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level up your

finance & accounting

Run your agency’s finances using Workamajig’s built-in accounting package — backed by real-time project data —
and keep your agency growing & profitable

Request a demo
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Accounting today with financial budget

customized

Manage transactions

Handle invoices, payments, receipts, vendor invoices, credit card charges, & more.

dedicated

Balance the books

Manage your GL including a full chart of accounts, transaction approval, & AR/AP balancing.
advanced

Grow the business

Run reports on client & project profitability, drive efficiency, & accelerate agency growth.

Your agency’s financial nerve center
built for agency accounting workflows

 
custom

Add transactions

Easily add journal entries, payments, receipts, expenses, & more from your dashboard.

proven-setup

Bill clients

Generate invoices with flexible billing & accurate sales tax with our Avalara integration.

dedicated-support

Pay vendors

Process vendor invoices in a few clicks with payments via card, ACH, cash, & more.

demand-exp

Balance AP/AR

Filter transactions by type to track down any discrepancies & balance AP & AR.

board-access

Run monthly close

With all transactions posted & accounts balanced you can close with confidence.

executive

Pull reports

Run common or custom financial & profitability reports & generate insights with charts.

Integrations for faster close

multiple-companies

Bank reconcialiation

Reconcile your G/L accounts with seamless banking integration.
multiple-offices

Payments

Simplify your AP process with Fastpay & Edenred (CSI) integration.
multiple-currency

Credit Cards

Sync charges, link to projects, & mark as billable with the credit card connector.
advanced-api

Expense reports

Track out-of-pocket expenses & link to a project for billing purposes. 

Workamajig’s A-Z of financial reports

  • Accrued Order Detail
  • Balance Sheet

  • Campaign P&L
  • Cash Projection

  • Client P&L

  • Corporate P&L
  • General Journal

  • General Ledger

  • Metrics Monitor
  • Multicurrency Gains/Losses
  • Overhead Allocation Details
  • Project P&L
  • Statement of Cash Flows
  • Uncleared Transactions
  • WIP Analysis

...or create fully custom reports based on any data set in Workamajig.

Upgrade your agency & get
 back in control of your cash flow

cash-flow
Healthy cash flow

Efficient invoicing for faster payment

forecasting
Accurate forecasting

Use real-time data & multi-tiered revenue forecasting

faster-growth
Faster Growth

Know your true margins & focus on what’s profitable

Rhonda Burt

“Most people will save at least 25% of their day…

… if not more, using Workamajig. If you truly embrace the system, you will eliminate so much time spent on redundant tasks.

—

Rhonda Burt
VP Finance & Systems, Ayzenberg Group

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.

Request a demo
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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.