Replace manual payouts and spreadsheet reconciliation with balance-backed workflows. Automated treasury ops for agencies managing hundreds of creators and vendors.
Your agency connects brands with talent. But your back-office is stuck in the 90s. You're manually verifying bank details, chasing W9s, and batch-uploading CSVs to your bank every Friday.
This friction creates a "Trust Gap." Vendors get paid late, deliverables stall, and your margins are eaten by administrative overhead. You need a CRM that actually moves the money.
Time spent weekly on reconciliation.
Stop fronting capital. Our ledger system allows you to create virtual wallets for every project. Funds are routed instantly upon milestone completion, holding trust between Client and Creator.
ACH / Wire / Card
Milestone Verification
Vendor + Agency Fee
Pay creators in 150+ countries. Local currency conversion happens automatically. We handle the banking rails so you don't have to.
Integrated KYC/KYB checks and tax form collection (W9/1099). We block payouts until vendors are fully verified and compliant.
Self-serve onboarding. Vendors upload their own banking details and tax docs. They track payment status without emailing you.
Every transaction is double-entry bookkept automatically. Export fully reconciled reports to QuickBooks or Xero instantly.
// Trigger payout when deliverable is approved
async function releaseFunds(projectId: string, vendorId: string) {
const balance = await ledger.getBalance(projectId);
if (balance >= 500000) { // $5,000.00
// Split payment: 90% to Vendor, 10% Agency Fee
await payout.split({
source: projectId,
destinations: [
{ id: vendorId, percent: 90, method: 'INSTANT_ACH' },
{ id: 'AGENCY_MAIN', percent: 10 }
],
memo: 'Project Alpha Completion'
});
console.log("Funds released.");
}
}
Trigger real-money movements based on your internal events—like a file upload, a Jira status change, or a client approval click.
| Metric | Manual | With WRKSHP |
|---|---|---|
| Vendor Onboarding | 4-5 Days (Email Tag) | 15 Minutes (Self-Serve) |
| Payout Processing | Weekly Batch | Instant / Event-Based |
| Reconciliation Errors | High (Manual Entry) | 0% (Automated Ledger) |
| Monthly Close | 10 Days | 1 Day |
Schedule a 30-min demo. See how our ledger system removes financial risk and automates your entire back office.
Book Ops Audit