Every Tool to Run Your Agency.
Zero Spreadsheets. Zero Chaos.
Say goodbye to switching between 5 disconnected SaaS subscriptions. Explore each dedicated module engineered specifically for digital agencies, consultants, and creative studios.
Automated Smart Invoicing Engine
Transform completed projects and hourly deliverables into beautiful, single-page calibrated PDFs and secure online payment links in under 60 seconds. Eliminate math errors with automatic tax, discount, and currency computations.
Multi-Currency & Auto-Tax: Bill in USD, EUR, GBP, SAR, or PKR with automated VAT, sales tax, and tiered discounts.
Embedded Bank Wire Details: Give clients direct copy-to-clipboard IBAN, SWIFT, and wire routing instructions right on the invoice.
Automated Payment Reminders: Keep cash flow healthy with non-intrusive, automated overdue notifications dispatched to clients.
OTP-Signed Digital Contracts
Cut out expensive third-party e-signature tools. Send clients a secure, tamper-proof portal link where they review your agreement and sign instantly using verified 6-digit email OTP authentication.
Zero Signer Friction: Clients never need to create an account or set up passwords. One-time code verification gets deals executed in seconds.
Tamper-Proof Audit Certificate: Automatically captures signer IP address, verified email, browser fingerprint, and SHA-256 integrity hash.
Instant Pipeline Conversion: Automatically triggers deposit invoice generation the moment the contract is signed.
High-Converting Proposal Generator
Stand out from competitors by replacing static PDF attachments with interactive web-based pitch portals. Showcase deliverables, scope milestones, payment schedules, and terms with crystal clarity.
Milestone Payment Splits: Define staged funding (e.g., 50% upfront, 30% beta delivery, 20% final sign-off) with automated invoicing schedules.
Interactive Client Decisioning: Clients can accept the proposal with 1-click or decline with constructive feedback notes directly from their browser.
1-Click Contract Workflow: Accepted proposals immediately convert into active contracts and deposit invoices with zero re-typing.
MRR Retainer Schedules on Autopilot
Put recurring agency revenue on autopilot. Whether you manage monthly SEO, ongoing retainers, or annual maintenance contracts, Xpendee automatically generates and dispatches invoices on schedule without manual intervention.
Days Left Countdown: Keep track of upcoming billings with live countdown indicators showing exactly when the next cycle runs.
Flexible Cadences: Set up weekly, monthly, quarterly, or annual recurrence with fixed end dates or ongoing continuous cycles.
Auto-Dispatch or Review Mode: Choose between sending invoices automatically on the due date or generating them as drafts for administrative review.
Expense Tracker & Receipt Vault
Keep track of every dollar leaving your agency. Log operational overhead, cloud hosting, software licenses, travel expenses, and subcontractor disbursements with attached receipts for tax-ready compliance.
Secure Receipt Vault: Upload photos and PDF proofs with instant file storage for effortless bookkeeping.
Project & Client Attribution: Link expenses to specific client accounts or projects to ensure billable reimbursables are never forgotten.
One-Click CSV Export: Provide your accountant or tax advisor with categorized, audit-ready expense sheets in seconds.
Freelancer & Project Budget Management
Manage external contractors, specialist developers, and designers with ease. Track agreed project budgets against disbursed payments to eliminate scope creep and protect agency margins.
Overpayment Protection: Prevents administrative mistakes by triggering strict warnings and blocks if payments exceed agreed caps.
Automated Payment Receipts: Automatically delivers email payment confirmation notices to contractors the moment payouts are logged.
Accurate Project Margins: Compares client invoice billings directly against contractor costs to give you accurate net profitability figures.
Real-time Profit & Loss and Financial Analytics
Get a bird’s-eye executive view of agency finances without touching complicated accounting software. Monitor gross collections, operational expenditures, net profit margins, and aging receivables in real time.
Receivables Aging Buckets: Identify collection bottlenecks early with categorized 0-30, 31-60, and 90+ day aging reports.
True Net Profit Margins: Invoiced client revenue minus validated business expenses equals your true, dependable bottom line.
Multi-Dimensional Filters: Filter performance metrics dynamically by custom date ranges, specific clients, or operational categories.
Integrated Client CRM & Financial Ledger
Keep your entire client relationship in one unified hub. Track company details, billing addresses, tax identifiers, active proposals, executed contracts, and historical payment ledgers in a single glance.
360° Financial Ledger: Understand lifetime client value, collected revenue, open balances, and invoice viewing timestamps.
Client-Specific Currencies & Terms: Lock in preferred billing currencies (USD, EUR, GBP) and custom payment grace periods (Net 15, Net 30).
One-Click Portal Links: Share direct links to client agreements, past receipts, and outstanding statements instantly.
Complete Agency White-Labeling & Custom SMTP
Deliver a high-end, branded experience that looks 100% bespoke to your studio. Ensure all invoices, legal contracts, proposals, and email communications showcase your agency identity and custom domain.
Custom Color Palette: Select your primary and secondary hex colors to customize invoices, portals, and PDF accents seamlessly.
Custom SMTP Integration: Dispatch emails from your own domain (e.g. [email protected]) with verified deliverability.
Dedicated Bank Transfer Instructions: Embed global routing numbers, IBANs, and wire details automatically on document footers.
Enterprise-Grade Security & 2FA Enforcement
Keep sensitive agency earnings and client contracts protected at all times. Benefit from industry-standard TOTP two-factor authentication, Google OAuth verification, and safety-net recovery windows.
TOTP 2FA Security: Authenticator-app enforced rotating 6-digit verification codes safeguard agency accounts.
Google OAuth + Secure Passwords: Log in effortlessly via Google OAuth or create direct passwords verified via email OTP.
Accidental Deletion Grace Period: 7-day safety period enabling full account and data restoration via email recovery links.
All 10 Modules.
One Simple Platform.
Join hundreds of forward-thinking agencies that replaced messy spreadsheets and disjointed tools with Xpendee.