Own SC Agency Financial Dashboard.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Landing page copy, email templates, and sales discovery call script
• ●Integrations with QuickBooks, Stripe, Harvest, and ClickUp in working code
• ●Customer list with 3 paying accounts, 15 in demo, all feedback
• ●Prospect targeting list and LinkedIn/email outbound framework for 500 per month
• ●Financial model with 12-month projections and three pricing tiers
• ●Dashboard UI and data visualization patterns for unit economics

What Roll Digital builds for you.

Custom scope to take SC Agency Financial Dashboard from MVP shell to operating business.

• ▸Backend API in Python/FastAPI with Postgres for multi-tenant data
• ▸Stripe billing and subscription management across three pricing tiers
• ▸OAuth and email authentication with single sign-on for agencies
• ▸Production QuickBooks sync with reconciliation and error handling systems
• ▸Admin dashboard for managing customer integrations and subscription billing
• ▸Email notification engine for data alerts and weekly reports
• ▸Custom domain provisioning and white-label branding for agency customers
• ▸Structured 30-day onboarding and customer support through first integration

Why this could work.

The TAM is defined: 30,000 agencies with $1.8k annual spend on financial tooling. The GTM is testable: 500 outbound per month to ops leads at 3 percent close rate is achievable with the existing playbook. Integration lock in provides defensibility once connected to QuickBooks and Stripe. Year 1 takes a loss, but if close rates double to 10 per month by month 9, trajectory toward profitability becomes plausible. Core assumption: agencies prefer automation to spreadsheets enough to adopt and retain.

What you'd risk.

The biggest risk is incumbency: agencies have QuickBooks and built their own spreadsheet. Unit economics dashboards land as vitamins, not painkillers, making them easy to defer. Integration risk is real: each connection (QuickBooks, Stripe, Harvest, ClickUp) requires a full sprint and represents a trust barrier where agencies stall on setup. Targeting risk: 'unit economics' is VC jargon. Most agencies under $2M don't use the term, so outbound messaging struggles to resonate with the right buyer.

Who this fits.

Ideal owner is an operator with existing credibility in the agency space: a former agency ops leader, agency CFO, or founder who ran an agency and understands the pain. Could also be a SaaS founder comfortable with integration complexity and willing to hand-hold through customer implementations. Needs 6-12 month runway to reach profitability and comfort with selling to peers or adjacent verticals as agencies prove skeptical on adoption.

Timeline.

From contract signing to operating business.

1. Day 1
   Receive all customer data, integrations code, and GTM playbooks
2. Week 1
   Launch production backend, set up Stripe billing, deploy dashboard
3. Week 3
   Complete QuickBooks and Harvest integrations, deploy custom white-label domain
4. Week 6
   Launch production email notifications and weekly reporting system
5. Day 90
   Achieve 10 closes per month with customer retention above 80 percent

Pricing.

Three ways in, depending on how much you want to build yourself.