Solutions
Built for Every Role at Your Agency
Whether you're watching the numbers, managing the work, or doing the work, Vantage gives you exactly what you need. No training required.
For Agency Owners & Principals
Stop Flying Blind on Profitability
The Pain
You built this agency to do great work. But somehow you ended up spending half your time in spreadsheets trying to answer one question: are we actually making money?
Your accountant gives you numbers three months late. Your PM tool has no idea what's been billed. And that "quick" client project from Q2? Still not sure if it was profitable.
The Vantage Difference
Open Vantage and know, right now, which clients are making you money and which ones are bleeding you dry. See your cash runway. Spot the project that's about to go sideways before it does.
Real-time financial visibility without waiting for month-end close.
Key Capabilities
- Client profitability by project, not just overall
- Cash flow forecasting, not just historical reporting
- Revenue pipeline visibility across all active work
- Utilization rates that actually mean something
- One dashboard that tells you if you're winning or losing
I used to find out we lost money on a client three months after the fact. Now I know before the project even wraps.
For Operations & Finance
From Tracked Time to Paid Invoice. Finally.
The Pain
You're the one who has to make the numbers work. But your time tracking lives in one tool, your invoicing in another, and your reporting in a spreadsheet you pray doesn't break.
Every month you're reconciling three systems that were never meant to talk to each other. Every month you're finding time entries from last year that somehow never got billed.
The Vantage Difference
One system where time gets logged, automatically flows to invoices, and never falls through the cracks. Retainers that bill themselves. AR aging that you can actually act on.
No more reconciliation. No more mystery invoices.
Key Capabilities
- Time tracking connected directly to billing
- Retainer management with automatic drawdown
- AR aging with collection workflows
- Multi-billing models (T&M, fixed, retainer, hybrid)
- Unbilled time visibility so nothing slips away
We found $47,000 in unbilled time in the first month. It had just been sitting there.
For Project Managers
See Project Health Without the Guesswork
The Pain
Your job is to keep projects on track. But the tools you have show you tasks, not health. You know what's been marked done, but not if you're actually on budget.
By the time you realize a project is in trouble, it's already in trouble. You're always playing defense.
The Vantage Difference
Know if a project is healthy, at risk, or on fire before anyone else does. See budget burn in real time. Spot scope creep the moment it starts, not when the client gets an unexpected invoice.
Play offense for once.
Key Capabilities
- Budget tracking with real-time burn rate
- Resource allocation across your team
- Project timelines with milestone dependencies
- Scope tracking that catches creep early
- Beautiful Kanban and list views that actually work
I used to find out projects were over budget when finance asked me why. Now I know at 70% and can do something about it.
For Your Team
Time Tracking That Doesn't Suck
The Pain
Your developers and designers didn't get into this career to fill out timesheets. But billable time is how agencies survive. So everyone half-asses it at 5pm on Friday and you all pretend those numbers are real.
The Vantage Difference
A timer that's actually fast. Keyboard shortcuts that work. Dark mode that doesn't burn your eyes at midnight. Time tracking that feels like it was built for people who have actual work to do.
Your team might actually use it.
Key Capabilities
- One-click timer, or log time in seconds
- Keyboard-first, mouse-optional
- My tickets, my projects, what I need right now
- Beautiful dark mode (because it's 2026)
- No training required. If you can use email, you can use Vantage
My team actually tracks time now. Turns out they just hated our old tool.
See your agency's future
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