How Profitable Agencies Plan With Farseer? Oak’s Lab Case Study

In this webinar, Katarina Trbara (Account Executive, Farseer) is joined by Martin Klikar (CFO, Oak’s Lab) to discuss how software agencies can move from spreadsheets to structured financial planning. The session features a real client case study and a live demo of an agency planning model in Farseer.

You’ll hear how Oak’s Lab, a technology partner for startups with 70 team members and $5.9M in revenue, replaced Google Sheets and Looker with a single connected model for financial and operational planning, and see a live walkthrough of project-level profitability planning inside Farseer.

What you’ll learn:

• Why spreadsheet-based planning breaks down for agencies — from slow data connections and outdated reports to spending 80% of finance time on data management instead of business decisions
• How Oak’s Lab connects ERP and time tracking data directly into Farseer, eliminating manual data entry and giving the finance team full confidence in report accuracy
• How capacity planning works in practice: assign people to projects by role, track utilization rates, and connect staffing decisions directly to recruitment and financial planning
• How a driver-based model links operational data (headcount, utilization, billing rates) with financial reports (P&L, cash flow) so every change is instantly reflected across the entire plan
• How what-if simulations let you test the impact of rate changes, salary increases, or FX shifts on project margins and company profitability in real time

The session includes a full product tour of Farseer’s core modules: dashboards, sheets, and database with a step-by-step demo of planning a new project, assigning team members, and simulating margin scenarios.

Who this is for: CFOs, Heads of Finance, and operations leads at software agencies and professional services firms looking to connect capacity planning, project profitability, and financial reporting in one place.