Business and accounting software for marketing agencies
Run retainer billing and one-off campaign projects in the same books. Local Books keeps client balances visible and lets you review what each tracked campaign earned after staff time and outside production costs.
See which work is billed, collected and profitable
Give retainers and campaigns separate billing records
Set up recurring invoices for agreed retainers and prepare estimates for separately scoped projects. Review customer terms before invoicing each engagement.
Explore recurring billing and estimatesTie production spending to the campaign
Assign applicable vendor bills, expenses and staff time to the job. Compare the posted costs with the budget while the campaign is running.
Explore job costingKnow which balances need a follow-up
Use customer aging to find overdue invoices and reconcile deposits to the right payments. Compare overall income and expenses at month end to see how the agency performed.
Explore receivables and financial reportsExample workflow
An agency bills a retainer and a separate campaign project
Keep different billing arrangements clear
Recurring billing covers the retainer. The spring launch has its own job and invoice, with campaign production and photography shown separately.
Assign outside expenses to the project
The job budget puts staff production hours and outside photography side by side with actual costs. The agency can see how much of the budget is left while work is underway.
Review client balances and profitability
Use customer aging to identify late payments and Job Profitability to review the campaign. Reconcile deposits and review overall agency income and expenses at month end.
What about ad platforms?
Use your campaign tools to manage media purchases and performance. Record applicable costs and billable work in the books based on your agreements with clients.
Own your software and work in books you control
Run your business with either edition
One purchase includes a perpetual license and 12 months of eligible updates. Keep using your version and choose when to buy an optional upgrade. Both editions include the core accounting, sales, purchasing, inventory, job and payroll tools, with no per-user software fees.
Share the same company records
Desktop supports up to five office computers, including the Mac or Windows host. Server has no fixed workstation or concurrent-user limit and supports secure access across locations with the appropriate network setup. It also offers the employee portal when enabled. Staff sign in with their own permissions.
Bring the records you need
Review supported imports or start with reconciled opening balances. Your company files stay on the computer or server you manage.