Your agency's finances. Finally clear.
The CFO dashboard built for marketing agencies. Connect your Xero account and see your cash, margins, and runway in seconds — not spreadsheets.
Sound familiar?
Most agency founders are flying blind on their finances. SidekickCFO gives you answers in seconds.
“How much runway do we have?”
See your cash position and projected runway instantly — updated in real-time from Xero.
“Which clients are actually profitable?”
Job Cost Cards track revenue vs. costs per client so you know exactly where your margin comes from.
“What happens if we lose Client X?”
Model any scenario — new hires, lost clients, price changes — and see the 12-month impact immediately.
Real-Time CFO Dashboard
Cash position, unpaid invoices, bills, and runway — all updated live from Xero. Health dials give you the status at a glance. KPI cards with sparklines show trends, margins, and month-on-month comparisons.
12-Month Decision Engine
Plan ahead with a 12-month cash forecast. Edit revenue and cost breakdowns month by month, test scenarios like new hires or lost clients, and see the impact on your runway before you commit.
Client-Level Profitability
Know which clients make you money — and which don't. Track revenue, direct costs, team hours, and margin per client. The team utilisation panel flags over-allocated staff before it becomes a problem.
13-Week Cash Flow Forecast
A rolling weekly view of every pound coming in and going out. Revenue, payroll, software, bills — all laid out in a timeline so you're never caught off guard by a cash gap.
Everything else you need
Purpose-built tools for agency founders who want clarity without complexity.
AI-Powered Insights
Ask questions in plain English. Get instant answers about your revenue, costs, and trends.
Xero Integration
Connect your Xero account in 2 minutes. Your data syncs automatically — no CSV uploads.
Team Utilisation
Hours-based capacity tracking per team member. See who's over-allocated before they burn out.
Built for marketing agencies
12-month
Cash forecasts
13-week
Rolling cash flow
Real-time
Xero sync