Growth and operating platform for service businesses

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From first call to cash, in one place

Deals

Track deals, estimate the work from your own service catalog, and see the margin before you send.
Projects

Turn the won estimate into the plan, and track hours, scope and profit as the work runs.
Finance

See multi-entity, multi-currency cashflow with project context and a pipeline-aware forecast.

Across everything

Intelligence, collaboration and shared growth

Esteem AI

Agents that draft an estimate from a call transcript, set up a project, log time from your calendar or pull a cashflow report — working through the same tools you already use.

Client portal

One live window onto the work — estimates, contracts and projects. Universal connectors plug in any service and show the client exactly what they need.

Growth Hub

SOPs, playbooks, a knowledge base and a community feed, plus best practices from agencies worldwide — the layer that helps you grow: more wins, better margins.

Deals

Build a priced, profitable, and typed estimate, faster and more accurately

Track your contacts and deals in a lightweight CRM, or connect the one you already use.

Single source of truth Resource and service catalogs hold your roles, rates and offerings — organised by track and phase, with ready-made templates. Profitability at every step Allocation views lay roles and hours across the work and show profit at every stage, so you can adjust before you commit. Easy and sharing Send the estimate in one click as a branded PDF or live link — clients approve in the same window, and you see when it was viewed.

Projects

Deliver your work on scope, on time and on margin

The estimate's commitments turn into milestones and tasks with hours.

Plan and actual, side by side The plan breaks into milestones with acceptance criteria and tasks you organise as a tree or a board, with assignees, dates and dependencies. A weekly timesheet logs hours by person and task, by timer or by hand, so logged time always sits next to the plan. Margin while you deliver Logged hours roll up against the plan, so you see utilisation and profit while the project runs and can act the moment it starts to overrun. When the work is done, a completion report assembles from the logged tasks into an act and the invoice — for prepay or post-pay. Improve all your processes Every project can feed your SOPs and playbooks — the way your team delivers becomes a company asset that gets sharper with each job.

Finance

See your finances from a new perspective — across every entity and currency

Esteem multi-entity cashflow and forecast

Every entity, imported automatically Ten organisations across countries, forty bank accounts — add them all and Esteem pulls every transaction in on its own, into one system that stays reconciled and up to date. Bank feeds, accounting and Slack plug straight in, so every account and every movement lives in one place. Plan against fact, to the cent Obligations hold the plan and transactions hold the fact, matched to each other down to partial payments and transfers between accounts. Every counterparty carries a monthly ledger, and categories separate operating money, tax, and the pass-through client budgets that only flow through you. Cashflow you can forecast A live pivot turns it all into cashflow by week, month, quarter or year, on a cash or accrual basis, grouped however you need — with saved views and a drill from any cell to the records behind it. Free Cash separates the money you can spend from client float, and the forecast is grounded in your real pipeline of signed and expected work.

Esteem is built by founders who have run and scaled agencies for 7+ years across six countries. That operator experience is built into the platform, helping businesses reach new levels.

Our experience, built in

How to price honestly, staff for margin, keep a long project profitable across entities and currencies — discipline earned over years. Onboarding passes it on: the methodology, the SOPs, the playbooks. Software plus the know-how to grow.

A community that compounds

Esteem centralizes studios, agencies and firms worldwide — how the strongest estimate, staff, price and scale — into one shared core of benchmarks and practice. Shared growth: everyone evolves into a stronger firm together.

Built like financial infrastructure, on a modern, Rust-built stack

A Rust backend recalculates million-row finance tables the instant you touch them, behind a blazing-fast app where every view responds on the click. Enterprise-grade by default — authentication, typed RBAC and row-level security scope every figure to one account or client.

AI-native by architecture

AI is built in from the architecture up. A typed API, an MCP server, and a CLI let agents work through the same tools and permissions your team does — with the models you already trust.

Fast track to certainty

Onboarding led by finance experts — live on Esteem fast, with a model you can trust as your source of truth.

01·Kickoff

Mapping your business

A kickoff with finance experts — accounts, entities and bank feeds connected, foundation set.

Week 1
02·Migrate

Everything brought over

Your full resource catalog moved across; reports, base data, scenarios and forecasts stood up — ready to run.

Weeks 2–4
03·Support

Always in your corner

Ongoing support from the team — strategic check-ins and real-time help in a dedicated Slack channel.

Ongoing