The Complete Platform
Finally, a PSA That Doesn't Feel Like Punishment
Everything your agency needs. Nothing it doesn't. Built by people who spent years suffering through the alternatives.
Where We Rock It
What Makes Vantage Different
Every PSA claims to do time tracking, invoicing, and project management. Here's where we actually give a damn.
The Vault: Credential Management Built In
Client logins, API keys, hosting credentials, license keys. All encrypted, all organized, all accessible to the right people without a separate subscription.
Stop paying for 1Password. Stop managing access across two systems. Stop hoping someone documented that production database password somewhere. The Vault keeps your secrets safe and your team productive. Zero-knowledge encryption means even we can't see your credentials.
SOW-to-Project Extraction
Drop in a Statement of Work and Vantage extracts everything: project structure, billing milestones, deliverable descriptions, timelines, budget. Then it suggests project templates to apply.
No more manually recreating what's already written in the signed agreement. No more copy-pasting milestone descriptions. Your SOW is the source of truth, and now your project is built from it in seconds.
Agreements: Retainers, Recurring, and T&M. One Invoice.
Set up a client agreement once. Vantage handles the rest: auto-billing at period end, auto-renewal, usage alerts before clients hit overages, overage billing at premium rates.
Fixed fee, fixed hours, or pure T&M. Single invoice combining recurring fees + monthly time and materials. No more reconciling retainer hours in a spreadsheet. No more sending two invoices for one client relationship.
License Pools with Margin Tracking
Track the software licenses you manage for clients. What you pay, what you charge, the margin on each. Roll it into client profitability so you see the full picture, not just billable hours.
Most agencies have no idea if their license reselling is profitable. Now you will.
Capacity Alerts Before You're Screwed
When three developers request the same week off, Vantage doesn't just approve the PTO. It tells you that you'll be at 45% capacity and flags the projects that will slip.
Time off requests connect to capacity planning connect to project timelines. Vacation approvals stop being surprises two weeks later when deadlines blow up.
Tickets That Stay Closed
When you close a ticket, it stays closed. Client replies don't magically resurrect dead work and blur the line between old scope and new requests.
Client emails a closed ticket? Vantage auto-creates a new ticket from their reply. The client is none the wiser. You get clean history and clear boundaries. No more Accelo-style chaos where tickets become immortal zombies.
Modular Interface: Turn Off What You Don't Use
Don't do support tickets? Hide the module. Not using agreements yet? Gone from your nav. Your Vantage shows only what your agency actually uses.
No clutter. No features you'll never touch taking up space. The product adapts to you, not the other way around.
Audit Logs That Make Auditors Weep
Before and after values on every edit. Full trail of who did what, when, and why. The kind of audit logging that makes SOC2 assessors smile and IRS auditors nod approvingly.
When someone asks "who changed this invoice?" you'll have the answer in seconds. When compliance asks for records, you'll actually have them.
Performance & UX
Software Your Team Will Actually Use
Because the best features don't matter if everyone hates opening the app.
Less Than Half a Second. Every Page.
Click something, it happens. No spinners. No "please hold while we load your dashboard." No three-second delay wondering if your time entry saved. ConnectWise users know exactly what we're talking about.
Keyboard-First Design: Cmd+K and You're Anywhere
Command palette for everything. Tab through forms. Shortcuts for every action. Your hands never leave the keyboard unless you want them to. We looked at Linear, Superhuman, and Raycast and asked: why does agency software feel like it's from 2008?
Dark Mode: Because It's 2026
Full dark mode with OS sync. Not some half-assed theme that turns your nav bar gray while blinding you with white content areas. ConnectWise and Accelo users are still installing browser extensions for this. We just built it right.
Complete Platform
And Yes, We Do Everything Else Too
All the capabilities you'd expect from a PSA, built to the standard you wouldn't.
Financial Visibility
- Real-time profitability by client and project
- Cash flow forecasting and runway projections
- Revenue dashboards with trend analysis
- AR aging with collection workflows
- Unbilled time tracking
- Utilization and realization metrics
- Gross margin tracking
- MRR for retainer clients
- License margin tracking
Client Operations
- Company and contact management
- Client health scoring
- Full relationship history and audit trail
- Account manager assignment
- Custom billing settings per client
- Communication logging
- License pool management per client
Project Delivery
- Project lifecycle from proposal to completion
- SOW upload with automatic extraction
- AI-suggested project templates
- Real-time budget tracking
- Milestone management with dependencies
- Resource allocation and capacity views
- Multiple project types
- Template projects for repeatable work
- Scope tracking that catches creep early
Service & Support
- Ticket management with full audit trail
- Email-to-ticket conversion
- Auto-create new ticket on closed replies
- Customizable status workflows
- Priority levels with SLA tracking
- Kanban and list views
- Bulk operations
- Inline editing without modal hell
Time & Billing
- Timer-based or manual time entry
- Billable vs non-billable tracking
- Project and task allocation
- Weekly timesheet views
- Approval workflows (optional)
- One-click invoice generation
- Retainer management with auto-drawdown
- Multiple billing models in one system
- Payment tracking with aging reports
Team & Resources
- Time off requests with approval workflows
- Capacity alerts when PTO impacts timelines
- Team utilization dashboards
- Resource allocation across projects
- Workload visibility by team member
- Role-based permissions
- Invitation system with email onboarding
- Modular interface customization
Agreements & Retainers
- Service agreement management
- Retainer tracking with auto-renewal
- Auto-billing at period end
- Usage alerts before clients hit limits
- Configurable overage billing
- Rollover rules (use or carry forward)
- Scope management
- Combined invoicing: recurring + T&M
The Vault
- Zero-knowledge encrypted storage
- Client credentials organized by company
- API keys, logins, license keys, hosting
- Role-based access control
- Full audit trail on credential access
- No separate subscription required
Security & Compliance
- SOC 2 Type II compliant infrastructure
- Encrypted data at rest and in transit
- Role-based access control
- Full audit logging
- Before/after values on every change
- Multi-tenant data isolation
- Zero-knowledge credential vault
The Little Shit That Shows We Care
See your agency's future
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