Is Accoru a good fit for a small agency?

Yes, for agencies that quote projects, take deposits and bill retainers. Your team works in one account with admin, accountant or viewer roles, and every plan includes all 19 features from $9 a month.

Can I take a deposit and invoice the rest later?

Yes. Record a part-payment against the invoice when the deposit arrives. The invoice shows as partly paid with the balance due, and you record the rest when it comes in.

Can several people from my agency use Accoru?

Yes. Invite teammates by email and give each one the admin, accountant or viewer role. The activity log records who did what on every record.

Can I see which clients bring in the most revenue?

Yes. The sales by customer report shows revenue per client for any period, and you can share it as a read-only link.

Does Accoru track project time or profitability?

No. Accoru has no time tracking or project management. Bill project work as invoice lines or fixed fees, and use the sales by customer report to see revenue per client.

Can I bill clients a monthly retainer?

Yes. Set up a recurring invoice once. Accoru creates and emails it on schedule and sends payment reminders if it goes unpaid.

Who it's for · Agencies

Agency accounting your whole team can use.

Quote projects, take deposits, bill retainers and see which clients bring in the most, with each person on your team in the right role. Accoru keeps it all on one double-entry ledger.

Try the 1-click demo See pricing

Invoice INV-1187

Brightline Coffee · Website rebuild

Partly paid

Discovery & design$6,000.00

Build & launch$9,000.00

Total$15,000.00

50% deposit received$7,500.00

Balance due at launch$7,500.00

✓

Deposit paid via Stripe

Recorded by Priya · Accountant

Accoru for agencies at a glance

Accoru is online accounting software that small creative, marketing and digital agencies use to quote, invoice, take deposits and report on revenue by client, with the team working in one shared account.

Best for: Agencies billing projects, deposits and retainers
Team: Admin, accountant and viewer roles, invited by email
Payments: Deposits, part-payments and Stripe or PayPal pay links
Reports: Sales by customer, P&L, cash flow, AR aging
Not included: Time tracking, project management, payroll
Price: $9/month, $85/year or $99 for 5 years, all features

Creative, marketing & digital agencies

One set of books for the whole studio

Agency money comes in pieces: a deposit to start, a balance at launch, a retainer after that. Accoru tracks each part against the right invoice, so whoever picks up a client account can see what's been paid and what's still owed.

How it works

1Invite your team by email and give each person the admin, accountant or viewer role.
2Send the client a quote. Once they accept it online, convert it to an invoice in one click.
3Record the deposit as a part-payment, then invoice or collect the balance at handover.
4Move ongoing clients onto a recurring retainer invoice and check revenue per client in the sales by customer report.

Features agencies use most

✓Team & RolesAdmin, accountant and viewer roles, invited by email
✓QuotationsBranded quotes clients accept online, then convert to invoices
✓PaymentsDeposits and part-payments, plus one payment across several invoices
✓Recurring & SubscriptionsMonthly retainer invoices sent on schedule, with reminders
✓Advanced ReportsSales by customer, cash flow and expense by category
✓Bills & ExpensesFreelancer and production bills, with billable costs re-billed

See all 19 features →

Built around how agencies get paid

01 · Team

Everyone in the right lane

Give partners the admin role, your bookkeeper or outside accountant the accountant role, and account managers the viewer role so they can check a client's balance without changing anything. Every action shows up in the activity log with who did it and when.

Admin, accountant & viewer roles
Invite by email
Per-action audit log

Team · Northfold Studio

Sam Okafor · PartnerAdmin

Priya Nair · BookkeeperAccountant

Leo Brandt · Account leadViewer

+ Invite by email

02 · Retainers

Retainers that bill themselves

Once a project turns into ongoing work, set the monthly retainer up as a recurring invoice. Accoru creates and emails it on schedule and chases late payers with automatic reminders. Recurring bills for your own tools and contractors work the same way.

Recurring invoices & bills
Automatic payment reminders
Stripe & PayPal pay links

Recurring invoices

Brightline Coffee · SocialMonthly$2,400.00

Harbor Dental · SEOMonthly$1,800.00

Fieldwork Co. · Site careQuarterly$900.00

Next runDec 1, 2026

03 · Reports

See which clients carry the agency

The sales by customer report ranks revenue by client for any period. Pair it with AR aging to see who's slow to pay, and send partners a read-only link instead of exporting a spreadsheet.

Sales by customer & item
AR / AP aging
Shareable read-only links

Sales by customerJan – Oct 2026

Brightline Coffee$39,000

Harbor Dental$18,000

Fieldwork Co.$11,400

Copy read-only link

What Accoru doesn't do

Accoru is accounting software, not a project tool. Many agencies keep a separate tool for the items below.

No time tracking or timesheets. Bill hours as invoice lines or fixed fees.
No project management or project profitability. Revenue is reported by customer and by item.
No payroll. Run payroll elsewhere and record it in the books.

Questions from agencies

Is Accoru a good fit for a small agency?: Yes, for agencies that quote projects, take deposits and bill retainers. Your team works in one account with admin, accountant or viewer roles, and every plan includes all 19 features from $9 a month.
Can I take a deposit and invoice the rest later?: Yes. Record a part-payment against the invoice when the deposit arrives. The invoice shows as partly paid with the balance due, and you record the rest when it comes in.
Can several people from my agency use Accoru?: Yes. Invite teammates by email and give each one the admin, accountant or viewer role. The activity log records who did what on every record.
Can I see which clients bring in the most revenue?: Yes. The sales by customer report shows revenue per client for any period, and you can share it as a read-only link.
Does Accoru track project time or profitability?: No. Accoru has no time tracking or project management. Bill project work as invoice lines or fixed fees, and use the sales by customer report to see revenue per client.
Can I bill clients a monthly retainer?: Yes. Set up a recurring invoice once. Accoru creates and emails it on schedule and sends payment reminders if it goes unpaid.

Get your books in order this week.

Open a working copy of Accoru with sample data in one click, and see how it would run your books.

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