Insighty + Asana:
delivery plus the financial layer
Asana handles project delivery. Insighty handles the financial reality behind it — revenue, contracts, retainer billing, and forecasting. They answer different questions. Together, they cover everything.
Asana
Project management & delivery
Insighty
Client management, contracts & financial ops
Asana
Work management platform
A leading work management platform built around tasks, projects, and team collaboration. Asana gives teams a visual, organised way to plan and track delivery across lists, boards, timelines, and calendars.
Best for
- Project and task management
- Team goal setting and alignment
- Creative and marketing workflows
- Cross-functional team collaboration
Insighty
Agency Intelligence Platform
The financial and operational intelligence layer agencies need alongside their PM tools. Connects clients, contracts, retainers, hosting, domains, invoices, and pipeline into one unified revenue view.
Best for
- Agency owners and operations managers
- Revenue planning and invoice tracking
- Retainer and contract management
- Financial forecasting and pipeline
Asana is exceptional at project and work management
This is not a "switch away from Asana" argument. Asana is one of the best work management platforms available. Teams love its visual clarity and flexibility.
Task and project management
Lists, boards, timelines, and calendar views with rich task detail and dependencies.
Team goals and portfolios
Align projects to company objectives and track progress across portfolios.
Workflow automation
Rules-based automation that triggers actions across projects and forms.
Cross-project reporting
Status dashboards showing workload distribution and milestone progress.
Team collaboration
Comments, @mentions, file attachments, and approval workflows.
Integrations
200+ integrations including Slack, Google Drive, Salesforce, and Zoom.
The questions Asana cannot answer for agency owners
Asana knows everything about delivery. It knows nothing about whether you are getting paid for it.
"Which projects are actually profitable this month?"
Asana tracks delivery and tasks. It does not know the contract value, billing rate, or budget burn. Profitability is invisible unless you build it in a spreadsheet alongside Asana.
"Which retainer clients need invoicing this month?"
Maintenance contracts, hosting plans, and domain renewals are recurring but not managed in Asana. They live in a spreadsheet — until something is missed.
"What will revenue look like next quarter?"
Asana has no concept of sales pipeline, probability weighting, or deferred invoice value. Forecasting means leaving Asana and opening a spreadsheet.
"Is this retainer client consuming more than they are paying for?"
Asana tracks tasks but does not know the hours budget, billing scope, or change request value for a maintenance contract. Over-delivery is invisible.
What each tool handles
Different tools, different jobs. The overlap is minimal by design.
Capability
Asana
Insighty
Task & project management
✓
—
Timeline and Gantt view
✓
—
Time tracking
~
✓
Maintenance contract billing
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
—
✓
Hosting & domain renewal tracking
—
✓
Sales pipeline & probability forecast
—
✓
Resource capacity & utilisation
~
✓
Client financial summary
—
✓
Invoice automation (recurring)
—
✓
Change request value tracking
~
✓
Keep Asana. Add the financial layer it is missing.
Insighty works alongside Asana. Your project team stays in Asana. Your agency owner and ops team get the revenue visibility they have been building spreadsheets to replace.