Agencies & studios
Client work, collections, and payroll in the same workspace as the books.
The pitch closed last month, production is mid-flight, and finance is still chasing last quarter’s invoice while payroll hits on the 25th.
Sector pains
- Projects outrun invoicing when delivery and AR keep separate client names
- Shared passwords for ad accounts and portals still live in spreadsheets
- Overseas clients invoice in FX while local payroll and VAT stay in local currency
Modules that carry the load
- Finance & ledger
- Receivables & payables
- Tax & statutory papers
- People & payroll
- Sales & work
- Platform, security & admin
- Migration & data
How it works
- Put clients, work boards, and credentials in one role-gated workspace.
- Invoice and collect through receivables that post into the ledger.
- Run payroll and statutory papers beside the same chart finance already closes.
Questions
Where do team credentials belong? In the encrypted vault under Management — gated by role.
Media-buyer logins and client portals stop circulating in chat. Admins grant vault access per role.
Can we bill retainers and project invoices together? Yes — recurring and one-off invoices share clients and the ledger.
Subscriptions and ordinary invoices both hit receivables so the producer and the accountant argue from one aging list.
How does FX work for overseas brands? Document currency on the invoice; journals keep local-currency truth.
Enable currencies, keep dated rates, and age in LCY. Rate moves do not rewrite posted history.
Is this a public portfolio site? No. Omnizone runs the operating layer — finance, HR, work, and admin.
Case-study sites and pitch decks stay outside the product. Public marketing always says Omnizone.
Who sees Available cash? Finance-granted roles only.
Producers with work access do not automatically see company cash, opening balance, or journals.
Can we migrate agency books from another system? Yes — bind one source company and import masters plus ledgers.
Imports are idempotent on source identity. We do not invent a second chart when you re-run the job.
FAQ
Is this a public portfolio site?
No. Omnizone runs the operating layer — finance, HR, work, and admin — not a marketing website builder.
Do producers need finance permissions?
No. Grant Sales & work without finance pages when that matches how the agency runs.