Features
Build a 
High-Performance Agency
High-Performance AgencyAgencydesk transforms how you manage capacity and margins, providing the clarity you need to scale faster.
Features built for creative agencies
Custom Billing Tiers
Department Structure
Xero & Google Calendar integration
Job Templates
AI-assisted job builder
Live Profitability
Monitor Team Efficiency and Job Profitability with Live Recon Reports
Track financial health in real time as projects progress. Every job features an evolving reconciliation view that shows time tracked, costs incurred, billable progress, and margins, empowering data-driven decisions at every stage.
Unified Visibility
Always see the full picture. Collaborate, Plan, and Schedule Work in One Place.
Bring all your agency's work into a single, unified view. See the full picture of tasks, timelines, resources, and capacity at any moment, eliminating silos and enabling faster, more coordinated delivery.
Instant Capacity
View the Entire Team’s Capacity at a Glance
In Agencydesk, capacity visibility is immediate and intuitive. Check everyone's real availability across departments and roles instantly, so you can assign work confidently and prevent overload before it happens.
2 Week Capacity:
Instant Timesheets
Turn Your Task Schedule into a Detailed Timesheet with One Click
View accurate timesheets from your live schedule. Monitor tracked time, productivity scores, and overtime effortlessly for reporting, billing, and performance reviews.
Resource Optimization
Optimise Resources, Eliminate Bottlenecks and Plan Capacity for Future Projects
Eliminate bottlenecks, balance workloads intelligently, and plan upcoming projects with confidence. Agencydesk helps you allocate resources effectively today while building sustainable capacity for tomorrow's opportunities.
Adaptive Costing
Break Down Any Project with Powerful, Multi-Currency Job Costings
Structure complex projects using your custom Rate Card. Create precise, multi-currency estimates, billing, and costs that adapt to every client and deliver accurate profitability insights from the start.
Master Complex Projects
Structure even the largest jobs, your way.
- Save and reuse Job Costing templates across similar projects
- Group tasks and costs by phase or team for better clarity
- Automatic rate card and currency settings per client, fully editable
Creative Synergy
Simplify Creative Workflows in One Powerful Platform
Streamline collaboration across your team with intuitive task assignment, file sharing, notes, and review cycles. Agencydesk unifies creative processes so your people focus on delivering exceptional work instead of managing scattered tools.
Calendar Sync
Sync Calendar Meetings Automatically for Accurate Capacity Planning
Let meeting invites flow directly into user schedules to reflect true availability. This ensures realistic task planning, prevents hidden time drains, and gives account managers a dependable view of remaining bandwidth.
Tailored Support
Seamless Onboarding with Dedicated Account Manager
Agencydesk integrates deeply across your entire agency operation, connecting department structure, Rate Card, Job Costing, team scheduling, review workflows, and billing into one cohesive system.
Step 1
Customising the platform to mirror your agency’s department structure and default hourly rates.
Step 2
Integrating Xero Accounting, including one-click import of clients and mapping of Sales and Cost of Sales accounts.
Step 3
Configuring your custom Rate Card and multi-currency Billing Tiers for accurate, client-specific pricing from day one.
Step 4
Delivering targeted training for Owners, Account Managers, Finance Managers, and Timesheet Users to maximise efficiency and adoption.