What's inside

Everything you need to run your creative business.

Step-by-step guides for every feature — web and mobile. Pick a topic to get started.

Agency OS — Web and Mobile
Getting started

Setup

Getting started

Before your first job, spend five minutes in Settings. Set up your profile, business details, and bank account once — every invoice, quote, and document is generated from this data automatically.

Templates & defaults

Setup

Templates & defaults

Tune the paperwork that makes Agency OS yours: invoice numbering, quote defaults, reusable line items, document labels, and your logo. Set them once and every document follows.

Clients

Client management

Clients

All your clients in one place. Add a client once — name, email, billing address — and reference them on every job. Agency OS keeps your client list clean and searchable.

Jobs

Job management

Jobs

A job is the central unit in Agency OS — your production, your shoot day, your project. Create one per assignment and track it from the first option call through to the final archive.

Crew & Budget

Crew management

Crew & Budget

Add your team members to a job, assign roles and fees, and track crew costs as part of the overall job budget — all in one place. On set or in the office.

Quotes & Invoices

Quotes & Invoicing

Quotes & Invoices

Create professional quotes and invoices directly from a job in seconds. Export as PDF, send to your client, and receive payment. E-invoice ready (ZUGFeRD / XRechnung) for the German market.

Dashboard

Financial overview

Dashboard

Your business at a glance. See open invoices, outstanding revenue, and your next upcoming production — all without opening a spreadsheet.

Alerts & Follow-ups

Notifications

Alerts & Follow-ups

Agency OS proactively flags what needs your attention — overdue payments, option deadlines, follow-up calls. No inbox to check. Everything surfaces exactly where you need it.

Pipeline

Pipeline

Pipeline

Track every job across its lifecycle in one view. See at a glance what is in option, what is confirmed, what is active, and what still needs invoicing.

Calendar

Calendar

Calendar

All your jobs, shoot days, and deadlines in one calendar. Option dates are clearly flagged, confirmed bookings are solid — so you always know your actual availability.

Time Tracking

Time tracking

Time Tracking

Track billable hours directly inside jobs. One tap starts the timer from anywhere in the app. All entries are stored per job with hourly rate and line amount — ready to invoice.

Receipts & Expenses

Receipt scanner

Receipts & Expenses

Shoot your receipts on set. Agency OS scans, categorises, and attaches them to the right job automatically. No more lost paper receipts, no more manual data entry at the end of the month.

DATEV & CSV Export

Accounting export

DATEV & CSV Export

Export your invoices directly to DATEV format for your tax advisor — or as CSV for your own records. One click, one ZIP, ready to hand over.

Roadmap

Coming in Pro

Ideas for the next tier — nothing confirmed yet. All current features are Base.

  • Automated payment reminders & dunningWeb
  • WhatsApp AI — create jobs and invoices via chatWeb & Mobile
  • Newsletter integrationWeb
  • 5 additional invoice design templatesWeb & Mobile
  • Team data sharingWeb & Mobile
  • Internal job network — share & discover crew gigsWeb & Mobile
  • Collect expenses from team membersWeb & Mobile
  • Team managementWeb
  • Project timeline viewWeb
  • Offline modeMobile

Roadmap · Studio

Coming in Studio

A future tier for agencies and production companies managing teams and multiple creatives.

  • Manage and organise other creativesWeb & Mobile
  • Advanced analytics & reportingWeb
  • Full production managementWeb
  • Organise and manage external team membersWeb & Mobile
  • Team messaging via WhatsApp with data syncWeb & Mobile

Get started

Ready to try it?

Early access is open. First 250 members lock in the Founder price forever.

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Agency OS — Web and Mobile