findie
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Now in Beta · Built for Creative Agencies

Build your budget. Know your margins.

Findie connects to your QuickBooks and gives you a financial forecasting and profitability tool built specifically for creative agencies. No more spreadsheets. No more guessing.

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Built by agency accountants. Trusted by agency owners.
Built by agency accountants
QuickBooks-native — no manual entry
Forecast vs actuals in one view
Read-only — we never write to your QBO

The problem

Most agencies run their finances on vibes and spreadsheets.

QuickBooks tells you what happened. It doesn't help you plan what's next — or tell you which clients are quietly killing your margin.

01

Your budget lives in a spreadsheet that no one updates after January.

02

You find out a client was unprofitable 6 months after you overserviced them.

03

Month-end means manually exporting QBO reports and wrestling them into a usable format.

What Findie does

Built for agencies.
Connected to your books.

Forecast Builder

Build a real budget.
Not just a spreadsheet.

Create monthly forecasts mapped directly to your QuickBooks chart of accounts. Revenue, COGS, payroll, freelance — every line tied to a real GL account. Build by year, track by month. No exports, no formulas, no version hell.

Syncs your QBO chart of accounts automatically
2026 BudgetDraft
AccountJanFebMar
Retainer Revenue$42,000$42,000$45,000
Project Revenue$18,500$21,000$19,200
Direct Labor$24,000$24,000$25,500
Freelance / Subs$6,200$8,400$7,800
Gross Profit$30,300$30,600$30,900

Forecast vs Actuals

See exactly where
you're off — and why.

Compare your budget against real numbers pulled from QuickBooks — side by side, at the account level. Spot variances instantly. No pivot tables, no manual matching. Just budget, actual, and the gap between them.

Actuals pulled live from QBO — always current
Q1 2026 — vs Budget
Budget
Actual
Var
BudgetActualVariance
Total Revenue$103,500$98,200-$5,300
Direct Labor$73,500$71,800+$1,700
Gross Profit$30,000$26,400-$3,600
Gross Margin29.0%26.9%-2.1 pts

Client Profitability

Know which clients
are worth it.

See gross margin by client, ranked. Revenue from QBO, cost calculated from your team's actual rates and hours. Know which retainers are your best work — and which ones are quietly dragging your margins down.

Ranked by gross margin, updated every sync
Client Profitability
ClientGross Margin
Redwood Creative
71%
Apex Brand Studio
58%
Meridian Health
34%
Northfield Co.
22%

Setup

Up and running in 10 minutes.

1

Connect QuickBooks

OAuth in 2 minutes. Read-only. We sync your chart of accounts, customers, and employees automatically.

2

Set your team rates

Add your employees and their cost rates. This is what powers profitability — no time tracking required.

3

Build your forecast

Create a budget for the year. Map revenue and cost lines to your QBO accounts. Done in under 10 minutes.

4

Track actuals vs budget

From here, every month Findie pulls your QBO actuals and shows you where you landed vs where you planned.

Early adopters

The agencies testing it.

“We built our annual budget in Findie in about 20 minutes. It pulled our entire chart of accounts from QBO and we just filled in the numbers. The forecast vs actuals view at month-end is something our team actually opens now.”

Managing Partner

Brand & Strategy Agency · Denver, CO

“I manage the books for six independent agencies. Every monthly review used to take a half day. Now I open Findie, see immediately where each one landed vs budget, and the conversation starts at a different level.”

Fractional CFO

Omaha, NE

“We had a client we thought was great. Findie showed us we were billing them at a 22% gross margin after you factored in actual team cost. That's not a client — that's a liability.”

Founder & CEO

Creative Agency · Austin, TX

< 10 min

Time to first forecast

from QBO connect to live budget view

100%

QBO-native

no manual data entry, no CSV exports

Read-only

Access to QuickBooks

we never write back to your books

Pricing

Simple, honest pricing.

14-day free trial on all plans. No credit card required.

Monthly
$49/mo

Billed monthly, cancel anytime

Start free trial
Best Value
Annual
$39/mo

$468 billed annually — save 20%

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Lifetime
$299one-time

Pay once, yours forever

Get lifetime access

Start your
free trial today.

Connect your QuickBooks and build your first forecast in under 10 minutes. 14 days free. No credit card required.

Create your accountSee how it works

No pitch. No sales call. Just connect your QBO and build your first forecast.

FAQ

Good questions.

Findie connects to your QuickBooks Online account and gives you three things: a Forecast Builder for building monthly budgets mapped to your GL accounts, a Forecast vs Actuals view that compares your budget to real QBO numbers, and a Client Profitability view that shows gross margin by client based on your team's actual cost rates.

No. Findie is 100% read-only. We connect via QBO's OAuth, pull your chart of accounts, customers, and employees, and never touch your books. We can't create, edit, or delete a single transaction — even if we wanted to.

No time tracking required. You set your team's cost rates (hourly or annual) in Findie, and we calculate the cost of work delivered based on what you billed each client through QBO. It's margin by billing, not margin by timesheet — which is what most agency owners actually care about.

About 10 minutes. Connect QBO (2 min), add your team rates (5 min), and build your first forecast (3 min). Your actuals view starts populating immediately using your existing QBO history.

QBO reports show you what happened. Findie lets you plan what's next and compare against it. QBO has no forecast builder, no budget-vs-actuals comparison in a usable format, and no client margin view based on team cost rates. Those are the gaps Findie fills.

Xero is on the roadmap. We're QBO-first right now and building the Xero integration next. Sign up and we'll notify you as soon as it's available.

Ready to actually know your numbers?

Stop guessing. Build your budget. Know your margins.

Start free trial