Budgeting & Forecasting For Advertising Agencies

What We Offer

Seamless Integration with Google Sheets, Xero, Streamtime, Scoro, and More
We integrate with key platforms to easily manage and refine data. This allows us to generate accurate budgets and forecasts, pulling in real-time data from these platforms to ensure you always have a clear view of your financial health.

Detailed and Consistent Bookkeeping
Our meticulous bookkeeping and data entry work provides the foundation for our in-depth reporting. With consistent financial records, we can deliver precise budgets and forecasts that are built on reliable data, enabling you to plan confidently for the future.

AI-Driven Error Checking
We utilise AI technology to automatically review all bookkeeping entries, ensuring there are no errors or inconsistencies in your financial data. This level of accuracy is crucial when creating detailed budgets and forecasts.

Customisable, Visual, and Secure Dashboard
Our secure dashboard is fully customisable and integrates seamlessly with platforms like Google Sheets, Xero, Streamtime, and Scoro. It provides clear graphs and charts that show detailed variances between budgeted forecasts and actual results. You can easily drill down to specific areas, such as revenue, expenses, or profit margins, to see where discrepancies arise. Additionally, we include detailed commentary within the dashboard to explain these variances, giving you a clear understanding of the factors driving the differences and enabling well-informed decision-making.

LLM-Powered Instant Data Insights
Our Large Language Model (LLM) is built into the dashboard to provide instant answers to your financial questions. Whether you need to compare budget variances, assess profit margins, or track revenue trends, the LLM provides easy-to-understand insights, helping you make fast, informed decisions.

Comprehensive Budgets and Forecasts
Our accurate and detailed bookkeeping provides the foundation for comprehensive budgets and forecasts. We generate these projections by working closely with budget holders and sales managers to understand potential risks and opportunities, allowing us to build multiple scenarios for your financial plans.

Ongoing Tracking Against Budgets and Forecasts
As the fiscal period progresses, we continually track actual performance against budgets and forecasts, updating you with real-time variances. Our team provides detailed commentary on any deviations, explaining them in plain English so you can quickly understand and take action. This monitoring can be done across all scenarios to provide a holistic view of your financial health.

Expertise with Streamtime and Scoro
We have extensive experience with Streamtime and Scoro, which are essential tools in tracking time data, project costs, and job profitability. Our team fully leverages these platforms to ensure that your budgeting and forecasting processes are aligned with real-time project and financial data, giving you a clearer view of your agency’s performance.

Industry-Specific Insights
With our experience in the advertising industry, we understand the unique challenges you face. This allows us to ask the right questions and provide more accurate predictions, helping you better navigate the ups and downs of the market.

Highly Personalised Service
We take pride in our highly customised and personalised service. We work closely with each client to ensure they receive the tailored support they need. From setting up your budgets to tracking performance, we ensure your agency receives hands-on guidance with minimal effort on your part.