Stop Guessing Your Agency’s Profit. Control It.

The all-in-one Operations OS designed to replace your scattered spreadsheets. Manage clients, track retainers, and visualize your true margins in real-time.

Problem

Problem

Is Your Agency Leaking Money?

The "Vanity Metrics" Trap

You see high revenue, but your bank account doesn't reflect it at the end of the month.

Scope Creep Silent Killer

You're over-servicing clients without tracking the extra costs, killing your margins.

Spreadsheet Hell

Your data is buried in Excel, Notion, and invoices. You have zero clarity on financial health.

Solution

Solution

Meet Your Agency's New Digital CFO

RetainKit is more than a project management tool, it’s the financial brain of your agency, bridging Project Delivery and Financial Health.

Overview

Project

Recurring

List

  • This month

    USD 8.000

  • Total payment recieve

    USD 6.500

  • Monthly Recurring (MRR)

    USD 1.500

  • Outstanding revenue

    USD 500

Overview

Project

Recurring

List

  • This month

    USD 8.000

  • Total payment recieve

    USD 6.500

  • Monthly Recurring (MRR)

    USD 1.500

  • Outstanding revenue

    USD 500

Overview

Project

Recurring

List

  • This month

    USD 8.000

  • Total payment recieve

    USD 6.500

  • Monthly Recurring (MRR)

    USD 1.500

  • Outstanding revenue

    USD 500

Financial Control

Financial Control

Seamless Revenue Tracking

Monitor invoices, payments, and outstanding dues across all your projects and retainers in one centralized view.

Unified CRM

Unified CRM

Client Management

Organize every client, active project, and retainer contract within a single, clutter-free workspace.

All

Active

Prospect

Pause

All

Active

Prospect

Pause

All

Active

Prospect

Pause

Overview

Revenue

Expenses

Project

Client

Overview

Revenue

Expenses

Project

Client

Overview

Revenue

Expenses

Project

Client

Margin Analysis

Margin Analysis

Accurate Profitability Metrics

Automatically calculate profit margins by project, client, and overall agency performance to ensure financial health.

Real-time Data

Real-time Data

Comprehensive Financial Reporting

Access instant dashboards for expenses, margins, and cash flow to make faster, data-backed decisions.

  • Total Revenue

    USD 7.000

    10 Payment in this period

  • Total Expenses

    USD 150

    3 expenses in this period

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Net Profit

    USD 2.550

    80% margin

  • Net Profit

    USD 2.550

    80% margin

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Total Expenses

    USD 150

    3 expenses in this period

  • Total Revenue

    USD 7.000

    10 Payment in this period

  • Total Revenue

    USD 7.000

    10 Payment in this period

  • Total Expenses

    USD 150

    3 expenses in this period

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Net Profit

    USD 2.550

    80% margin

  • Net Profit

    USD 2.550

    80% margin

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Total Expenses

    USD 150

    3 expenses in this period

  • Total Revenue

    USD 7.000

    10 Payment in this period

  • Total Revenue

    USD 7.000

    10 Payment in this period

  • Total Expenses

    USD 150

    3 expenses in this period

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Net Profit

    USD 2.550

    80% margin

  • Net Profit

    USD 2.550

    80% margin

  • Monthly Recurring

    USD 500

    ARR: USD 600

  • Total Expenses

    USD 150

    3 expenses in this period

  • Total Revenue

    USD 7.000

    10 Payment in this period

Benefit

Benefit

Everything You Need

Lead Pipeline Management

Track every prospect from initial contact to closed deal with an intuitive, drag-and-drop sales funnel.

Project Milestone Tracking

Break down complex projects into clear phases and monitor progress to ensure every deadline is met.

Contractor Management

Onboard, assign tasks, and manage payouts for your freelancers and contractors in one centralized hub.

Invoice Status Tracking

Monitor sent invoices and incoming payments in real-time to keep your cash flow healthy and predictable.

Profitability Analytics

Measure the true profitability of every project and client to understand where your business makes the most money.

MRR & ARR Calculations

Get an instant pulse on your agency's health with automatic calculations for your recurring revenue streams.

Smart Expense Sorting

Automatically categorize expenses so you can see exactly where money is going and optimize your budget.

Holistic Performance Reports

Generate detailed reports covering every aspect of your agency's operations for data-driven decision-making.

Plans

Plans

Flexible plans for growth

Transparent pricing designed to fit your requirements.

Annually

Monthly

Starter

$0/month

For solo consultants and freelancers

Up to 5 active clients

Basic reporting

Invoice tracking

Email support

Agency

$15/month

For growing teams needing full financial clarity

Unlimited clients

Advanced profitability analytics

Team collaboration

Custom integrations

Priority support

Forecast modeling

Annually

Monthly

Starter

$0/month

For solo consultants and freelancers

Up to 5 active clients

Basic reporting

Invoice tracking

Email support

Agency

$15/month

For growing teams needing full financial clarity

Unlimited clients

Advanced profitability analytics

Team collaboration

Custom integrations

Priority support

Forecast modeling

Annually

Monthly

Starter

$0/month

For solo consultants and freelancers

Up to 5 active clients

Basic reporting

Invoice tracking

Email support

Agency

$15/month

For growing teams needing full financial clarity

Unlimited clients

Advanced profitability analytics

Team collaboration

Custom integrations

Priority support

Forecast modeling

Testimonials

Testimonials

Trusted by satisfied clients

Discover how we’ve driven growth and innovation.

"We identified two retainers that were actually costing us money. RetainKit helped us fix it and instantly added $4k to our monthly bottom line."

Dean Watson

Managing director : Farmland

"We identified two retainers that were actually costing us money. RetainKit helped us fix it and instantly added $4k to our monthly bottom line."

Dean Watson

Managing director : Farmland

"We identified two retainers that were actually costing us money. RetainKit helped us fix it and instantly added $4k to our monthly bottom line."

Dean Watson

Managing director : Farmland

"We replaced 15 messy spreadsheets with RetainKit. Now, I can see the financial status of every project and invoice in a single glance."

Emily Zhang

CEO : Futuresync

"We replaced 15 messy spreadsheets with RetainKit. Now, I can see the financial status of every project and invoice in a single glance."

Emily Zhang

CEO : Futuresync

"We replaced 15 messy spreadsheets with RetainKit. Now, I can see the financial status of every project and invoice in a single glance."

Emily Zhang

CEO : Futuresync

"Tracking our true margins gave us the confidence to raise our rates. It’s like having a digital CFO in your pocket."

James Carter

Marketing director : Innolystic

"Tracking our true margins gave us the confidence to raise our rates. It’s like having a digital CFO in your pocket."

James Carter

Marketing director : Innolystic

"Tracking our true margins gave us the confidence to raise our rates. It’s like having a digital CFO in your pocket."

James Carter

Marketing director : Innolystic

FAQs

FAQs

We’re here to help

FAQs designed to provide the information you need.

How is Retainkit different from project management tools?

Do I need to be a finance expert to use Retainkit

Does RetainKit support both Retainers and Fixed-Price projects?

Is my agency's financial data secure?

Does this replace my accounting software like QuickBooks or Xero?

How is Retainkit different from project management tools?

Do I need to be a finance expert to use Retainkit

Does RetainKit support both Retainers and Fixed-Price projects?

Is my agency's financial data secure?

Does this replace my accounting software like QuickBooks or Xero?

Retainkit

Retainkit

Ready to Turn Your Agency into a Profit Machine?

Join smart agency owners who operate with clarity.

Privacy Policy

Terms

© Copyright RetainKit. Built with ❤️ by LunarBuild LLC

Privacy Policy

Terms

© Copyright RetainKit. Built with ❤️ by LunarBuild LLC