The Problem: Financial "Black Box"
The creative agency successfully implemented projects but had no clear understanding of their real profitability. Accounting was done in Excel, which was inconvenient and did not allow for prompt decision-making.
The Solution: Finmap + CRM Integration
We built a transparent financial accounting system.
- Finmap Implementation: We set up a structure of income and expenses adapted to the agency's specifics (payments to contractors, advertising purchases, fees). Learn more about its capabilities on our Finmap partner page.
- Integration with CRM (Planfix): We set up automatic transfer of payment data on projects from CRM to Finmap. This eliminated double data entry.
- Training and Reporting: We conducted training for management on how to use P&L (profit and loss) and CashFlow reports to analyze the profitability of each client and project.
Results
Management gained the ability to see the company's financial condition in real time. This allowed them to abandon unprofitable areas and focus on the most marginal projects, leading to a 25% increase in net profit in the first six months. Want the same results? Contact us for a consultation.