Cost that respects dates
Fully loaded employee cost starts from salary, benefits, employer insurance, bonuses and employee-specific expenses. Changes are effective-dated, so a raise this month does not rewrite the months already closed.
For finance managers
Agency Root for finance managers
One cost base. A margin for every client. A month you can close.
Agency Root gives a finance manager a consistent way to cost employees, allocate overhead and report client profitability, with closed months that stay closed.
- Effective-dated cost
- One overhead rate
- Month close
- Exports to PDF, Excel and CSV
The problem
The profitability sheet is rebuilt every month
- The method changes with the person. Last month's split is not this month's.
- A raise rewrites history. Old periods change when a salary changes.
- Receipts arrive in chat. Expenses are approved by message and entered later.
What you get
What Agency Root does for finance
One way to spread overhead
Overhead allocation groups indirect costs into categories and spreads them by one hourly rate: total monthly overhead divided by total company productive hours.
See the formula with numbers: how to calculate an agency employee's hourly cost.
A margin for every client
Client profitability shows value and margin percentage per client, with comparison between periods. The financial dashboard tracks collections apart from recognized revenue.
Expenses with an approval path
Expenses are recorded with category, vendor and receipt. Employees submit reimbursement requests with a receipt photo, which follow your approval path. Expenses are part of every plan.
A month that stays closed
A finance owner can close a month. A closed period is locked, and reopening it requires an authorized role and a recorded reason.
Full financial intelligence is included in Agency Growth and Agency Scale.
Questions
Common question
Does Agency Root replace our accounting system?
No. Agency Root is a management dashboard, not a statutory accounting ledger and not a payroll engine. Reports export to PDF, Excel and CSV for your accountant or your accounting system.