Book a demo
See it live.
Get every answer.
Start Monday.
Sixty minutes in the real product, on your clients and your retainers. Pricing, migration, security, integrations, and your edge cases — answered on the call, not in a follow-up email.
- 01The live demoYour book, your reporting, your month-end. Not a sandbox.
- 02Every question answeredIncluding the ones we lose on. We would rather you know now.
- 03Sign and beginOne annual agreement. Onboarding and migration start the same week.
Tell us about the agency
We will come to the call already knowing what your stack costs you.
Bring these three things
- 01
One real client
Pick the messiest one. We build their record live — contract, project, invoices, dashboard, connected accounts.
- 02
The tools you log into
Name the six. We show where each function lands in feta and which tabs your team stops opening.
- 03
The report you dread
Bring the one that eats a Friday. We rebuild it from a dashboard while you watch.
Thirty minutes, one screen share, no slides. If we cannot answer a question with the product open, we will say so on the call.
What the demo answers
Six questions, answered with the product open.
These are the questions agency owners ask us every week. Each one gets shown, not described.
Ask us anything harder
Bring the question your last vendor dodged. We would rather lose the deal on the call than in month three.
- “Where does a new client actually start?”
- A prospect becomes a signed contract and an open project in one pass — no re-entry, no second system.
- “What happens at month end?”
- Invoices built from your own catalog, sent, and reconciled against QuickBooks and Stripe without anyone retyping a number.
- “Can the client see their own numbers?”
- A live dashboard on their record, shared with a viewer login, reported on your schedule instead of your Friday.
- “Which clients actually make money?”
- Margin per client, hours against retainer, and what renews next month — on one screen, no analyst.
- “How long until we are off the old tools?”
- The migration path in order: history imported, connectors OAuthed per client, team trained before you cancel anything.
- “What breaks when the team grows?”
- Nothing. Coordinators, contractors, and your bookkeeper all get logins — seats are never the constraint.