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Predikt AI

Agency operations from proposal to payment

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What Predikt AI is

An operations platform for agencies. The pieces an agency runs on separately, proposals, resource planning, delivery tracking and billing, sit in one system so the handover between them is not a spreadsheet.

It is aimed at service businesses where utilisation and cash flow decide whether the month worked.

What you can do with it

  • Produce accurate proposals quickly
  • Hand sales over to delivery cleanly
  • See and allocate resources across projects
  • Create projects, schedule tasks and track progress
  • Keep documents and discussion in one place
  • Automate billing and reduce collection time

Who it is for

  • Creative, digital and consulting agencies
  • Service businesses billing by project or retainer
  • Operations leads managing utilisation
  • Teams moving off spreadsheets

What to watch out for

  • Moving an agency onto one system is a migration project, not a sign-up
  • Resource and utilisation data is sensitive to staff, so access needs thought
  • Billing automation needs checking against your own invoice rules and tax setup
  • Confirm the integrations you rely on are supported before committing

Pros & cons

✓ What we like

  • Covers proposal through payment in one system
  • Built for agency operations specifically
  • Resource visibility across projects
  • Billing automation included

! What to watch out for

  • Migration from spreadsheets takes real effort
  • Utilisation data needs careful access control

FAQ

What does it replace?

The set of spreadsheets and separate tools agencies use for proposals, resourcing, delivery and billing.

Is it only project management?

No. Account management, resource management, delivery and finance are all part of it.

Who is it for?

Agencies and service businesses that bill by project or retainer and need utilisation visible.

Last reviewed: 2026-09-15

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