Your most demanding client
might be your least profitable.
Your billing report shows revenue. Incremenza shows profit — per client, per service line, after every hidden cost — and flags the accounts quietly draining your margins before the contract renews.
About 5 min · No signup required · Instant results
01INTELLIGENCEHalberd Strategy
Every number that matters — surfaced before you think to look.
Client Profitability
Your biggest client makes you 4% of your profit
Ironclad Media is 22% of revenue. Support hours and scope creep have quietly turned it into your lowest-margin engagement — and you're about to renew it.
Concentration Risk
One client is 58% of your revenue — and you never quantified it
You knew they were important. You didn't know they were existential. The fix starts with seeing the number.
Goal Tracking
Forecast to miss your $1.2M goal — margins half the industry average
Trajectory: $980K. Gross margin: 31% vs. 55% for agencies your size. Flagged in May — early enough to reprice.
Team Utilization
Your senior strategist is on 6 accounts — 2 are losing money
Hours logged exceed billed by 38%. The team member who looks busiest is being burned out on your lowest-margin work.
Anomaly Detection
Project costs spiked 28% last week — here's what caused it
A junior contractor was assigned without a budget cap. Caught Tuesday — before it ran for another two weeks.
Finds what you'd never think to look for.
02GUIDANCEHalberd Strategy
Recommendations built for your business — and ready to act on.
Playbook Triggered
Three clients moved to at-risk — here's your retention plan
Week 2 of 4
✓Identified the 3 clients driving margin decline
✓Mapped scope creep to specific engagement types
Your next steps
Reprice the lowest-margin engagement Add client profitability to quarterly goals Assign to Alex — Friday
· · · plan continues
Answers from your data
You
Which client should I reprice this quarter?
Incremenza
Ironclad Media. 22% of revenue, 4% of profit, and 6 unbilled scope changes in 90 days. Repricing to market rate adds $2,800/month.Open client profitability report
You
Why is my team always busy but nothing finishes?
Incremenza
Eight active engagements have no Accountable owner. Your senior strategist is on 6 accounts at once. Ownership is the issue, not capacity.Run utilization report
Adapts every week as your business changes.
03AUTOMATIONHalberd Strategy
The work that never stops — running without you.
Briefing
Weekly briefing — priorities, alerts and recommendations
Mon7:02 AM
Collections
4 overdue invoices chased — $18,200 recovered
$18,200 recovered
Renewals
Client renewal in 21 days — task auto-assigned to account owner
Task created
Scope tracking
Out-of-scope work flagged before it becomes unbilled hours
Alert sent
Time visibility
Hours over budget across 3 engagements — surfaced before write-off
Review ready
Classification
1,142 QuickBooks transactions classified automatically on connect
No setup needed
Adapts every week as your business changes.
INTELLIGENCEHalberd Strategy
Every number that matters — surfaced before you think to look.
Client Profitability
Your biggest client makes you 4% of your profit
Ironclad Media is 22% of revenue. Support hours and scope creep have quietly turned it into your lowest-margin engagement — and you're about to renew it.
Concentration Risk
One client is 58% of your revenue — and you never quantified it
You knew they were important. You didn't know they were existential. The fix starts with seeing the number.
Goal Tracking
Forecast to miss your $1.2M goal — margins half the industry average
Trajectory: $980K. Gross margin: 31% vs. 55% for agencies your size. Flagged in May — early enough to reprice.
Team Utilization
Your senior strategist is on 6 accounts — 2 are losing money
Hours logged exceed billed by 38%. The team member who looks busiest is being burned out on your lowest-margin work.
Anomaly Detection
Project costs spiked 28% last week — here's what caused it
A junior contractor was assigned without a budget cap. Caught Tuesday — before it ran for another two weeks.
GUIDANCEHalberd Strategy
Recommendations built for your business — and ready to act on.
Playbook Triggered
Three clients moved to at-risk — here's your retention plan
Week 2 of 4
✓Identified the 3 clients driving margin decline
✓Mapped scope creep to specific engagement types
Your next steps
Reprice the lowest-margin engagement
Add client profitability to quarterly goals
Assign to Alex — Friday
· · · plan continues
Answers from your data
You
Which client should I reprice this quarter?
Incremenza
Ironclad Media. 22% of revenue, 4% of profit, and 6 unbilled scope changes in 90 days. Repricing to market rate adds $2,800/month.
Open client profitability report
You
Why is my team always busy but nothing finishes?
Incremenza
Eight active engagements have no Accountable owner. Your senior strategist is on 6 accounts at once. Ownership is the issue, not capacity.
Run utilization report
AUTOMATIONHalberd Strategy
The work that never stops — running without you.
Briefing
Weekly briefing — priorities, alerts and recommendations
Mon7:02 AM
Collections
4 overdue invoices chased — $18,200 recovered
$18,200 recovered
Renewals
Client renewal in 21 days — task auto-assigned to account owner
Task created
Scope tracking
Out-of-scope work flagged before it becomes unbilled hours
Alert sent
Time visibility
Hours over budget across 3 engagements — surfaced before write-off
Review ready
Classification
1,142 QuickBooks transactions classified automatically on connect
No setup needed
Finds what you'd never think to look for.
Sample data from Halberd Strategy, a fictional consulting firm. Your results use your real numbers.
THE PROBLEM
Sound familiar?
Revenue blur
You know your top clients by name, but you cannot see which ones are actually profitable. The biggest billing relationship is often not the most valuable one.
Scope creep eats your margins
Every client says "just one more thing." Unbilled hours pile up. By the time you notice, the contract is already underwater.
Concentration risk you cannot see
One client is more of your revenue than feels comfortable — but you do not know exactly how much, or what your business looks like without them.
See how it works — 90 seconds
A quick walkthrough of how Incremenza works
HOW INCREMENZA HELPS
Intelligence. Guidance. Automation.
Incremenza connects your billing, banking, and client data — shows you true profit per client, tells you which ones to renegotiate or walk away from, and handles invoicing, payment follow-up, and at-risk client alerts automatically — so the accounts quietly drifting don't slip through until the renewal conversation.
INTELLIGENCE
See your real client profitability
Profit per client, after support time, scope creep, and unbilled work. Concentration risk surfaced. The clients quietly costing you, identified.
True profit per client, project, or service line
Customer concentration risk and revenue diversification
Industry benchmarks for agency margins and utilization
GUIDANCE
Know which contracts to renegotiate, which to walk away from
Your AI advisor recommends pricing changes, scope adjustments, and retention moves — based on your actual contract data, not generic best practice.
My Advisor — ask anything about your business, get answers with your numbers
Quarterly reviews that score your client portfolio and recommend next moves
Step-by-step playbooks for repricing and contract renewals
AUTOMATION
Stop chasing invoices and time entries
Recurring invoices generate themselves. Late payments get followed up automatically. Your weekly briefing tells you what changed without you opening a spreadsheet.
Recurring invoices and payment reminders sent automatically — no chasing.
Failed payments recovered through dunning sequences, without you getting involved.
At-risk clients flagged and a check-in drafted before the relationship quietly ends.
Your Monday morning briefing — revenue changes, alerts, and priorities — written for you, every week.
WHAT THIS LOOKS LIKE
Three discoveries Incremenza surfaced for businesses like yours
Real patterns from service businesses — agencies, consultancies, and professional services firms.
Clarity
Your highest-billing client generates 4 percent of your profit
Revenue per client tells you almost nothing. Profit per client tells you which relationships to grow and which to walk away from.
What this looks like
Sarah runs a boutique consultancy. Her largest client billed 180,000 a year — more than any other. When she switched to the Customer Profitability view in Incremenza, she saw their actual profit contribution was 7,200. Hidden under that number: 340 hours of unbilled support, scope creep across three engagements, and a pricing structure she had not updated since 2022. She repriced the contract. The client agreed to a 38 percent rate increase. Composite scenario based on common patterns.
Clarity
One client is an existential risk you never quantified
You knew your biggest client was important. You did not know they were 58 percent of your revenue.
What this looks like
Maya runs a 12-person marketing agency. She always knew Ironclad Media was her biggest client. The first time she opened her revenue breakdown in Incremenza, she saw the number: 58 percent of total revenue, in one client, with no contract beyond Q3. She started three new business pursuits the same week — something she had been meaning to do for two years. Within six months, top-client concentration dropped to 34 percent. Composite scenario based on common patterns.
Clarity
Your gross margin is 34 percent. Industry standard is 55 percent.
Industry benchmarks tell you whether your numbers are excellent, good, fair, or poor — for businesses that look like yours.
What this looks like
Alex runs a 14-person consulting firm. His gross margin had been 34 percent for years. He thought it was fine — that is just what the industry pays. Incremenza showed him the benchmark: similar firms run at 55 percent. He realized he was undercharging on every retainer and over-staffing project teams. A pricing and resourcing audit followed. Within 18 months, gross margin reached 51 percent on the same revenue base. Composite scenario based on common patterns.
Stories are illustrative, drawn from patterns we see across the customer base.
WHAT YOU GET
The capabilities that matter for service businesses
Six features hand-picked for agencies, consultancies, and professional services.
Clarity
True profit per client
See the actual profit each client generates after support costs, unbilled hours, and allocated overhead.
Clarity
Customer concentration risk
See what percentage of your revenue depends on your top three customers — and whether you have a single-client risk.
Clarity
Cash flow forecast and runway
See your projected cash position over the next 90 days and the specific month your runway ends.
Clarity
Business Health Score across 5 pillars (Business Health Score)
A single 0–100 score covering Financial Clarity, Strategic Focus, Operational Rhythm, Customer Intelligence, and Team Independence.
Clarity
Recurring invoices and payment reminders sent without you
Set up billing automation once. Invoices generate, customers receive reminders, and overdue follow-up happens without you.
Clarity
Failed payments recovered automatically
When payments fail, the dunning sequence retries on a schedule you control — recovering revenue without manual follow-up.
About 5 min for assessment · 30 days free · No credit card required · Cancel anytime
PRICING
For most service businesses, Momentum is the right starting point
Momentum
$149/mo (or $129/mo billed annually)
Why we recommend Momentum for service businesses
Service businesses live or die by client retention and team utilization. Momentum includes customer success features (health scoring, at-risk alerts), team performance tools (pulse surveys, reviews), and the marketing channel intelligence to attract better clients — none of which are in Clarity.
Most service businesses already pay separately for invoice software ($50–150/month), time tracking ($20–80/month), and basic financial reporting ($30–100/month). Momentum replaces all three — and adds the client profitability intelligence and health scoring that none of those tools provide — for $149/month.
Client health scoring catches at-risk relationships before a client goes quiet — not after they cancel
True profit per client surfaces which engagements to reprice, renew, or walk away from
Recurring invoices and dunning automation replace your invoice software entirely
Incremenza uses your time tracking data (synced from your existing tool via integration or Zapier) to calculate true client profitability. Non-billable hours are surfaced as costs against the relevant client. This means a client who looks profitable on a billing report but consumes 20 hours of unpaid support a week shows up as the loss they actually are.
Yes. Incremenza integrates with most common time tracking tools through direct integrations or Zapier. If your team uses different tools for different clients, all data flows into one unified view. The categorization happens automatically based on rules you set up once.
Yes. Profit centers in Incremenza let you slice profitability by any dimension you define — service line (e.g., "Strategy", "Implementation", "Retainer"), client industry, project type, or any combination. You see which service lines drive your margins and which look profitable but actually drain your team.
Those tools are genuinely useful for quick tasks — generate a summary, chase an invoice, answer a specific question about last month. If a task needs doing, they can do it faster. What they cannot do is tell you which clients are actually profitable after all your costs are accounted for, which ones represent a dangerous share of your revenue, or how your gross margin compares to other service businesses your size. That kind of intelligence requires your data to be stored, enriched with categories and cost allocations, and analysed over time — not fetched on demand from a single source. Incremenza pulls from every data source you connect, unifies it, and builds a picture of your business that no single tool can see. The result is not faster answers to the questions you already have. It is answers to questions you did not know to ask.
This is exactly the kind of risk Incremenza was built to surface. The concentration risk alert tells you when one client crosses 30%, 50%, or 70% of your revenue — with time to diversify before it becomes a crisis. Your AI advisor can also model "what if we lost this client?" scenarios so you understand the runway impact in advance.
For a 12-person agency, Momentum's 20 seats give you room to grow without an immediate upgrade. The tier is sized for the customer success features (which become useful around 10+ clients) and team intelligence features (which become useful around 8+ employees). Most agencies your size find the seat count is right for the next 18-24 months.
🔒 Bank-level encryption · Read-only access · OAuth — we never see your passwords · We never sell your data
FOR SERVICE BUSINESSES
Ready to see your real client profitability?
Take the free Profit Gap Assessment and get your business archetype, your Business Health Score, and a personalized roadmap — designed for service businesses. About 5 minutes. No signup.