AgencyKit gives you CEO-grade agency reporting without the spreadsheet night: revenue vs expenses vs payroll in a live P&L, CAC and LTV computed from real data, client profitability, and a sales report that shows who is actually closing. All from the work your team already logs.
AgencyKit Reports is the reporting engine inside the AgencyKit workspace. It produces business, sales, tasks, time, and client reports on any date range with previous-period comparisons, plus a P&L report that combines paid invoices, categorized expenses, and automatic payroll into your real monthly profit. On Agency Pro it adds CAC, LTV, client profitability, and per-member economics, all computed from actual work data, never manual entry.
Revenue looks fine, the team is slammed, and somehow there is nothing left at month end. Nobody knows which client eats the margin.
Copy invoices here, expenses there, guess the payroll split, fix the formulas someone broke. Four hours, every month, maybe accurate.
Who made the most calls? Who actually closed? Without attribution, reviews run on impressions instead of numbers.
Everything is computed from the invoices, tasks, time and calls your team already logs.
Revenue collected, invoiced vs outstanding, aging buckets, package MRR, top clients, and new business, with deltas vs any previous period.
Paid invoices minus expenses minus payroll, pulled automatically from team salaries. Real profit and margin, month by month.
Calls made and answered, meetings held, deals won, and revenue collected, per salesperson, attributed by who did the work.
Marketing spend per new client, average lifetime value, the LTV:CAC ratio, and how many months a client takes to pay back, investor-grade numbers.
Which client actually makes money after the hours spent on them, and whether each member's output covers their salary.
Every report downloads as a clean branded PDF (your brand on Agency Pro) or raw CSV for your spreadsheets, in your workspace currency.
Metrics like CAC and LTV are only useful if they are true. When your data can't support an honest figure yet, AgencyKit shows a dash instead of inventing one, so when the number does appear, you can take it to a partner, a bank, or an investor without flinching.
Try it free| Capability | AgencyKit | Spreadsheet / BI tool |
|---|---|---|
| Data entry required | None, computed from real work | Manual, every month |
| Payroll in the P&L | Automatic from salaries | Copy-pasted |
| Sales attribution | By who did the work | By memory |
| Period comparison | One click, any range | Duplicate the sheet |
| Local currency (EGP, SAR, AED) | Workspace-wide | With effort |
| Setup | Included, it's your workspace | Hours of formulas or a BI project |
Import your clients, log your expenses once, and the reports write themselves from then on.
14-day free trial · Reports in every plan · Cancel anytime