Introduction
Vantage PSA is the agency operating system built for digital and creative agencies. Track time, manage projects, invoice your work, and see your profitability in real-time—all in one platform.
What is Vantage?
Vantage replaces the typical agency “frankenstack” of disconnected tools. Instead of juggling Harvest, Asana, QuickBooks, and spreadsheets, Vantage gives you one platform where everything works together.
Core Capabilities
| Feature | Description |
|---|---|
| Time Tracking | Timers, timesheets, and approvals. Time flows directly to invoices. |
| Project Management | Projects with budgets, milestones, and resource allocation. |
| Ticket System | Email-to-ticket, Kanban boards, SLA tracking. |
| Invoicing | One-click invoicing from tracked time. Retainer management. AR aging. |
| Reporting | Real-time financial metrics. Utilization. Margins. WIP. |
| Company Management | Companies, contacts, health scoring, account management. |
Why Vantage?
Built for Agencies
We built Vantage because we ran agencies. We used Accelo daily and hit its limits. Vantage is what we wish Accelo was:
- Fast - Every page loads in under 100ms (vs 2-3 seconds typical)
- Modern - Dark mode, clean UI, built like Linear/Vercel
- Affordable - Tier-based pricing, not per-user. 20-person agency: $299/mo vs $700+/mo
- Complete - Reporting included, not upsold
Real-Time Profitability
Most PSAs show you what happened last quarter. Vantage shows you what’s happening right now.
- See which projects are over budget as you work
- Know which companies need attention before they tell you
- Track utilization and margins in real-time
Getting Started
Ready to dive in? Here’s your path:
- Quick Start - Get up and running in 10 minutes
- Core Concepts - Understand how Vantage works
- Onboarding Checklist - Step-by-step setup guide
What’s Next?
- New to PSAs? Start with Core Concepts
- Migrating from another tool? Check our Migration Guides
- Ready to build? See our API Reference
FAQ
Is Vantage right for my agency?
Vantage is built for digital and creative agencies (web design, marketing, development, etc.). If you’re a professional services firm (legal, consulting), you might be better served by tools like Accelo or ConnectWise.
How long does setup take?
Most agencies are up and running same-day. Import your companies and projects, invite your team, and start tracking time. Full onboarding (workflows, integrations, training) typically takes 1-2 weeks.
Can I try before committing?
Yes. 14-day free trial, no credit card required. Run it parallel with your current tools to compare.