Client management
Contacts, services, invoices, payment reconciliation, and a Drive that auto-organises every client file.
The agency operating system
Projects, clients, invoices, and ad campaigns in one place — with AI that does the work, not just chats about it.
Your agency runs on five tools that don't talk. Talous makes them one.
One data model
A client links to their projects, which link to their invoices, which link to their ad campaigns. One shared record — not five tools pretending to sync.
Q3 brand refresh
Landing page copy
Meta ads — July flight
Invoice #0412
Discovery call
Jarvis · Marketing automation
Jarvis syncs your Meta ad account every 5 minutes, spots ads crossing your thresholds, and proposes a fix. Every recommendation passes an AI Guard before anything touches your account.
AI Teammates
Each teammate has a defined job and full context on your projects. Put them to work.
Turns a week of activity into a clean project update — highlights, blockers, what's next.
Plans a feature launch end-to-end — tasks, owners, and a sequence that actually ships.
Triages incoming bugs, reproduces context, and proposes a likely root cause.
Balances workloads across the team and flags who's overcommitted before it bites.
Edits and sharpens content in your voice — captions, briefs, replies, landing copy.
Watches how you work and suggests automation rules that quietly remove the busywork.
Under one roof
Tasks, CRM, invoicing, ads, calendar, goals — drag through what Talous folds into one workspace.
Contacts, services, invoices, payment reconciliation, and a Drive that auto-organises every client file.
Leads from every source move through new → won, with activities, value, and follow-up tracking.
Draft, sent, paid, overdue — matched against bank statements so the books reconcile themselves.
Objectives with measurable key results, linked to the tasks and projects actually driving them.
Two-way Google Calendar sync, AI-suggested time blocks, and real availability analysis.
Shareable intake forms that turn external submissions straight into tasks in your workflow.
And the rest
Talk to Claude or GPT-4 with your own keys. Create and update tasks in plain language.
Rich discussion, reactions, and request-approval baked into every task.
Widgets for task analytics & project health.
OCR'd files & a rich project brief.
Alerts & summaries in your DMs.
Trigger-based flows with approval gates and auto-advancement through stages.
Questions
Only when you let it. Talous ships conservative — just pause and kill can auto-execute, with an 85% confidence floor. Budget and duplicate actions are off by default and require explicit opt-in. Everything else waits for you on the approvals page.
The usual agency stack: a task tool, a CRM, an invoicing app, an ad-tracking spreadsheet, and the glue between them. Because clients, projects, invoices, and campaigns share one data model, the connections are built in — not bolted on as integrations.
Yes. Configure your own Claude or GPT-4 API keys in settings. The AI chat, commands, and Teammates all run on your keys, so you stay in control of usage and cost.
Every decision — approved, rejected, or pending — lands in a searchable decision journal with the full reasoning: what was recommended, why, what the AI Guard thought, and what actually happened. Nothing fails silently.
Agencies and service providers managing multiple clients first — but marketing teams, project teams, solo operators, and freelancers run on it too. If you juggle client work, time, invoices, and campaigns, it fits.
Get started
One canvas for every part of the agency. Bring your team, your clients, and your campaigns into Talous.