Get your Mondays back.
Stop scheduling the monthly retainer review meeting.
Retainer Ledger replaces the multi-hour leadership review with an asynchronous workflow. Each reviewer takes the accounts that need them, on their own time. Routine accounts get bulk-approved — only the exceptions get a human. You meet only when the data says so.
Retainers don't lose money in the data. They lose it on the calendar.
Every agency past ten people runs a monthly retainer review — CEO, finance, account directors and AEs in one room. The data work is the easy part. Getting four senior people onto the same calendar every 30 days is the part that quietly costs you margin.
Four senior calendars, every 30 days. Reschedules — then reschedules of the reschedules.
The meeting runs long and never gets through every account. Next month tries to do two.
Obvious-fine gets skipped, on-fire gets the air, and the quietly-compounding accounts get missed every time.
The schedule gets tight, the review is cancelled — and a margin problem hides for 60 days.
The retainer lifecycle, end to end
Every feature plugs into one continuous loop — from the first logged hour to the renewal conversation. RetainerLedger automates the hand-offs between each stage.
Built for the people who run the accounts
See the health of every account at a glance
The first screen after login. RetainerLedger does the triage for you and surfaces only the accounts that need a human — Critical and Watch up top, healthy ones out of the way.
- Portfolio margin, revenue and pending reviews up top
- Margin alerts and renewals due pushed to the front
- Know where the agency stands in 30 seconds
Model the renewal before the conversation
A “what-if” sandbox. Move the levers — hours, rate, role mix — see the annual impact side by side, and turn the winning option into a renewal proposal.
Professional client reports in seconds
No more hand-built monthly decks. When a month locks, a branded report writes itself — in your brand — and reaches the client through a secure portal or a link.
- “This month at a glance” narrative, written for you
- Fully white-labeled — RetainerLedger stays invisible
- Download a PDF, send by email, or share a portal link
Ten features, one continuous loop
Log time in under 30 seconds. Every entry re-prices the retainer instantly, so margin is never a surprise.
Replace the 3-hour status meeting. A prioritized queue so reviewers spend attention only where it's needed.
Catch margin erosion before it happens. Get warned the moment an account trends toward the red line.
Bill rates and internal cost per role. Per-client overrides are effective-dated; every entry snapshots its rate.
Never let a renewal sneak up. A 90-day trigger builds a data-backed recommendation while there's still time to act.
Set your identity once. Reports, the client portal and outbound emails all inherit your brand — not ours.
Priced per agency, not per headache
Start free for 14 days. No card required. Cancel any time before the trial ends.
Solo operators and 1–2 person agencies. Every MVP feature, no quality ceiling.
- 1 user
- Up to 5 active clients
- Quick time entry & live margin
- Monthly tracker & CSV export
- Branded client reports
For the 5–25 person agency that needs the whole team on one ledger.
- Up to 10 users
- Unlimited active clients
- Async monthly review queue
- Scenario modeling & renewal proposals
- All V1 features, including AI
For the 25–50 person agency. V1 + V2, white-label portal and integrations.
- Up to 50 users
- Unlimited clients · V1 + V2
- White-label client portal
- Custom domain
- Integrations enabled
- · All V1 + V2 features
- · Priority support
- · Dedicated onboarding session
- · AI generation budget 5× standard
- · Everything in Enterprise Agency
- · AI generation budget 10× standard
- · Custom integration support
- · White-glove migration
Prices in USD · 2 months free on annual billing
Stop scheduling the review meeting.
Set up your rate card, invite your reviewers, and run your next monthly review without booking a single meeting. Free for 14 days · 60-minute setup.