For Agencies

Built for Agencies & Consultancies

You are great at delivering for your clients - let Flowdock handle the back-office. Turn any timesheet into an invoice, keep track of every contract and rate, and stay on top of expenses across all your projects.

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7 days free trial - No credit card needed

Agency Dashboard

All clients at a glance

Active Contracts

12 clients

3 renewing soon

Unbilled Hours

€18,400 value

142h this week

Monthly Revenue

€67,500

12% vs last month

Top Clients by Revenue

Acme Corp 72%
TechStart 45%
DesignLab 30%

Built for the Way Agencies Work

Bill faster, manage contracts with confidence, and never lose track of an expense - without adding admin overhead.

Effortless Invoicing

Drop in timesheets from Harvest, Toggl, Excel, or any format. Flowdock reads hours, matches them to contracts and rates, and generates invoices ready to send - no manual data entry.

Contract Management

See all your contracts in one place. Know exactly when renewals are coming, what hourly rates you agreed on, and which clients need new agreements - never miss a deadline again.

Expense Tracking

Track hardware, software licenses, SaaS subscriptions, and all running costs. Allocate expenses to clients or projects and understand your true margins at a glance.

Client Profitability

Combine hours billed with expenses allocated to see real margins per client and project. Identify your most profitable work and make smarter decisions about where to focus.

Multi-Client Overview

One dashboard for all your clients. Outstanding invoices, payment status, upcoming renewals, and unbilled hours - everything you need to run your agency, in one place.

AI That Speaks Agency

Ask questions like "Which clients have unbilled hours?" or "Show me all contracts expiring this quarter" - get instant answers without digging through spreadsheets.

Automate invoicing from your CRM deals

Turn closed deals into invoices automatically and eliminate manual finance work between sales and accounting.

  • Automatically generate invoices when a deal is marked Closed Won in your CRM
  • Sync customer details from your CRM directly into invoices
  • Send invoices with secure payment links instantly
  • Automatically mark invoices as paid when payment is received
  • Sync invoice status back to your CRM so sales always sees payment status
  • Track contract start dates, billing cycles, and renewal terms
  • Automatically generate recurring invoices for retainers and subscriptions
  • Get alerts when contracts are about to renew or expire
  • Prevent missed invoices with automated billing schedules
  • Track outstanding invoices and send automatic payment reminders
  • Keep sales, finance, and operations in sync without spreadsheets

Your CRM

Any CRM
Auto-sync

Flowdock

Invoice created

Auto-generated from deal

Payment link sent

Secure payment link

Status synced

Bidirectional sync

Why teams automate CRM billing

  • Sales closes deals faster when billing is automatic
  • Finance spends less time manually creating invoices
  • Customers receive invoices immediately after signing
  • No revenue lost from forgotten renewals
  • Clear visibility of revenue and payments in one place

Ready to Streamline Your Agency Operations?

Join agencies and consultancies who have simplified their invoicing, contracts, and expenses with Flowdock. Start your free trial today.

Start free trial

No credit card required - Setup in under 5 minutes