Insighty + Wrike:
delivery at scale, plus the financial layer
Wrike handles enterprise-grade project management and resource planning. Insighty handles the financial reality behind it — revenue, contracts, retainer billing, and forecasting.
Wrike
Enterprise project management
Insighty
Client management, contracts & financial ops
Wrike
Enterprise work management platform
A powerful enterprise project management platform built around Gantt charts, resource planning, and cross-functional workflows. Wrike gives large teams the structure and visibility to deliver complex projects at scale.
Best for
- Enterprise project and portfolio management
- Resource management and workload balancing
- Cross-functional team collaboration
- Workflow automation at scale
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
Wrike is exceptional at enterprise project management
This is not a "switch away from Wrike" argument. Wrike is one of the most capable enterprise PM platforms available. Teams rely on its power and flexibility at scale.
Interactive Gantt charts and timelines
Interactive Gantt charts and timelines
Resource management and workload balancing
Resource management and workload balancing
Real-time collaboration and proofing
Real-time collaboration and proofing
Custom workflows and automation
Custom workflows and automation
Comprehensive reporting dashboards
Comprehensive reporting dashboards
400+ integrations including Salesforce and Slack
400+ integrations including Salesforce and Slack
The questions Wrike cannot answer for agency owners
Wrike knows everything about delivery. It knows nothing about whether you are getting paid for it.
"Which client contracts are due for renewal this month?"
Wrike tracks projects and resources but has no concept of recurring contract value, billing scope, or renewal alerts.
"Which projects are over-delivering against what we're billing?"
Wrike knows hours logged. It doesn't know the billing rate, contract ceiling, or retainer scope.
"What will committed revenue look like in Q3?"
Wrike has no sales pipeline or probability-weighted forecast. Revenue forecasting means leaving Wrike for a spreadsheet.
"Which retainer clients have billing falling through the cracks?"
Recurring maintenance contracts, hosting plans, and domain renewals don't live in Wrike.
What each tool handles
Different tools, different jobs. The overlap is minimal by design.
Capability
Wrike
Insighty
Task & project management
✓
—
Gantt charts & timeline
✓
—
Resource management & workload
✓
~
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 (recurring)
—
✓
Change request value tracking
~
✓
Keep Wrike. Add the financial layer it doesn't include.
Insighty works alongside Wrike. Your project team keeps their Gantt charts and resource plans. Your agency owner gets the revenue visibility that spreadsheets were never built to provide.