One governed operating view across scope, delivery, time, costs, WIP, and invoicing, built for agencies who need control over scope creep, over-servicing, and margin.
Marketing and Advertising
The messy middle, fixed
Agencies lose margin in the gap between the brief and the invoice. DAY ONE connects pipeline, delivery, and finance into one governed operating view so retainers, projects, and pass-through costs stay controlled, and billing matches the work.
Common Pain Points
- Over-servicing is hidden until it becomes write-offs.
- Revisions and scope creep approved, not billed.
- Rate cards and billable policies applied inconsistently.
- Pass-through costs and mark-ups reconciled manually.
- WIP and profitability debates at month end.
Control for partners, delivery, and finance
Agency owners and directors
Real-time margin and WIP visibility across retainers and projects.
Client service leadership
Govern scope, approvals, and change so the client experience stays strong without margin leakage.
Traffic and operations
Utilisation, capacity, and workflow visibility tied to live demand and delivery.
Finance and billing
Invoices that trace back to time, costs, approvals, and agreed inclusions, plus clean GL mapping.
Production and delivery leads
Keep delivery actions, approvals, and time capture connected so WIP stays clean.
Growth and new business
Proposals and commercials that carry cleanly into delivery and billing, not reinterpreted.
agencies
One governed operating spine for
DAY ONE is the governed commercial spine for agencies. It connects scope, delivery, time, costs, WIP, and invoicing so over-servicing is visible early and billing stays defensible.
core features
outcomes
Expected
outcomes
Expected
Fewer handover surprises
Brief to delivery stays aligned.
Pipeline to delivery clarity
Demand tied to capacity.
Higher billing discipline
Scope changes billed.
More reliable forecasting
Margin visible mid-month.
Frequently Asked Questions
Can DAY ONE support fixed-fee, milestones, retainers, and T&M?
Yes. Mixed billing models are supported per engagement contract, with governed rules so WIP and invoicing stay consistent.
How does DAY ONE reduce write-offs and protect margin?
It makes over-servicing and unbilled changes visible early, with approvals and billing rules enforced in the flow.
Do we have to replace our existing delivery tools?
Not necessarily. Replace overlapping tools to simplify and cut cost, or keep what you need while DAY ONE governs billing and finance in one place.
How does invoicing trace back to time, costs, and contract rules?
Invoice lines link back to source entries plus approvals and billing rules, creating defensible billing and audit-ready WIP.
Does it work with your existing Salesforce org, or bundled if you are not using Salesforce?
Both. It works with your existing Salesforce org, or it can be bundled if you are not using Salesforce.
What size IT services firms is DAY ONE built for?
Works for all sizes, but mid-sized agencies are the sweet spot where growth outpaces structure and margin, WIP, and billing start to suffer.