Questions, answered

Click Get started, then use Proto to configure Marketing Agency PSA for your business. Pilot one active client and engagement, then follow a service entry, creative deliverable and payment through their review states.

The Engagement Manager named on the engagement owns delivery progress. The client account also has an Account Owner for billing terms and the commercial relationship.

A submitted service entry with a billable flag, hours and engagement can pass the Service Entry Approval workflow. It becomes approved with a review decision and operation receipt.

The approval attempt leaves it submitted and records a failed operation receipt when billable treatment, hours or engagement fails the guard. Correct the source entry before review.

Finance reviews an approved deliverable with an amount and engagement. The invoice workflow marks a passing record invoiced and records its operation receipt.

A deliverable payment record links to a creative deliverable and carries invoice number, amount, due date, method and status. Marking it received records a payment operation receipt.

The Engagement Margin Desk compares contract value with delivered and billed amounts, realization, projected margin and over-budget signals, with a path back to the engagement.

Team members have capacity and rate information. Time entries record work date, hours, client, engagement and billable treatment; service entries hold delivered work used in approval.

Prepare stable codes for clients, team members and engagements. Import linked delivery and payment records after their parent records, then reconcile a pilot case.

Ordinary manual use follows the platform pricing policy. Agent execution, imports and connected machine work are metered; implementation scope is agreed separately.