AgencyKit is task management for agencies where the board knows the money. Link a task to a service and a unit count, run the built-in timer while you work, and when the task completes, the client's retainer units and your timesheets update themselves.
AgencyKit Tasks is a kanban task board for agencies where work is wired to money. Tasks link to services from your catalog, completing one consumes the client's retainer package units, a built-in timer feeds timesheets and billable hours, and on Agency Pro a manager approves work before it counts. Included in every plan from $9 a month.
Tasks live in a PM tool, billing in another app, and the retainer sheet in a spreadsheet. None of them agree on what actually got done this month.
A card gets dragged to Done and the work goes straight to the client. Nobody checked it, so the client becomes your reviewer.
The task took six hours. The timesheet says nothing and the invoice says less. Untracked time is a discount you never agreed to give.
Kanban on the surface, billing underneath.
Todo, in progress, review, complete. Priorities, due dates, tags, and checklists inside every task, plus recurring tasks for the work that comes back every month.
Pick a service from your catalog and set a unit count. "Design 9 posts" becomes the Social media design service, 9 units. The task now knows exactly what it is worth.
Complete a service-linked task and the client's package units are consumed automatically. No usage spreadsheet, no month-end reconstruction.
Start the built-in timer on any task. Tracked time flows into timesheets and billable hours, with tracked and billed time recorded separately, so nothing leaks.
On Agency Pro, a finished task waits in Review until the member's manager approves it into Complete. Every approval is stamped with who signed off.
On Agency and up, describe the project and AI drafts the task list. You edit, assign, and start the timers instead of staring at an empty board.
On most boards, anyone can drag a card to Done and the client sees whatever landed there. Turn on approvals in AgencyKit (an optional per-workspace toggle on Agency Pro) and a member finishing a task sends it to Review. Only their manager from the org chart can approve it into Complete, the approval is stamped with who signed off, and only then does the work count. The notification opens the exact task, so review takes one click, not a hunt.
Try it freeMember finishes, manager approves, and only then does the client's retainer usage move. "Done" finally means reviewed.
| Capability | AgencyKit | Generic PM tools |
|---|---|---|
| Connects to billing | Yes, tasks link to services and packages | No, billing lives elsewhere |
| Retainer awareness | Completed tasks consume package units | Manual spreadsheet |
| Timer to invoice | Built in, tracked time feeds billable hours | Integration or add-on |
| Approval gates | Manager-only approve on Pro, stamped | Anyone drags to Done |
| AI task breakdown | Yes, on Agency and up | Varies, often extra |
| Extra subscription needed | No, from $9/mo with the rest of AgencyKit | Yes, plus your billing stack |
Create your tasks, link them to services, and let retainer usage and timesheets take care of themselves.
14-day free trial · Tasks in every plan · Cancel anytime