Insighty + Trello:
visual task flow, plus the financial layer
Trello keeps tasks moving on boards. Insighty handles everything under the surface — revenue, contracts, retainer billing, and the financial ops agencies need alongside their boards.
Trello
Visual kanban task management
Insighty
Client management, contracts & financial ops
Trello
Visual kanban task management
One of the world's most recognisable kanban tools. Trello gives individuals and teams a simple, visual way to organise tasks across boards, lists, and cards with minimal learning curve.
Best for
- Simple task and project tracking
- Visual kanban workflows
- Small team collaboration
- Lightweight project management
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
Trello is exceptional at visual task management
This is not a "switch away from Trello" argument. Trello is one of the simplest and most loved task tools available. Millions of teams use it daily for its ease and clarity.
Simple, intuitive kanban boards
Simple, intuitive kanban boards
Drag-and-drop task management
Drag-and-drop task management
Power-Ups for extended functionality
Power-Ups for extended functionality
Card checklists, attachments, and due dates
Card checklists, attachments, and due dates
Team collaboration on tasks
Team collaboration on tasks
Free plan available for small teams
Free plan available for small teams
The questions Trello cannot answer for agency owners
Trello knows everything about tasks on a board. It knows nothing about the financial reality behind those tasks.
"Which client contracts are generating revenue this month?"
Trello has no concept of contract value, billing scope, or revenue tracking.
"Which retainer clients need invoicing and which are overdue?"
Trello boards track tasks, not billing cycles or invoice status.
"What is this client worth to the agency across all their services?"
Trello tracks cards. Client financial relationships don't exist in its model.
"Are we over-delivering on this retainer without billing for it?"
Trello has no billable hours, scope limits, or contract ceilings.
What each tool handles
Different tools, different jobs. The overlap is minimal by design.
Capability
Trello
Insighty
Task management (kanban)
✓
—
Timeline / Gantt view
~
—
Time tracking
—
✓
Maintenance contract billing
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
—
✓
Hosting & domain renewal tracking
—
✓
Sales pipeline & forecast
—
✓
Client financial summary
—
✓
Invoice automation
—
✓
Resource capacity & utilisation
—
✓
Change request tracking
—
✓
Keep Trello for tasks. Add Insighty for everything financial.
Trello is one of the simplest and most loved task tools available. Insighty is not a task tool — it is the financial and operations intelligence layer that sits alongside it.