place.

Carrisa Meiring

Digital Marketing Strategist, Marketing and Advertising

What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team.

Carrisa Meiring

Digital Marketing Strategist

What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team.

Sarah Smith

Head of Accounts & Finance

From setup to launch, everything was effortless. The template had the design, functionality, and flexibility we needed — all without extra work.

100's of global agencies use Magnetic

4.5 G2

4.6 Capterra

1000's of global agency teams use Magnetic to bring clarity, consistency, and speed to their internal operations.

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.

View all Integrations

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

Compare magnetic

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.

Book a guided demo Try for free

Free for 14 days | No credit card required

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.

Related Blogs

Project management

The Operating System for Modern Agencies

Protect profit. deliver confidently. Operate without guesswork

Why Agency leaders Choose Magnetic

Everything you need to run the business side of your agency

Magnetic vs. Generic Agency Stacks

Download the agency operations guide

Visibility across the entire project lifecycle

Explore Magnetic

Replacing 4-5 tools with one platform

What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team.

What I love most: you don’t need 4 to 5 different tools to manage CRM, billing, project timelines, resource scheduling, finance and reporting. Magnetic simply brings everything under one roof, which keeps things clean, organised and visible across the entire team.

From setup to launch, everything was effortless. The template had the design, functionality, and flexibility we needed — all without extra work.

Connect Magnetic with the tools you already use

See how Magnetic Compares

Get clear on profit, resourcing & delivery with Magnetic

FAQs

The Importance of Real-Time Project Tracking in Engineering

A Beginner’s Guide to Business Process Management

Mastering Project Profitability: Key Strategies for Agencies