Finance operations
Finance operations for retainer, project, and rev-share revenue
Built around how agency and media revenue actually moves through your books, rarely on schedule
Retainer scope creep
Hours-to-revenue tracked monthly. Drifting retainers surface early, so you raise rates, rescope, or exit before margin disappears.
1099 classification risk
Project margin visibility
Quarterly tax estimates
Founder admin overload
How the work actually gets done
Agency books move too fast for a once-a-month bookkeeper and too judgment- driven for a pure software stack. Numetix runs both on the same workflow
01
Software runs first
AI categorizes every transaction the moment it clears, from media buys to contractor payments to platform payouts. Retainer drift and partner-share mismatches surface within hours, not at month-end.
02
A senior reviewer signs every entry
1099 versus W-2, pass-through versus revenue, billable versus overhead. The judgment that breaks pure software gets handled by a human before anything posts. Your ledger has never been touched only by software.
03
The outcome is both
Software speed with accountant oversight. Day 7 close means you walk into the next retainer renewal with last month's margin already settled.
What we handle for you
An always-on finance function for agency and media firms.
Visibility and decision support
- Self-serve dashboard with current financials, anytime
- Monthly business review with performance commentary
- Scenario modeling for hiring, pricing, and capacity
- Cash flow forecasting tied to your real receivables calendar
- Year-round tax planning input on major decisions
The first 90 days, in numbers
Day 7
Average monthly book close timeline across the portfolio
30 days
Average implementation timeline from contract to first clean close
31 days
Average DSO reduction inside the first 90 days
100%
Every entry human-reviewed before it posts to your books
Who we support
- Creative and brand agencies
- Influencer and creator networks
- Digital and performance marketing agencies
- CTV and programmatic media operators
- Content and SEO agencies
- PR and communications firms
- Multi-brand and multi-location agency groups
What Numetix delivers
Finance, run as one
What it looks like when bookkeeping, payroll, tax, compliance, and advisory live under a single team
Five functions, one team
Bookkeeping, payroll, tax, compliance, and advisory delivered by a single coordinated pod. No handoffs. No missed context.
One channel, one SLA
A dedicated Slack channel with a published response time replaces five inboxes and five different response cultures.
One source of truth
Every system reads from the same data. No reconciliation between your bookkeeper's numbers and your accountant's, or your payroll provider's and your compliance vendor's.
One flat subscription
A single monthly bill covers the full stack. No hourly billing, no separate vendor invoices, no quarterly true-ups.