Guide
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.
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.
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.
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.