Track tool renewals, retainers and monthly bills per client

Know what each client's tools cost, when they renew, and whether the retainer still covers the work.

Track tool renewals, retainers and monthly bills per client. A YuktiBOS use case.

The problem

What goes wrong without a system.

Agencies pay for dozens of tools on behalf of clients. Renewals surprise people, nobody knows if a retainer covers the real cost, and the monthly bill is assembled from invoices by hand.

How YuktiBOS handles it

4 steps, with a person at every decision.

  1. List every managed toolTool or service, client, cost, renewal date and status in one list, with a filter for expiring soon.
  2. Set the retainerEnter the monthly retainer for a client, and the client's cockpit shows margin and utilisation.
  3. Watch AI spendCost and quality shows what each AI piece cost, with figures flagged Estimated until checked against an invoice.
  4. Share the monthly billOpen the consolidated bill for managed tools and share it by link.

Features and tools used

What is behind each step.

Client tools, renewals and retainers

The subscriptions you run for each client, what they cost and when they renew.

AI cost, quality and audit log

What did the AI cost per piece, was it any good, and who did what.

Reports and deliverables

What you did, in a form a client can read and keep.

Clients and CRM

Every client and every lead, and where each one stands.

Free tools that help here

Questions people ask

Who can see the bills?

Super admin and operations see every client's tools. A client sees only the services shared with them.

Does it take payments?

No. It tracks costs, renewals and bills. Payments happen elsewhere.

Related use cases

Want this running on your business?

Tell us what you do and what you would like off your plate. We will say what exists, what is half built and what is not started.