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Finance and client reports in Cadenus: see the margin, send the proof

How to keep the money next to the work: see each retainer's value, read true per-client margin instead of headline revenue, and send a white-label monthly report in one click.

Cadenus · 26 June 2026 · 6 min read

Cadenus is the operations platform video agencies run on, money included. Most agencies find out a client was unprofitable months too late, somewhere in a spreadsheet nobody updates. Cadenus keeps the money next to the work, so margin is a number you can see, not a year-end surprise. And the monthly report your client expects becomes one click instead of one lost evening. Here is how it fits together.

Every retainer, and what it's worth

The client portfolio shows each account with its status and its monthly value side by side, so the question "which clients are actually carrying us?" has a visible answer. On track, in review, at risk, and the revenue attached to each, in one view.

Clients · portfolio12 clients
Monthly retainers
€25,300
On track
9
At risk
1
AB
Atlas Brands
8 deliverables
On track€3,200
NS
Nova Studio
5 deliverables
In review€2,400
VP
Verde Partners
6 deliverables
On track€2,900
KF
Kifer Foods
silent 6 days
At risk€1,800

Real margin, per client

Revenue and costs link to the work, so Cadenus shows true margin per client, not just total revenue. The account eating your hours stops hiding behind the headline number. AI insight flags the one trending down before it becomes the renewal you regret, with the reason spelled out.

Finance · per-client margin
Net margin · June
€18,940
Atlas
84%
Verde
72%
Nova
58%
Kifer
23%
AI insight

Kifer Foods runs at 23% margin and 3 missed approvals. It's your lowest account and trending down.

The monthly report, one click

At month end, the client report is one click: a clean PDF under your own brand, your logo and your colours, not a Cadenus page. Posts, reach, engagement and the month's wins, formatted and ready to send. The report your client expects, without the evening it usually costs.

Reports · Nova Studio · June
A
Monthly performance
Nova Studio · June 2026
by Atlas Agency
34Posts
1.2MReach
6.4%Engagement
Prepared by Atlas Agency · your logo, your colours

That is the finance loop: see the value, see the real margin, and send the proof. To put your own numbers behind it, sign up and link your first client's revenue.

See this workflow running in the product.

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