AI Agency Finance

The AI Agency Finance template provides a simple and organized way to manage your agency’s finances. Track invoices, expenses, and client payments in one central location. This template is perfect for small AI agencies or freelancers who want a clear overview of cash flow and financial health without complicated spreadsheets.

Key Features:

• Track invoices sent, payments received, and pending payments.
• Record expenses by category (software, tools, subscriptions, etc.).
• Simple dashboard showing cash flow and outstanding payments.
• Ready-to-use database for your first 20–30 financial entries.

Why It’s Valuable:
Even in the free version, you can easily monitor your agency’s finances and avoid missing payments. Upgrade to Premium to access automated invoice generation, recurring billing, expense analytics, and integration with accounting software for complete financial management.