Template
Improve my file
Agency
QuickBooks invoice rollup
Coming soon from QuickBooks — or improve an invoice export today into a client billing summary workbook for agency retainers and fractional finance clients.
The problem
Agencies bill across clients; invoice exports need reshaping before client-facing reports.
What you get
Client-level billing summary with top-revenue highlights in one .xlsx.
Upload hint: Upload an invoice export (QuickBooks connection coming soon).