Now in Beta

Financial Intelligence
for Creative Agencies

Most agencies manage finances with spreadsheets. They're spending 4–8 hours per client every month reconciling data that QuickBooks already has — and still don't know their real margins.

Join the Beta See how it works

Read-only. Never writes back to your tools.

Financial Health Score
Live from QuickBooks
72/100
Avg. Client Margin
58%
Utilization
68%
Cash Runway
4.2 mo
AR Balance
$89k
The problem

Agencies run on vibes and spreadsheets.

QuickBooks tells you what happened. It doesn't tell you which clients are quietly destroying your margin — or where you'll end the month.

01
Retainer bleed
Scope creep isn't a client problem — it's a margins problem. Retainers that seemed profitable end the quarter underwater because nobody tracked actual hours against contract value.
02
Late discovery
You find out a client was unprofitable three months after you've already overserviced them. QBO shows revenue — not profitability by client.
03
Monthly spreadsheet ritual
Every month-end means exporting QBO reports, reconciling in spreadsheets, and building views that are obsolete by the time you're done. 4–8 hours per client, every month.
The five questions

Answer the questions that actually run your business.

Findie connects to QuickBooks and answers the five questions every agency owner needs answered — every day, without a spreadsheet.

1
Are we profitable?

Per project, per client, and overall. Not just revenue — actual margin after your team's real cost. See which engagements are paying and which ones are costing you money.

2
How busy are we really?

Utilization vs. billable capacity. Know whether your team is booked or bloated, and whether your rates are covering your overhead.

3
What's our cash position?

AR aging, AP obligations, and cash runway. See when invoices are overdue and how long you can operate before the next dry spell.

4
Which clients are healthy?

Margin trend, growth trajectory, and concentration risk. Know which retainers are your best work and which ones are quietly dragging you down.

5
What happens if X changes?

Scenario modeling and what-if planning. Run the numbers on losing a major client, adding staff, or dropping a low-margin engagement before you commit.

How it works

Up and running in minutes.

No spreadsheets. No manual entry. Connect once, and Findie surfaces your financial reality.

1
Connect QuickBooks

OAuth in 2 minutes. Read-only. We pull your chart of accounts, customers, and employees automatically. We never touch your books.

Takes 2 minutes
2
Answer a few questions

A TurboTax-style setup wizard walks you through connecting your team rates and answering the five core questions. Takes about 10 minutes total.

Setup wizard
3
See your real numbers

Instant access to profitability, utilization, cash position, client health, and scenario planning. Every question answered from live QBO data — no spreadsheets required.

All five questions, instantly
Key features

Everything you need. Nothing you don't.

Built for agency owners who need answers — not another project management tool.

Financial Health Score
A single composite metric that synthesizes your profitability, utilization, cash position, and client concentration into one number — scored 1–100 and updated daily from QBO.
Utilization Analysis
Know your true utilization vs. billable capacity. See where your team's hours are going and whether your rates are covering overhead — without a timesheet battle.
Cash Flow Forecasting
See your AR aging, AP obligations, and cash runway in real time. Know when invoices are overdue and when your next dry spell hits — before it surprises you.
Client Profitability
Ranked view of gross margin by client. Know exactly which retainers are your best work and which ones are quietly bleeding you dry — sorted by margin, updated live.
Anomaly Alerts
Get notified when a client's margin drops below your threshold, when AR aging exceeds 60 days, or when utilization falls below sustainable levels — so you can act before it's a problem.
Scenario Planning
What happens if you lose Client X? What if you add a senior hire? Model scenarios and see the downstream impact on cash, margin, and utilization before you make the call.
Integrations

Connects to your existing tools.

Findie reads your data. It never writes back. Set up once, and your numbers stay live.

QuickBooks Online Xero — Coming Soon Harvest Toggl Clockify Monday.com Asana Teamwork

Read-only. Findie never writes back to your tools.

Pricing

Simple, honest pricing.

No hidden fees. No per-seat charges. Just the financial intelligence your agency actually needs.

For agency owners
Starter

Everything you need to understand your agency's real financial health.

$149/mo

Billed monthly · Cancel anytime

  • 1 QuickBooks Online connection
  • All 5 core views (profitability, utilization, cash, clients, scenarios)
  • Financial Health Score (daily QBO sync)
  • Monthly AI financial summary
  • Scenario planning ("What if?" modeling)
  • Anomaly alerts
Join the Beta
For accounting firms
Partner

Manage multiple agency clients with consolidated reporting and white-label options.

$199/mo

+ $99/client/mo · Billed monthly

  • Everything in Starter
  • Unlimited QBO connections
  • Multi-client management dashboard
  • Consolidated reporting across all clients
  • White-label options
  • Priority support
Join the Beta

Beta access available now. No credit card required to join.

Why Findie

Built for agencies. Not consultants.

No project management overhead
Tools like Kantata, Scoro, and Productive are built for project management. They're expensive, bloated with features you don't need, and still don't give you real financial clarity. Findie focuses purely on the numbers that matter to agency owners.
Read-only by design
We connect to your QuickBooks via OAuth, read your data, and surface insights. We can't — and won't — write a single transaction back to your books. Your accounting data stays in your accounting tool.
Agency-specific, not generic
Retainers. Utilization. Scope creep. Margin by client. These aren't generic SaaS metrics — they're the exact vocabulary agency owners use when they talk about their business. Findie speaks your language.
Setup in minutes, not weeks
Connect QBO, answer a few questions, and see your real numbers. No implementation partner, no 6-week onboarding, no spreadsheet migration. The setup wizard gets you to answers in under 15 minutes.
Beta Access

See your real numbers today.

Join the beta and get early access to Findie. Connect your QuickBooks, answer a few questions, and see your agency's financial reality — without the spreadsheet ritual.

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Built by agency finance people, for agency owners.

QBO-native · Read-only · Setup in 15 minutes