Accounting software for marketing agencies that actually makes your job easier.


Workamajig is the nerve center of your agency's financial health & performance, with key reports at your fingertips.

A full accounting package keeps you on track & gives you the business insight you need to grow a profitable agency.

  • Easily see which clients are your most profitable & where you can improve your margins with flexible financial reports

  • Efficient invoicing & integrated billing features are the keys to a healthy cashflow

  • Budgeting & chargebacks establish clear timelines & transparent costs

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Financial reporting that gets it right

Get all the standard corporate P&L statements you'd expect, plus additional client - and project - P&Ls ready to go. Oh, and a full suite of standard and custom report options. 

  • Easily allocate overhead by hours, labor costs, or total bill to see true client profitability
  • Find your profitable services with the strongest margins & double down on them
  • Spot superstar account managers & your best (& most profitable) performers

client P&L report run

 

Billing, streamlined.

Efficient invoicing is the key to healthy cash flow and Workamajig makes it a snap. 

Generate invoices automatically with details like time, materials, specific rates, and markups.

 

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  • Flexible billing options let you see work ready to be billed by time & materials, fixed fee, retainer or media
  • Drill down by project to see time entries for billable work and then review, adjust, transfer or write-off
  • Prevent overstated revenue with advanced billings that are automatically deferred
  • Use our Avalara integration to automate your sales & use tax collection - and even returns filing. 

 

Plus-even more, finance features that save you time - and headaches

  • Journal entries

Create entries that you can return to and edit without having to immediately balance 

  • Bank reconciliation

Reconcile your G/L accounts in Workamajig with our seamless banking integration  

  • Expense reports

Track, review, approve and reimburse expenses by client & project, all in one place  

  • Excel & Google integration

Pull financial data into Excel or Google spreadsheets with Workamajig's financial interface 

  • Credit card charges

Use the credit card  connector to sync charges, tag to projects, and mark as billable 

  • Custom reports

Slice & dice your data any way you need with Workamajig's robust custom reporting 

FAQs

How do I log in to my Workamajig account?

Each of our clients receives their own unique and secure login URL. If you can't find yours, contact Workamajig support and we'll give you a hand.

Do I need to use browser or flash plugins?

Nope, you're good! Workamajig Platinum is build completely in HTML5.

Workamajig is web-based. Are there other ways to access the system?

Yes. You can host the software on your own internal server or Workamajig® can host it for you.

What are the minimum system requirements for computers running this software?

Workamajig is designed to work with the latest Operating Systems and Browsers. This includes the current versions of Chrome, Firefox, Safari and Edge for Mac and Windows. Note: Edge is Windows 10 only.

What is the recommended system configuration for servers?

The minimum hardware configuration for the server can be found here: Read More About Server Requirements

Is Workamajig GDPR compliant?

Yes. Workamajig (and the company behind it, Creative Manager, Inc) are fully GDPR compliant.

Please [get in touch] if you have specific GDPR requirements you’d like to discuss.

Can I use Workamajig on my mobile device?

You sure can! Workamajig is accessible from any mobile device, although some of our platform's more advanced features do require desktop access.

How long does it take to implement Workamajig once purchased?

The Traditional Implementation time is 2-3 months. This allows you to complete the basic training sessions, input your information, customize the system, test your workflow, deploy training and go live.

What type of training is offered with Workamajig?

Traditional training sessions are conducted over the phone using a browser-based session and are included in your subscription for free. A dedicated account manager/trainer is assigned to your account and will manage your implementation and ongoing support for the life of your account. Your trainer walks your team through a proven process to set up and configure Workamajig to your specific needs.

Is browser-based training the only option for Workamajig?

No, consultants are available for on-site training at an additional expense. They provide you with industry experience on how to set the system specifically for your needs. This option is useful for companies who prefer their training in a condensed timeframe and are able to learn at a faster rate.

Once the program is installed and working, what type of support is available to me?

Every Workamajig account includes virtually unlimited email support, with additional phone support and ongoing training.

Rhonda Burt
Rhonda Burt. , VP Finance and Systems @ Ayzenberg Group

“It makes it easy to add charges to the appropriate project budget, pay vendors, and reconcile credit card statements. It shifts the burden off of accounting.”

Workamajig, The OS for Agencies

 

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