Insighty + Worklenz:
agency project ops, plus the financial layer
Worklenz is an open-source agency management platform with project tracking and time management. Insighty is the financial intelligence layer on top — revenue, contracts, and the billing visibility that open-source PM tools leave to spreadsheets.
Worklenz
Open-source agency management
Insighty
Client management, contracts & financial ops
Worklenz
Open-source agency management platform
An open-source, self-hostable agency management platform built around project tracking, time management, and resource allocation — designed specifically for agency teams.
Best for
- Agencies that want self-hosted control
- Project and task management
- Time tracking and billable rates
- Resource scheduling and team performance
Insighty
Agency Intelligence Platform
The financial and operational intelligence layer agencies need alongside their project management 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
Worklenz is exceptional at open-source agency project management
This is not a "switch away from Worklenz" argument. Worklenz is a practical, self-hostable tool built specifically for agency project ops.
Open-source and self-hostable
Fully open-source codebase you can self-host and customise to your needs.
Project and task management
Manage agency projects with task boards, priorities, and progress tracking.
Time tracking with billable rates
Log hours against tasks with billable rate configuration per team member.
Resource allocation and scheduling
Visualise team availability and allocate resources across active projects.
Team performance reporting
Reports on individual and team output, task completion, and time logged.
Built specifically for agencies
Designed around agency workflows with client projects and team structures in mind.
The questions Worklenz cannot answer for agency owners
Worklenz knows everything about project delivery. The financial intelligence layer — contracts, billing, forecasting — lives in a spreadsheet next to it.
"Which retainer clients have maintenance contracts renewing this month?"
Worklenz manages projects and time tracking. Recurring contract renewal cycles and billing alerts are outside its model.
"Which hosting and domain renewals are due across all clients?"
Infrastructure renewal management and automated expiry alerts aren't part of Worklenz's feature set.
"What is total recurring revenue across all contract types per client?"
Worklenz tracks project time and billing. Multi-stream revenue intelligence isn't its focus.
"What is the probability-weighted sales pipeline for next quarter?"
Worklenz has no sales pipeline or revenue forecasting capability.
What each tool handles
Different tools, different jobs. The overlap is minimal by design.
Capability
Worklenz
Insighty
Project & task management
✓
—
Time tracking (billable rates)
✓
✓
Resource allocation
✓
~
Team performance reports
✓
~
Maintenance contract lifecycle
—
✓
Hosting & domain renewal tracking
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
—
✓
Sales pipeline & forecast
—
✓
Client financial summary
~
✓
Invoice automation (recurring)
—
✓
Contract scope ceiling alerts
—
✓
Keep Worklenz for agency project ops. Add Insighty for financial intelligence.
Worklenz is a practical open-source agency management tool. Insighty adds the financial operations layer — multi-stream contracts, infrastructure tracking, and pipeline forecasting — that project management tools don't address.