Financial tools for agencies | Function Point
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Financial tools that save agencies time

It’s halfway through the month, so it’s time to check how your team is tracking against your client retainers. You need to reconcile the expenses and want to draft some invoices in advance because month end is always so intense. All the information is in your head. You just need a few hours to get it down on paper. A few hours that never come because running an agency is always so fast paced.

Financial tools for agencies will transform how you manage financials across your business.

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More accurate and efficient financial reporting

Function Point delivers practical, effective financial functionality straight out-of-the-box. Our financial tools for agencies help you save time, and money without complexity. Providing everything from rate card management software to time tracking software and expense tracking software, we have your financial needs covered.

Our QuickBooks® integration for agencies provides a complete, straightforward accounting solution with fast, easy invoice preparation, expense management and payment tracking. No more double-entry needed to create invoices, and generating P&L reports for agencies has never been simpler.

“Function Point has been integral to ensuring McOuat Partnership’s seamless transition to a remote work environment. We can meet all job deadlines, know everyone’s workload, and ensure no budget overruns in real-time, without missing a beat.”

Jeff Hawley, studio manager at McOuat Partnership

"Having easy access to the analytics available in Function Point, we have re-engineered our workflow to be more efficient with our resources, more responsive to our clients and as a result, more profitable."

Shezad Manjee, Founder and CCO at DHD Films

“Function Point has given us the capability to have us all on the same page and access the same information easily and quickly.”

Priscilla Salmasi, Digital Marketing Manager at Veugeler Design Group

“Function Point's integration with our accounting software makes our invoice delivery system much easier.”

Princess Mangiliman, Director of Operations at Freestyle Creative

Streamline financial systems

Function Point’s all-in-one agency management solution connects with every other process across your business to streamline financial management so you can quickly, easily and accurately see the numbers that matter. We enable agencies to:

• efficiently issue invoices – batch or individual – and track payments with our seamless gold-standard QuickBooks® integration
• selective financial reporting – estimates and actuals – for every task and project
• understand profitability at-a-glance by project, campaign, client, or overall
• monitor and manage every agency expense, including overhead and staff costs
• filter billable and non-billable hours through timesheet summaries
• apply customizable rates to timesheets to help you understand the cost of time.

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