Agency management software for small studios
Managable is agency management software for small creative and digital studios. One workspace for your whole team — client CRM, projects, tasks, documents, invoicing, and the books — with team roles and per-client access. Built for small agencies, not enterprise PSA.
Every client connected
A CRM for agencies where each client links to their projects, retainers, invoices, files, and documents.
Projects & tasks for teams
Kanban or list, multiple assignees, budgets, and per-project expenses across the whole studio.
Multi-currency money
Bill retainers in any currency and reconcile every payout to its invoice automatically.
Roles & access
Team seats with role-based permissions so the right people see the right accounts, with an audit trail.
Proposals & a credential vault
Send branded proposals and contracts, and keep client logins encrypted and ready for clean handover.
Aether across the studio
The AI operator drafts, sends, and reconciles across every client and project.
What is agency management software?
Agency management software is the operating system for a studio: it unifies the client relationship, the delivery (projects and tasks), and the money (invoicing and reconciliation) so the whole team works from one source of truth. The alternative — a CRM here, a PM tool there, invoicing somewhere else — is where margin and information leak.
- Client CRM connected to projects and retainers
- Team project management with budgets and assignment
- Multi-currency invoicing and bank reconciliation
- Proposals, contracts, files, and a credential vault
For studios that want one system, not a consultant
Enterprise PSA suites like Scoro, Productive, or FunctionFox are overkill for a 2–10 person studio — and they rarely own the money side. Managable gives you the operations backbone (clients, delivery, finances) without the setup project, so the team runs from one surface on day one.
Run agency finances across clients and currencies
Retainers in EUR, project payments in USD, a wire in AED — Managable bills them, tracks them, and reconciles each payout to the right invoice in one ledger. You see per-project margin and what every client is worth, without exporting to a spreadsheet — the way QuickBooks would make you.
Agency accounting software, built into operations
For a creative or digital studio, agency accounting software shouldn’t be a separate ledger you reconcile by hand. Managable keeps the books where the work lives: every invoice and retainer ties to a client and project, multi-currency payouts reconcile to the right invoice automatically, and you export books-ready data to your accountant, QuickBooks, or Xero. You see per-project margin and what each client is worth — the accounting questions an agency actually asks — without a bookkeeper stitching spreadsheets. (This is operations-and-books for creative studios — not insurance-agency software, a different category entirely.)
- Invoices, retainers, and expenses connected to each client and project
- Multi-currency reconciliation across 3,000+ banks
- Per-project margin and per-client profitability
- Books-ready export to your accountant, QuickBooks, or Xero
What to look for in agency management software
Before you commit your studio to a tool, make sure it connects the work to the money and the team — not just another project board.
- Clients, projects, and invoicing in one connected system
- Multi-currency billing and real bank reconciliation
- Role-based team access and per-client permissions
- A credential vault for clean client handover
- Right-sized for a small studio — no consultant required
Bring the studio in
Import clients and active projects, connect Stripe, and invite the team with roles.
Run the work
Assign tasks, send proposals and invoices, and track every client from one place.
See the margin
Reconcile payouts automatically and watch per-project profitability across the studio.
Client CRM
Every account, connected to its work.
Project management
Team projects with budgets & margin.
Invoicing
Multi-currency retainers & projects.
Bank reconciliation
One clean ledger for the studio.
Proposals & contracts
Branded, signed, and tracked.
Credential vault
Client access, encrypted & handed off.
Frequently asked questions
What is agency management software?
Agency management software runs the operations of a studio or agency in one place — clients, projects, tasks, documents, invoicing, and finances — instead of separate tools for each. Managable does this for small creative and digital agencies, with team roles, per-client access, and multi-currency reconciliation.
Is Managable built for large enterprise agencies?
No — it is built for small studios and agencies (roughly 1–10 people) that want one clean system, not a heavy enterprise PSA suite you need a consultant to configure. You get the operations backbone without the setup project.
How is it different from Scoro, Productive, or FunctionFox?
Those are PSA tools aimed at larger agencies. Managable is lighter and connects the money side natively — multi-currency invoicing and bank reconciliation alongside CRM and projects — so a small studio runs everything from one workspace without enterprise overhead.
Can the whole team use it?
Yes. Growth includes 3 seats and Scale 10, with role-based permissions (owner, admin, finance, delivery) so the right people see the right clients and projects, with an audit trail.
Does it handle multi-currency retainers?
Yes. Bill retainers across currencies and reconcile every payout to the right invoice automatically — one clean ledger for the whole studio.
Can we migrate our clients and projects in?
Yes. Import clients via CSV, connect Stripe for payment history, and recreate active projects — your team is working from one source of truth quickly, with data exportable any time.
Is Managable agency accounting software?
It is operations-first accounting for creative and digital studios: multi-currency invoicing, automatic bank reconciliation, per-project margin, and books-ready exports to your accountant, QuickBooks, or Xero. It runs the day-to-day money and feeds full accounting — rather than being a standalone double-entry ledger or insurance-agency software.
Run your business in one place.
Run your studio from one surface. Free to start, no credit card.