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2026","2026-10-21T14:57:16.111Z","2026-10-21T20:13:28.147Z","2026-10-21T20:13:28.186Z",233083027983395,"5445978f-2f76-4c84-a982-149873ee0484",{"seo":75,"_uid":80,"body":81,"image":1830,"title":1835,"author":1836,"sidebar":1995,"category":2064,"postBody":2086,"component":2087,"contentCopy":79,"readingTime":2088},{"_uid":76,"title":68,"plugin":77,"description":78,"og_image_type":79},"seo-meta","seo_metatags","Workamajig alternatives for agencies: 7 tools sorted by where your ledger lives, with retainer margin views, pricing and a three-question switching 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Takeaways",{"type":82,"content":94},[95],{"type":96,"content":97},"bullet_list",[98,112,122,132,142],{"type":99,"content":100},"list_item",[101],{"type":102,"content":103},"paragraph",[104,110],{"text":105,"type":106,"marks":107},"What Workamajig does:","text",[108],{"type":109},"bold",{"text":111,"type":106}," It runs projects, resourcing, CRM and native accounting, including a general ledger, inside one agency system.",{"type":99,"content":113},[114],{"type":102,"content":115},[116,120],{"text":117,"type":106,"marks":118},"The real decision:",[119],{"type":109},{"text":121,"type":106}," Decide where your ledger lives first, then pick the tool that shows retainer and project margin during delivery.",{"type":99,"content":123},[124],{"type":102,"content":125},[126,130],{"text":127,"type":106,"marks":128},"The shortlist logic:",[129],{"type":109},{"text":131,"type":106}," Teamwork.com fits live retainer margin with QuickBooks or Xero; Function Point and Ravetree fit creative shops; Scoro and Productive are modular.",{"type":99,"content":133},[134],{"type":102,"content":135},[136,140],{"text":137,"type":106,"marks":138},"Bigger firms:",[139],{"type":109},{"text":141,"type":106}," Accelo and Kantata sell on quote and suit larger teams that can absorb a heavier setup.",{"type":99,"content":143},[144],{"type":102,"content":145},[146,150],{"text":147,"type":106,"marks":148},"What you get:",[149],{"type":109},{"text":151,"type":106}," A three-question switching test, \"choose X when\" rules and a pricing table checked in October 2026.","storyKeyTakeaways",{"type":102,"attrs":154,"content":155},{"textAlign":57},[156],{"text":157,"type":106},"Workamajig keeps your general ledger in the same system that runs your projects, which is why many agencies bought it. Most agencies weighing Workamajig alternatives want something else: live retainer margin, in an interface their teams will open every day. So the right replacement turns on one decision: where your ledger should live.",{"type":102,"attrs":159,"content":160},{"textAlign":57},[161],{"text":162,"type":106},"When I was an Account Director, clients asked for more inside the same retainer fee, and nothing in our setup let me recover that cost. The lesson stuck with me: margin you only see after the books close is margin you've already given away.",{"type":102,"attrs":164,"content":165},{"textAlign":57},[166],{"text":167,"type":106},"AI raises the stakes. Every hour AI saves is an hour you can't invoice, so retainer margin must show during delivery, in the same week the hours are logged.",{"type":102,"attrs":169,"content":170},{"textAlign":57},[171,173,188],{"text":172,"type":106},"This list narrows the wider field of ",{"text":174,"type":106,"marks":175},"agency management software",[176],{"type":177,"attrs":178},"link",{"href":179,"uuid":180,"anchor":57,"target":57,"linktype":181,"story":182},"\u002Fblog\u002Fagency-management-software\u002F","41981c99-72bd-442a-bc23-cf81a7042755","story",{"name":183,"id":184,"uuid":180,"slug":185,"url":186,"full_slug":186,"_stopResolving":187},"The 10 best agency management software tools in 2026 (and how to choose)",191326450465536,"agency-management-software","blog\u002Fagency-management-software",true,{"text":189,"type":106}," to seven tools agencies shortlist when replacing Workamajig. We've put Teamwork.com first because it's our platform. Each of the seven tools is matched to the setup it handles best: live retainer margin, creative workflow and proofing, modular systems, or guided implementations for larger teams.",{"type":191,"attrs":192,"content":194},"heading",{"level":193,"textAlign":57},2,[195],{"text":196,"type":106,"marks":197},"What is a Workamajig alternative?",[198,201,205],{"type":199,"attrs":200},"textStyle",{"color":79},{"type":202,"attrs":203},"anchor",{"id":204},"what-is-a-workamajig-alternative",{"type":109},{"type":102,"attrs":207,"content":208},{"textAlign":57},[209],{"text":210,"type":106},"Whichever way they keep the books, all seven tools fit one definition. A Workamajig alternative is agency management software or a PSA (professional services automation platform) that takes over an agency's projects, resourcing, time, budgets and billing. A PSA connects projects, resources and financials, so delivery data and money data stay in one place.",{"type":102,"attrs":212,"content":213},{"textAlign":57},[214,216,228],{"text":215,"type":106},"Our guide to choosing an ",{"text":217,"type":106,"marks":218},"agency management platform",[219],{"type":177,"attrs":220},{"href":221,"uuid":222,"anchor":57,"target":57,"linktype":181,"story":223},"\u002Fblog\u002Fagency-management-platform\u002F","36d73ef5-76a5-4690-9025-f8b83ee9c6db",{"name":224,"id":225,"uuid":222,"slug":226,"url":227,"full_slug":227,"_stopResolving":187},"Agency management platform: what it is and how to choose one that protects margin",225648612294748,"agency-management-platform","blog\u002Fagency-management-platform",{"text":229,"type":106}," covers the wider category; for a switch, the test is narrower. Any replacement has to answer four questions for you, every week:",{"type":96,"content":231},[232,239,246,253],{"type":99,"content":233},[234],{"type":102,"attrs":235,"content":236},{"textAlign":57},[237],{"text":238,"type":106},"Who has capacity for the new campaign?",{"type":99,"content":240},[241],{"type":102,"attrs":242,"content":243},{"textAlign":57},[244],{"text":245,"type":106},"Is this retainer over-serviced this month?",{"type":99,"content":247},[248],{"type":102,"attrs":249,"content":250},{"textAlign":57},[251],{"text":252,"type":106},"What did this project cost against what we billed?",{"type":99,"content":254},[255],{"type":102,"attrs":256,"content":257},{"textAlign":57},[258],{"text":259,"type":106},"What goes to finance to invoice?",{"type":191,"attrs":261,"content":262},{"level":193,"textAlign":57},[263],{"text":264,"type":106,"marks":265},"How we selected these tools",[266,268,271],{"type":199,"attrs":267},{"color":79},{"type":202,"attrs":269},{"id":270},"how-we-selected-these-tools",{"type":109},{"type":102,"attrs":273,"content":274},{"textAlign":57},[275],{"text":276,"type":106},"Seven tools, seven criteria, each one built from those four weekly questions. We assessed every tool from public product information, official pricing pages checked in October 2026, documentation and verified reviews, with no hands-on testing.",{"type":96,"content":278},[279,290,301,312,323,334,345],{"type":99,"content":280},[281],{"type":102,"attrs":282,"content":283},{"textAlign":57},[284,288],{"text":285,"type":106,"marks":286},"Where the ledger lives:",[287],{"type":109},{"text":289,"type":106}," A native general ledger, or invoicing that passes to QuickBooks or Xero.",{"type":99,"content":291},[292],{"type":102,"attrs":293,"content":294},{"textAlign":57},[295,299],{"text":296,"type":106,"marks":297},"Retainer and budget visibility:",[298],{"type":109},{"text":300,"type":106}," Burn against each retainer or budget during delivery, with alerts before it overruns.",{"type":99,"content":302},[303],{"type":102,"attrs":304,"content":305},{"textAlign":57},[306,310],{"text":307,"type":106,"marks":308},"Resourcing and capacity:",[309],{"type":109},{"text":311,"type":106}," Live workloads, tentative bookings and role-based planning before you commit people.",{"type":99,"content":313},[314],{"type":102,"attrs":315,"content":316},{"textAlign":57},[317,321],{"text":318,"type":106,"marks":319},"Time to billing:",[320],{"type":109},{"text":322,"type":106}," How directly logged hours become an invoice without anyone re-keying them.",{"type":99,"content":324},[325],{"type":102,"attrs":326,"content":327},{"textAlign":57},[328,332],{"text":329,"type":106,"marks":330},"Creative workflow:",[331],{"type":109},{"text":333,"type":106}," Native proofing and approvals, or links out to separate tools.",{"type":99,"content":335},[336],{"type":102,"attrs":337,"content":338},{"textAlign":57},[339,343],{"text":340,"type":106,"marks":341},"Setup load and seat minimums:",[342],{"type":109},{"text":344,"type":106}," Onboarding fees, minimum users and how much configuration lands on your team.",{"type":99,"content":346},[347],{"type":102,"attrs":348,"content":349},{"textAlign":57},[350,354],{"text":351,"type":106,"marks":352},"Published pricing:",[353],{"type":109},{"text":355,"type":106}," A price you can see before booking a sales call.",{"type":102,"attrs":357,"content":358},{"textAlign":57},[359],{"text":360,"type":106},"I weighted retainer and budget visibility above feature count. Seeing a retainer's burn in the week it happens changes a renewal conversation; a longer feature list doesn't.",{"type":191,"attrs":362,"content":363},{"level":193,"textAlign":57},[364],{"text":365,"type":106,"marks":366},"Quick glance: 7 best Workamajig alternatives compared",[367,369,372],{"type":199,"attrs":368},{"color":79},{"type":202,"attrs":370},{"id":371},"quick-glance-7-best-workamajig-alternatives-compared",{"type":109},{"type":102,"attrs":374,"content":375},{"textAlign":57},[376],{"text":377,"type":106},"Run those criteria across the seven Workamajig alternatives and one pattern stands out: none of them keeps a general ledger inside the way Workamajig does. Five list integrations with accounting software such as QuickBooks or Xero; ask Ravetree and Accelo to confirm theirs. Beyond the books, the real differences sit in retainer visibility, creative workflow and setup load.",{"type":102,"attrs":379,"content":380},{"textAlign":57},[381],{"text":382,"type":106,"marks":383},"Ledger, best fit and starting price for each tool",[384],{"type":109},{"type":86,"attrs":386},{"id":387,"body":388},"0d09da36-66d4-462f-911c-45b895b5163d",[389],{"_uid":390,"title":391,"header":392,"padding":411,"component":412,"categories":413,"withHeaderPrice":60},"i-88bb795a-1321-441a-adf0-46c5fa621599","Tool",[393,399,403,407],{"_uid":394,"price":79,"title":395,"ctaLink":396,"ctaLabel":79,"subtitle":79,"component":398,"highlighted":60},"i-a722bb07-3318-4d6b-8864-bd1f23a2521e","Best for",{"id":79,"url":79,"linktype":181,"fieldtype":397,"cached_url":79},"multilink","TwComparisonHeaderItem",{"_uid":400,"price":79,"title":401,"ctaLink":402,"ctaLabel":79,"subtitle":79,"component":398,"highlighted":60},"i-ace41243-c22e-4941-8dc9-33a4a3eb7f90","Key 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budgeting, resource planning, CRM",{"_uid":449,"icon":79,"text":450,"component":423},"i-d8bc7bde-a4c7-496a-b221-c5f640ccf998","Xero, QuickBooks Online and others",{"_uid":452,"icon":79,"text":453,"component":423},"i-1be80653-b533-455d-a8dd-b4e6f47e4dca","Essential: $10\u002Fuser\u002Fmonth billed yearly",[455],{"_uid":456,"title":457,"tooltip":79,"component":437},"i-7324be8d-f30d-43b7-be99-83741813f190","Productive",{"_uid":459,"cols":460,"header":473,"component":438},"i-8b7441bb-f3d0-47ea-83da-c1612275b900",[461,464,467,470],{"_uid":462,"icon":79,"text":463,"component":423},"i-95aed537-95aa-4bbe-aef6-955f84629e76","Agencies assembling a modular system",{"_uid":465,"icon":79,"text":466,"component":423},"i-aca09304-c6e0-4745-87f8-94d0fed78571","Eight apps, retainer management, quote and budget builder",{"_uid":468,"icon":79,"text":469,"component":423},"i-dad13fb5-d09f-4e75-8424-aeb956b41536","QuickBooks, Xero, Exact Online, Sage 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Do, Deliver, Track, Resource, Sell, Estimate, Spend and Invoice cover tasks, projects, time, bookings, pipeline, quotes, bills and billing.",{"type":102,"attrs":1060,"content":1061},{"textAlign":57},[1062],{"text":1063,"type":106},"Retainer management lives in Deliver and labor cost tracking lives in Track, so retainer burn and cost read together once both apps are on. Scoro keeps finance and receipt accounts but no full general ledger. QuickBooks, Xero, Exact Online and Sage Intacct integrations carry the books, with some included in specific apps and others charged as extras.",{"type":102,"attrs":1065,"content":1066},{"textAlign":57},[1067],{"text":1068,"type":106},"Scoro suits agencies that want to assemble a system module by module and have someone in-house to own that configuration. 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Annual billing gives a 13% to 17% discount.",{"type":96,"content":1110},[1111,1122,1133,1143],{"type":99,"content":1112},[1113],{"type":102,"attrs":1114,"content":1115},{"textAlign":57},[1116,1120],{"text":1117,"type":106,"marks":1118},"Time-billing combination:",[1119],{"type":109},{"text":1121,"type":106}," From $17\u002Fuser\u002Fmonth (listed price; min 5 users)",{"type":99,"content":1123},[1124],{"type":102,"attrs":1125,"content":1126},{"textAlign":57},[1127,1131],{"text":1128,"type":106,"marks":1129},"Projects & Resources combination:",[1130],{"type":109},{"text":1132,"type":106}," $29\u002Fuser\u002Fmonth (listed price)",{"type":99,"content":1134},[1135],{"type":102,"attrs":1136,"content":1137},{"textAlign":57},[1138,1142],{"text":1139,"type":106,"marks":1140},"Quote to Cash combination:",[1141],{"type":109},{"text":1132,"type":106},{"type":99,"content":1144},[1145],{"type":102,"attrs":1146,"content":1147},{"textAlign":57},[1148,1152],{"text":1149,"type":106,"marks":1150},"End-to-end combination:",[1151],{"type":109},{"text":1153,"type":106}," $57\u002Fuser\u002Fmonth (listed price)",{"type":191,"attrs":1155,"content":1156},{"level":193,"textAlign":57},[1157],{"text":495,"type":106,"marks":1158},[1159,1161,1164],{"type":199,"attrs":1160},{"color":79},{"type":202,"attrs":1162},{"id":1163},"function-point",{"type":109},{"type":102,"attrs":1166,"content":1167},{"textAlign":57},[1168],{"type":570,"attrs":1169},{"id":1170,"alt":79,"src":1171,"title":1172,"source":79,"copyright":79,"meta_data":1173},233160212031393,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F1024x643\u002F6ca89554e2\u002Fpm-optimize-agency-1-1024x643.webp","Source: Function Point",{"alt":79,"size":1174,"title":1172,"source":79,"copyright":79},"1024x643",{"type":102,"attrs":1176,"content":1177},{"textAlign":57},[1178],{"text":1179,"type":106},"If native accounting is the reason you bought Workamajig, Function Point is the closest creative-agency swap, minus the ledger. It's built for advertising, design, digital, PR, production and in-house creative teams.",{"type":102,"attrs":1181,"content":1182},{"textAlign":57},[1183],{"text":1184,"type":106},"Creative briefs, blended estimates with custom rate cards, forecasting by role and staff, retainer management and batch invoicing cover the agency basics. Business reporting adds profitability and margin projection, and a client portal handles collaboration. Invoicing syncs to QuickBooks Online and Desktop, but only on the Optimize plan, and no Xero integration is listed.",{"type":102,"attrs":1186,"content":1187},{"textAlign":57},[1188],{"text":1189,"type":106},"Check first which QuickBooks your finance team runs, and whether Function Point's Optimize pricing still works at your headcount, since that plan carries the sync. If finance runs Xero, that's a harder stop.",{"type":102,"attrs":1191,"content":1192},{"textAlign":57},[1193],{"text":811,"type":106,"marks":1194},[1195],{"type":109},{"type":96,"content":1197},[1198,1205,1212,1219],{"type":99,"content":1199},[1200],{"type":102,"attrs":1201,"content":1202},{"textAlign":57},[1203],{"text":1204,"type":106},"Onboarding fee for new customers.",{"type":99,"content":1206},[1207],{"type":102,"attrs":1208,"content":1209},{"textAlign":57},[1210],{"text":1211,"type":106},"Higher per-seat price than most tools on this list.",{"type":99,"content":1213},[1214],{"type":102,"attrs":1215,"content":1216},{"textAlign":57},[1217],{"text":1218,"type":106},"QuickBooks sync, custom reports and data visualization only on Optimize.",{"type":99,"content":1220},[1221],{"type":102,"attrs":1222,"content":1223},{"textAlign":57},[1224],{"text":1225,"type":106},"No Xero integration and no native proofing listed.",{"type":102,"attrs":1227,"content":1228},{"textAlign":57},[1229],{"text":834,"type":106,"marks":1230},[1231],{"type":109},{"type":96,"content":1233},[1234,1245],{"type":99,"content":1235},[1236],{"type":102,"attrs":1237,"content":1238},{"textAlign":57},[1239,1243],{"text":1240,"type":106,"marks":1241},"Standardize:",[1242],{"type":109},{"text":1244,"type":106}," $53\u002Fuser\u002Fmonth (billed annually; $58 billed monthly; onboarding fee for new customers)",{"type":99,"content":1246},[1247],{"type":102,"attrs":1248,"content":1249},{"textAlign":57},[1250,1253],{"text":878,"type":106,"marks":1251},[1252],{"type":109},{"text":1254,"type":106}," $62\u002Fuser\u002Fmonth (billed annually; $68 billed monthly; adds QuickBooks Online + BI reporting)",{"type":191,"attrs":1256,"content":1257},{"level":193,"textAlign":57},[1258],{"text":514,"type":106,"marks":1259},[1260,1262,1265],{"type":199,"attrs":1261},{"color":79},{"type":202,"attrs":1263},{"id":1264},"ravetree",{"type":109},{"type":102,"attrs":1267,"content":1268},{"textAlign":57},[1269],{"type":570,"attrs":1270},{"id":57,"alt":1271,"src":1272,"title":927,"source":1273,"copyright":57,"meta_data":1274},"Ravetree projects timeline view","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F0x0\u002F5c9adafc1b\u002Fravetree-projects-timeline-view.png","https:\u002F\u002Fwww.g2.com\u002Fproducts\u002Fravetree\u002Freviews",{},{"type":102,"attrs":1276,"content":1277},{"textAlign":57},[1278],{"text":1279,"type":106},"Picture a studio where every deliverable passes several rounds of client sign-off before it ships. Ravetree's File Approvals build multi-tiered approval workflows into the same system that holds budgets, retainers and resourcing.",{"type":102,"attrs":1281,"content":1282},{"textAlign":57},[1283],{"text":1284,"type":106},"Integrated CRM, client portals, requests, time and expense tracking and resource management with capacity planning round it out. Ravetree also advertises free onboarding, training and support, which lightens the setup load for a small operations team.",{"type":102,"attrs":1286,"content":1287},{"textAlign":57},[1288],{"text":1289,"type":106},"Billing and invoicing are covered, but the site doesn't detail accounting integrations. Check which ones it supports for your stack before you shortlist it, because that answer decides whether your ledger question is solved.",{"type":102,"attrs":1291,"content":1292},{"textAlign":57},[1293],{"text":811,"type":106,"marks":1294},[1295],{"type":109},{"type":96,"content":1297},[1298,1305,1312],{"type":99,"content":1299},[1300],{"type":102,"attrs":1301,"content":1302},{"textAlign":57},[1303],{"text":1304,"type":106},"One plan only, with no free or tiered options.",{"type":99,"content":1306},[1307],{"type":102,"attrs":1308,"content":1309},{"textAlign":57},[1310],{"text":1311,"type":106},"Cheapest rate requires yearly billing.",{"type":99,"content":1313},[1314],{"type":102,"attrs":1315,"content":1316},{"textAlign":57},[1317],{"text":1318,"type":106},"Accounting integrations aren't detailed on the site.",{"type":102,"attrs":1320,"content":1321},{"textAlign":57},[1322],{"text":834,"type":106,"marks":1323},[1324],{"type":109},{"type":96,"content":1326},[1327],{"type":99,"content":1328},[1329],{"type":102,"attrs":1330,"content":1331},{"textAlign":57},[1332,1336],{"text":1333,"type":106,"marks":1334},"Single plan:",[1335],{"type":109},{"text":1337,"type":106}," $29\u002Fuser\u002Fmonth (billed yearly; $34 quarterly, $39 monthly)",{"type":191,"attrs":1339,"content":1340},{"level":193,"textAlign":57},[1341],{"text":533,"type":106,"marks":1342},[1343,1345,1348],{"type":199,"attrs":1344},{"color":79},{"type":202,"attrs":1346},{"id":1347},"accelo",{"type":109},{"type":102,"attrs":1350,"content":1351},{"textAlign":57},[1352],{"type":570,"attrs":1353},{"id":57,"alt":1354,"src":1355,"title":927,"source":1356,"copyright":57,"meta_data":1357},"Accelo project management view","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F0x0\u002Fbf43015804\u002Faccelo-project-management.png","https:\u002F\u002Fwww.g2.com\u002Fproducts\u002Faccelo\u002Freviews",{},{"type":102,"attrs":1359,"content":1360},{"textAlign":57},[1361],{"text":1362,"type":106},"Fifteen users is the minimum Accelo sells, which tells you who it's built for. It's a PSA connecting projects, resourcing, time tracking and financials for service firms at that size and up.",{"type":102,"attrs":1364,"content":1365},{"textAlign":57},[1366],{"text":1367,"type":106},"Project Financials runs fixed-fee projects and ongoing retainers side by side, with hourly work alongside. Resourcing and capacity planning, business intelligence, a CRM and predictive AI sit on top, and Accelo now includes Forecast, which it acquired.",{"type":102,"attrs":1369,"content":1370},{"textAlign":57},[1371],{"text":1372,"type":106},"Accelo handles invoicing and integrates with accounting tools, with no native general ledger. Ask Accelo to confirm its QuickBooks or Xero integration in the demo, since your finance stack decides whether the switch works.",{"type":102,"attrs":1374,"content":1375},{"textAlign":57},[1376],{"text":811,"type":106,"marks":1377},[1378],{"type":109},{"type":96,"content":1380},[1381,1388,1395],{"type":99,"content":1382},[1383],{"type":102,"attrs":1384,"content":1385},{"textAlign":57},[1386],{"text":1387,"type":106},"Minimum of 15 users.",{"type":99,"content":1389},[1390],{"type":102,"attrs":1391,"content":1392},{"textAlign":57},[1393],{"text":1394,"type":106},"Quote-only pricing based on team size and growth goals.",{"type":99,"content":1396},[1397],{"type":102,"attrs":1398,"content":1399},{"textAlign":57},[1400],{"text":1401,"type":106},"No native proofing mentioned.",{"type":102,"attrs":1403,"content":1404},{"textAlign":57},[1405],{"text":834,"type":106,"marks":1406},[1407],{"type":109},{"type":96,"content":1409},[1410],{"type":99,"content":1411},[1412],{"type":102,"attrs":1413,"content":1414},{"textAlign":57},[1415,1419],{"text":1416,"type":106,"marks":1417},"All plans:",[1418],{"type":109},{"text":1420,"type":106}," Pricing available on request",{"type":191,"attrs":1422,"content":1423},{"level":193,"textAlign":57},[1424],{"text":551,"type":106,"marks":1425},[1426,1428,1431],{"type":199,"attrs":1427},{"color":79},{"type":202,"attrs":1429},{"id":1430},"kantata",{"type":109},{"type":102,"attrs":1433,"content":1434},{"textAlign":57},[1435],{"type":570,"attrs":1436},{"id":1437,"alt":79,"src":1438,"title":1439,"source":79,"copyright":79,"meta_data":1440},21562598,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F1770x966\u002Fb8502c3a0e\u002Fkantata.png","Source: Kantata",{"alt":79,"title":1439,"source":79,"copyright":79},{"type":102,"attrs":1442,"content":1443},{"textAlign":57},[1444],{"text":1445,"type":106},"When the hardest question in your week is who, across several teams, has the right skills free next quarter, Kantata is built for it. Formerly Mavenlink, it's a PSA for mid-size and larger services firms.",{"type":102,"attrs":1447,"content":1448},{"textAlign":57},[1449],{"text":1450,"type":106},"Resource management and forecasting by role, skill and utilization is its core strength. Financial management covers invoicing and revenue risk. Kantata OX is open and API-first, while Kantata SX runs natively on Salesforce with multi-entity revenue recognition.",{"type":102,"attrs":1452,"content":1453},{"textAlign":57},[1454,1456,1468],{"text":1455,"type":106},"There's no native general ledger; Kantata integrates with QuickBooks, NetSuite and Xero, plus Salesforce. Get the implementation scope in writing before you sign. Our ",{"text":1457,"type":106,"marks":1458},"Kantata alternatives",[1459],{"type":177,"attrs":1460},{"href":1461,"uuid":1462,"anchor":57,"target":57,"linktype":181,"story":1463},"\u002Fblog\u002Fkantata-alternatives\u002F","ba3a499f-4db9-4785-9027-4879429c922d",{"name":1464,"id":1465,"uuid":1462,"slug":1466,"url":1467,"full_slug":1467,"_stopResolving":187},"7 Best Kantata Alternatives for Professional Services (2026)",202730535712242,"kantata-alternatives","blog\u002Fkantata-alternatives",{"text":1469,"type":106}," guide covers the trade-offs in detail.",{"type":102,"attrs":1471,"content":1472},{"textAlign":57},[1473],{"text":811,"type":106,"marks":1474},[1475],{"type":109},{"type":96,"content":1477},[1478,1485,1492],{"type":99,"content":1479},[1480],{"type":102,"attrs":1481,"content":1482},{"textAlign":57},[1483],{"text":1484,"type":106},"Quote-only pricing tailored to company size and goals.",{"type":99,"content":1486},[1487],{"type":102,"attrs":1488,"content":1489},{"textAlign":57},[1490],{"text":1491,"type":106},"Implementation time varies with size and complexity, and buyers are steered toward its consulting team.",{"type":99,"content":1493},[1494],{"type":102,"attrs":1495,"content":1496},{"textAlign":57},[1497],{"text":1498,"type":106},"No native proofing offered.",{"type":102,"attrs":1500,"content":1501},{"textAlign":57},[1502],{"text":834,"type":106,"marks":1503},[1504],{"type":109},{"type":96,"content":1506},[1507],{"type":99,"content":1508},[1509],{"type":102,"attrs":1510,"content":1511},{"textAlign":57},[1512,1515],{"text":1416,"type":106,"marks":1513},[1514],{"type":109},{"text":1420,"type":106},{"type":191,"attrs":1517,"content":1518},{"level":193,"textAlign":57},[1519],{"text":1520,"type":106,"marks":1521},"Where should your ledger live? A three-question switching test",[1522,1524,1527],{"type":199,"attrs":1523},{"color":79},{"type":202,"attrs":1525},{"id":1526},"where-should-your-ledger-live-a-three-question-switching-test",{"type":109},{"type":102,"attrs":1529,"content":1530},{"textAlign":57},[1531],{"text":1532,"type":106},"Most agencies don't need a ledger inside their agency system at all, and none of the seven alternatives tries to rebuild Workamajig's. Once your accounting integration is confirmed, the switch comes down to three answers.",{"type":102,"attrs":1534,"content":1535},{"textAlign":57},[1536],{"text":1537,"type":106,"marks":1538},"The three-question Workamajig switching test",[1539],{"type":109},{"type":1541,"attrs":1542,"content":1544},"ordered_list",{"order":1543},1,[1545,1556,1567],{"type":99,"content":1546},[1547],{"type":102,"attrs":1548,"content":1549},{"textAlign":57},[1550,1554],{"text":1551,"type":106,"marks":1552},"Where does finance close the books?",[1553],{"type":109},{"text":1555,"type":106}," If finance exports to QuickBooks or Xero anyway, a native ledger isn't earning its place.",{"type":99,"content":1557},[1558],{"type":102,"attrs":1559,"content":1560},{"textAlign":57},[1561,1565],{"text":1562,"type":106,"marks":1563},"Who needs to see retainer burn, and how often?",[1564],{"type":109},{"text":1566,"type":106}," Weekly checks need time-linked budgets with alerts; monthly reviews work in most tools.",{"type":99,"content":1568},[1569],{"type":102,"attrs":1570,"content":1571},{"textAlign":57},[1572,1576],{"text":1573,"type":106,"marks":1574},"How much setup can your team absorb?",[1575],{"type":109},{"text":1577,"type":106}," Count seat minimums, onboarding fees and quote-only sales cycles before you count features.",{"type":102,"attrs":1579,"content":1580},{"textAlign":57},[1581,1583,1589],{"text":1582,"type":106},"Question one matters more than it looks. Workamajig averages 3.8 out of 5 from 351 reviews on ",{"text":1584,"type":106,"marks":1585},"Capterra",[1586],{"type":177,"attrs":1587},{"href":1588,"uuid":57,"anchor":57,"target":57,"linktype":791},"https:\u002F\u002Fwww.capterra.com\u002Fp\u002F10533\u002FWorkamajig\u002Freviews\u002F",{"text":1590,"type":106},", and reviewer sentiment splits along this exact line.",{"type":102,"attrs":1592,"content":1593},{"textAlign":57},[1594],{"text":1595,"type":106},"One project manager there named the missing QuickBooks connection as the biggest drawback, because it broke the flow between Workamajig and accounting. A controller on the same page rated it the best platform they'd used for running agency projects and centralized accounting together. Both are right, for different finance teams.",{"type":102,"attrs":1597,"content":1598},{"textAlign":57},[1599],{"text":1600,"type":106},"Question three is where ease of use bites: Capterra reviewers score Workamajig 3.3 out of 5 on ease of use. Whatever you move to, budget for training time as well as licenses.",{"type":102,"attrs":1602,"content":1603},{"textAlign":57},[1604],{"text":1605,"type":106},"Client reporting on my accounts was built by hand, every client wanted a different format, and those hours never reached an invoice. In any trial, time how long a client-ready status view of one retainer takes, because that number says more than a feature tour.",{"type":102,"attrs":1607,"content":1608},{"textAlign":57},[1609],{"text":1610,"type":106},"Choose Teamwork.com when finance already runs QuickBooks or Xero and you want retainer burn and capacity visible every week. Choose Function Point when you want the closest creative all-in-one and run QuickBooks. Choose Ravetree when multi-round proofing drives your delivery.",{"type":102,"attrs":1612,"content":1613},{"textAlign":57},[1614],{"text":1615,"type":106},"Choose Productive or Scoro when you want a modular system and have someone to own its configuration. Choose Accelo or Kantata when you have 15 or more users and the budget for a guided implementation.",{"type":102,"attrs":1617,"content":1618},{"textAlign":57},[1619,1621,1633],{"text":1620,"type":106},"Stay on Workamajig if you run media buying with complex vendor payables and want them in the same general ledger as your projects. Before any move, run today's numbers through our ",{"text":1622,"type":106,"marks":1623},"billable utilization calculator",[1624],{"type":177,"attrs":1625},{"href":1626,"uuid":1627,"anchor":57,"target":57,"linktype":181,"story":1628},"\u002Fresources\u002Fcalculators\u002Fbillable-utilization-rate\u002F","931a7a08-9356-40b1-85ac-d0b408a91fb5",{"name":1629,"id":1630,"uuid":1627,"slug":1631,"url":1632,"full_slug":1632,"_stopResolving":187},"Billable Utilization Rate Calculator",686119504,"billable-utilization-rate","resources\u002Fcalculators\u002Fbillable-utilization-rate",{"text":1634,"type":106}," so you have a baseline to compare against.",{"type":102,"attrs":1636,"content":1637},{"textAlign":57},[1638],{"text":1639,"type":106},"Another migration is tiring, especially for a team that still remembers the last one. Answer all three questions before you book a demo, and you'll only sit through the ones that fit.",{"type":191,"attrs":1641,"content":1642},{"level":193,"textAlign":57},[1643],{"text":1644,"type":106,"marks":1645},"Why Teamwork.com stands out for Workamajig alternatives",[1646,1648,1651],{"type":199,"attrs":1647},{"color":79},{"type":202,"attrs":1649},{"id":1650},"why-teamwork-com-stands-out-for-workamajig-alternatives",{"type":109},{"type":102,"attrs":1653,"content":1654},{"textAlign":57},[1655],{"text":1656,"type":106},"Teamwork.com answers the ledger question by leaving the books where finance wants them and putting live margin where delivery happens. Time, cost rates, budgets and capacity are captured as your team works, and invoices pass to QuickBooks or Xero. That makes it the fit for agencies whose finance team closes the books outside the agency system.",{"type":102,"attrs":1658,"content":1659},{"textAlign":57},[1660,1664],{"text":1661,"type":106,"marks":1662},"Keep the books where finance wants them:",[1663],{"type":109},{"text":1665,"type":106}," Re-keying job data into accounting is where billable hours go missing. Teamwork.com builds client invoices from logged time and passes them to QuickBooks or Xero, so the ledger, AP and AR stay untouched. Finance keeps its close process, and you keep a margin view that matches what was billed.",{"type":102,"attrs":1667,"content":1668},{"textAlign":57},[1669,1673],{"text":1670,"type":106,"marks":1671},"See retainer burn the week it happens:",[1672],{"type":109},{"text":1674,"type":106}," Over-servicing hides when retainer hours and cost rates live in different places. Retainer Management tracks each retainer against logged time and sends a notification when spend reaches the amount you set. On Optimize, the Profitability report shows revenue, cost and margin by client, so the next retainer price starts from actual delivery cost.",{"type":102,"attrs":1676,"content":1677},{"textAlign":57},[1678,1682,1684,1695],{"text":1679,"type":106,"marks":1680},"Say yes to the next campaign with capacity in view:",[1681],{"type":109},{"text":1683,"type":106}," Booking a new campaign onto a full team is how retainers slide into over-servicing. The Workload Planner shows live capacity, and ",{"text":1685,"type":106,"marks":1686},"Tentative Projects",[1687],{"type":177,"attrs":1688},{"href":1689,"uuid":1690,"anchor":57,"target":57,"linktype":181,"story":1691},"\u002Fproduct\u002Fresource-management\u002Ftentative-projects\u002F","9b61183f-4de9-4541-854a-1ce2ca7a4e4e",{"name":1685,"id":1692,"uuid":1690,"slug":1693,"url":1694,"full_slug":1694,"_stopResolving":187},151716866956635,"tentative-projects","product\u002Fresource-management\u002Ftentative-projects",{"text":1696,"type":106}," hold soft allocations for pipeline work, so you see existing bookings before committing anyone. HubSpot deals sync by stage, turning a likely win into planned capacity.",{"type":102,"attrs":1698,"content":1699},{"textAlign":57},[1700,1702,1714],{"text":1701,"type":106},"Teamwork.com customers see an average ",{"text":1703,"type":106,"marks":1704},"22% gain in billable utilization",[1705],{"type":177,"attrs":1706},{"href":1707,"uuid":1708,"anchor":57,"target":57,"linktype":181,"story":1709},"\u002Fproduct\u002Fresource-management\u002Fteam-utilization\u002F","24ecc64e-06f7-4440-a913-83c6eb37ecbc",{"name":1710,"id":1711,"uuid":1708,"slug":1712,"url":1713,"full_slug":1713,"_stopResolving":187},"Team Utilization",73897278526196,"team-utilization","product\u002Fresource-management\u002Fteam-utilization",{"text":1715,"type":106}," in their first year. For a Workamajig replacement, that's billable time recovered on top of the live margin view. Delivery agents for repeatable work are in development and coming to Teamwork.com.",{"type":102,"attrs":1717,"content":1718},{"textAlign":57},[1719],{"text":1720,"type":106},"Project tools can't manage the money, and teams resist traditional PSAs. Teamwork.com gives you PSA-grade financials in a platform your team actually wants to use. Wherever your ledger lives, margin belongs in the system your team opens every day.",{"type":86,"attrs":1722},{"id":1723,"body":1724},"b21a5e04-3898-419c-866d-207493c1fe60",[1725],{"_uid":1726,"text":1727,"ctaLink":1728,"ctaLabel":906,"component":1729,"openInNewTab":60,"backgroundColor":1730},"i-42c488a4-2649-4756-b70e-5bb28b647a9f","Test retainer tracking against your own accounts today",{"id":79,"url":905,"linktype":791,"fieldtype":397,"cached_url":905},"storyBannerCta","purple",{"type":191,"attrs":1732,"content":1733},{"level":193,"textAlign":57},[1734],{"text":1735,"type":106,"marks":1736},"FAQs about Workamajig alternatives",[1737,1739,1742],{"type":199,"attrs":1738},{"color":79},{"type":202,"attrs":1740},{"id":1741},"faqs-about-workamajig-alternatives",{"type":109},{"type":86,"attrs":1744},{"id":1745,"body":1746},"ac18c451-b70c-4ad9-97ae-fd5e6c13ed06",[1747],{"_uid":1748,"items":1749,"component":1829},"i-5995139a-b22b-4a78-a97f-2c152af1f799",[1750,1765,1779,1801,1815],{"_uid":1751,"open":60,"answer":1752,"question":1758,"component":1764},"i-e0884426-6b93-43db-b9c2-b0b4cc71dd8e",{"type":82,"content":1753},[1754],{"type":102,"content":1755},[1756],{"text":1757,"type":106},"Workamajig is agency management software with a sales CRM module built in. That module sits alongside projects, resourcing, time tracking and native accounting. Agencies that already run HubSpot or Salesforce usually keep that CRM and connect it to their delivery system, so pipeline data stays where sales works.",{"type":82,"content":1759},[1760],{"type":102,"content":1761},[1762],{"text":1763,"type":106},"Is Workamajig a CRM?","TwFAQItem",{"_uid":1766,"open":60,"answer":1767,"question":1773,"component":1764},"i-6497624f-d9c1-495c-b4aa-38dbabc2ff0b",{"type":82,"content":1768},[1769],{"type":102,"content":1770},[1771],{"text":1772,"type":106},"The best fit depends on proofing volume and where your books live. Creative agencies need briefs, approvals, retainers and resourcing in one view, so check proofing first. Teamwork.com pairs Proofs with retainer budgets and QuickBooks or Xero, while Function Point and Ravetree lean harder on creative-agency workflows.",{"type":82,"content":1774},[1775],{"type":102,"content":1776},[1777],{"text":1778,"type":106},"What is the best alternative to Workamajig for a creative agency?",{"_uid":1780,"open":60,"answer":1781,"question":1795,"component":1764},"i-256c99b7-3055-4f92-bc77-17c655380e18",{"type":82,"content":1782},[1783],{"type":102,"content":1784},[1785,1787,1793],{"text":1786,"type":106},"Most include invoicing but not a ",{"text":1788,"type":106,"marks":1789},"general ledger",[1790],{"type":177,"attrs":1791},{"href":1792,"uuid":57,"anchor":57,"target":57,"linktype":791},"https:\u002F\u002Fwww.law.cornell.edu\u002Fwex\u002Fgeneral_ledger",{"text":1794,"type":106},", the main accounting ledger where accounts are debited and credited and financial statements are built. Invoicing only turns logged time and fixed fees into bills. None of the seven keeps a native ledger like Workamajig; five list integrations with accounting software such as QuickBooks or Xero, and Ravetree and Accelo should confirm theirs.",{"type":82,"content":1796},[1797],{"type":102,"content":1798},[1799],{"text":1800,"type":106},"Do Workamajig alternatives include accounting?",{"_uid":1802,"open":60,"answer":1803,"question":1809,"component":1764},"i-e83339f4-8652-4aba-958b-9ef0b440eb58",{"type":82,"content":1804},[1805],{"type":102,"content":1806},[1807],{"text":1808,"type":106},"Timelines depend on how much history you move and how many integrations you connect, so no vendor figure fits every agency. Moving active projects, open retainers, rate cards and your client list first keeps the scope small. Closed jobs and past ledger entries can stay archived where they already live.",{"type":82,"content":1810},[1811],{"type":102,"content":1812},[1813],{"text":1814,"type":106},"How long does it take to switch from Workamajig?",{"_uid":1816,"open":60,"answer":1817,"question":1823,"component":1764},"i-6800671f-8f32-438f-89b0-c8b743d9e58d",{"type":82,"content":1818},[1819],{"type":102,"content":1820},[1821],{"text":1822,"type":106},"Yes. Teamwork.com connects to QuickBooks on the Accelerate plan, and Xero is listed among its integrations on the pricing page. Invoices built from logged time pass to your accounting software, which keeps the ledger, and NetSuite and Salesforce connections come with Optimize.",{"type":82,"content":1824},[1825],{"type":102,"content":1826},[1827],{"text":1828,"type":106},"Does Teamwork.com integrate with QuickBooks and Xero?","TwFAQ",{"id":1831,"alt":79,"name":79,"focus":79,"title":79,"source":79,"filename":1832,"copyright":79,"fieldtype":1833,"meta_data":1834,"is_external_url":60},18618491,"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F99519\u002F1080x608\u002Fb3add95434\u002Fblog-hero-agile-workflows.png","asset",{},"7 Best Workamajig alternatives for agencies in 2026",{"name":1837,"created_at":1838,"published_at":1839,"updated_at":1840,"id":1841,"uuid":1842,"content":1843,"slug":1987,"full_slug":1988,"sort_by_date":57,"position":1989,"tag_list":1990,"is_startpage":60,"parent_id":1991,"meta_data":57,"group_id":1992,"first_published_at":1993,"release_id":57,"lang":64,"path":57,"alternates":1994,"default_full_slug":57,"translated_slugs":57,"_stopResolving":187},"Ben Brigden","2023-08-07T20:54:44.436Z","2026-03-16T15:28:04.143Z","2026-03-16T15:28:04.160Z",351765920,"7feda4fe-0d79-45ab-ba89-1e177b0005d9",{"bio":1844,"seo":1845,"_uid":1848,"body":1849,"name":1837,"role":1847,"picture":1977,"sidebar":1981,"linkedin":1982,"component":1984,"afterArticles":1985,"beforeArticles":1986},"Ben is a Content Marketing Manager at Teamwork.com. He’s spent the past 10 years writing for agencies and SaaS companies, mostly about tech, tools, and smarter ways to work. He loves breaking down trends, sharing hacks, and helping to make work life a bit less chaotic.",{"_uid":1846,"title":1847,"plugin":77,"og_image":79,"og_title":79,"description":1844,"og_image_type":79,"twitter_image":79,"twitter_title":79,"og_description":79,"twitter_description":79},"459d5f87-86b8-4a1d-a690-e3dd2f51c723","Content Marketing Manager","28f18d93-79f5-4a41-a7af-4f885059fed1",{"type":82,"content":1850},[1851,1858,1863,1868,1875,1880,1885,1890,1897,1902,1959],{"type":191,"attrs":1852,"content":1853},{"level":193,"textAlign":57},[1854],{"text":1855,"type":106,"marks":1856},"About Ben",[1857],{"type":109},{"type":102,"attrs":1859,"content":1860},{"textAlign":57},[1861],{"text":1862,"type":106},"Ben Brigden is a Content Marketing Manager at Teamwork.com, where he focuses on making sense of the often messy, always evolving world of project management and work tech. With around 10 years’ experience writing for agencies and SaaS companies, he specialises in turning complex ideas into practical, easy-to-follow content that helps teams work with more clarity (and a little less chaos).",{"type":102,"attrs":1864,"content":1865},{"textAlign":57},[1866],{"text":1867,"type":106},"Ben’s writing blends best-practice advice, workflow guidance, tool reviews, and explanatory guides for project-based and client-service teams. Whether he’s unpacking a project management methodology, comparing two tools that do almost-but-not-quite the same thing, or mapping out a resource-planning process, his goal is simple: help people understand their options, make confident decisions, and build better ways of working.",{"type":191,"attrs":1869,"content":1870},{"level":193,"textAlign":57},[1871],{"text":1872,"type":106,"marks":1873},"Experience",[1874],{"type":109},{"type":102,"attrs":1876,"content":1877},{"textAlign":57},[1878],{"text":1879,"type":106},"Ben started his career in corporate communications, working with clients across tech, finance, and retail. That early experience taught him how to simplify ideas, structure messages clearly, and write for people who don’t have time to wade through jargon.",{"type":102,"attrs":1881,"content":1882},{"textAlign":57},[1883],{"text":1884,"type":106},"He later moved into SaaS, where he developed full-funnel content programs across SEO, demand generation, webinars, and thought leadership. This is where he found his stride: writing content that helps real teams solve real problems — from improving workflows to choosing the right tools for the job.",{"type":102,"attrs":1886,"content":1887},{"textAlign":57},[1888],{"text":1889,"type":106},"At Teamwork.com, he brings all of that experience together. His work sits at the intersection of process, technology, and human behaviour, helping readers navigate everything from the fundamentals of project planning to the newest trends in AI-powered productivity.",{"type":191,"attrs":1891,"content":1892},{"level":193,"textAlign":57},[1893],{"text":1894,"type":106,"marks":1895},"What Ben writes about",[1896],{"type":109},{"type":102,"attrs":1898,"content":1899},{"textAlign":57},[1900],{"text":1901,"type":106},"Ben covers the challenges teams face when juggling clients, deadlines, tools, and competing priorities. His content spans a wide range of topics, including:",{"type":96,"content":1903},[1904,1915,1926,1937,1948],{"type":99,"content":1905},[1906],{"type":102,"attrs":1907,"content":1908},{"textAlign":57},[1909,1913],{"text":1910,"type":106,"marks":1911},"Project management methodologies and workflows: ",[1912],{"type":109},{"text":1914,"type":106},"Guides on the everyday processes that keep teams organized and happy. ",{"type":99,"content":1916},[1917],{"type":102,"attrs":1918,"content":1919},{"textAlign":57},[1920,1924],{"text":1921,"type":106,"marks":1922},"Resource and capacity planning:",[1923],{"type":109},{"text":1925,"type":106}," Practical advice for forecasting workloads, managing availability, and avoiding burnout across busy teams.",{"type":99,"content":1927},[1928],{"type":102,"attrs":1929,"content":1930},{"textAlign":57},[1931,1935],{"text":1932,"type":106,"marks":1933},"Tools and software:",[1934],{"type":109},{"text":1936,"type":106}," In-depth reviews and comparisons of project management tools, productivity software, PSA and MSP software, and other systems teams rely on to get work done.",{"type":99,"content":1938},[1939],{"type":102,"attrs":1940,"content":1941},{"textAlign":57},[1942,1946],{"text":1943,"type":106,"marks":1944},"Client service management and operations: ",[1945],{"type":109},{"text":1947,"type":106},"Advice on onboarding clients, managing communication, improving profitability, and building smooth-running systems that support both teams and clients. ",{"type":99,"content":1949},[1950],{"type":102,"attrs":1951,"content":1952},{"textAlign":57},[1953,1957],{"text":1954,"type":106,"marks":1955},"Leadership and team culture: ",[1956],{"type":109},{"text":1958,"type":106},"Content on leadership, hybrid and remote work, and the behaviours that help teams adapt in an ever-changing environment.",{"type":795,"content":1960},[1961,1968,1975],{"type":102,"attrs":1962,"content":1963},{"textAlign":57},[1964],{"text":1965,"type":106,"marks":1966},"Ben says...",[1967],{"type":109},{"type":102,"attrs":1969,"content":1970},{"textAlign":57},[1971],{"text":1972,"type":106,"marks":1973},"“The sheer volume of tools, workflows, and advice people face today can leave teams feeling more overwhelmed than empowered. When you’re not sure which processes actually matter or which tools genuinely fit your work, it becomes harder to stay organised, plan effectively, or make confident decisions about how your team operates. 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