Catch-Up Bookkeeping for Marketing Agencies.
Track ad spend, contractor payments, and retainer revenue with professional bookkeeping.
Built for Marketing Agencies
We Understand Your Business
Ad Spend vs Revenue
Managing client ad budgets separately from revenue? We track pass-through expenses so your books reflect true profit.
Contractor & Freelancer Payments
Working with designers, writers, and specialists? We track all contractor payments for accurate 1099 filing.
Retainer & Project Revenue
Mix of monthly retainers and project fees? We organize income streams for clear cash flow visibility.
How It Works
From Statement to P&L in 4 Simple Steps
Upload Your Statements
Drag and drop your bank statements in PDF, CSV, or text format. We support all major US banks.
AI Categorizes Everything
Our AI reads every transaction and categorizes it using industry-specific categories across 32 industries.
Review & Confirm
Review the AI’s work, adjust any categories, flag personal transactions, and confirm everything looks right.
Download Your Reports
Get a professional P&L Statement, a detailed P&L showing every transaction under each category. Print to PDF, download as CSV, or share with your accountant.
See it in action (3 min)
Ready to get your marketing agencies books in order?
Upload 1 bank statement for free. Get a professional P&L in minutes.
Get Started FreeFAQ
Frequently Asked Questions
What it does
How it fits
Accuracy & your data
Have more questions?
We’d love to help. Reach out to support@forprofit.io and we’ll get back to you within 24 hours.