Features - Agency Method
Features

Everything your creator business needs. In one place.

From the first brand conversation to the countersigned contract to the final paid invoice. Every feature designed around how creator businesses actually run - not how software companies think they should.

Built for creators who
Run their own deals
Chase their own payments
UK company · ICO registered
GDPR compliant · No lock-in
Deal and campaign management

Every deal, tracked from day one.

Log every brand opportunity the moment it lands. Track it through negotiation. When you mark a deal as won, Agency Method automatically creates the campaign and contract with no manual setup.

Deal pipeline - inbound and outbound across all stages with KPI cards showing active deals, pipeline value and conversion
Campaign and contract auto-creation - both triggered the moment a deal is marked as won
Brand conversations - log every touchpoint and convert to a deal in one click
7-step production checklist per deliverable from brief through to posted
All plans
Deals6 active
Active Deals
6
Won This Period
4
Won Value (ex VAT)
£28,700
Open Pipeline
£38,500
DealSourceStatusFee (ex VAT)Actions
Florette Spring Edit
Aurore Beauty
InboundWon£6,500Edit
Summer Escape Series
Cove London
InboundWon£9,000Edit
Winter Warmth Campaign
Maison Blanc
OutboundNegotiating£4,200
EditMark as Won
Florette Spring Edit · Aurore BeautyDraft
Agreed fee
£6,500
Payment terms
30 days
Exclusivity
Beauty · 60 days
Usage rights
Paid ads · 6 months
Preference comparison
Payment terms (30 days)Matches
Fee above minimumMatches
Usage rights (12 months)Exceeds preferred
Exclusivity (3 months)Matches
TerritoryNeeds review
Contracts

Upload, parse, sign. Done.

Upload a contract PDF and AI reads it automatically on Studio and House - filling in payment terms, usage rights, exclusivity clauses and go-live windows. Enter details manually on any plan. Send it for e-signature without leaving the app, or upload contracts signed elsewhere. AI compares terms against your preferred standards automatically.

AI parsing - 30+ fields extracted automatically on upload
Contract autoscan - automatically flag payment terms, usage rights and exclusivity clauses that don't match your preferred standards
In-app e-signature - legally binding, timestamped and IP address logged for both parties
Expiry tracking - contract, usage rights and exclusivity end dates all monitored with calendar reminders
Signing audit log - full timeline with timestamps, IP addresses and document hash per contract
Contract upload, manual entry and e-signature - all plansAI parsing + contract autoscan - Studio and above
Insights and analytics

Your numbers, without the manual work.

Connect your platforms on any plan to sync follower counts and profile data. Enter campaign insights manually or let Agency Method pull them automatically on House. Every metric is logged against the campaign it belongs to, with sponsored vs organic comparison built in.

Full auto-sync - views, reach, engagement rate, saves and more from Instagram, TikTok and YouTube
Sponsored vs organic comparison - automatically shows how campaign content performs against your own average
Campaign reports - branded PDF in one click on all plans. AI-generated highlights on House. Shareable link on Studio and above
Follower growth tracking - per-platform chart with delta vs previous sync on all plans
Manual entry + follower sync - all plansAuto-sync post metrics - House only
AnalyticsLast 30 days
Total views
163,240
Avg ER%
14.2%
Total reach
148,890
Campaign vs organic
Florette Spring Edit3.2x organic avg
Summer Escape Series2.8x organic avg
Winter Warmth Campaign4.1x organic avg
Instagram
342K
+1.2K
TikTok
218K
+3.4K
YouTube
94K
+890
Team2 members
SE
Sophie Edwards
Creator
Full access
LM
Laura Mitchell
Manager
Full access
JT
Jamie Taylor
Team member
Assigned campaigns
Task routing
Content due
CreatorManager
Go live
Creator
Send invoice
CreatorManager
Insights due
Team
Contract review
Manager
Team and permissions

Your whole operation, in one system.

Invite your manager or team members and give each one exactly the right level of access. 14 task types are individually assignable - so every person sees only what is routed to them, including in their own calendar feed.

Role-based access - Creator, Manager and Team Member each with granular permission control per feature area
Role-based iCal feeds - each person's calendar subscription shows only the tasks routed to them
Campaign chat - Global channel and per-campaign threads keep all comms in context
Data-layer enforcement - team members cannot retrieve campaigns they are not assigned to, at the API level
Studio: up to 2 team membersHouse: unlimited team members
Payment protection

Late payment handled. Professionally.

We know how common this is. Net 60 terms. PO numbers that never arrive. Invoices that quietly slip past their due date because nobody wants to be the one chasing. We built payment protection into every plan because creators deserve the same tools an agency would use on their behalf - without handing over 20% to get them.

Three-stage payment reminders - gentle, firm and final. Professionally worded, timestamped and logged. You never have to write a chase email again
Statutory interest claims - if an invoice goes overdue, raise a formal claim under UK law with one click. Interest calculated daily, PDF generated, sent directly to the brand
PO Clock - the moment content is posted, Agency Method starts chasing the PO number automatically. No more waiting weeks for a number you need before you can even invoice
Complete paper trail - every reminder, every PO chase, every claim. If a conversation ever needs to escalate, you have the full record
All plans
Back to Finance
PDF
Send to brand
Void
SIC-0003
Aurore Beauty - Florette Spring Edit
Sent
Original invoice
InvoiceAM-0047
Amount£6,500.00
Due date12 Feb 2026
Days overdue61 days
Interest calculation
BoE base rate3.75%
Statutory rate (base + 8%)11.75%
Daily rate on £6,500£2.09/day
Interest (61 days)£127.49
Fixed compensation£70.00
Total claim£197.49
Accruing £2.09 per day until paid
More features

Built for every part of the operation

Invoicing and payment protection

Auto-filled from deal data with brand details, fee and payment terms pre-populated. VAT, reverse charge and multi-currency all handled. Three-stage automated payment reminders - gentle, firm and final - each timestamped and logged.

Accounting sync

Invoices sync directly to Xero, QuickBooks or FreeAgent. Automatically marks invoices as paid when your accounting software confirms payment.

Campaign briefs

Three flows: upload a brand PDF and AI extracts every requirement on all plans, start from a platform-specific template, or upload your own file and AI fills in the gaps. Structured briefs for IG Reels, TikTok, Stories, Carousels and YouTube.

Live media kit

A full editorial media kit with synced follower counts, engagement rates, rate cards, audience demographics and brand testimonials. Share with one link with no login required for brands. Follower counts sync on all plans.

Calendar and iCal sync

Full monthly calendar with this-week strip and focus mode. Four separate iCal feeds (Creator/Manager/Team/All) sync to Apple Calendar or Google Calendar - each showing only that role's tasks.

Automated renewal outreach

Agency Method detects when contracts approach their end date and prompts you to re-engage. Customisable outreach and follow-up email templates with campaign performance data built in. Calendar reminders set automatically.

Quarterly business reports

See your quarter at a glance - income, deals won, pipeline value, brand partnerships and content delivered. Download a branded PDF report with your logo and share it with your accountant, manager or tax advisor.

Affiliate hub

Track all your affiliate networks, earnings, links and discount codes in one place. Log monthly earnings per network, build UTM-tagged tracking links, manage discount codes with expiry alerts and import earnings in bulk via CSV.

Brand mentions

Log organic posts where brands are mentioned and pull insights against them. Track gifted content performance and share results with brands to build stronger relationships.

Statutory interest claims

When an invoice goes overdue, raise a formal interest claim under UK law with one click. Agency Method calculates daily accruing interest automatically, generates a claim PDF and sends it directly to the brand. Every claim tracked from raised through to paid or voided.

PO Clock

The moment content is posted, Agency Method chases the PO number automatically. Branded emails sent on a schedule - first request, follow-up, final notice - with every step timestamped and logged against the invoice. No more waiting weeks for a number you need before you can raise the invoice.

Data import

Import existing deals, campaigns, contracts and unpaid invoices from Notion. Bring your full pipeline with you in minutes rather than starting from scratch.

Integrations

Connects with the tools you already use

Connect the platforms you create on, the accounting tools you use and the cloud storage you prefer. Everything flows in automatically.

Platform connections on all plans · Full insight sync on House · Xero, QuickBooks and FreeAgent on House · Calendar sync on all plans · Cloud storage on all plans

Get started

The infrastructure. None of the 20%.

A personal walkthrough tailored to your workflow, with a 14-day free trial ready before the call ends. Annual billing available - 3 months free.

Not ready to book? Try the free contract scanner - upload any brand contract and see what AI finds.