Creative agencies juggle project billing, retainers, freelancers, and pass-through costs. When clients dispute invoices or you need historical profitability data, complete records are essential. Boxkite automatically backs up your Xero data to Dropbox.
Agency billing is complex. Projects evolve, scopes change, retainers fluctuate, and freelancer costs vary. Time tracking apps sync to Xero, project management tools feed financial data, and integrations can fail. When they do, your financial records become unreliable.
Client relationships in agencies span years. A dispute about billing from 18 months ago requires complete project records. A retainer reconciliation needs years of invoicing history. Staff turnover means the person who managed the account may have moved on.
A client challenges your final project invoice, claiming scope creep wasn't authorised. You need to show the original estimate, change requests, and approvals. If project records were archived, you can't defend your billing.
A long-term client wants to reconcile three years of retainer billing against work delivered. Your account director has changed twice. Without complete billing history, the reconciliation becomes contentious.
A freelancer claims they weren't paid for work from 18 months ago. Your project manager has left and payment records are incomplete. Boxkite backup shows exactly what was invoiced and paid.
You're selling the agency. Buyers want detailed revenue by client, project profitability trends, and retainer performance. Incomplete historical data reduces your valuation.
All project billing and costs backed up with categorisation.
Complete retainer billing for client reconciliations.
Contractor invoice and payment records preserved.
Backup from Xero—unaffected by time tracking sync issues.
