InterServer Web Hosting and VPS

Accounting Software for Advertising Agencies

Do you need accounting software for advertising agencies? If you are an advertising agency looking to streamline your billing procedures and the way you charge your clients, you will obviously ask this question. Yes, there are some good accounting software programs for advertising agencies.

Advertising agencies can optimize their finances with ‘Billing Software for Advertising Agencies’. Managing any business account these days is difficult because we have different processes to follow. Software that helps us manage our expenses and earnings is the only way to make this process easier.

Cloud-based accounting software for advertising agencies. Users can accept invoices from suppliers, create and send professional invoices for clients, and record payments and disbursements in the accounts.

Various types of software are used by businesses to record and analyze their activities. Due to the distinct needs of each industry, business accounting software differs between them. This article will begin by describing typical challenges faced by advertising agencies, which you might find useful if you are looking for ideal billing software.

What is Advertising Agency Software?

Marketing, project management, consulting, data analysis, and more are all parts of advertising agency software. Templates and forms are typically included in ad agency software, along with account reporting and task management.

It might seem confusing to choose advertising agency software. Managing an ad agency involves marketing, project management, consulting, data analysis, etc. This is why advertising agency software includes so many features.

There are differences in ad agency software. This buyer’s guide will help you decide what you should look for in your new advertising agency software.

Best for ease-of-use & UI

Track advertising and marketing projects according to your preferred methodology.

The reason why is such a great advertising agency software is that the tool has done away with a lot of the accoutrements of typical management tools and its layouts are simple, visually intuitive, and they help to clarify the sequence of tasks.

The features that has to offer for managing advertising projects include modules for resource management and project management as well as some wonderful collaboration tools. Among other things, users can upload files to cards, make comments on them, mention teammates on them, and more. Moreover, it comes with a great project reporting dashboard that is able to collect data from multiple boards, allowing for a more accurate tracking of the project’s progress. While does not offer a complete set of project accounting and invoicing tools like some other tools, it does provide you with a dashboard where you can track hours, timelines, and invoices that are related to your projects.

Overall, it is a highly customizable tool that allows you to work in whichever methodology you prefer, whether it is kanban or a different one, that fits your project and team best. As well as workflow tools, you will also find some useful ones for automating parts of your process. has integrations with a variety of project management apps including Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and a lot more, accessible through Zapier.

It costs from $6/user/month for, and it comes with a 14-day free trial for existing users. For up to two users, there is a free plan available from them.

Best advertising agency software for intelligent automation

Forecast’s dashboard allows users to track multiple projects and resources in the same view.

There are 40+ countries worldwide that are using Forecast as their primary platform to manage resources and projects for advertising agencies. From quote to invoice, this tool includes capabilities for managing the project lifecycle from quote to invoice, as well as intelligent automation for predicting project delivery dates and forecasting the need for capacity on the project.

The auto-schedule feature of Forecast allows users to create project plans based on their schedules. As a result of the powerful AI, estimation of tasks is automated, workloads are assigned and optimized across resources, and delivery dates are automatically set. The tool is also capable of providing dashboards that provide an overview of the organization, which can allow for informed adjustments to the allocation of time and resources to be made.

It has also been introduced that Forecast has a unique feature for managing projects through a retainer setup. In addition to keeping track of staff workloads and the time spent on delivering the project, a dashboard that shows retainer periods and totals makes it easy to keep track of the financials of ongoing projects.

The native integrations of Forecast include Slack, Google Drive, QuickBooks Online, Salesforce, and Xero. Through Zapier, you can integrate other applications with Zapier.

Forecast has Lite, Pro, and Enterprise options, which start at $29 per user per month (14-day free trial).


Best advertising agency software for integrations

Mavenlink tracks hours, budget, and more and generate robust reports accordingly.

There are a variety of tools available through Mavenlink for resource management, project management, team collaboration, project accounting, and business intelligence. In terms of advertising agency software, this is one of the most robust tools available on the market.

Additionally, Mavenlink includes a wide range of features including file sharing, email integration, customized branding, time and expense tracking, project/job costing, invoicing and online payments, personnel planning, and more. There is a 24/7 customer support service available on all product plans, as well as a resource library available for customers.

You can monitor all of your Mavenlink integrations from a single, easy-to-use dashboard, which includes Netsuite, Quickbooks, Salesforce, G Suite, Jira, Expensify, Xero, Concur, Sage Intacct, Slack, Hubspot, Microsoft, and more, all from a single dashboard.

Despite the fact that the design of the interface is a bit convoluted, the aesthetics leave a bit to be desired, which may be a turn off for some users, especially those who do not have a lot of experience with technology. Trying to find a post or project from the past can be a bit of a hassle, and the search functions could be improved for better archiving of posts and projects.

Depending on your needs, Mavenlink has a plan that will fit your needs. A complete PSA system with advanced BI, as well as resource management, are available. Mavenlink can provide you with accurate pricing information if you contact them directly.

QuickBooks Online

Among the many functions that QuickBooks Online (QBO) can help you with, this cloud-based accounting software can assist you with all of your regular bookkeeping tasks, including expense tracking, bank reconciliation, and sales tax tracking, among many others. Additionally, it is possible to use it for creating invoices and emailing them to your clients, as well as sending automated reminders for you to pay your invoices.

It is also important to mention that QBO has a feature called projects that allows you to organize expenses, invoices, estimates, transactions, and your time spent related to each project. It is also possible to identify all outstanding invoices and payments for all of your current and past projects with the use of the project feature. Having a system to manage all the financial aspects of your projects will enable your agency to manage all the financial aspects of your projects on a centralized system, and you will be able to track each project’s profitability from the outset.


The job of a marketing agency usually involves traveling to meet clients in person or perhaps even taking them out for a meal once in a while. In this case, your employees will have to expense these transactions and then get reimbursed for the expenses. 

There is no doubt that Expensify is an excellent tool to help employees submit their expense reports and get reimbursed, simplifying and speeding up the expense reporting process for them.

Using Expensify’s SmartScan technology, users have the advantage of being able to use a smartphone to take a picture of their receipts without the need for a scanner. As a result, all critical data is automatically saved and exported, eliminating the need to keep paper copies of receipts in the future. 

Employees will no longer be required to spend precious time filing expense reports, while you will be able to gain more visibility over your cash flow and expenses, and you will be able to save time and effort by not having to chase down employees for their expenses.

Dext Prepare

It is also important to point out that Dext Prepare is another excellent expense management tool. As well as your billable expenses, your marketing firm must be able to keep track of overhead expenses as well. With Dext Prepare, you will be able to code each transaction to the proper account and export it directly to your accounting program once you have coded it.

Using OCR technology, Dext Prepare automatically extracts key information from receipts, invoices, and bank statements, enabling you to streamline your bookkeeping process and reduce the amount of data entry involved. The advantage of this is that you can save a great deal of time on manual data entry, as well as eliminate the need to store any physical documents in your office since everything is stored in the cloud. As an added bonus, it helps you to keep track of your expenses and easily integrates with other cloud accounting apps such as QuickBooks Online and Xero.

 HubSpot Ad Management Software

hubspot ad management and tracking tool

Start Using HubSpot’s Ads Software for Free

HubSpot’s Ad Management & Tracking software helps you with your inbound marketing strategy and campaigns.

It allows you to run all of your campaigns from beginning to end – that is, HubSpot helps you create, manage, and report on all of your ads across a variety of networks within one tool.

As a result of HubSpot’s Ad Tracking Software, you will also be able to access the following unique and noteworthy features:

  • You can automate your ad targeting by using Lists that will sync up your leads and audience to offer you more opportunities for targeting.
  • Manage ad campaigns on Facebook, Instagram, LinkedIn, and Google, as well as other social networks.
  • Report on your ROI as well as the number of leads generated by the platforms you share your ads on (e.g., LinkedIn, Google, etc.).
  • The best way to understand how your audience is responding to your ads is to identify which contacts took action and engaged with them.
  • As soon as you integrate HubSpot Ads to Marketing Hub, it is easy to align your ads with the rest of your marketing efforts.
  • Make use of HubSpot CRM data to inform your campaigns and help you determine which advertisements are most likely to lead to the conversion of contacts into paying customers.

Price of HubSpot Ad Tracking Software

You can start with a free plan or you can upgrade to a paid plan depending on your needs and goals.


adroll ad management tool

Image Source

A platform like AdRoll specializes in e-commerce advertising, email marketing, AI-based product recommendations, and cross-channel measurement, which is perfect for businesses that are focused on e-commerce. All of the marketing and advertising activities that your business engages in are managed through this platform, which acts as its home base. There are a number of other notable features that AdRoll offers, some of which are listed below:

  • Create dynamic ads that target your audience members based on product recommendations powered by artificial intelligence.
  • The best way to foster emotional connections with your audience is to share targeted videos and display ads.
  • Utilize AdRoll’s 1.2 billion shopper profiles to optimize the creation of relevant product offers, dynamic ads, emails, and other forms of outreach based on the data you’ve collected about your customers and the data AdRoll has collected about your competitors.
  • The use of advanced measurement and attribution can lead to the identification of growth opportunities as well as the determination of customer lifetime value (CLV).
  • Using AdRoll together with your CRM, you can create paid digital media campaigns that are account-based and target your audience.

Price of AdRoll

You can choose from a variety of plans ranging from $0-$19 depending on what you need.


rollworks ad management tool

Image Source

The purpose of RollWorks is to help you identify target accounts, engage them via the use of ads and advertisements, and measure the impact and success of your marketing efforts by identifying these accounts. Using the tool, you will be able to identify target accounts, prioritize target accounts, automate sales tasks, as well as do account-based advertising. Here are some more things you can do with RollWorks:

  • Engage highly-qualified accounts with ads, lead generation tactics, and targeted account-based marketing (ABM).
  • Promote your website to your target audience with account-based ads.
  • Bring leads back to your site with retargeting ads.
  • View RollWorks data within your HubSpot CRM to reach contacts that matter most to your business.
  • Make your ads relevant and personalized with dynamic messages.
  • Save time and increase engagement with automated sales emails.
  • Track campaigns, accounts, and sales automation.

Price of RollWorks

Currently, the Starter plan costs $975 per month, but you will be able to upgrade to the Advanced plan from there.

Common Features of Advertising Agency Software

The ad agency software is an integrated tool which combines the capabilities of a wide range of existing software options. As part of its capabilities, it offers project management and CRM features, in addition to a lot of specialized reporting and analytics tools, including:

Core Features of Advertising Agency Software

Project dashboardAll active initiatives are readily visible. order by account Using a variety of filters, drill down.
Account reportingTake a photo of every project in a client’s portfolio, including active, stopped, past, and suggested.
Multi-user interfaceAllow multiple users to share a single system. Assign unique logins to each user. Individualize the functionality and access rights for various user groups.
Task managementEssential to all project management types. can be used for both internal and client-facing duties. Simple responsibility and accountability creation
Time trackingCalculate the amount of time invested in each project step. Establish benchmarks and a price for the amount of time invested.
Prospect / Client managementManage outreach with prospects and clients. Record and track interactions. Automate and schedule regular communications.
CollaborationShare papers with clients and other employees in a secure manner. Observe conversations between team members, potential customers, and current and former clients.
Templates and formsUse branded forms to standardize all internal and external communication. This covers the earliest media requests, quotes, orders, and invoicing.
Financial ReportingCreate revenue-generating tasks, projects, and deal wins.


In the world of advertising agencies, handling money, billing, forecasts, and staff can be a challenging and delicate balance. It can be difficult to complete everything by hand, whether you’re a novice or an experienced veteran when it comes to managing an advertising firm. Fortunately, there is accounting software specifically designed for advertising companies that may assist you in maintaining your financial organization.

Once you’ve tried one, you’ll see there are lots of advantages to selecting accounting software for advertising companies. You will be able to track where the money has gone, which is the main advantage.

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *