Organize actuals using counterparties and operating dimensions.
For agencies and professional services
Know which clients and services drive margin.
Compare clients, services, and dimensions, follow every variance to its source, and update the forecast without rebuilding the monthly report.
- 01Client and service profitability
- 02Custom management P&L layouts
- 03Actuals, budget, and forecast together
Beyond the monthly P&L
The books show the result. They rarely explain the agency.
A standard P&L can show total revenue and costs while hiding the client, service, or delivery mix behind them. Finance then rebuilds the operating story in spreadsheets just when leadership needs a current answer.
Use layouts and formulas built around how the agency delivers work.
Compare actuals with the approved plan and latest forecast.
How Control helps
Make the P&L explain how the agency earns.
01
Structure the actuals
Turn the ledger into the operating dimensions the agency manages.
Use accounts, counterparties, cost centers, and other dimensions to organize financial performance around clients, services, and teams while keeping every value connected to the source entry.
- Map transactions into consistent client and service views
- Review and enrich incomplete transaction context
- Keep the financial and operating structure aligned
Operating dimensionsMapped
01ClientCounterparties and customer groups24
02ServiceStrategy, retainers, delivery6
03TeamFunctions and cost centers5
02
Margin by client and service
See where revenue and margin come from, not just the total.
Build management P&L layouts around the way the agency sells and delivers work. Compare services, clients, or functions and open the accounts and transactions behind the result.
- Custom P&L layouts and live formula rows
- Filters for counterparties and operating dimensions
- Utilization or billable-hours data alongside financial performance
- Drill-down from margin to its transaction drivers
Management P&L by serviceJune 2026
ItemActualPlan
Revenue482,000455,000
Delivery costs−184,000−180,000
Payroll & overhead−169,400−168,000
Operating result128,600107,000
03
Plan with current context
Keep the approved plan, the latest forecast, and actual performance together.
Build the budget on the same structure as the actuals, preserve the original baseline, and update forecast versions as client work and delivery assumptions change.
- Budget by account, dimension, or counterparty
- Original budget and forecast versions side by side
- Variance analysis tied to live actuals
Actual vs forecastQ3 outlook
Revenue€1.46m+4.8% vs plan
Gross margin62.4%+2.6 pts
Year-end cash€624k+€48k
Product walkthrough
Reshape the management P&L.
Drag an account into a new group, add a gross-margin formula row, and review the finished statement. Every value stays connected to the ledger.
From source to decision
From closed books to an operating view.
Control keeps management reporting and planning on top of the same accounting actuals, so the agency can explain performance without maintaining a second spreadsheet layer.
- 01Connect
Bring in the books
Synchronize the accounting data without changing bookkeeping.
- 02Label
Add operating context
Use dimensions and counterparties to structure client and service performance.
- 03Report
Review profitability
Use custom layouts to compare revenue, delivery costs, and margins.
- 04Plan
Update the outlook
Compare actuals with the approved budget and current forecast.
See it with your numbers.Book a demo
Agency reporting
Reporting that follows how the work is sold and delivered.
Control uses the financial detail already available in the ledger, then lets the team add the structure needed for management reporting.
Finance teams running on Control
01Use the dimensions already in your books.
Counterparties, accounts, cost centers, and other operating dimensions stay connected to the source transactions.
02Shape the report around the business.
Build layouts for leadership, delivery, or board review without copying the actuals into another structure.
03Keep every answer traceable.
Move from a margin or variance back to the accounts and transactions that created it.
FAQ
Can this match how our agency runs?
Start with the books, then add the client, service, team, and planning context leadership needs.
Can we report profitability by client?
Yes. Counterparties and financial dimensions can be used in reporting layouts and filters so client-level revenue and costs stay connected to the underlying transactions.
Can we include utilization or billable-hours data?
Yes. Supporting operating data can be imported and aligned with financial dimensions so finance can compare utilization or billable hours with revenue, delivery cost, and margin.
Can we create different views for leadership and delivery teams?
Yes. Control supports multiple configurable report and dashboard layouts on the same source actuals.
Does Control replace our accounting system?
No. The accounting system remains the source of bookkeeping. Control adds the management reporting, planning, and analysis layer above it.
Can we keep our current budget while updating the forecast?
Yes. The approved original budget remains intact while separate forecast versions capture the current outlook.
Can we inspect the transactions behind a weak margin?
Yes. Statement and report figures can be opened through accounts and dimensions to the transactions that produced the result.
- ISO 27001 certified
- Core platform hosted in Finland
- Nothing is written to your ledger without approval
Bring agency economics into the P&L.
Bring one current client or service report to the demo. We’ll trace how its revenue, delivery cost, margin, budget, and forecast stay connected in Control.