LedgerMatch
Bank Reconciliation Software for Marketing Agencies
Marketing agencies operate with two types of revenue — monthly retainer income from clients and project-based billing for campaigns — alongside media pass-through costs that flow from client accounts through the agency to ad platforms like Google, Meta, and LinkedIn. LedgerMatch matches every retainer deposit, media cost payment, and contractor payment against your QuickBooks or Xero ledger in under 10 minutes.
Common reconciliation challenges for marketing agencies
- Monthly retainer ACH payments from clients post with the client company name — which may not match the project name in QuickBooks
- Media ad spend pass-throughs on Google Ads, Meta, and LinkedIn create credit card charges that must match the corresponding client billing entry
- Freelancer and contractor payments for content, design, and development must reconcile to 1099 obligations at year-end
How LedgerMatch helps
- Fuzzy matching connects client ACH retainer payments to the correct client project in QuickBooks
- Exception queue lets you annotate ad spend pass-through charges with the client name and campaign
- 97% auto-match rate on routine operating expenses — marketing agency bookkeepers close month-end in under 30 minutes
Industry note
Marketing agencies with 1099 freelancers must reconcile all contractor payments for 1099-NEC reporting — LedgerMatch's clean transaction export gives agency bookkeepers a verified contractor payment record at year-end.
Common banking and accounting tools
- Chase
- Mercury
- Bank of America
- Wells Fargo
- Relay Bank
- QuickBooks Online
- Xero
- FreshBooks
- Harvest
- Bill.com
Explore related resources
Install LedgerMatch
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