brdg. connects the data your business actually runs on — planning, pipeline, accruals and forecasts — with your books, providing always-current projections, reconciled actuals and a full audit history. The data stays connected, the math stays current, and the system surfaces what's changing while it's still changeable.
Your books, finally caught up to your business.
Pipeline lives in one tool. Books live in another. The "real" numbers live in a spreadsheet only your bookkeeper understands. Every month-end is a fire drill because nothing's connected — and every honest conversation about the business requires a translator because nothing reconciles. You know it's not sustainable. You also know an ERP isn't the answer.
No real accrual accounting. No percentage-of-completion. No way to know which jobs are actually profitable until long after they've closed.
ERPs are prohibitively expensive for most companies and take most of a year to deploy. They're designed for businesses you're not — yet.
A spreadsheet stack maintained by a fractional controller. Disconnected from your pipeline, disconnected from your delivery, disconnected from your books. It works until it doesn't — usually right before due diligence.
The numbers an owner wants to be looking at, each built on the same connected record — so when one moves, the others move with it.
Recognized, booked and weighted pipeline add up to one number. The plan is another. The difference is Go get — the figure no single tool can produce, because no single tool holds all three.
Not your bank balance — your books have that. This is a current look of your projected 13-week cash flow based on actual project data. Know you might have a problem before you actually do, and what is driving the issue.
| Project | Next collection | Low point |
|---|---|---|
| Dreamforce Activation · ZNTH | Jul 14 · $420K | −$318K · wk 7 |
| SXSW Rooftop Series · ATLS | Jun 2 · $190K | −$61K · wk 4 |
| Coachella Brand House · MIRR | May 26 · $230K | funds itself |
The annual plan sets a staffing envelope. Every salary, freelancer and raise sits against it, month by month — so a slow quarter shows up as a hiring decision before it shows up as a payroll problem — and a strong pipeline lets you project how much you can invest in additional staff while remaining on target.
Most software for agencies is built by software founders guessing at the workflow. We're not guessing. We've run the P&L, closed the books at 2am, sat across the table from buyers in due diligence, and signed the wires when projects went sideways. Then we built the system we wished existed.
Former COO/CFO of MKG, twice on Crain's "50 Fastest Growing Companies in NYC." Helped spin off Pink Sparrow, then led the sale of both companies in 2019. Now advises some of the country's leading agencies.
We don't sell software you have to figure out. It comes with hands-on implementation — discovery, the connection to your books, training, SOPs, go-live — and a monthly review. You keep your accounting system. We connect to it, straight-line recognition runs on its own, and we meet with you every month.
We dig into how projects move today, how the books are coded, and what "good" actually looks like for your business.
Your chart of accounts tuned for project-based revenue. Job codes that carry through to your books. Your history imported and cleaned.
Custom SOPs and hands-on sessions. Producers learn their jobs, finance learns the close, and neither has to learn the other's.
Annual plan in the system. First month reviewed and locked. Monthly reviews begin.
The workspace is one flat monthly fee, and for most agencies that fee will also cover implementation. A separate implementation fee applies only where the pipeline, project records and books need real rebuilding, or where there's no system in place to start from at all (but don’t worry, even then we’re here to get your foundation built right).
Six hubs — from planning to pipeline to recognition to cash flow — all connected and all meaningful to how you run your business.
Six weeks. Discovery, accounting setup, job code import and cleanup, SOPs, training, go-live. Usually covered by the monthly fee; priced separately only where the data needs real work.
A working session on the numbers — the strategic conversation, not just the close.
Continuous improvements, new capabilities as the product grows, and a team that picks up the phone.
We'll walk through the numbers on a 30-minute call. We work best with project-based agencies between 10 and 100 people that already track projects somewhere and use QuickBooks Online.
We'll look at your current setup, tell you honestly whether brdg. is a fit, and if it isn't, point you toward what is.