The operating system for service agencies
Pipeline, projects, GST invoices, client approvals and the numbers behind them, in one place that knows how they connect. We built Agency OS to run our own agency. Now it can run yours.
No sign-up. Pick a role and you’re in.
Friday, 10 October · Owner
Hello, Aditya
Your day at a glance
written 06:00- 3 tasks due today. QA on Website rebuild is a day late.
- ₹88,500 overdue across two invoices. Kettle & Co. is 34 days late.
- Meridian’s Growth Retainer bills on the 1st: ₹1,85,000.
MRR
₹6,42,000
+₹45,000 this month
Owed to you
₹3,12,500
₹88,500 overdue
Weighted pipeline
₹9,84,000
14 open deals
Billable utilisation
78%
Target 75%
Due today
3 of 9 open- 1 day late
QA and fixes
Website rebuild
October carousel: draft copy
Content calendar
Keyword gap report
Q3 performance
Activity
live- Meridian Logistics approved Homepage v2Approved
- New lead from your website contact formLead
- INV-0042 paid in full · ₹1,77,000Paid
The dashboard at 06:00 · every screen on this site is the real product, rebuilt with the demo’s fictional agency
The problem
Most agencies run on eleven tabs and one person’s memory.
11 tabs · 6 subscriptions · 0 places with the whole picture
Agency OS is one tab.
A lead becomes a deal, a deal becomes a project, the hours become an invoice, and the invoice becomes revenue on a chart. Nobody retypes anything.
A day in Agency OS
Everything that happens in a day, in the one place it should.
Follow one ordinary Friday at an agency running on Agency OS. Every screen below is the product, working on its own.
Friday
06:00
- 06:00
- 09:12
- 11:40
- 13:30
- 14:05
- 17:20
- 1st 06:00
06:00
Your agency briefs you before you’re up.
Everyone gets their own day: what’s due, what’s late, who owes you, which deal has gone quiet. On the dashboard, in their inbox and as a push on their phone.
How it worksFriday 10 October
06:00
09:12
A lead fills in the form on your website.
It lands in your pipeline as a deal with their details and the page they came from. No inbox to copy it out of.
How it worksStart a project
We reply within one working day.
Name
Work email
What do you need help with?
Lumen Interiors
Website enquiry
Kettle & Co.
Website enquiry
11:40
The proposal is signed in a browser.
The client types their name to accept. The wording they agreed to, their IP and browser are recorded, and the proposal locks.
How it worksProposal · for Meridian Logistics
Growth Retainer
- SEO programme · monthly₹95,000
- Paid media management₹60,000
- Reporting and strategy call₹30,000
Type your full name to accept
By typing your name you agree to the terms above.
13:30
The team ships, and the hours count themselves.
Tasks move across the board while timers run. Hours roll up against the project’s budget as they’re logged.
How it worksMeridian Logistics · DEMO-101
Website rebuild
In progress 2
Homepage build
Service pages
Review 1
Design QA
14:05
The client approves Homepage v2 from their portal.
No email thread. They approve or ask for changes in one place, your lead is told, and internal notes stay internal.
How it worksMeridian Logistics · Approvals
Homepage v2
Round 2 · sent by Neha Kulkarni
- Neha Kulkarni
Round 2 is up: tighter hero, the new fleet photos, and the quote form moved above the fold.
- Rhea Kapoor
Much better. Approving so dev can start.
17:20
An invoice is paid, and the books already know.
Record the payment and the invoice, the ledger and your cash flow update together. GST worked out, PDF with your logo, email delivered.
How it worksINV-0042 · Tax invoice
Meridian Logistics
GSTIN 27AABCM4821K1Z5
- Brand identitySAC 998391₹85,000
- Website design and buildSAC 998314₹40,000
- Content sprint · 4 weeksSAC 998361₹25,000
- CGST 9% + SGST 9%₹13,500 + ₹13,500
Total
One lakh seventy-seven thousand rupees only
₹1,77,000
The 1st · 06:00
Retainers bill themselves while you sleep.
Every due retainer is invoiced at six in the morning, as drafts for you to check or issued and emailed, your choice.
How it worksRetainer run
1st of the month · 06:00
- Meridian Logistics₹1,85,000Draft
- Kettle & Co.₹95,000Draft
- Lumen Interiors₹60,000Draft
- Orbit Robotics₹1,20,000Draft
- Verdant Landscaping₹45,000Draft
What’s inside
Eight modules. One database underneath.
- 01Sales & CRMClients, a drag-and-drop pipeline, signed proposals and lead forms for any website.
- 02Projects & timeBoards, a timeline with dependencies, timers, workload, SOPs and reusable templates.
- 03Invoicing & financeGST invoices, PDFs, payments in any currency, a ledger and retainers that bill themselves.
- 04Client portalA front door for every client: progress, approvals, files, requests and invoices.
- 05Content calendarPlan, review and approve content for seven channels across eight stages.
- 06InsightsMRR, churn, a six-month forecast, team utilisation and profit by client.
- 07Team & accessSix staff roles, invite-only accounts, an audit trail and an app on every device.
- 08AI & integrationsAeth AI inside the app, and an MCP server that plugs your agency into any AI you use.
Roles and access
Everyone sees exactly what they should. Nobody sees more.
Six staff roles and a client portal. Pick one: the sidebar re-forms around it, exactly as it does in the product. The same rules are enforced on the server, so a hidden button is never the only lock.
Project manager
Projects, tasks, content, requests and time, plus the analytics for them.
10 of 15 sections · enforced on the server
- Dashboard
- My work
- Clients
- Projects
- Time
- Workload
- Content
- Requests
- SOPs
- Insights
AI, on your terms
AI inside the OS. And the OS inside your AI.
Aeth AI acts as you, with your permissions, and stops at an Approve button before anything is sent, spent or deleted. And because Agency OS is an MCP server, the AI app you already use can ask it questions too. Both are off until you turn them on, with your own model keys.
Inside: ⌘J from any page. Each tool it runs is a step you can watch.
Outside: connect with OAuth or a scoped API key. Read, write and act are separate scopes.
How it’s built
Built on rules, not good intentions.
Agency software holds your clients’ trust and your cash. These are the rules Agency OS keeps, so you don’t have to remember to.
- 01
Money is exact.
Every amount is stored as a whole number of paise. ₹1,77,000 is 17,700,000 on disk. Nothing is ever rounded twice.
amount_minor: 17700000
- 02
Permissions live in the data.
A member’s queries are filtered to their projects in the database layer. A client’s, to their own organisation. The UI hiding a button is a courtesy, not the lock.
where project.member = actor
- 03
Issued means locked.
Issued invoices, accepted proposals and approved content can’t be quietly edited. Changes go through a void or a reopen, and both are on the record.
status: issued → void
- 04
Machines ask first.
Retainers can bill as drafts. The assistant stops at Approve. MCP tools that send or delete need an explicit confirm. You decide how much runs on its own.
confirm: true
- 05
Every change has a name on it.
An audit trail records who changed what and when, for people and for the AI acting on their behalf.
audit.actor = neha@…
Why it exists
“We were running a growing agency on a patchwork of spreadsheets, separate tools and manual processes. So we built one connected system for how an agency actually works, and moved the whole agency onto it.”
Aether Web Media · runs every client, project and invoice on Agency OS
Read the storyLive demo
Don’t take our word for it. Walk in as anyone.
A full workspace for a fictional agency, with clients, deals, projects, invoices and content already in it. Choose who you want to be.
- AR
Owner
Aditya Rao
Everything: pipeline, delivery, money, team and settings.
Enter as Aditya - NK
Project manager
Neha Kulkarni
Projects, tasks, time, workload, content and requests.
Enter as Neha - MI
Finance
Meera Iyer
Invoices, payments, the ledger, time and profitability.
Enter as Meera - ML
Client portal
Meridian Logistics
Meridian's own projects, approvals, files, requests and invoices. Nothing else.
Enter as the client
Northlight Studio is fictional; the data is realistic on purpose. Every account shares the password explore-agency-os. The demo resets every night and never sends email.
Questions
Asked by agency owners, answered plainly.
Is there a free trial?
There’s something better: a live demo you can use right now, with no sign-up, as any role. Accounts themselves are invite-only while we onboard agencies personally. Request access and we’ll set up your workspace with you.
We’re not in India. Does the GST part get in the way?
No. GST is optional on every invoice. Agency OS bills in any currency, records foreign payments with the exchange rate on the day, and only shows tax fields when you turn GST on.
Can clients see our internal notes?
Never. Internal notes are filtered out on the server before anything reaches the portal, and the portal runs on its own API with its own checks. Clients only ever see their own organisation’s work.
Do we have to use the AI?
No. AI is off by default for the whole organisation, and each person can switch it off for themselves too. With it off, every AI surface disappears. When it’s on, it uses your own model provider and keys.
Where does our data live?
On Cloudflare’s network: a database for records, object storage for files, and their email service for sending. Each agency runs in its own workspace with its own database and file storage.
Does it post to social media for us?
Deliberately not. The content calendar handles planning, review and client approval; you publish from the accounts you own and paste the link back. Agency OS never needs your clients’ social passwords.
Does it take payments?
Not directly. Invoices carry your bank details and a link the client can open anywhere, and you record payments by UPI, transfer, card, cheque, cash or crypto. The ledger and charts update from there.
Can we bring our existing data?
There’s no automatic importer yet. We set your workspace up with you during onboarding: clients, contacts, retainers and open deals are the parts worth bringing, and they’re quick to add.
Does it work on a phone?
Yes. Add it to your home screen and it opens like an app, with push notifications on the devices you choose. Boards work with touch, and the layout is built for one hand.