Industry: Agencies
Keep the work creative and the back office in order
In one day an agency issues retainer invoices, hands out tasks for two campaigns, gets a message from a new brand on Instagram and receives a supplier's production invoice. Müşavir turns monthly agreements into recurring invoices, projects into tasks tied to the client record, and social channel messages into one inbox.
With your own account When you connect your own Turkcell e-Şirket or Paraşüt account, the e-invoices and e-archive invoices you issue are transmitted to GİB through the provider you connected; e-dispatch notes and e-SMM work with your Turkcell e-Şirket account. You issue the documents and your provider transmits them; Müşavir is not a private integrator.
Get started| Client | Amount | Status |
|---|---|---|
| Atlas Cosmetics | 90,000 TL | paid |
| Nehir Café Chain | 45,000 TL | sent |
| Bora Automotive | 62,000 TL + 18,000 TL extra | draft |
| Ada Furniture | 25,000 TL | overdue |
Ada Furniture: 15 days late, reminder draft awaiting approval
Where money and work slip through at an agency
- Retainer invoices are issued by hand each month; a missed month is only noticed when the client asks.
- Out-of-scope work is agreed by email and never reaches an invoice.
- Tasks are scattered across chat groups, and nobody knows how many hours went into which client.
- New business inquiries from Instagram and WhatsApp stay on personal phones.
The Müşavir flow at an agency
- Inbox
Inquiries from social channels
Instagram, Facebook, WhatsApp and email messages arrive in one inbox; conversations from ads are recognised and a lead is opened.
- Quotes
Retainer and project quote
The monthly service package and one-off project items are picked from the catalog and the quote is sent as a link.
- Sales and services
Sale and scope tracking
The accepted quote becomes a sale; the retainer and extra work are tracked as separate services on it.
- Tasks
Project tasks
Campaign tasks sit on the weekly board, each tied to a client and sale; the monthly content plan opens in one click from a multi-task template.
- Bookkeeping
Recurring invoices and collection
The retainer invoice is prepared on the same day each month; 15 days late, an automation drafts a reminder and opens a task.
- E-Reconciliation
Supplier costs
Production, print and media costs post to the supplier's current account; at period end a balance confirmation goes out by link.
Worked example
Example: a digital agency with 14 retainer clients
In this example 14 clients pay monthly retainers between 25,000 TL and 90,000 TL, 620,000 TL + VAT in total. On the first working day the invoices are ready; the team approves them; e-invoices and e-archive invoices are prepared in the panel and transmitted to GİB once you connect your own Turkcell e-Şirket or Paraşüt account. An extra 18,000 TL video job for one client is added to the sale as a separate service and lands on that month's invoice. Figures are illustrative.
- Retainer clients (example)
- 14
- Monthly retainer total
- 620,000 TL + VAT
- Extra work (example)
- 18,000 TL + VAT
- Late-payment automation
- Day 15
The pieces an agency needs
- Tasks tied to records
- Link tasks to a client, sale, quote or invoice; the client card shows all the work done for that client.
- Recurring tasks
- The monthly report, content calendar approval and ad account check open on their own every month.
- Working in foreign currency
- USD or EUR quotes and invoices for clients abroad, with the TL equivalent at the current rate.
- Client files
- Brand guidelines, approved designs and contracts in folders on the client card.
Where the AI helpsEarly access
Growth and operations assistants
The assistants read invoices, tasks and messages together.
- Answers "Which retainer client had the most tasks this month?" from your records.
- Drafts first replies to new brand messages waiting in the inbox; they are sent after you approve.
- Flags requests that look out of scope and suggests an extra-work quote draft.
AI assistants are in early access and are being switched on for accounts gradually. Until then the AI quota cannot be used; every other module works with your plan straight away.
Frequently asked questions
Are retainer invoices issued automatically?
The invoice is prepared automatically each month and a person approves it. E-invoices and e-archive invoices are prepared in the panel; when you connect your own Turkcell e-Şirket or Paraşüt account they are transmitted to GİB through the provider you connected.
How do we connect our Instagram and WhatsApp accounts?
The inbox works with your own WhatsApp and Chatwoot account; Instagram and Facebook conversations reach the same list through that connection.
How are freelancer and outsourcing payments tracked?
Freelancers and suppliers are opened as supplier accounts; their invoices post as expenses, payments leave the bank account and the balance shows on the current account.
Can team members use the task board without seeing invoices?
Yes. Permissions are set per module; a designer can have tasks and files open and accounting closed.
Related
Tasks →
A weekly board, tasks linked to records, recurring work and templates.
Inbox →
WhatsApp, Instagram, Facebook and email in one list, with waiting time and automatic leads.
Bookkeeping →
Invoices, expenses and bank lines in one ledger; VAT report and trial balance ready.
Business owners →
Cash, receivables, pipeline and team on one panel; ask your records directly.
Month-end close →
A step-by-step month-end checklist, from bank matching to VAT and reconciliation.
Let retainers invoice themselves
Enter your clients and monthly agreements, and approve this month's invoices from one screen.
Get started