Advanced, intelligent and easy to use agency software
- Cutting edge software designed using the latest and best software practices.
- Platform independent. One system, designed for all devices: PCs, Macs, iPads, tablets, and smart phones. Work anywhere, securely, without installing special software.
- Comprehensive. From pitches and submissions to contracts; from payments and expenses to taxes; sophisticated analysis and reporting in virtually any format (Word, PDF, Excel, HTML, etc.)
- It's smart because it truly understands your business, including your most complex contracts... and automatically applies all terms and calculations. And open, fully documented with source code and online help...
- Fully optimize your clients' work by identifying and managing previously unsold rights. And you'll also automatically be alerted that contracts are expiring or can be terminated.
Streamline your and target your pitches & submissions.
- Quickly and flexibly build templated pitch letters and email, optionally incorporating author bio and project synopsis.
- Automatically attach stored author and project images, publicity materials, and manuscripts.
- Track your submission efforts and responses. Save editor feedback for reporting and review.
- Tracks pitches requiring follow-up on an agent by agent basis.
- Build attractive rights reports with only those titles that are appropriate and available for a given publisher or contact.
- Create detailed Frankfurt, London and other rights lists with a few simple clicks based on existing contracts and publication dates.
More than a filing system, its rich end-to-end data modeling means that the Expert System understands the intent and financial implications of each contract.
- Store all co-payee splits, co-agent commissions and foreign tax rates and let the expert system do the work. Enter monies received and any irregular charges, and the system does ALL the math, based on contract terms.
- Tracks all advances, both jointly and separately accounted terms, anticipated contractual fees, and royalty escalators for all major formats, physical and digital, with clear indicators of whether they're based on net receipts or list price.
- Manages unsold subsidiary rights and territories, as the expert system shows you what rights have NOT been sold for any project.
- Tracks standard and irregular statement and payment dues dates.
- Upload and store the final, signed contract as a PDF on the contract entry page.
In addition all client contractual payments, the Expert System manages office expenses, charges, tax forms and even balances your bank accounts.
- Calculation, approval and payment of all contractual and one-time client receipts.
- Tracks and reports all office expenses by accounting categories.
- Automatically calculates available commission and charge-back cash transfers to corporate and high yield accounts
- The Expert System provides full payroll calculation and generates payroll and withholding breakdowns and payments.
- Tracks all cash flow for client, corporate and other bank accounts for a comprehensive overview of the financial state of business.
- Creates 1099's and other tax forms and payments.
- Rich financial reporting and analysis allows you to dig deeply into the sources of income and breakdown of expenditures. All reports, are exportable to various formats including Excel to easily share with off-site accountants, bookkeepers, and tax professionals.
The Agency Expert System constantly analyzes upcoming opportunities and pitfalls, and proactively notifies agents and team members.
- Home page notifications: The Expert System automatically warns you about upcoming active reversions and automatic renewals with enough time to act within the contract window.
- It helps agents to work as a team. Prioritize, annotate, and dismiss notifications as they are handled.
- Let's you go back and see who handled specific items.