Book a Call
Marketing Agencies
Account Rental
Creator Networks
CPA Networks
Media Buyers
Affiliate Agencies
Advertisers
Marketing Agencies
Account Rental
Toolza is your first step toward financial clarity.
Finances, partners, performance. All in one place.
20 minutes. We'll show you exactly what applies to your setup. Built for ops teams running $1M+/year through trackers, banks, or crypto.
Binom
RedTrack
ClickUp
Asana
Jira
JetBrains
excel.xlsx
Every team has a system. Operations finance still runs on spreadsheets.
Track revenue and payouts, reconcile advertiser payments for leads, publishers payouts, operate across multiple holding entities — all with zero purpose-built tooling today.
“We reconcile 200+ publisher payouts in a Google Sheet updated by three people.”
Track balances per client, match incoming crypto to invoices, manage exposure across dozens of relationships simultaneously — entirely manually today.
“We match 15 USDT deposits a day to clients by checking TronScan timestamps.”
Manage ad spend budgets across traffic sources, incomes from advertisers and networks, reconcile platform invoices, track P&L, handle payroll across jurisdictions in unified view.
“Our P&L is always 2 weeks behind because someone has to pull 8 dashboards.”
Track publisher liabilities, manage payout cycles, reconcile conversion data against different flows, maintain clean multi-entity books split across four tools.
“We run our affiliate program finances in Xero, a tracker, a custom sheet, and hope.”
OnlyFans agencies, TikTok Shop affiliate ops, and creator collectives. Track 10–80 creators on rev-share, mixed crypto and fiat payouts, multi-entity books all without spreadsheets.
“12 creators, 70/30 splits, USDT plus wires. Reconciliation is half my Sundays.”
Solopreneur running $200k–$2M/year. You don't have a finance department — you ARE the finance department. Toolza replaces the bookkeeper-plus-spreadsheets combo without enterprise overhead.
“I do ops, marketing, pretty much everything — but still have to explain to my accountant how to clean up the mess each month.”
If your business has payments, multi-currency, or realtime-driven revenue at $1M+/year, the same solution fits. The labels above aren't the rule — they're the most common shapes we see. Book a call and we'll tell you in 20 minutes whether it maps to your setup.
“We're not on the list — but our books look exactly like everyone else's mess.”
Toolza connects to the tools you already use. Revenue, spend, payments — they flow in automatically. No blank slate, no parallel data entry.
Trackers, bank feeds, invoices, crypto wallets
Partners matched to sources, networks, and entities
Match revenue, invoices, and bank — per partner, per period
P&L, cashflow, AR/AP, partner performance
Click any sidebar item — dashboard, contacts, finance, reconciliation, reports, structure, team, settings.
Click through each area. Just what it actually does.
The daily engine — reconciliation, period management, and data integration that keeps your numbers honest across partners, entities, and payment cycles.
Match revenue data against invoices and bank transactions — per partner, per period. Daily breakdown with verified/auto/period totals. Visual ops dashboard showing what's matched, pending, or needs review.
Visual drag-drop canvas linking partners to traffic sources, affiliate networks, and data feeds. Supports trackers with auto-sync and catch-up for missed days. Maps advertisers and affiliates.
Formal reporting periods with partner entries, payment cycles, and stage-based workflow. Lock stages to prevent edits on closed periods. Activity logs and comments for audit trail.
Income, expenses, payroll, and transfers — with full document workflow, OCR, and PDF generation.
Full lifecycle: Draft → Pending Approval → Paid (or Overdue / Rejected). Partial payments and voids supported. OCR scanning on uploaded invoices, PDF generation, and a canvas-based invoice template editor.
Payroll management with document attachments. Internal transfers between entities and external transfers with sender/receiver tracking. Full document support on all types.
Import bank transactions via CSV/Excel with smart column detection. Crypto wallets through MetaMask, Trust Wallet, and WalletConnect — Ethereum, Tron, BSC. Binance API integration. More chains roll out based on customer load — ask on the call.
Manage every relationship — advertisers, affiliates, traffic sources, agencies — from first touch to reconciled payment.
Full partner profiles with multiple contacts, payment methods, configurable payment terms with calendar visualization, document management with expiry tracking, and threaded notes. Document signing with countersign workflow.
Lead management with custom statuses, import templates, batch import, and convert-to-partner workflow. Archive and restore capabilities.
Reports and analytics that tell you what happened, what's coming, and where to look.
P&L, Balance Sheet, Cashflow, General Ledger, Account Balance, Currency Rates, and Chart of Accounts. Cash vs. Accrual method toggle. Custom saved reports with PDF and Excel export. Accounting views across entities.
Accounts receivable and payable aging — summary, aging buckets, and trend over time. Combined with the partner ledger, you see who owes what, how long, and where the risk concentrates.
Forward view of expected receivables and payables against bank and crypto positions. Surfaces upcoming partner payouts, AR coming due, and FX exposure on a single timeline.
Employee management, leave, and role-based access control — for teams that are scaling.
Employee profiles with compensation history, lifecycle logs, department assignments, and role management. Invite-based onboarding flow.
6 built-in roles (Admin, Director, Accountant, Supervisor, Manager, Contractor) plus custom roles. 9 permission sections — Dashboard, Contacts, Finance, Structure, Reconciliation, Reports, Team, OmniChannel, Settings — with per-action, per-department scoping. Role hierarchy enforced by ID rank.
Model your real-world business structure — entities, wallets, currencies, and departments — with consolidated and drill-down views.
Four explicit levels: Groups → Operating Companies → Legal Entities → Wallets. Consolidated views across the whole structure or drill down to any level. Dependency tracking blocks deletion of in-use entities so books stay clean.
Operate in any currency. Each wallet, entity, and transaction carries its own currency. FX rates keep everything convertible for consolidated reporting.
Organize income, expenses, and payroll by category and department. Scope permissions per department so teams only see what they need.
Where Toolza fits when you've already tried sheets, generic accounting, or enterprise ERPs.
The connective tissue between your trackers, finance, and banking
A system of record for every dollar in and out of your operation
Built for performance marketing workflows — buyers, networks, and agencies
A single source of truth your accountant, ops lead, and partners team can all use
A path from “end-of-month chaos” to “daily clarity”
A tracker or ad platform — we pull data from them, not replace them
An ad spy or creative tool — Toolza is purely back-office
A replacement for QuickBooks/Xero — we integrate with them for accounting sync
Generic SaaS — this is built for the economics and workflows of performance marketing
A fit below ~$1M/year — at smaller scale, Xero plus a spreadsheet is usually enough
No 3-month implementation. No army of consultants.
Here's the actual sequence.
20 minutes. We map Toolza to your setup — entities, trackers, payment methods. You'll know if it fits before the call ends.
Trackers, bank feeds, crypto wallets, accounting (QuickBooks / Xero) — wired into one ledger.
Drag your partners onto sources and networks. Set payment terms, payout cycles, currencies.
90 days of past transactions for context. AR/AP, partner balances, period locks.
Roles assigned, permissions scoped, first reconciliation run together. Then you're operating.
What changed when ops moved off spreadsheets onto a single ledger.
"Gained financial control and bought back time."
We already use QuickBooks. Why add another tool?
We've built our spreadsheets exactly how we want them.
What does it cost?
Are we big enough? Are we too big?
What if my team won't use it?
Is our crypto and partner data secure?
How long does implementation actually take?
Toolza exposes an MCP server. Any MCP-compatible AI — Claude, Cursor, others — connects directly to live Toolza data. The AI stops being generic. It becomes a domain-aware financial operator that understands how performance marketing money actually moves.
Revenue partners (advertisers, networks) and spend partners (traffic sources) push daily numbers via Binom, Keitaro, RedTrack, Voluum and AlterCPA. Toolza buckets the AR & AP aging by day and flags anything past terms.
Revenue partners (advertisers, networks) and spend partners (traffic sources) each sync one business day at a time through Binom, Keitaro, RedTrack, Voluum or AlterCPA — with catch-up on any missed days.
Each day-sync is matched three ways — tracker vs. invoice vs. bank — then bucketed as revenue or ad spend. Clean days close themselves; conflicts surface to the ops queue with a single click to resolve.
Receivables age into 0–30 / 31–60 / 60+ buckets. Payables move through the 8-status flow. Anything past terms gets flagged — partners chased, vendors escalated, all from one queue.
We'll wire one tracker, one bank account, and one wallet — and show you the AR/AP picture live on your data.
Book a call
the same algorithm as in banks
protects your keys
just like in crypto wallets
protects against network attacks
protection against malicious code injection
Marketing Agencies
Account Rental
Creator Networks
CPA Networks
Media Buyers
Affiliate Agencies
Advertisers
Marketing Agencies
Account Rental
Toolza is your first step toward financial clarity.
Finances, partners, performance. All in one place.
Book a Walkthrough20 minutes. We'll show you exactly what applies to your setup. Built for ops teams running $1M+/year through trackers, banks, or crypto.
Binom
RedTrack
ClickUp
Asana
Jira
JetBrains
excel.xlsx
Ggsheet
Every team has a system. Operations finance still runs on spreadsheets.
Track revenue and payouts, reconcile advertiser payments for leads, publishers payouts, operate across multiple holding entities — all with zero purpose-built tooling today.
“We reconcile 200+ publisher payouts in a Google Sheet updated by three people.”
Track balances per client, match incoming crypto to invoices, manage exposure across dozens of relationships simultaneously — entirely manually today.
“We match 15 USDT deposits a day to clients by checking TronScan timestamps.”
Manage ad spend budgets across traffic sources, incomes from advertisers and networks, reconcile platform invoices, track P&L, handle payroll across jurisdictions in unified view.
“Our P&L is always 2 weeks behind because someone has to pull 8 dashboards.”
Track publisher liabilities, manage payout cycles, reconcile conversion data against different flows, maintain clean multi-entity books split across four tools.
“We run our affiliate program finances in Xero, a tracker, a custom sheet, and hope.”
OnlyFans agencies, TikTok Shop affiliate ops, and creator collectives. Track 10–80 creators on rev-share, mixed crypto and fiat payouts, multi-entity books all without spreadsheets.
“12 creators, 70/30 splits, USDT plus wires. Reconciliation is half my Sundays.”
Solopreneur running $200k–$2M/year. You don't have a finance department — you ARE the finance department. Toolza replaces the bookkeeper-plus-spreadsheets combo without enterprise overhead.
“I do ops, marketing, pretty much everything — but still have to explain to my accountant how to clean up the mess each month.”
If your business has payments, multi-currency, or realtime-driven revenue at $1M+/year, the same solution fits. The labels above aren't the rule — they're the most common shapes we see. Book a call and we'll tell you in 20 minutes whether it maps to your setup.
“We're not on the list — but our books look exactly like everyone else's mess.”
Toolza connects to the tools you already use. Revenue, spend, payments — they flow in automatically. No blank slate, no parallel data entry.
Trackers, bank feeds, invoices, crypto wallets
Partners matched to sources, networks, and entities
Match revenue, invoices, and bank — per partner, per period
P&L, cashflow, AR/AP, partner performance
Tap any tab — dashboard, contacts, finance, reconciliation, reports, structure, team, settings.
Tap through each area. Just what it actually does.
The daily engine — reconciliation, period management, and data integration that keeps your numbers honest across partners, entities, and payment cycles.
Match revenue data against invoices and bank transactions — per partner, per period. Daily breakdown with verified/auto/period totals. Visual ops dashboard showing what's matched, pending, or needs review.
Visual drag-drop canvas linking partners to traffic sources, affiliate networks, and data feeds. Supports trackers with auto-sync and catch-up for missed days. Maps advertisers and affiliates.
Formal reporting periods with partner entries, payment cycles, and stage-based workflow. Lock stages to prevent edits on closed periods. Activity logs and comments for audit trail.
Income, expenses, payroll, and transfers — with full document workflow, OCR, and PDF generation.
Full lifecycle: Draft → Pending Approval → Paid (or Overdue / Rejected). Partial payments and voids supported. OCR scanning on uploaded invoices, PDF generation, and a canvas-based invoice template editor.
Payroll management with document attachments. Internal transfers between entities and external transfers with sender/receiver tracking. Full document support on all types.
Import bank transactions via CSV/Excel with smart column detection. Crypto wallets through MetaMask, Trust Wallet, and WalletConnect — Ethereum, Tron, BSC. Binance API integration. More chains roll out based on customer load — ask on the call.
Manage every relationship — advertisers, affiliates, traffic sources, agencies — from first touch to reconciled payment.
Full partner profiles with multiple contacts, payment methods, configurable payment terms with calendar visualization, document management with expiry tracking, and threaded notes. Document signing with countersign workflow.
Lead management with custom statuses, import templates, batch import, and convert-to-partner workflow. Archive and restore capabilities.
Reports and analytics that tell you what happened, what's coming, and where to look.
P&L, Balance Sheet, Cashflow, General Ledger, Account Balance, Currency Rates, and Chart of Accounts. Cash vs. Accrual method toggle. Custom saved reports with PDF and Excel export. Accounting views across entities.
Accounts receivable and payable aging — summary, aging buckets, and trend over time. Combined with the partner ledger, you see who owes what, how long, and where the risk concentrates.
Forward view of expected receivables and payables against bank and crypto positions. Surfaces upcoming partner payouts, AR coming due, and FX exposure on a single timeline.
Employee management, leave, and role-based access control — for teams that are scaling.
Employee profiles with compensation history, lifecycle logs, department assignments, and role management. Invite-based onboarding flow.
6 built-in roles (Admin, Director, Accountant, Supervisor, Manager, Contractor) plus custom roles. 9 permission sections with per-action, per-department scoping. Role hierarchy enforced by ID rank.
Model your real-world business structure — entities, wallets, currencies, and departments — with consolidated and drill-down views.
Four explicit levels: Groups → Operating Companies → Legal Entities → Wallets. Consolidated views across the whole structure or drill down to any level. Dependency tracking blocks deletion of in-use entities so books stay clean.
Operate in any currency. Each wallet, entity, and transaction carries its own currency. FX rates keep everything convertible for consolidated reporting.
Organize income, expenses, and payroll by category and department. Scope permissions per department so teams only see what they need.
Where Toolza fits when you've already tried sheets, generic accounting, or enterprise ERPs.
The connective tissue between your trackers, finance, and banking
A system of record for every dollar in and out of your operation
Built for performance marketing workflows — buyers, networks, and agencies
A single source of truth your accountant, ops lead, and partners team can all use
A path from “end-of-month chaos” to “daily clarity”
A tracker or ad platform — we pull data from them, not replace them
An ad spy or creative tool — Toolza is purely back-office
A replacement for QuickBooks/Xero — we integrate with them for accounting sync
Generic SaaS — this is built for the economics and workflows of performance marketing
A fit below ~$1M/year — at smaller scale, Xero plus a spreadsheet is usually enough
No 3-month implementation. No army of consultants. Here's the actual sequence.
20 minutes. We map Toolza to your setup — entities, trackers, payment methods. You'll know if it fits before the call ends.
Trackers, bank feeds, crypto wallets, accounting (QuickBooks / Xero) — wired into one ledger.
Drag your partners onto sources and networks. Set payment terms, payout cycles, currencies.
90 days of past transactions for context. AR/AP, partner balances, period locks.
Roles assigned, permissions scoped, first reconciliation run together. Then you're operating.
What changed when ops moved off spreadsheets onto a single ledger.
"Gained financial control and bought back time."
We already use QuickBooks. Why add another tool?
We've built our spreadsheets exactly how we want them.
What does it cost?
Are we big enough? Are we too big?
What if my team won't use it?
Is our crypto and partner data secure?
How long does implementation actually take?
Toolza exposes an MCP server. Any MCP-compatible AI — Claude, Cursor, others — connects directly to live Toolza data. The AI stops being generic. It becomes a domain-aware financial operator that understands how performance marketing money actually moves.
We'll wire one tracker, one bank account, and one wallet — and show you the AR/AP picture live on your data.
Book a call
the same algorithm as in banks
protects your keys
just like in crypto wallets
protects against network attacks
protection against malicious code injection