AI-Native Ops Platform
We took a fragmented set of agency spreadsheets and turned it into a single operating system for revenue, invoicing and client intelligence — spec to first paying customer in twelve weeks, now live across 15+ agencies.
One operating system for how an agency actually makes money
Our client set out to build the platform digital agencies wish they had: a single place to plan revenue, run invoicing, understand each client account, and keep AI watching the numbers in the background. The category was crowded with generic project tools — none of them spoke the language of agency economics.
They came to us with a spec and a deadline, not a dev team. We took ownership of product and engineering as their build partner and committed to a hard target: a real agency paying for the product within one quarter. Twelve weeks later it was live, and the rollout to a first cohort of 15+ agencies followed.
Agencies run on numbers they can’t actually see
The same problem Insighty solves: digital agencies are profitable on paper and chaotic in practice. The work is brilliant; the operations leak. Our job was to build the platform that closes the gap.
Fragmented ops
Revenue plans in one spreadsheet, delivery in another, invoices in a third. Nothing reconciled, and the truth lived in someone’s head.
Manual reconciliation
Finance spent days each month matching delivered work to what had actually been billed — by hand, after the fact.
Invoice leakage
Scope crept, retainers drifted, and hours quietly went unbilled. Money the agency had earned simply never made it onto an invoice.
No revenue visibility
Leadership couldn’t answer "what will we bill next month?" with confidence. Forecasting was a guess dressed up as a number.
Four pillars, one platform
Scoped tight and shipped in sequence — each pillar useful on its own, designed to compound once they sat together.
Revenue planning
Model retainers, projects and one-offs in one timeline. Forecasts update as work lands, so "what will we bill?" finally has a real answer.
- Retainer & project modelling
- Live MRR forecast
- Scenario planning
Invoicing
Turn delivered work into invoices automatically. The platform reconciles billed against booked and flags every hour at risk of leaking.
- Auto-generated invoices
- Stripe billing
- Leakage detection
Client intelligence
A profitability and health view for every account — margin, scope creep and renewal risk surfaced before they become surprises.
- Per-client margin
- Health & renewal signals
- Scope-creep alerts
AI ops monitoring
LLM agents watch the numbers around the clock, catch anomalies, draft the chase emails and explain what changed in plain language.
- Anomaly detection
- Drafted follow-ups
- Plain-language summaries
Twelve weeks, four phases
One senior squad, weekly staging deploys, and a fixed target: a paying customer by the end of the quarter. We sequenced the build so value compounded every fortnight.
Spec to architecture
We pressure-tested the spec against real agency economics, picked the stack (Next.js, Postgres, Stripe) and shipped a clickable prototype of the revenue model the team could react to.
Revenue & invoicing core
Built the heart of the product first: revenue planning and auto-invoicing with reconciliation. By the end of the phase, a real plan produced real invoices end to end.
Client intelligence & AI ops
Layered per-client profitability and health on top, then wired in the LLM agents that monitor the numbers, catch anomalies and draft follow-ups in the background.
Hardening & first customer
Onboarding flow, billing, QA and production hardening — culminating in the first agency live and paying inside the twelve-week window, with the rollout cohort queued behind them.
Shipped fast, billing accurately, growing
Twelve weeks from spec to our first paying customer. The platform now reconciles almost everything we used to do by hand, and we finally see revenue in real time. They shipped like an in-house team.
More work
We build like this every time — clear ownership, senior hands, shipped in weeks.
Ready to ship
something great?
A 30-minute discovery call — no deck, no pitch. We’ll tell you whether we can help and what we’d do differently if we were you.