Run your agency on InventDB SOAR.
Clients, projects, logged time, invoices and retainer docs — kept in one place, run by an AI that shows you the SQL and waits for your approval. No app to set up, no per-seat fee.
Time sits in a spreadsheet, SOWs are buried in a drive, and a retainer blows past its hours weeks before anyone notices — so the overage never gets billed.
One place for clients, projects, time and retainers — an AI flags the overage, drafts the client note and writes your morning brief, all for a flat per-instance price.
How InventDB SOAR runs your agency.
The same four features, your clients' data. A Namespace is a database; a Type is a table — named in your own words.
Your client data
- Types — clients, projects, time_entries, invoices, retainers, proposals, team
- Retainers and SOWs hold the rate, the included hours and the renewal date
- Attach SOWs, briefs and decks to the client — searchable by their contents, across years
Catch overages, draft the note
- A retainer goes over its monthly hours → InventDB SOAR totals logged hours vs the cap and overage rate, and flags it
- It notifies the account lead with a drafted client note and an overage summary — you approve before anything sends
- Offer a 15-minute slot on Google Calendar, send the note over Gmail
- 8:30 AM agency brief in your inbox, on a cron
Ask in plain English
- Profitability by client — revenue, logged cost and the margin between them
- Unbilled time — what's logged but not yet invoiced, and for whom
- Retainer hours tracking — who's near or over their cap this month
- Utilization across the team, so you can see who's stretched
Briefs and saved reports
- Saved monthly profitability-by-client — re-run any time from live data
- Morning agency brief, written fresh each day from your own numbers
- It shows you the SQL behind every figure, so you can verify it
Your whole agency, before the first stand-up.
A standing report runs each morning and writes a short brief from your live data — projects due, retainers over their hours, the money sitting in unbilled time and overdue invoices. Open the report any time to see it live, and it shows you the SQL behind every number.
See how reports workAgency Brief — Foundry Studio
LiveIt catches the overage. You send the note.
When a retainer crosses its monthly cap, InventDB SOAR totals the hours against the rate, drafts the client note and an overage summary, and offers a 15-minute call slot — then waits. Nothing reaches a client until you approve it, and every change is logged.
- Preview first — read the exact client note and overage summary before they go out
- One place to act — Gmail the note, drop a Calendar slot, all from the same flag
- It shows you the SQL behind every answer, so you can verify it
Connected by InventDB SOAR
ReadyInventDB SOAR is your client, project and retainer workspace — not a certified accounting package or payroll system. It runs on a single server with your own encryption key, SOC 2 is in progress, and your data lives on US-based AWS.
Run your agency on InventDB SOAR.
Bring your clients, projects and retainer docs. InventDB SOAR shapes the Types around them, catches the overages, drafts the client note and writes your morning brief — you stay in control. From $107/mo, flat per instance.