Your real margin is not the one on the P&L.
When payouts, commissions and brand deals live in three systems, the margin you report is a guess. Ours was off by ten points on the first agency we opened.
Nothing changes your books without you. Every entry is proposed for your confirmation before it posts.
Real client numbers, no signup — it opens straight away.
From real engagements
One agency's books read 14%. Once payouts and commissions were posted where they belonged, the real number was 24% — and nine loss-making accounts had names.
With 93% of deals covered and 90% of the project tracker reconciled against the ledger, the roster stopped being a spreadsheet nobody trusted.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
Deal-level profitability
Every brand deal carries its payout and its commission, so you can see which accounts earn and which ones cost.
Talent payouts, on the books
Every payout posted to the ledger against the deal it belongs to, without a month-end reconstruction from memory.
Commissions that reconcile
Agency take matched to the deal that produced it, not estimated at quarter-end.
Tracker ↔ ledger, three-way
Your project tracker against invoices against payouts — the mismatch surfaces the week it happens.
Revenue without an invoice
Money collected that was never billed, counted twice and invisible to every invoice-based report.
Roster performance
Which talent produces margin, not just which talent produces noise.
Simple, transparent plans
Pick the level of support you want.
Do it yourself with the Dashboard, have us run your books with CFO, or have us run your books and your marketing with CFO + Growth.
The software on its own. You keep your books; it keeps watch.
- ›Live P&L, cash flow & balance sheet
- ›AI assistant that answers from your own ledger
- ›Automatic checks: duplicates, unbilled revenue, unmatched deposits
- ›QuickBooks or Xero, connected in two minutes
- ›Email support
We run it. Your books current, the problems found and fixed, and a CFO to talk to.
- ›Everything in Dashboard
- ›Books kept current and reconciled by us
- ›Exceptions worked every week, not at quarter-end
- ›Monthly review: what changed, why, and what to do
- ›Loan- and bank-ready packages
- ›Set up for your industry, from rentals to agencies
+$400/mo per additional entity.
Everything in CFO, plus the marketing that brings in customers.
- ›Everything in CFO
- ›Posts and short videos every week, from your real business
- ›Paid ads set up and managed (ad spend billed by the platform)
- ›Outreach lists and follow-ups, every send approved by you
- ›Local SEO: Google Business Profile kept up, every review answered
- ›Service and city pages on your site, written to rank locally
- ›New leads to your phone the minute they come in
- ›Marketing results next to revenue in one monthly review
Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.
For talent & influencer agenciesOn a $3M talent agency, the first reconciliation found $69,271 of commission earned and never billed, and $63,203 of invoices more than 90 days old with no payment against them. Agencies start on CFO, set up to match every deal to its invoice.
We'll open your books and tell you what your margin actually is. Usually within the call.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848