Define service pricing with rate cards. Fuzzy match to Xero chart of accounts, variance dashboards, and AI integration for pricing queries.
Create rate card entries for every service your agency offers — hourly rates for strategy, fixed prices for deliverables, platform fees, production costs, and retainer components. Each entry includes a description, unit price, tax treatment, and mapping to your Xero chart of accounts. Rate cards serve as your single source of truth for pricing.
Rate card entries are fuzzy-matched to your Xero chart of accounts so invoices generated from rate cards automatically use the correct revenue accounts. The variance dashboard highlights discrepancies between your rate card pricing and what is actually invoiced in Xero, catching pricing drift before it becomes a revenue issue.
Compare rate card pricing against actual invoiced amounts across clients and time periods. See which services are consistently quoted at rates above or below the rate card. Identify clients with special pricing arrangements and track whether those arrangements are being applied correctly by your accounts team.
Ask the AI assistant pricing questions — 'What do we charge for social media management?' or 'What is our hourly rate for video production?' — and get instant answers from your rate card data. Rate card entries are embedded in the vector database so pricing information is part of the AI's knowledge base.