Insighty + Rocketlane:
client delivery, plus the financial layer
Rocketlane handles client onboarding and project delivery with a collaborative client portal. Insighty handles the financial intelligence that follows every delivered project — revenue, contracts, retainer billing, and forecasting.
Rocketlane
Client onboarding & delivery platform
Insighty
Client management, contracts & financial ops
Together — delivery plus full financial ops.
Rocketlane
Client onboarding & delivery platform
A purpose-built client onboarding and delivery platform with a collaborative client portal. Rocketlane makes the delivery experience polished and structured — from kickoff through go-live.
Best for
- Client onboarding and project delivery
- Collaborative client portal and communication
- Structured delivery workflows and playbooks
- Milestone and status tracking
Insighty
Agency Intelligence Platform
The financial and operational intelligence layer that picks up where delivery tools end. Connects post-launch 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
Rocketlane is exceptional at client onboarding and delivery
Rocketlane is purpose-built to make client onboarding and project delivery a great experience. Teams love its client portal and structured delivery workflows.
Client-facing project portal and collaboration
A polished, branded client portal for onboarding tasks, documents, and status.
Structured onboarding and delivery workflows
Templates and playbooks for repeatable, scalable client onboarding.
Status updates and milestone tracking
Real-time delivery visibility for both internal teams and clients.
Document management and embedded forms
Centralised document storage, intake forms, and embedded content.
Time tracking per project
Track time against onboarding and delivery projects.
Professional client experience out of the box
Purpose-built to make client onboarding feel polished and effortless.
The questions Rocketlane cannot answer for agency owners
Rocketlane knows everything about getting projects delivered. It knows nothing about what happens to the revenue after delivery.
"Which clients have maintenance contracts starting after project delivery?"
Rocketlane handles delivery. Post-launch maintenance billing, contract scope management, and renewal tracking are outside its model.
"Which hosting and domain renewals are due across all clients in the next 90 days?"
Infrastructure management and renewal alerts are not part of Rocketlane's delivery-focused design.
"What is total recurring revenue from delivered projects across all clients?"
Rocketlane tracks delivery projects. The ongoing revenue picture from retainers, hosting, and domains post-launch does not live there.
"What is the probability-weighted pipeline of projects about to start?"
Rocketlane manages projects in flight. Sales pipeline and revenue forecasting are outside its scope.
What each tool handles
Delivery vs financial ops. These tools cover completely different phases of the agency lifecycle.
Capability
Rocketlane
Insighty
Client onboarding & portal
✓
—
Project delivery & milestones
✓
—
Time tracking
✓
✓
Post-launch maintenance contracts
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
—
✓
Hosting & domain renewal tracking
—
✓
Sales pipeline & forecast
—
✓
Client financial summary
—
✓
Invoice automation (recurring)
—
✓
Resource utilisation & billability
~
✓
Change request value tracking
—
✓
Rocketlane for project delivery. Insighty for everything that comes after.
Rocketlane is built for the client-facing delivery experience. Insighty picks up where Rocketlane ends — tracking the ongoing contracts, retainers, hosting, and revenue that follow every delivered project.