For Agencies

Know which clients
actually make you money.

Expenia gives agency owners a clear view of revenue, costs, and profitability across every client and retainer. No spreadsheets. No accountant needed.

4

answers every morning

5 min

to set up

Zero

accounting knowledge needed

Get started ยท $20/month

No credit card required ยท Cancel any time

expenia.app / Dashboard

โ— Live

Good morning, Ryan ๐Ÿ‘‹

Here's your business overview

Your numbers, right now

Cash position

A$8,250

Net this month ยท Up 6.2%

โ— Healthy

Overdue invoices

5 invoices

A$6,430 outstanding

โš  Act now

Top expense

Staff 38%

A$2,310 total ยท 4 cats

โ— Tracked

Profitability

A$5,820

Net profit ยท +9.4%

โ†‘ Growing

Plain English ยท No jargon ยท No accountant needed

Real-time

The challenge

Does this sound familiar?

โœ•

You're billing multiple retainers but have no idea which clients are actually profitable after contractor and software costs.

โœ•

Chasing overdue invoices while trying to manage new projects and deadlines at the same time.

โœ•

Your costs are scattered across contractors, software subscriptions, and overheads. Impossible to see the full picture.

โœ•

You open your accounting software and it tells you everything except what you actually need to know.

โœ•

One big client pays late and suddenly you're not sure the agency can cover payroll this month.

The solution

How Expenia fixes it

Profitability by client, at a glance

See net profit and cash position the moment you log in, broken down clearly enough to know which retainers are worth keeping.

Invoice tracking that works

Every client invoice, paid, pending, or overdue, visible in one view. No more digging through emails or spreadsheets.

Costs tracked automatically

Contractor fees, software, hosting, overheads: all auto-categorised so you see exactly where margin disappears.

Plain English, always

No charts of accounts, no reconciliation screens. Expenia speaks agency owner, not accountant.

Illustrative Example

How an Agency Owner Finally

Saw Which Clients Paid Off

Know which clients actually make you money.

Ryan

Ryan

Creative Agency Owner

Ryan runs a 5-person creative agency juggling retainers, project fees, and contractor costs across a dozen active clients.

"I was billing more than ever but had no idea which clients were actually worth keeping once costs came out."

Before Expenia

  • โœ•You're billing multiple retainers but have no idea which clients are actually profitable after contractor and software costs.
  • โœ•Chasing overdue invoices while trying to manage new projects and deadlines at the same time.
  • โœ•Your costs are scattered across contractors, software subscriptions, and overheads. Impossible to see the full picture.
  • โœ•You open your accounting software and it tells you everything except what you actually need to know.
  • โœ•One big client pays late and suddenly you're not sure the agency can cover payroll this month.
โ†“

After Expenia

  • โœ“Client profitability visible at a glance
  • โœ“Every invoice tracked from sent to paid
  • โœ“Contractor and software costs categorised automatically
  • โœ“Cash position always current
  • โœ“Unprofitable retainers spotted early

* Illustrative scenario based on a typical customer profile. Figures shown are representative examples, not guaranteed outcomes.

The Results

12 clients

profitability tracked in one view

A$6,400

in unprofitable retainers identified

5 min

daily check-in time

Zero

spreadsheets needed

Faster

client and pricing decisions

Why Agencies Choose Expenia

  • โœ“See which clients and retainers are actually profitable
  • โœ“Track every invoice from sent to paid
  • โœ“Contractor and software costs categorised automatically
  • โœ“Know your real margin, not just revenue billed
  • โœ“No accountant needed to read the numbers

expenia.app / Dashboard

โ— Live

Good morning, Ryan ๐Ÿ‘‹

Here's your business overview

Your numbers, right now

Cash position

A$8,250

Net this month ยท Up 6.2%

โ— Healthy

Overdue invoices

5 invoices

A$6,430 outstanding

โš  Act now

Top expense

Staff 38%

A$2,310 total ยท 4 cats

โ— Tracked

Profitability

A$5,820

Net profit ยท +9.4%

โ†‘ Growing

Plain English ยท No jargon ยท No accountant needed

Real-time
"

For the first time I could see which clients were actually worth keeping. That changed how I priced everything.

Ryan, Creative Agency Owner

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