The agency operating system
Agency Root is a white-label operating system for agencies. It puts your people, clients, calendar, finance and AI in one mobile app, with web administration. Your team and your clients open it under your name and logo.
The problem
Revenue shows who pays. It does not show who costs more than they pay. That answer is spread across payroll, spreadsheets, calendars, chat groups and voice notes.
Profit is guessed. Employee cost and overhead are never allocated to clients the same way twice.
Conflicts appear late. Leave overlaps and shoot clashes surface on the day.
Decisions get lost. What was agreed in a meeting stays in someone's notes.
The category
An agency operating system is one system that holds an agency's people, clients, operations and financial context. Leadership sees the company from one place instead of rebuilding the picture from HR tools, spreadsheets, chat groups, calendars and finance exports.
Agency Root is built for agencies and professional-service companies with five or more employees.
How it works
Four jobs, one set of records. Information is entered once and used everywhere.
Employee profiles, attendance, employee leave, one company calendar, documents and an SOP library. A shoot on the calendar carries its call time, crew, brief, equipment and transport.
Example: an approved leave request appears on the company calendar for everyone allowed to see it.
Agency Root allocates fully loaded employee cost and company overhead to each client. You see client profitability and contribution margin per client, next to your expenses.
Example: a retainer that looks healthy on revenue shows as loss-making once the team's cost is allocated to it.
A leadership dashboard, reports, and a basic AI assistant that answers from the company data you are allowed to see. Meetings become meeting summaries, decisions and action items.
Each client gets a client workspace inside your app: scope, timeline, requests, approvals, reports, contracts and payment status. Clients do not see internal notes, costs or margins.
Before and after
| Without one system | With Agency Root |
|---|---|
| Client profitability comes from a spreadsheet someone rebuilt | Cost and overhead are allocated to each client every month |
| Leave overlaps and shoot clashes appear on the day | Leave, shoots and meetings sit in one calendar |
| Meeting decisions stay in personal notes | Meetings become summaries, decisions and action items |
| Clients ask for status in chat groups | Clients see progress and approvals in your app |
Your brand
Every agency gets a white-label app: its own name, logo, colors and app icon on iOS, Android and web administration. Employees and clients open your app, not a third-party tool.
AI
The AI works on your company's structured data, inside the permissions each user already has. It is designed to show the sources behind an answer. A person approves before any external message, price, discount or legal document.
Security
Your agency owns its business and employee data. Each agency's data is isolated, access follows role, and sensitive actions are recorded. You can export your data and request verified deletion.
Who it is for
Agency Root is for agencies with five or more employees. Start from your agency type:
Or start from your role: see who Agency Root is for.
Plans
Agency Root is licensed per company, not per employee seat.
Core agency operations with a basic AI assistant.
Adds full client profitability, meeting intelligence and the commercial engine.
Adds the full set of AI agents and removes the fixed employee limit, under fair-use terms.
Boundaries
Agency Root is not a payroll engine, a statutory accounting ledger, a full ERP or a full enterprise project-management suite. Its financial views are management dashboards for decisions, not accounting records.
Questions
Agencies and professional-service companies with five or more employees. The first two plans include up to 50 active employees.
Yes. The product supports English and Arabic, with a complete right-to-left layout for Arabic.
Egypt is the first market. Saudi Arabia and the United Arab Emirates are planned next.
More answers are on the FAQ page. To learn who is behind the product, read About Agency Root.
Start
Explore Agency Root for 14 days with sample data. One admin account. Import your own company when you are ready.