Financial Clarity at Your Fingertips

Agency Finance OS brings simplicity and precision to your financial data, enabling clear, quick, and confident decision-making.

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"Agency Sales OS is the perfect tool to efficiently manage your agency. It provides everything you need, from customer and product management to finance and meetings, and much more. All of these features are perfectly packaged and presented with a top-notch design. It's a must-have tool for every agency!"



Struggling to Keep Up with Financial Reporting?

Failing to stay on top of financial reporting can result in inaccurate insights, leading to poor decision-making and a potential loss in revenue.

Time-Consuming Financial Management

Spending too much time on financials can cripple your agency's growth, shifting attention away from critical business development.

Difficulty Understanding Financial Health

Unclear financial insights can lead to risky decisions, threatening your agency's stability.

Stress from Financial Unpredictability

Financial unpredictability can lead to missed opportunities and hasty decisions, undermining the strategic direction of your agency.

Challenges in Tracking Invoice Status

Invoice management issues can lead to delayed payments and strained client trust, threatening your agency's financial stability.

Inadequate Financial Reporting

Lack of accurate financial reports makes strategic planning a guesswork, missing out on profitable opportunities.

Achieve Financial Clarity Like Never Before

Agency Finance OS offers comprehensive and intuitive financial management modules for enhanced profitability and business growth.

All-in-One Dashboard

Customizable dashboards that provide a real-time snapshot of your finances.

Report Rundown

Automated monthly and yearly reporting for deeper insights.

Future Foresight

Predictive analytics for accurate financial forecasting.

Empower Your Agency with Simplified Financial Management

Embrace the power of Agency Finance OS and experience the ease of managing finances, freeing up time to focus on your agency’s core activities.

All-in-One Dashboard

Centralize all your financial management needs in one intuitive place for quick access and streamlined decision-making.

Income Tracking

Keep a real-time tab on your agency's earnings, enabling precise financial forecasting and growth planning.

Invoice Status Tracking

Effortlessly monitor the status of invoices to manage cash flow efficiently and maintain steady revenue streams.

Client Information Management

Organize and access all client data easily, enhancing relationship management and service delivery.

Accurate Revenue Calculator

Calculate your revenue accurately post-invoice payments, ensuring financial reports reflect true earnings and assist in informed decision-making.

Team Member Management

Streamline salary calculations by efficiently managing team member profiles and roles, ensuring accurate payroll processing and financial consistency.

Monthly Salary Details

Gain a clear view of monthly salary distributions, aiding in budget management and financial planning.

Quarterly Salary Details

Track and analyze quarterly salary expenditures to align with financial goals and optimize staffing costs.

Yearly Salary Details

Get an annual overview of salary disbursements to support strategic planning and long-term financial health.

Expense Tracking

Keep a vigilant eye on all expenses, identifying cost-saving opportunities and maintaining a healthy budget.

Monthly Expense Overview

Obtain a detailed snapshot of monthly expenses, enabling proactive cash flow management and budget adjustments.

Quarterly Expense Overview

Review quarterly expenses for trend analysis and strategic adjustments, ensuring alignment with business objectives.

Yearly Expense Overview

Gain annual insights into spending patterns to inform strategic decisions and long-term financial planning.

Current Month Report

Gain instant insights into your agency's current month income, expense, and balance, enabling timely and informed financial decisions for immediate strategic action.

Monthly Reports

Regular monthly reports provide ongoing visibility into financial health, ensuring consistent tracking and management.

Quarterly Reports

Quarterly reports offer a broader perspective on financial trends, aiding in effective strategic planning.

Yearly Reports

Comprehensive annual reports deliver in-depth insights for a thorough year-end financial analysis and future forecasting.

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We care about your success. See the additional bonuses you'll gain if you take action Today.

Plug-and-Play Invoice Template

Simplify your invoicing with our easy-to-use templates, enabling you to create accurate bills in minutes, not hours, and improve operational efficiency.

Join Our Exclusive Community

Get 24/7 support, ask questions, seek advices, and stay informed with the latest updates.

One-Time Investment, Lifetime Access

Lifetime access with community support, say goodbye to monthly subscriptions.

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Agency Finance OS


Agency Finance OS Template

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Video Tutorials and Examples

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Hear It from Our Clients

See what our satisfied customers have to say about their journey to efficiency

"Glitch is one of the best Notion creators right now. The attention to detail and care are top-notch! I have studied UX design for 10 years, and I appreciate the love and care that goes into providing the best user experience possible. Everything is clean and just works. If you’re an agency owner, this is the template to get."

Tyler Pham

Systemize Everything

"I really liked the Agency Sales OS Glitch has made. Its complete and in detail. Perfect for any agency to supervice and have a control on their whole sales process. I recommend it 100%."


Founder, Cashflow

"The Agency Sales OS Notion template is a game-changer for any sales team. It offers a highly organized and intuitive workspace to streamline all your sales processes. From lead management and client tracking to performance analytics, it covers it all. The template's user-friendly design makes it easy for the entire team to collaborate seamlessly. With its customizable features, you can adapt it to suit your agency's specific needs. Say goodbye to scattered data and hello to a more efficient and productive sales operation with this template!"


"AgencyOS is a comprehensive and well organized template. It's a perfect fit for startup or a team within a company to keep track of customers, projects, goals and tasks. With this at your disposal, your team and you will experience better workflow and efficiency. I recommend you get this template and get organized."


Notion Creator

"I always loved the work of Glitch!The template minimalist very clean, well organized and very good design.The best thing i loved about it is the easiest use of it, you need just click buttons and everything is set.

Well done Glitch!"


Notion Designer

"The Content OS Notion template is a game-changer for my social media strategy. The organized layout effortlessly streamlines my content planning, hashtag research, and engagement tracking. With designated sections for scheduled tweets, trending hashtags, and analytics, it's a comprehensive toolkit for any Twitter enthusiast. The customizable nature of Notion allows me to tailor it to my unique needs, making it a versatile companion in navigating the dynamic world of Twitter. From brainstorming ideas to analyzing post-performance, this template has become an indispensable asset in elevating my Twitter game."

Lara M

Content Creator

"Glitch put a lot of thought in the Agency Sales OS. You can see that the agency experience in the template it self. That is something you don’t usually encounter with Notion creators nowadays.”

Sev Estil

Business Consultant

"Agency Sales OS is a highly performative system that can handle numerous types of tasks from financial planning, issues-tracking, project management, etc.

Based on my experience, I can say that it's a robust and elegantly designed solution that's suitable for startups/companies interested in managing their sales."


"I'm incredibly impressed with the Agency Sales Template. It's a masterpiece, and everything is connected and works perfectly together.I've used a lot of different sales templates in the past, but none of them come close to this one. It's comprehensive, yet easy to use. It covers everything you need to do to close more deals, from prospecting to qualifying to closing.And what I really love is that it's personalized. You can customize it to fit your specific needs and sales process. That means you're not just following a generic template. You're using a template that's specifically designed to help you sell more.I highly recommend the Agency Sales Template to any agency that wants to increase their sales. It's the best investment you'll ever make."


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Does Agency Finance OS cater to the specific financial needs of different types of agencies?

Is Agency Finance OS difficult to learn and use for someone without a financial background?

What if I need support or have questions about using the software?

What do I need to use this template?

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