Professional Services
Obsidyun for Marketing & Advertising Agencies
Billable hours live in one tool, invoices in another, and nothing reconciles cleanly.
How it actually runs, step by step
This isn't a vertical-specific tool built just for marketing & advertising agencies — it's every part of Obsidyun working off the same record, from the first contact to the books closing themselves. Here's what that looks like end to end in the real product.
A new client starts working with you → They get one record covering every invoice, quote, and payment
No digging through old emails to answer "what do they still owe?".
Customers
A client's account needs a credit limit → It's enforced automatically on future invoices
No one has to remember who's allowed to buy on credit and who isn't.
Customers
The engagement is quoted and accepted → It converts to an invoice in one click
Line items and pricing carry straight through — nothing gets retyped.
Invoicing & Quoting
A payment comes in, full or partial → It's recorded against the right invoice
The balance and the client's status update without anyone re-entering it elsewhere.
Invoicing & Quoting
The engagement needs to actually happen → It's dispatched to a associate with a due date
Not a message hoping someone picks it up — an assigned, trackable task on a shared board.
Tasks & Scheduling
Materials or stock get used on the engagement → Quantity on hand updates immediately
No end-of-day recount at the office — it reflects reality the moment it changes.
Inventory
Stock runs low → A purchase order goes out for approval before it ships
Nothing leaves for a vendor without the right sign-off.
Purchasing
Money moves — a sale, a bill, a payment → It posts to the ledger automatically
Your books are current the moment it happens, not after someone catches up.
Accounting
A new associate joins → They get exactly the access their job needs
Set per data category, not a blanket role that sees everything by default.
Team & Permissions
You run more than one office → Each one reports into the same consolidated view
Compare performance side by side without combining spreadsheets.
Multi-Branch
What changes for marketing & advertising agencies
Hourly, fixed-fee, or retainer billing runs on the same invoicing engine.
Every client has one profile with full quote, invoice, and payment history.
Every invoice posts to the ledger automatically, so books stay current without a bookkeeper chasing it.
Other professional services sectors