AgencyKit is retainer management software for agencies. Define a monthly package once, say 12 designs and 8 posts, and usage counts down as your team completes tasks. At month end, the invoice drafts itself, with overage billed automatically. No spreadsheet, no guessing, no free work.
AgencyKit Retainers is retainer management software for agencies and freelancers. You define a monthly package per client, services and quantities like 12 designs and 8 posts, and AgencyKit tracks usage automatically as your team completes tasks, alerts you the moment the allowance is used up on Agency and above, and drafts the month-end invoice for you. It is included in every plan, starting at $9 a month.
Usage lives in a tracker someone fills in "later." By month end, nobody actually knows how many deliverables went out.
The client asked for "just one more post", six times. It was never priced, never billed, and it came out of your margin.
Reconstructing what happened last month from chats and memory, then writing the invoice by hand, every single month.
The package, the tracking, the alerts, and the invoice, connected end to end.
Pick services from your catalog and set monthly quantities and the fee. "12 designs + 8 posts + 2 campaigns" takes a minute to set up. Working out what those quantities should be? See what to put in a social media package and what to charge.
Tasks carry a service and a unit count. The moment one is completed, the client's package usage updates. No manual logging, ever.
Open any client and see exactly where every service stands this cycle, used, remaining, and trending over.
On Agency and above you are notified the moment the allowance is used up, so the conversation with the client happens before the free work does.
Every billing cycle, the package invoice is created automatically as a draft. You review it and send it, nothing goes out without you.
Active packages roll up into recurring revenue on your business report, the number every agency owner should know cold.
On Agency Pro, work beyond the package is priced at your overage rate and added to the month-end invoice automatically. The "quick extra post" your team delivered on the 27th shows up as a paid line item on the 1st, not as a silent hit to your margin.
Try it freeOverage lines appear on the drafted invoice with your per-unit rate, reviewed by you before anything is sent.
| Capability | AgencyKit | Spreadsheet + invoicing app |
|---|---|---|
| Usage updates when work completes | Automatic | Manual, if remembered |
| Overage detection | Alerted live | Discovered at month end, maybe |
| Overage billing | Auto-priced on the invoice | Usually never billed |
| Month-end invoice | Drafts itself | Written by hand |
| Team knows what's left | Live bars on the client page | Ask whoever owns the sheet |
| MRR reporting | Built in | Another spreadsheet |
Define the package, link the tasks, and let the month-end invoice write itself.
14-day free trial · Retainers in every plan · Cancel anytime