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Phone number
Email address
Head office
Noida office
The right team at TriostackOne will get back to you.
Built for
Agencies
Margin
Revenue against connected project and payroll cost
Positioning Assessment
Billing is easy to get wrong when work spans proposals, retainers and one-off projects. And profit per client is often a guess.
Triostack Finance handles proposals, quotations and invoices, keeps a recurring billing schedule for retainer clients and, with Projects and Payroll connected, shows project cost and margin using connected data.
“Seeing cost next to revenue for each project changed which work we said yes to.”
Sample team scenario
Illustrative example, not a customer testimonial
Quotations
Quotations followed until they are accepted
In the Product
Imagine each client with a running tally of what you billed and what it cost to deliver.
Retainers on schedule.
Payroll and delivery data connect.
Margin informs decisions.
Platform Integrity
Win and track the work
Recurring client billing
With connected delivery data
Synced to the ledger
How It Works
What agencies need from finance.
Proposals
Tracked beside invoices
Docs & Sheets: Separate files
Retainers
Recurring schedule
Docs & Sheets: Remember to send
Cost
Payroll and project data connect
Docs & Sheets: Manual estimate
Margin
Revenue against cost
Docs & Sheets: End-of-quarter guess
Clients
One directory
Docs & Sheets: Several lists
Tell us about your business, how you bill and who looks after the books, and we will propose a setup that fits.
Live Interface Tour
Real screens captured directly from the Triostack Finance workspace.
Proposals
Revenue against connected project and payroll cost
Feature Breakdown
Captured from the Triostack Finance workspace.
Win the work.
How it fits the plan
Propose. Send a proposal.
Bill. Invoice or set a retainer schedule.
Practical tip
Put the retainer schedule in place before the first invoice. Retainers are the revenue you least want to forget.
Bill clients.
In real life
New pitch
Proposal status is tracked to the invoice.
People cost.
Watch out for
Looking at revenue per client and ignoring what each client costs to deliver.
The bottom line.
Before you start
Execution Plan
Send a proposal.
Invoice or set a retainer schedule.
Connect payroll and project cost.
Check margin per project.
Practical Guide
Before you start
A tip that helps
Put the retainer schedule in place before the first invoice. Retainers are the revenue you least want to forget.
A common mistake
Looking at revenue per client and ignoring what each client costs to deliver.
In Real Life
Scenario 01
Proposal status is tracked to the invoice.
Scenario 02
Margin by project guides focus.
Scenario 03
Billing continues on its schedule.
Straight answers about Finance for Agencies, from setup to what happens next.
Have a question about Finance for Agencies?
Book a free callYes. Keep a recurring schedule for customers you bill every month.
With Projects and Payroll connected, Finance shows cost and margin using that data.
Yes, with status tracking next to quotations and invoices.
Invoices can be collected through online checkout.
Send proposals and invoices, bill retainers on a schedule and see project cost against revenue with connected delivery and payroll data.
It runs in 4 steps: Propose, Bill, Cost and Review. Send a proposal.
The real screens on this page include Quotations, Customers, Invoicing Dashboard and Proposals, all captured from the product.
Request a demo or start a free trial. Our team can also walk you through a guided setup, so your first session ends with something working.
Keep Exploring
Invoices, expenses, accounting and GST reconciliation in one workspace, connected to sales, payroll and delivery.
