AI-Powered Finance Operations Platform

Manage Clients,
Vendors & Finance
All in One AI Workspace

Automate GST invoices, streamline vendor workflows, track every rupee, manage POs, and get AI-powered insights — purpose-built for agencies, production houses & enterprise teams.

✅ GST Ready 🔒 Enterprise Secure 🤖 AI Powered 👥 Multi-Team Access 📊 Real-time Analytics
app.moneygence.com/dashboard
Live

Good morning, Admin 👋

May 2025 • Finance Overview

This Month ▾
+ New Invoice

TOTAL MRR

₹29.2L

↑ 23.4%

CLIENTS

10

↑ 2 new

INVOICES

138

12 pending

VENDORS

24

3 POs open

Monthly Revenue (₹L)

Jan
Feb
Mar
Apr
May
Jun
Jul

Top Clients

DJT Fashion₹4.2L
Enrich Data₹3.1L
Kaizzen PR₹2.1L
Carrier AC₹1.9L
Maddock₹1.7L
Invoice Paid ✓

DJT Fashion Pvt Ltd

₹4,20,000

🤖
AI Insight

Enrich Data: 38% wallet gap → upsell SEO + Content ₹1.2L/mo

⚠️
Renewal Due

Carrier AC contract

18 days remaining

Trusted by leading agencies & enterprises across India

D
DJT Fashion Pvt Ltd
E
Enrich Data Services
K
Kaizzen PR
C
Carrier Airconditioning
G
Garage Collective
M
Maddock Films
W
Wunderman Thompson
P
Publicis India
D
Dentsu Creative
O
Ogilvy India
M
McCann Worldgroup
D
DJT Fashion Pvt Ltd
E
Enrich Data Services
K
Kaizzen PR
C
Carrier Airconditioning
G
Garage Collective
M
Maddock Films
W
Wunderman Thompson
P
Publicis India
D
Dentsu Creative
O
Ogilvy India
M
McCann Worldgroup

0

Invoices Generated

0

Vendors Managed

0

Revenue Tracked (₹)

0

Agencies Using MoneyGence

Product Features

Everything your finance team
needs in one place

From client onboarding to vendor payments — a complete finance operating system built for modern agencies.

Client Management

Full client lifecycle management — onboard, track wallet share, manage MRR, monitor services, and identify upsell opportunities with AI-driven insights.

Wallet Intelligence Score 87%

MRR

₹29.2L

Contracts

10 Active

Upsell

3 Ready

GST Invoice Automation

Generate GST-compliant PDF invoices instantly with automated email delivery and payment reminders at 15/30/45 days.

Auto PDF Email Delivery GST Compliant

Vendor Management

Onboard vendors, manage POs, review purchase invoices, and control payment releases — all from one dashboard.

🤖

AI Finance Dashboard

Real-time AI analysis of your revenue, wallet share, client health, and payment patterns — surfaced as actionable insights you can act on immediately.

Contract Management

Track active, expiring, and renewed contracts with automated renewal reminders, escalation alerts, and task assignments.

Role-Based Team Access

Admin, Account Manager, Vendor Manager, and Vendor roles — each with tailored dashboards and permission-controlled access.

Reports & Scheduling

Generate revenue, wallet intelligence, and service breakdown reports — export as PDF or CSV, and schedule automated monthly reports to your inbox.

Revenue Reports Wallet Share Analysis Client Health Score Vendor Payment Summary Auto Email Delivery

Employee Management

Manage employee records, generate salary slips, and track team performance — fully integrated with your finance operations. Built for agencies with project-based teams.

Salary Slips Leave Tracking Performance Reviews Payroll Reports
👤

Employee Profiles

Full records with docs

💰

Salary Slips

Auto-generated PDFs

📅

Leave Management

Request & approval flow

📊

Performance Tracking

KPIs & reviews

🔗

Finance Integration

Links to payroll costs

📋

Payroll Reports

Monthly & annual

Live Dashboard

See everything in one
intelligent workspace

A fully interactive dashboard that gives you instant clarity on every client, invoice, vendor, and revenue metric — in real time.

app.moneygence.com/dashboard
Live

Finance Overview — May 2025

Last synced 2 min ago

Total MRR

₹29.2L

↑ 23.4% vs last month

Active Clients

10

↑ 2 new this month

Total Invoices

138

12 pending payment

Vendors Active

24

3 POs awaiting

Monthly Revenue Trend (₹ Lakhs)

↑ Growing
Jan
Feb
Mar
Apr
May
Jun
Jul ★

Service Revenue Mix

SEO & Content32%
Performance Mktg28%
Creative & Design24%
Social Media16%

Move your mouse over the dashboard to interact · Hover rows to highlight

Live Analytics

Analytics that tell
the full story

Every chart, every table, every number — driven by your real invoice and client data, updated in real time.

Revenue Trend — 2025

Monthly billing in ₹ Lakhs

↑ +23.4% MoM
Jan₹18.4L
Feb₹20.1L
Mar₹21.5L
Apr₹23.8L
May₹25.6L
Jun₹27.1L
Jul ★₹29.2L

Service Revenue Breakdown

July 2025 · ₹29.2L total MRR

₹29.2L Total MRR
SEO & Content
₹9.3L 32%
Performance Mktg
₹8.2L 28%
Creative & Design
₹7.0L 24%
Social Media
₹4.7L 16%

Client Revenue Intelligence

Live data · hover rows to highlight

Live
Client Industry Services Service MRR Add-ons Total MRR Wallet Share Status Payment
DJT Fashion Pvt LtdFashion & RetailSEO · Social · PPC₹3,80,000₹40,000₹4,20,000
72%
ActivePaid
Enrich Data ServicesData & AnalyticsPerformance · Email₹2,80,000₹30,000₹3,10,000
38%
At RiskPending
Kaizzen PRPR & CommunicationsPR · Content · ORM₹1,90,000₹16,500₹2,06,500
65%
ActivePaid
Carrier AirconditioningManufacturingSEO · PPC₹1,70,000₹15,000₹1,85,000
52%
ActiveOverdue
Maddock FilmsFilm & ProductionSocial · Influencer₹1,55,000₹17,000₹1,72,000
58%
ActivePaid

Showing 5 of 10 clients · View all →

Total MRR: ₹29,23,840

How It Works

Two powerful workflows
built for your business

MoneyGence powers both sides of your agency's finance — client revenue and vendor payments — in a single connected platform.

👥 Client Revenue Workflow

1

Client Onboarding

Add client, define services & wallet share targets

2

Contract Setup

Set terms, MRR, start/end dates with auto-renewal alerts

3

GST Invoice Generation

Auto-generate GST-compliant PDF invoices with one click

4

Email Delivery

Auto-send to client inbox with PDF attached

5

Payment Tracking

Mark paid, track overdue, auto reminders at 15/30/45 days

✓

AI Insights & Upsell

Get wallet intelligence & revenue growth recommendations

🏢 Vendor Payment Workflow

1

Vendor Onboarding

Self-signup portal with business, banking & GST details

2

Purchase Order Creation

Create PO with scope, amount, and timeline

3

PI Upload by Vendor

Vendor raises purchase invoice through their portal

4

Manager Approval

Vendor manager reviews and approves the PI

5

Payment Release

Mark payment status — Pending, Approved, or Paid

✓

Audit & Reporting

Full audit trail with role-based visibility and reports

🤖 AI-Powered Intelligence

Finance insights that
think ahead of you

Our AI engine continuously analyses your revenue streams, vendor costs, client health, and payment patterns to surface actionable recommendations before you even ask.

📊

Smart Revenue Analysis

Track MRR trends, detect at-risk accounts, and identify growth patterns automatically.

💡

Upsell Intelligence

AI identifies clients with highest wallet share expansion potential and suggests the right services.

🔮

Churn Risk Prediction

Flag clients showing revenue decline or engagement drops before they churn — act early.

🤖 AI Finance Overview
Live Analysis

💼 Wallet Share Gap Detected

Enrich Data Services is only using 38% of estimated wallet. SEO + Content opportunity worth ₹1.2L/mo

⚠️ At-Risk Alert

Carrier Airconditioning invoice overdue 32 days. Escalation recommended before contract renewal in 18 days

📊 Revenue Insight

Top 3 clients contribute 52% of MRR. Revenue concentration is Medium Risk — consider diversifying pipeline.

🚀 Growth Opportunity

DJT Fashion shows +18% MoM revenue growth. Consider expanding Performance Marketing & Influencer services.

Why MoneyGence

Built for agencies.
Not built for everyone.

❌ Spreadsheets
  • ✗ Manual data entry errors
  • ✗ No vendor workflows
  • ✗ Zero GST compliance
  • ✗ No AI insights
  • ✗ No team access control
  • ✗ No invoice automation
  • ✗ No contract tracking
⚡ Traditional ERP
  • ~ Complex to configure
  • ~ Not agency-specific
  • ~ Expensive licensing
  • ~ Limited AI features
  • ~ Long implementation
  • ~ No vendor portal
  • ~ Generic dashboards
✅ MoneyGence
  • ✓ AI-powered finance insights
  • ✓ Full vendor workflow + portal
  • ✓ Automated GST invoices
  • ✓ Role-based team access
  • ✓ Live in minutes
  • ✓ Built for agencies
  • ✓ Wallet intelligence + upsell AI

Enterprise-grade security & compliance

Your financial data is protected with bank-level security and granular access controls.

🛡️

Role-Based Access

🔐

Encrypted Storage

📋

Full Audit Logs

👥

Team Permissions

🔒

Session Security

✅

GST Compliant

Pricing

Simple, transparent pricing

No hidden fees. No surprises. Cancel anytime.

Basic

₹2,990/mo

Up to 5 users

  • ✓10 Clients
  • ✓GST Invoice Automation
  • ✓Basic Reports
  • ✓Email Support
  • ✗Vendor Portal
  • ✗AI Insights
MOST POPULAR

Pro

₹12,999/mo

Up to 15 users

  • ✓Unlimited Clients
  • ✓Full Vendor Management
  • ✓PO & PI Workflows
  • ✓AI Finance Insights
  • ✓Role-Based Access
  • ✓Priority Support

Enterprise

Custom

Unlimited users

  • ✓Everything in Growth
  • ✓Custom Integrations
  • ✓Dedicated Account Manager
  • ✓SLA & Uptime Guarantee
  • ✓Custom AI Models
  • ✓On-premise Option
Testimonials

Loved by finance teams
across India

⭐⭐⭐⭐⭐

"MoneyGence completely transformed how we handle client billing and vendor payments. The AI insights saved our team hours every single week."

R

Rohit Sharma

CFO, DJT Fashion Pvt Ltd

⭐⭐⭐⭐⭐

"The vendor portal and purchase invoice workflow is exactly what our production house needed. Onboarding vendors is now completely seamless."

A

Ananya Kapoor

Operations Head, Kaizzen PR

⭐⭐⭐⭐⭐

"GST invoice automation and email delivery alone saved our team 2 days per month. The contract management module is brilliant."

V

Vikram Mehta

Finance Director, Enrich Data Services

FAQ

Frequently asked questions

Yes. MoneyGence generates fully GST-compliant tax invoices with GSTIN, PAN, HSN/SAC codes, CGST/SGST/IGST breakdowns, and e-invoice ready format. All invoices are PDF-exportable and email-deliverable.

Vendors get their own secure login portal where they can view their profile, raise purchase invoices, track payment status, and update banking details — without access to your internal dashboard.

Yes. MoneyGence supports role-based access control with 4 roles: Admin (full access), Account Manager (client & invoice operations), Vendor Manager (vendor & PO workflows), and Vendor (own portal only).

Absolutely. All data is encrypted at rest and in transit, hosted on enterprise-grade infrastructure, with full audit logs, session management (30-min timeout), and no third-party data sharing.

Fill out the 3-step form (takes under 2 minutes) and our team will reach out within 24 hours to schedule a personalized live demo tailored to your agency's workflows.

Enterprise plan includes custom integrations. The platform supports CSV import/export from Google Sheets and provides an API for connecting with your existing CRMs, ERPs, and accounting software.

Stop Managing Finance
on Spreadsheets

Run your entire finance workflow — from client invoicing to vendor payments — from one AI-powered workspace. Join 150+ agencies already using MoneyGence.