🎯 Overview
Running an agency means handling multiple clients, coordinating a team, and delivering services regularly. Whether you manage marketing campaigns, software projects, or creative deliverables, Fynlo’s Agency setup helps streamline your operations and stay financially on track.
💡 Who counts as an Agency?
You’re likely an agency if:
- You manage multiple client accounts
- You have team members or contractors
- You offer recurring services, retainers, or deliverables
- You issue invoices regularly (monthly, quarterly, or per milestone)
- You track client-specific revenue and team-related expenses
Examples of agencies:
- Digital marketing firms
- Web or app development agencies
- PR and communications agencies
- Design studios
- IT and consulting firms
- Social media management teams
🧰 What does Fynlo set up for Agencies?
When you choose Agency in the setup flow, Fynlo prepares your workspace with:
- Recurring invoice templates and billing schedules
- Team expense tracking and category breakdowns
- Revenue reports by client or project
- Smart reminders for follow-ups and payment delays
You’ll be able to tag transactions by client or project to get deeper insights into your cash flow.
🚀 Why it matters
Agencies often deal with higher complexity—multiple deliverables, deadlines, and team costs. Fynlo’s agency setup helps you:
- Get clear visibility into which projects are profitable
- Save time by automating recurring billing
- Track client payments and overdue invoices
- Manage expenses tied to specific team members or contractors
- Stay on top of monthly revenue trends