Client ad budgets vs agency fees
Separate ad budgets and service revenue with wallets, categories and transaction notes. Fintaro doesn't sync ad account balances automatically.
FINTARO FOR MARKETING AND SMM AGENCIES
Fewer spreadsheets.
More profitable projects.
Track client invoices, advance payments, agency income and recurring expenses in one place. Know what has been paid and what's due next.
✓ Invoices and payments✓ Income and expenses
Fintaro workspace Overview
Invoices01Track statuses
Payments02Track income
Wallets03Currencies and balances
Expenses04Plan payments
✓
Your finances in one placeLess switching between sheets and apps
YOUR CHALLENGES, OUR FOCUS
Financial headaches marketing agencies know well
Practical management accounting without complicated bookkeeping software.
Campaign launched but the invoice is unpaid
Review issued invoices, partial payments and overdue balances to follow up.
Tools and licenses renew on different days
Schedule analytics, content tools, domains, hosting and design subscriptions.
Clients pay from different countries
Issue multi-currency invoices and track suitable wallets; gateway availability depends on the payment provider.
Client managers need access, not all the finances
Assign team roles and let customers access invoices and tickets in a separate portal.
Hard to see all inflows and costs
Use the dashboard, categories and history to understand agency cash flow.
PRACTICAL WORKFLOWS
How to organize financial management at a marketing agency
Keep ad budgets separate from agency fees
Use separate wallets and categories for incoming ad spend and service revenue. Fintaro does not automatically sync Meta or Google Ads balances.
Invoice specific services
Bill for campaign setup, social media, SEO, design and consulting; track partial payments.
Don't overlook recurring costs
Plan CRM, AI services, analytics, hosting and license fees in advance.
Connect invoice payments
Use your own monobank or LiqPay merchant account to accept supported online payments.
GET STARTED
From your first invoice to a clear financial picture
01
Create a company
Set up your Fintaro workspace.
02
Add a client
Save your customer's contact details.
03
Issue an invoice
Add the service, amount and currency.
04
Track payments
Follow invoice statuses and transactions.
WORKS FOR DIFFERENT BUSINESS MODELS
Fintaro adapts to how you work
Use invoicing, payments, client and expense tools in a way that fits your business.
SMM agenciesDigital marketingPerformance advertisingSEO agenciesContent studiosBranding and design
FAQ
Frequently asked questions
Do I need accounting knowledge?
No. Fintaro is built for management accounting. It doesn't replace statutory bookkeeping or tax filings.
Can I invoice in different currencies?
Yes. Fintaro supports multi-currency invoices and tracking. Online payment availability depends on your merchant account.
Do I need a bank card to get started?
No card is required to create a workspace. The current trial and plan terms are shown during registration.
Can clients view their own invoices?
Yes. Clients have a separate portal for invoices and support tickets, without access to your internal financial data.
GET STARTED WITH FINTAROYour invoices and finances.
Create your workspace ↗Your invoices and finances.
Together in one workspace.
Give your agency a single workspace for finances, client invoices and regular expenses.