Accelo survivors. Vantage builders.
THE AGENCY OPERATING SYSTEM
Your agency's profitability shouldn't be a mystery until next quarter.
Vantage shows you what's actually happening. Not what happened. Not what might happen. What's happening right now.
Sound familiar?
If you've run an agency for more than six months, you've felt this.
"Who has the WP Engine login?"
Another Slack message. Another dig through LastPass. Another shared spreadsheet that hasn't been updated since March. Your credentials are scattered across tools, brains, and sticky notes. When team members leave, you're not even sure what they had access to.
Your best client hasn't responded in 6 weeks
Their last two invoices are overdue. You'll find out they're "exploring other options" when they send the cancellation email. By then it's too late.
You pay $259/year for Gravity Forms
You resell it to 25 clients at $8/month. That's $2,400/year on a $259 cost. 89% margin. But you can't see it anywhere. It's buried in a spreadsheet from 2023.
"What's our MRR?"
Cue the spreadsheet scramble. By the time you have answers, they're already wrong.
"How many hours does Client X have left?"
40 hours. Used 32. Rolls over 50%. Renews on the 15th. You need a calculator and three browser tabs.
Not another adapted PSA.
We didn't take an MSP tool and slap "agencies" on it. We built this from scratch for how agencies actually work.
Client credentials that don't keep you up at night
Every agency has a spreadsheet or LastPass folder of client logins. It's a security nightmare waiting to happen. When team members leave, you scramble to figure out what they had access to.
- Store 500+ credentials with actual encryption
- Grant and revoke access per credential, per person
- Full audit trail of who accessed what, when
- No more "who has the login?" Slack messages
"Client calls about unauthorized hosting changes. You pull the audit log, see the exact team member who accessed it at 2:47 PM on Tuesday. Problem solved in 30 seconds, not 3 hours of finger-pointing."
Know which clients are at risk before they cancel
Client churn happens silently. By the time they're "thinking about other options," it's too late. Account managers track client health in their heads. When they leave, that knowledge walks out the door.
- At-risk clients surfaced before they become cancellations
- Engagement health: No contact in 45 days? Yellow flag
- Financial health: Payment 60 days late? Red flag
- Support health: Ticket sentiment trending negative? Early warning
Retainer billing that handles the real world
Retainers are your bread and butter, but most tools treat them like simple recurring invoices. Rollover logic, overage rates, tiered pricing, mid-month adjustments. You're doing this in spreadsheets.
- Rollover hours that actually roll over
- Overage rates that automatically kick in
- Real-time utilization: 24 of 40 hours used, 16 remaining
- Multiple rate tiers per agreement
"Client's retainer renews on the 15th. They have 8 unused hours, agreement allows 50% rollover. System calculates 4 rollover + 40 new = 44 available. No spreadsheet. No manual adjustment."
See the margin you're actually making
You buy bulk licenses and resell them to clients. Akismet, Gravity Forms, WP Engine. No PSA understands this model. The margin is incredible, but invisible.
- Create license pools with your cost and capacity
- Allocate to clients with their sell price
- Automatic margin calculation per allocation
- Renewal alerts before you lapse
MRR, ARR, and aging without spreadsheet gymnastics
QuickBooks tells you what happened. "What's our MRR?" shouldn't require exporting to Excel. By the time you have answers, they're already stale.
- Dashboard MRR/ARR from active agreements
- Aging buckets: current, 30, 60, 90+ days
- Payment velocity by client
- Profitability by client and project
Built for people who live in their PSA
You're in this thing 8+ hours a day. Every extra click is friction. Legacy PSAs require mouse navigation through nested menus. Context switching kills productivity.
- Cmd+K to jump anywhere instantly
- Keyboard shortcuts for every action
- Preview sheets without losing context
- Inline editing. Click, type, done.
"Client calls with a question. Cmd+K, type their name, see full profile with invoices, projects, and tickets. Under 3 seconds."The workflow we built for ourselves
How Vantage compares
Feature-by-feature against the tools you're probably evaluating
| Capability | Vantage | Accelo | HubSpot | Monday+QB |
|---|---|---|---|---|
| Credential vault | Zero-knowledge encryption | Basic, unencrypted | Not available | Not available |
| Client health scoring | Multi-dimensional | Basic dashboards | Marketing focus | Not available |
| Keyboard-first UX | Cmd+K, full shortcuts | Some shortcuts | Basic | Basic |
| Retainer complexity | Rollover, tiers, overage | Good support | Basic | Manual tracking |
| License pool tracking | Full margin tracking | Not available | Not available | Not available |
| Financial dashboards | MRR/ARR built-in | Good reporting | Basic | Separate tools |
| Modern interface | Linear-class design | Legacy UI | Modern-ish | Modern-ish |
Kill your frankenstack.
Most agencies cobble together five or six tools to run their operations. Each one does one thing okay. None of them talk to each other. You pay for all of them.
Vantage replaces the whole mess.
Harvest / Toggl / Clockify
Time tracking with timers, timesheets, and approvals. Connected directly to projects and invoices.
Asana / Monday / ClickUp
Projects with budgets, milestones, and resource allocation. Tickets with email integration and Kanban boards.
QuickBooks invoicing
One-click invoicing from tracked time. Retainer management. AR aging. Payment tracking.
Spreadsheet dashboards
Real-time financial metrics. Utilization. Margins. WIP. Revenue by client. Updated automatically.
1Password / LastPass
Zero-knowledge credential vault. Store client passwords, API keys, and hosting logins. Encrypted end-to-end.
Your gut feeling
Client health scoring. Know which accounts need attention before they tell you.
The average agency spends $400-800/month on tools that create more problems than they solve.
Vantage is one platform that actually works together. Time flows to invoices. Projects connect to budgets. Clients link to profitability. Everything in one place.
Built for agencies like yours.
Specific enough to be useful. Honest about who we're not for.
If you're a 500-person enterprise needing SAP integration, or a solo freelancer who just needs to send invoices, we're not the right fit. That's okay. We'd rather be great for some than mediocre for everyone.
See your agency's future
Join the waitlist to be notified when we launch.