Know which clients are actually paying you
An agency loses money in ways that are invisible until the month ends: work that arrived in a message and never made it onto an invoice, a retainer quietly absorbing a second project, a promise made on a call that nobody wrote down.
The three that cost you most
Scope that arrived sideways
A client asks for one more page in a Slack thread on Tuesday. Someone helpful starts it that afternoon. It was never in the quote, it never became a change order, and you find out when you compare the invoice to the hours. CoDesk reads the thread and the quote and the work, and tells you the moment they disagree.
Retainers that stopped making sense
The fee was set against a scope that has drifted for a year. Nobody has recalculated it, because doing so means reconciling delivery against billing across twelve months. Ask instead.
The promise nobody logged
“We said we would include that” is either true or it is not, and the answer is in a call recording somebody has not listened to. CoDesk searches what was actually said, not what anyone remembers.
It drafts the change order too
Finding unbilled scope is only useful if somebody bills for it. When CoDesk spots work that was never quoted it can prepare the change order, grounded in the message that requested it and the quote that excluded it. You read it and approve it, or you do not. It cannot raise anything on its own.
One workspace, or one per client
Most agencies run a single workspace covering every account, since the useful comparisons are between clients. If you need data separated per client — because a contract requires it — the managed tier does that. Both are on the pricing page.
Where to start
Connect the project tool and the accounting system first. That pair alone answers the profitability question, which is usually the one worth the money. Tell us your setup and we will say whether it fits.