ERP for Marketing Agencies | CanTicket
Marketing Agency ERP

Stop Running Marketing Campaigns in Spreadsheets

CanTicket gives marketing agencies live campaign budget tracking, retainer management and margin visibility without rebuilding your entire tech stack.

Xero Compatible Native two-way integration
$2,880/wk
Average scope creep cost for marketing agencies
3 weeks
Avg delay before margin bleed is noticed
22% to 31%
Margin improvement with CanTicket
40+
Campaigns tracked simultaneously

Why Most Small Businesses Struggle With This

Running your business on disconnected tools creates gaps that cost real money. Here is what we hear from businesses before they switch to CanTicket.

Campaign Budget Tracking

Running multiple campaigns for multiple clients in spreadsheets creates a constant risk of over-spending a budget or missing a billing milestone. Marketing agencies need a live view of spend vs budget across every campaign, every client and every channel simultaneously. CanTicket provides that view without requiring a full-time financial controller.

Retainer Management

Monthly retainer clients are the backbone of most marketing agency revenue, but managing them is surprisingly complicated. Hours need to be tracked against the retainer cap, overages need to be flagged and billed, and the client needs clear reporting on how their retainer was used. CanTicket handles all of this automatically so you are never guessing on retainer status.

Reporting Chaos

Marketing agencies spend hours every month compiling reports from multiple tools: time tracking in one app, budgets in another, invoicing in Xero and campaign metrics in yet another platform. CanTicket consolidates the financial and operational reporting into one place so end-of-month reporting becomes a 30-minute task instead of a two-day exercise.

Everything You Need, Nothing You Don't

CanTicket is purpose-built for service businesses that need real-time visibility without enterprise complexity or price tags.

Campaign Budget Control

Set campaign budgets at the project or deliverable level and track actual spend in real time. CanTicket fires alerts when a campaign is approaching budget so you can have the conversation with the client before overspending happens. Every hour logged and every supplier cost entered reduces the remaining budget instantly.

Retainer Tracking

Each retainer client gets their own monthly bucket in CanTicket. Team members log time against the retainer and the live remaining balance is visible to everyone. When the retainer approaches its cap, the project manager is notified. Overage hours are flagged automatically for billing in the next invoice cycle.

Live Margin Dashboard

See gross margin on every campaign, every retainer client and across your whole agency portfolio in real time. CanTicket calculates margin by comparing billed value against actual labour and supplier costs so you always know which clients are profitable and which are costing you money.

Xero Integration

Invoices, client records and financial data flow automatically between CanTicket and Xero. Your accountant sees accurate data without any manual data entry from your team. Campaign costs can be mapped to specific expense categories in your Xero chart of accounts for clean financial reporting.

Xero Certified Integration

Marketing Agency Finances Finally Under Control, With Xero Always Accurate

CanTicket sits between your team and your accountant. Your team tracks campaigns, retainers and time in CanTicket. Your accountant sees everything in Xero automatically. Invoices created from completed campaign milestones or monthly retainers push to Xero in one click. GST is calculated correctly, payment terms are applied and your books stay clean without anyone doing data entry twice.

  • Campaign invoices generated in CanTicket sync to Xero automatically
  • Retainer billing summaries export to Xero with itemised time detail
  • Supplier costs and media spend tracked in CanTicket and reconciled in Xero
  • Client records and contact details maintained in both systems simultaneously
  • GST and tax settings carried from Xero into every CanTicket invoice

Frequently Asked Questions

Why do marketing agencies need dedicated ERP software?
Marketing agencies manage multiple clients, campaigns and retainers simultaneously, often with teams working across different projects at once. A dedicated ERP like CanTicket brings financial visibility to that complexity: every campaign has a live budget, every retainer has a consumption tracker and every team member's time is connected to billing. Without that visibility, agencies routinely undercharge, overbuild and miss margin targets.
How does CanTicket handle campaign budgets that span multiple months?
CanTicket supports multi-month project budgets that can be viewed in aggregate or broken down by month. You can set a total campaign budget, allocate monthly spend targets within it, and track actual spend against both the monthly and total budget simultaneously. This makes it easy to see whether a long-running campaign is on track without manually calculating cumulative totals from a spreadsheet.
Can CanTicket track media spend as well as agency time?
Yes. CanTicket lets you record supplier and media costs against specific campaigns as well as labour time. All costs, whether internal labour or external media spend, roll up into the campaign's total cost and are compared against the campaign budget and billed value. This gives you a true view of campaign profitability rather than just tracking internal hours.
Does CanTicket help with client reporting for marketing agencies?
CanTicket provides financial and operational reporting on every campaign and client. You can generate a summary of hours worked, costs incurred and budget consumed for any project or time period. Many marketing agencies use CanTicket reports as the basis for their client billing reports because the data is already structured by campaign and deliverable.
What is the best way to handle scope changes in marketing campaigns?
CanTicket handles scope changes by letting you log variations against the original campaign brief. When a client requests additional work, you create a variation in CanTicket that captures the additional scope, estimated hours and agreed value. The variation sits alongside the original project so both you and the client have a clear record of what was originally agreed and what was added. This makes scope conversations straightforward and well-documented.

Give Your Marketing Agency the Margin Visibility It Deserves

Book a free demo and see how CanTicket connects your campaign tracking, retainer management and Xero accounting in one platform.

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Where AI stops being a talking point and starts showing up in the numbers. CanTicket meters what AI costs per job the same way it meters people, connects to the rest of your stack through its API, and reports both to the finance and board views that need them.

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Watch it work

See CanTicket in two minutes

A quick tour of live job margins, the Xero sync, and the AI team keeping every job honest.

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2 min · margins, Xero & the AI team

See where your margin really goes.

Book a walkthrough and we'll show you CanTicket — ERP, job costing and real-time margin software for small business and professional services teams — mapped to your own jobs and your own Xero.

Quick answers

See all FAQs

CanTicket is cloud ERP and job management software for small businesses and professional services teams. It brings project management, time tracking, job costing, invoicing and staffing into one system with live margin visibility, so you can see exactly what every job, client and staff member is earning or costing in real time — connected to the Xero you already run.

Project management tools like Asana, Trello and Monday show you what work is happening, but not what it is worth. CanTicket is job costing and project profitability software as well as a small business ERP — it tracks real-time margin on every job, so you manage profit, staffing and capacity, not just task status.

Yes. CanTicket offers a two-way Xero ERP integration that pulls real cost, payroll and invoice data straight from Xero and maps it to every job. Your job costing and margin reporting run on actual accounting numbers, not estimates — which is why it is popular accountant- and advisor-recommended small business software.

CanTicket is built for service and project-based small businesses — agencies, marketing and creative studios, consulting firms, IT services and professional services teams, typically between $500K and $5M in revenue. If you deliver work through people's time and need better ERP, staffing and profitability visibility than spreadsheets can give, CanTicket is for you.

CanTicket uses one flat per-seat price with everything included — job management, job costing, project profitability, real-time margin tracking, Xero integration and the AI team — with no feature gating and no per-tier gouging. See the pricing page for current rates.

Most teams migrate in a few clicks. Your boards, tasks, time and staffing come across from tools like Asana, Harvest and Trello, and CanTicket connects straight to Xero — so you are adding real-time margin and ERP visibility to your existing workflow, not rebuilding your small business software stack from scratch.

Yes. Data is encrypted in transit and at rest, tenant-isolated per company, and never sold. Full detail on our security and privacy practices is on the security page.

Yes. Every AI action the CanTicket team takes — Madi checking margin, Atlas balancing capacity, Opti clearing admin — is metered and attributed to the job, client or department it ran for. AI consumption shows up as a real, itemised cost line alongside labour and expenses, not as an invisible platform fee, so you always know what the automation is costing you and where it is being spent.

AI is quietly becoming a real operating expense, and in most businesses it sits in a single unallocated software bill nobody can break down. Tracking consumption per job puts that spend where it actually belongs: your job costing and project profitability numbers include the cost to serve, your margin reporting stays honest, and the expense flows into Xero already coded — so your accountant, your board and your clients see the same defensible figure.