Product / Financial Management

Know the margin before
the invoice goes out.

Graysync connects budgets, time, expenses, invoices, payments, forecasts and profitability
so agencies can understand financial performance while there is still time to act.

Graysync Invoicing screen with totals, invoice statuses and payments

Profitability should not
be a month-end surprise

Many agencies only understand project profitability after the work is already done. Graysync brings financial visibility into daily agency work so teams can see budget pressure, cash flow, expenses and margin risk earlier.

Budget and forecast

Create project budgets, monitor actuals, and forecast financial outcomes with clearer visibility across time, cost, revenue and resources.

  • Create and track budgets
  • Assess performance vs budgets
  • Improve financial planning
  • Make better decisions
Project manager planning agency work on a laptop

Invoices and payments

Generate invoices, track payment status, send timely reminders and improve cash flow visibility without turning finance into a manual chase.

Expense tracking

Categorize project expenses, connect costs to clients or projects, monitor spending and flag expenditure before it eats into margin.

Team member managing project timelines at a computer
$12,500.00

Profitability
visibility

Understand which projects, clients, services and teams are truly profitable by comparing revenue, time, expenses and resource cost.

Finance and
delivery alignment

Give finance, project, operations and leadership teams one clearer view of the numbers behind the work being delivered.

123 Team member
8h45 Time spent 20 days
Task Progress
Agency team collaborating in a modern studio space

Bring your agency
finances into focus.

FAQs

Everything you need to know about Graysync

Graysync is an all-in-one agency management platform. It brings your projects, resources, finances, reporting, collaboration and workflows into one connected workspace, so your team can run every job from first brief to final invoice, protect margins and spend less time chasing admin.

Graysync is built primarily for agencies, including creative agencies, marketing agencies, digital agencies, PR and communications agencies, professional services teams and in-house marketing teams.

No. Project management is one part of it, but Graysync also covers resource management, financial management, business intelligence, team collaboration and workflow automation with Gracie. Instead of stitching together separate tools, your agency gets one shared source of truth for the work, the people and the numbers.

Book a demo and we’ll walk through how your agency works today. From there, we set up your workspace, import your clients, projects and team, and help you decide which areas to switch on first. You’ll have a clear rollout plan before anyone logs in.

Pricing depends on your plan (Starter, Growth, Scale or Enterprise) and how many people will use Graysync. Book a demo and we’ll recommend the right plan for your agency and send you a quote.