Complete FinancialOversight
Every aspect of campaign finance managed in one integrated system designed for agency profitability.
Project Budget Allocation
Split each project budget across influencer, agency-fee, production, and boosting categories, with multi-currency support and live FX conversion.
- Four budget categories
- Multi-currency support
- Live FX rates
- Budget vs. actual per campaign
Expense Tracking
Log campaign expenses against their budget category as they happen, so spend accrues against budget in real time.
- Expenses per campaign
- Category-level tracking
- Real-time budget vs. spend
- CSV export
Creator Payment Management
Track creator agreements, payment status, and compensation across all your campaigns.
- Payment tracking
- Creator agreements
- Multi-currency payments
- Portal visibility for creators
Profitability Analysis
Monitor campaign profitability, client margins, and overall agency financial performance.
- Profit margin tracking
- Client profitability
- ROI analysis
- Financial reporting
Detailed BudgetPlanning
Every project budget is split across four categories—influencer, agency fee, production, and boosting—so planned versus actual stays honest.
Project Budget Categories
Influencer Budget
Creator compensation and fees
₹50,000 for micro-influencer campaign
Agency Fee
Your service fees and margins
20% of total campaign value
Production Budget
Content creation and editing costs
₹25,000 for video production
Boosting Budget
Paid amplification and ads
₹30,000 for Instagram/TikTok boosts
Total Project Budget
Sum of all four categories above
Auto-calculated
ProfessionalFinancial Reports
Generate comprehensive financial reports that showcase your agency's financial expertise and campaign profitability.
Campaign Finance Summary
Real-time overview of budget vs. actual spend, creator commitments, and profitability.
Client Profitability Reports
Track which clients and campaigns are most profitable for your agency.
Expense Analysis
Categorize and analyze spending patterns across all campaigns.
Payment Tracking
Monitor creator payments, due dates, and payment status across campaigns.
Why Financial Management Matters forYour Agency
How Campaign FinanceWorks in Truleado
From the first budget line to the final profitability report, here is the workflow step by step.
Build the project budget
Start each project with a structured budget split across four categories: influencer, agency fee, production, and boosting. Budgets are set in the project's working currency, and because the same four categories run across every project, comparing planned versus actual later requires no cleanup work.
Record creator agreements and fees
Each creator's agreed compensation is logged against the campaign as an agreement. The agreement lives with the campaign, so when a deliverable is approved, finance knows exactly what is owed, to whom, and in which currency, without digging through email.
Log expenses as they happen
Production costs, boosting spend, and incidentals are logged as campaign expenses against their budget category. Spend accrues against budget in real time, so an overrun shows up in week two of the campaign, not in the post-campaign reconciliation.
Let multi-currency handle itself
International rosters mean creators invoicing in dollars, euros, and rupees against a budget set in one currency. Live FX rates convert every fee and expense back to the working currency, so budget-versus-actual and profitability figures stay accurate without anyone maintaining an exchange-rate spreadsheet.
Read profitability per campaign and per client
With budget, creator fees, and expenses in one system, margin becomes a report rather than a project: profitability per campaign, per client, and across the agency. Those numbers feed real pricing decisions—which clients are worth growing, and which campaign types quietly lose money.
Who Gets the Most Out ofFinance in Truleado
Common agency setups where structured campaign finance pays for itself.
Agencies with creators in multiple countries
Your client budgets in USD; your creators invoice in EUR, GBP, and INR. Multi-currency finance with live FX conversion keeps every fee and expense normalized against the project budget, so nobody maintains an exchange-rate tab in a spreadsheet just to know where the campaign actually stands.
Owners and finance leads tracking margin
Campaign revenue is easy to see; campaign cost usually is not. With creator fees, production, and boosting logged against structured budgets, profitability per campaign and per client is a standing report—useful when deciding which retainers to renegotiate and which campaign formats to stop selling.
Teams fielding payment status questions
Creator payment status is visible in each creator's own free portal, so the question answers itself before it reaches your inbox. Internally, finance sees all outstanding payments across campaigns in one place, with due amounts already converted into your reporting currency.
Agencies that need financial access control
Not everyone on the team should see margins. Role-based access scopes financial visibility—account managers can run campaigns without seeing agency-level profitability, while owners and finance see everything. Audit logs record changes to budgets and payments, which matters when reconciling at quarter end.
Finance ManagementFAQs
How does multi-currency support work?
Set the project budget in one currency and log creator fees and campaign expenses in whatever currencies they actually occur in. Live FX rates convert everything back to the working currency, so budget-versus-actual and profitability reports stay accurate without manual rate lookups.
How are creator payments managed?
Truleado tracks creator payments end to end—the agreement, the agreed fee, and payment status—and creators see their own payment status in their free portal, alongside earned and pending amounts per campaign. Both sides work from a shared record of what is owed and what has been paid, which prevents most payment disputes before they start.
Can I see which clients are actually profitable?
Yes. Because every expense is logged against one of the four budget categories—influencer, agency fee, production, and boosting—profitability rolls up per campaign and per client. Agencies typically use this to spot retainers where scope has quietly crept past the fee.
Who on my team can see financial data?
Financial visibility is controlled by role-based access. You decide whether account managers see budgets and creator fees for their own clients, while agency-level margin stays with owners and finance. Every change to budgets and payments is captured in the audit log.
Do clients see my costs and margins?
No. The client portal shows deliverables, approvals, and campaign progress—never your creator fees, internal costs, or margins. What you share financially with a client stays a deliberate choice, not a system default.