Financial management for agencies, with the records in view.
A 5–30 person agency has client invoices, payroll, contractor costs and supplier bills moving on different schedules. Morgan brings those records into one place to make the operating picture easier to review.
Keep money owed and money due visible
Review open client invoices alongside upcoming agency obligations, with dates and statuses close to the underlying record.
- Track invoices and recorded payments
- Review receivables by age and due date
- Keep bills and upcoming obligations in view
Understand the cost picture
Compare income and categorized spending over time, then open the transactions behind a change. Use the view as a starting point for a monthly review.
- Search expenses by vendor, date and category
- Compare category and vendor totals with the prior period
- Export monthly reports for further review
Plan with assumptions you can inspect
Morgan estimates a 13-week cash path from open invoices and bills. Optional run-rate and scenario adjustments are estimates, so they remain distinct from recorded balances.
- See expected inflows and outflows by due date
- Explore a delayed client payment or planned hire
- Review assumptions before relying on an estimate
Morgan is an additional financial management layer. It works alongside accounting software and professional advice; it does not connect to banks or move money.