Finance & reports
See the money next to the work that earned it.
Most tools track the work and lose the money. Cadenus keeps accounts, categories and per-client revenue in the same system as the pipeline — and reports it under your brand.
14-day free trial · No credit card
A ledger built for retainers
Configurable accounts and categories, transactions linked to clients, and a monthly cycle view that matches how agencies actually bill.
The month at a glance
Revenue, expenses by category and your top clients — with a six-month trend line that shows direction, not just totals.
Reports under your brand
Monthly client reports — videos delivered, published posts, approvals, pipeline status — rendered as clean PDFs with your agency's name and identity on them, not ours.
Insights you'd otherwise miss
AI insights read your own numbers — revenue concentration, cash-flow risk, stale leads — and flag them in the owner's cockpit with suggested actions.
How it works
Three steps, then it runs itself.
Log it once
Configurable accounts and categories, with every transaction linked to the client it belongs to.
See the month clearly
Revenue, expenses and margin per client, with a six-month trend that shows direction — not just totals.
Report under your brand
One click sends a white-label PDF; the work and the money stay in sync without manual bookkeeping.
Part of one system
Everything here plugs into the rest of Cadenus — no exports, no copy-paste between tools.
FAQ
Common questions.
Are the client reports really white-label?
Yes — they carry your workspace name, logo and colors. Your client sees your agency's report, with no Cadenus branding.
What goes into a monthly report?
Output for that client and month: videos delivered, posts published, approvals processed and what's currently in the pipeline.
Does this replace my accounting software?
No — it's operational finance: who pays what, where it goes, and which accounts are worth it. Your accountant keeps their tools.
revenue, cost and margin for every account
monthly PDF reports under your brand, not ours
the money lives next to the work that earned it
The finance view a working agency actually runs its month on.
Run your whole agency from one place — starting this week.
14-day free trial · No credit card