For boutique agencies
Give your small team shared visibility from client work to invoice.
Steady helps boutique agencies plan work across people and clients, manage shared rates, keep estimates and approvals connected, and turn delivery into clean invoices and records.
The problem
Agency work gets messy when planning, delivery, and billing live apart.
Agencies need to understand who is working on what, which client work is profitable, what has been approved, and what is ready to invoice. When those details live in separate tools, the business becomes harder to trust.
- Team capacity is difficult to read across multiple clients and projects.
- Approved scope, delivery work, expenses, and invoices can drift apart.
- Shared rates and client billing rules are hard to keep consistent.
- Month-end close turns into chasing updates, missing time, and reconciling scattered records.
The workflow
A connected workflow for agency delivery.
Plan client work, keep team capacity visible, review what changed, and close the period from a cleaner shared record.
Plan client delivery
Schedule client delivery, internal work, and recurring client commitments across the team before the week begins.
Track capacity
See where team time is going, who is booked, and how planned work maps to client commitments.
Approve and invoice
Keep estimates, approvals, time, fixed-fee work, and expenses connected as work becomes billable.
Close the period
Review uninvoiced work, outstanding balances, team records, and exports so the month closes cleanly.
Relevant features
Everything agencies need to keep delivery and billing connected.
Steady gives agencies a shared operating layer for client work, capacity, approvals, invoices, and reliable records.
Multi-axis team calendar
Plan work across people, clients, services, and internal commitments from one shared view.
Team capacity tracking
Understand utilization and workload before the team is overcommitted.
Shared client and project rates
Keep client terms, project rules, and billing rates consistent across the agency.
Estimates and approvals
Send client-ready estimates and quotes, capture approval, and keep sign-off connected to delivery.
Invoice generation
Turn verified time, fixed-fee items, and billable expenses into clean invoices.
Reporting and exports
Export the records your team needs for review, bookkeeping, client reporting, and tax time.
Who it is for
Built for agencies balancing teams, clients, scope, and billing.
Steady works best for agencies that need a clearer connection between planned capacity, actual delivery, client approvals, and the financial record.
Digital agencies
Plan builds, campaigns, retainers, support work, estimates, and invoices from one connected operating rhythm.
Marketing agencies
Coordinate client work, internal time, approvals, expenses, and delivery records across the team.
Web and product teams
Keep project work, retainers, change requests, and support time visible and billable.
Founder-led agencies
Give founders a calmer way to see capacity, delivery, billing gaps, and period close without constant status chasing.
“Agency work breaks down when delivery and billing drift apart. Steady keeps the team, the client work, and the record connected.”
Agency operator
Client services team
Keep agency work connected from plan to close.
Plan capacity, protect client delivery, invoice cleanly, and close the month with fewer loose ends.