agency operations software

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
Trusted by Modern Agencies
Magnetic is used by agency founders and leadership teams who want visibility and consistency as their business scales
Magnetic Dashboard showing budget metrics for Real Magic Brand Campaign: Microsite including 46% budget spend, 51% actual hours/budget, and 51% quoted net margin, marked as On Budget.
G2 IconCapterra Logo
4.5 stars on g2 & capterra
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
Magnetic Profitability dashboard showing 37% average margin percent, 1,499,000 average margin, 4,007,700 total billing, and a monthly bar and line graph from January to August.
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.

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
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.
Magnetic task assignment interface showing two users, Andrew Strauss with 26:00 hours and 516 points, Kevin Gibson with 20:00 hours and 426 points, plus total time 46:00 and 32:00.
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.
Magnetic interface for adjusting time allocation on a new task showing resources, allocation hours, billing rates, and a weekly calendar with highlighted assignment blocks.
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.
Magnetic timesheets interface showing week overview with a comment popup on Tuesday 9th indicating tracked 30 extra minutes on task addressed to Sophie.
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
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.

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
SUccess stories

What Agency Leaders Say

From task overload to time leakage, we’ve helped teams fix the hidden inefficiencies that were slowing them down. These numbers show what’s possible with the right platform in place.

Read our case studies
4.5
Stars out of 5 on g2 and capterra
G2 Icon
G2 Icon

I have been using magnetic for my business for over 8 years and I am thoroughly impressed with the innovation and advancements in the software

Craig M

Digital Specialist,
Small Business, <50 Employees
G2 Icon

Magnetic is a force for better workflows. It's modern and user friendly and it has assisted me with task tracking and team collaboration

Zeenat S

Office & Stock Manager,
Mid-Market >50+ Employees
G2 Icon

The team behind Magnetics adaptability to trends and responsiveness to feature requests are by far the best I have experienced with any software package

Edward D.

Director
<50 Employees
G2 Icon

I love how easily it allows on to pull reports and distribute work around the agency. It notifies the user during the work stage and lets you know who's doing what on the system.

Gugu R.

Traffic Operations
Small Business, <50 Employees
G2 Icon

This platform brings together the essential elements needed to operate a high-performing business.

Billy E

General Director
Small Business, <50 Employees
G2 Icon

I enjoy being able to check up on projects from anywhere, at any time and get real time notifications as things track.

Justine P

Project Manager

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
Microsoft Outlook Icon
Free for 14 days | No credit card required

See whether Magnetic is Right for Your Agency

If you're evaluating how to bring more structure and clarity to agency operations, Magnetic is designed to support that transition.

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.