Scale your agency.
Not your back office.
Agencies lose margin to operational overhead—contract drafting, proposal writing, invoicing across clients. Accordio automates the paperwork so your team stays focused on delivery.
Multi-client management
Handle dozens of clients without hiring ops. Contracts, proposals, and invoices—all from one conversation.
Team-wide consistency
Every account manager sends the same professional terms. No more rogue contracts or missing clauses.
Revenue leakage—plugged
Automatic invoicing tied to project milestones. No more work delivered without a corresponding invoice.
Sound familiar?
Deliver more. Operate less.
Standardized Proposals Across the Team
Any team member can generate a professional proposal from a brief. AI applies your agency’s pricing, terms, and branding. Consistent output, every time, from anyone on the team.
Contracts With Built-in Guardrails
Set your standard terms once: liability caps, IP transfer, payment nets, termination clauses. AI applies them to every contract. No more account managers accidentally giving away the farm.
Multi-Client Invoicing
Manage billing across all your clients from one place. Milestone-based, recurring, or hourly—invoices go out automatically tied to the original contract terms. End-of-month billing in minutes, not days.
Pipeline & Revenue Visibility
See which proposals are pending, which contracts need signatures, and which invoices are overdue—across all clients. One question to the AI and you have your full pipeline status.
Standardized Proposals Across the Team
Any team member can generate a professional proposal from a brief. AI applies your agency’s pricing, terms, and branding. Consistent output, every time, from anyone on the team.
Contracts With Built-in Guardrails
Set your standard terms once: liability caps, IP transfer, payment nets, termination clauses. AI applies them to every contract. No more account managers accidentally giving away the farm.
Multi-Client Invoicing
Manage billing across all your clients from one place. Milestone-based, recurring, or hourly—invoices go out automatically tied to the original contract terms. End-of-month billing in minutes, not days.
Pipeline & Revenue Visibility
See which proposals are pending, which contracts need signatures, and which invoices are overdue—across all clients. One question to the AI and you have your full pipeline status.
What agencies use most
Copy a prompt and paste it into the Accordio agent.
For agencies that move fast
Growing agencies that need operational leverage without hiring a full back-office team.
Digital Agencies
Web, marketing, and development agencies managing 10–50+ active client accounts.
Creative Studios
Branding, design, and content studios that need consistent proposals across a growing team.
Dev Shops
Software development agencies with complex SOWs, milestone billing, and multi-phase projects.
Growth-Stage Agencies
Agencies scaling from 5 to 50 people who need ops automation before they can afford an ops hire.
Not for: Agencies with 100+ employees and dedicated finance/legal/ops departments. You need enterprise software, not us.
The math
Without Accordio
With Accordio
At $25/month, Accordio pays for itself after one contract.
From sign-up to signed contract
Sign up and connect
Sign up and connect WhatsApp or Slack.
Set your agency defaults
Define your standard terms, pricing structures, payment schedules, and proposal format. AI applies them consistently across all team members.
Empower your team
Any account manager or project lead can message: “Proposal for [client], [service], [budget].” Consistent, professional output every time.
Scale without overhead
More clients, same ops load. Contracts, invoices, and payments flow automatically as your agency grows.
Frequently
asked questions
Yes. Your team shares the same agency defaults—terms, pricing, and templates. Any account manager can generate proposals and contracts that follow your standards.
Absolutely. Generate Master Service Agreements with individual Statements of Work attached. Each SOW can have its own scope, timeline, and billing structure.
Ask the AI: “Show me all invoices due this month.” It generates and sends them across all clients based on contract milestones and schedules.
Yes. One message gives you a full pipeline view: pending proposals, active contracts, upcoming milestones, overdue invoices, and projected revenue.
Yes. 20 free AI messages per day. Perfect for trying it out with a few clients before rolling it across your team.