Pipeliner Online

Pipeliner

Unlock agency growth through finance with our assistance

Free 1-hour consultation

Now the finances of your agency are

A lot of time spent in Google Sheets

Sudden cash gaps, although there are more clients

Your duty as the owner, because there is no money for a financial manager

Forgot to collect payments on time and the client does not want to settle

No forecast, just a bunch of numbers, which there is no time to analyze

Important financial data is saved as screenshots in WhatsApp gallery

I'm sick of this pain!

Without Pipeliner

With Pipeliner

Your business is like a car but without a steering wheel. It is moving somewhere, but where and how to impact it is unclear.

You base your business decisions on calculations using the calculator on your phone or estimates in your head.

Everything related to finances is tied only to you, and it is impossible to delegate it to someone.

You react to external circumstances by the fact of their occurrence; as a result, you constantly have to deal with unexpected issues.

I am tired of having to deal with urgent problems all the time!

Assistant

Charles, hi! I remind you that tomorrow at 2pm we have a monthly review of the agency's financial results. We will go over the key financial KPIs and form a financial plan for the next 3 months.

Assistant

I also have a couple of interesting insights and suggestions for optimizing the current budget.

Charles

Thanks for the reminder! My business partner Thomas must also be at this meeting.

Assistant

He has already been notified, and he'll also join the meeting! You both already have the meeting invitation on your calendar 🙌

Emma

Hello! We are currently in the process of exchanging reports with the client. I need the latest report and details of the most recent payment made by the client for project 'X'. Also, I need to know the outstanding amount they owe us.

Assistant

Hello! The last payment from the client was 02.03 (this is the second advance according to account N 02/03, the amount is $2000) - Unpaid balance for the project - $1500 - For reference: the total amount of the project - $6000, the deadline for final payment according to the contract - 30.05

Assistant

Detailed analytics on this project on the dashboard via the link 👉 follow the link

Assistant

Michael, hi! I didn't find any data on tax payments for the 2nd quarter while analyzing the monthly expenses of your agency. Has the payment been made?

Michael

I completely forgot to pay for sure!

Assistant

No problem! The payment deadline is tomorrow, so you have time) We also added an additional reminder to your calendar about the payment deadlines of all necessary payments, so that you don't have to keep it in your head next time.

Michael

Thank you so much! That's exactly what I needed. And I’ve already paid the tax!

Mia

Help! We have a new project, we need to urgently prepare a contract and issue an invoice by the end of the day, because the client wants to start working tomorrow. I will send the details now by voice

Mia

Assistant

Accepted! I am sending the draft contract and invoice for sending to the client using the link below 👉 follow the link

Mia

I’ve checked it, and everything is great! Already sent to the client for signature!

Communicate witha realFinancial Assistant on the phone

Delegate any financial questions to our team:

Not just another online tool that you need to figure out and eventually run yourself.

Not just a chatbot that doesn't understand your requests and needs checks.

SPECIAL OFFER! ONLY UNTIL THE END OF SUMMER 2024!

Type of assistance

Basic Assistance

180$/month

actual cash flow
project analysis based on real data
monthly report on current projects
preparation of standard financial documents (up to 5 per month)*
notifications on the submitted documents
1 consultation session per month for analyzing the report
support of the financial manager in the chat

Optimal Assistance

280$/month

actual cash flow
project analysis based on real data
payment calendar (planning) + budget
monthly report on current projects (planning + actual data)
preparation of standard financial documents (up to 10 units per month)*
notifications on the submitted documents
1 consultation session per month for analyzing the report
support of the financial manager in the chat

Professional Assistance

380$/month

actual cash flow
project analysis based on real data
payment calendar (planning) + budget
monthly report on current projects (planning + actual data)
preparation of standard financial documents (up to 20 units per month)*
notifications on the submitted documents
analysis and optimization of the cost structure
2 consultation sessions per month
1 consultation session per month for analyzing the report
support of the financial manager in the chat

Do you currently have a small turnover and are unsure if you can afford these expenses?

We have a special flexible tariff for you!

Work phases

Your request

Fill out the short form and our team will contact you to choose a convenient day and time for the call

Brief

We conduct a general analysis of the agency's activities: the current state, goals and challenges on the way to growth

Signing the agreement

Diagnostics

We conduct an in-depth analysis of your current financial situation. Together we fix your strategic goals and define KPIs

Launch

Transformation

We help you step by step to implement the necessary changes to achieve your goals

Control

We support all financial processes in your agency, from creating an account for a client to preparing complex financial analytics

Support

The financial indicators that we saw thanks to the Pipeliner team pushed us to significantly change the approach to the organization of the workflow and budgeting. This paradigm shift has already allowed us to attract 2 times more projects than last quarter.

Our team used to analyze the resources spent in relation to the cost of the projects. With Pipeliner, we were able to conduct a more detailed analysis, which helped us understand exactly what changes we needed to make to work more efficiently.

Pavlo Bestuzhev

Co-founder co+lab branding laboratory

With the help of the Pipeliner team, we attempted to project our future balance sheet and cash flows. This allowed us to quickly identify the errors in our previous service planning and pinpoint the information we were missing to create an accurate forecast.

Kateryna Kravchuk

Co-founder Lanka.pro consulting agency

It's time to transform your agency's finances from an eternal headache to a powerful growth tool!

FAQ

How long will it take for me to see the impact of Pipeliner's agency finance team's work on my business growth?

At the operational level, the first results will be felt immediately after the start of work (your time and mental resources will be freed up thanks to the delegation of the operational routine). At the strategic level, the impact on business development will be felt at a distance of 2 months, when the accumulated analytics will allow you to make strategic decisions for business growth.

How does communication with the financial assistant take place?

Your financial assistant will always be available to chat with you on Telegram. Depending on your subscription plan, you'll have 1 or 2 monthly online consultations on Zoom or Google Meet. During these sessions, you and our financial specialist will review your financial results for the month and create a plan and budget for the next period.

I'm interested in your service, but I'm unsure which tariff would best cover my agency's needs.

Yes, of course, it's common for our clients to have this question at the beginning of our cooperation. So, the first step is to submit a consultation request through the form on this website. During the call, we will be happy to explain the assistant's work process in more detail, show you how analytical dashboards and the monthly management report will look, and clarify the differences between the various tariff plans. Additionally, during the call, we will immediately conduct a free express diagnosis of your business. Based on this, you will be able to determine which tariff plan is best for you. So, just leave a request for a consultation, and we'll help you figure everything out!

What if it doesn't work for me and I waste money?

Based on our experience, all of our clients have changed their approach to finances and have started making more informed, data-driven business decisions within the first two months of working with our team. Therefore, if you don't feel any benefit within the first two months of working with us, we will refund your money.