For agencies
For agencies that want clients and books in sync.
Client work, retainers, ad spend and books shouldn't live in five tools. BuddyWorkflow keeps your CRM, invoicing, marketing analytics and bookkeeping in one login, with roles for your team.
One login replaces
A CRM and pipelineInvoicing and retainersMarketing Analytics across channelsBookkeeping for taxes and profit
Marketing Analytics, built in
Connect ad accounts and tag invoices to campaigns to see which channels actually drive revenue — no more manual spreadsheets.
Team roles and an accountant seat
Invite teammates as editors or viewers, and give your accountant a books-only, view-only seat.
Retainers that reconcile themselves
Recurring invoices for retainers, with paid invoices flowing into your books automatically.
Savings calculator
What are you paying now?
$75/mo
$49/mo
$12/mo
$15/mo
8 hrs/mo
$50/hr
You'd save
$1,548/year
Your stack costs $1,812/yr. The same jobs on BuddyWorkflow: $22/mo.
Books and invoicing are free forever. You'd switch on Bookkeeping Automation, Client CRM, Scheduling, Contracts & e-sign, Marketing Analytics — that's $37 of modules, so you're on Pro at $22 instead, with everything unlocked. Switch on everything and you still pay $22. That also gives back ~96 hrs/yr, worth about $4,800 of your time.
Common questions
Can I add my team?
Yes — invite teammates as editors or viewers, and add your accountant as a view-only, books-only collaborator.
Does it track marketing analytics?
Yes. Connect ad accounts and tag invoices to campaigns to attribute revenue by channel on the Marketing Analytics dashboard.
What does it cost?
Books are free forever. Pro is $29/mo, and card processing is at cost with zero markup.
Run your whole business from one login.
Free forever for your books. Card processing at cost — zero markup — and free bank transfers on paid plans.
Start free →