AccountIQ brings account ownership, delivery health, resourcing, real margin and an AI read of client sentiment into one dashboard. Built for founders and leadership teams who run client businesses.
Client businesses run their relationships across tools that were never meant to talk to each other. So every week, someone rebuilds the same picture by hand.
Milestones and tasks, with no view of whether the account is making money.
Updated monthly, if at all. Rarely broken down by client.
The most honest signal you have, buried in hundreds of threads.
Nobody can say which client is quietly eating the team's week.
Five people, three calendars and a thread just to book one call.
Onboarding dates, ownership and past issues. It works until the team grows.
By the time the picture is clear, the renewal call has already happened. AccountIQ puts it on one screen before that.
AccountIQ is built for services businesses where a small leadership team still owns the health of every account, and where client relationships run on retainers and email.
Open one screen in the morning and see where margin, delivery and client mood stand across the whole portfolio.
See revenue concentration, account profitability and relationship risk in the same view the founder uses, instead of waiting for the quarterly deck.
Clear ownership, delivery health, team load and client sentiment for every account you manage, with one click to pull the team together.
Marketing, creative, digital and IT services firms, boutique consultancies and managed-service providers with long-running client relationships.
Six views your leadership team would use every week. Scroll sideways to explore.
Previews use sample accounts and figures for illustration. Screens will change as we build with founding agencies.
Every active client in one place, with owner and status at a glance.
Current scope, milestones and delivery health for each account.
Clear ownership for every client, so nothing falls between people.
Who on the team is working the account, and how much of their time it takes.
How long each relationship has run, so year three gets different care than month three.
Real margin per account, calculated from your actual numbers.
Client email read and ranked Satisfied, Neutral or Irate, with confidence levels and human override.
Schedule a call or chat with the full account team straight from the account view.
AccountIQ is an intelligence layer. It reads from your existing systems instead of asking your team to move to a new one.
Pull projects, SOWs and financials from the project or PSA tool you already use. No PSA tool yet? A lightweight built-in module covers the basics.
Link the mailboxes you choose. Gmail comes first, with Outlook to follow. Client emails are read for tone and ranked on a 3-level scale.
Google or Outlook Calendar powers the one-click team call, with free slots found for everyone on the account.
Start each day with the portfolio view. Drill into any account, review flags and bring the right people together.
Two things have changed. Client businesses are under margin pressure, and reading communication with AI has become reliable and affordable enough to run every day in the background.
Rising delivery costs and scope creep mean a flagship client can quietly become your least profitable one. Per-account margin is no longer optional.
Past a handful of clients and a few account managers, the full picture stops fitting in one head. Decisions start running on stale information.
By the time a client's unhappiness shows up in revenue, the decision to leave was made weeks earlier. Tone in email shows it first.
When a few accounts carry most of the revenue, the board needs to know how those relationships are doing now, not at quarter end.
Top-line growth can hide accounts that cost more to serve than they bring in. AccountIQ shows revenue and margin side by side.
Which accounts carry us? Which ones make money? Which ones are at risk, and who owns them? The same screen answers all four with evidence.
Financials tell you what already happened. Client mood tells you what is about to happen. AccountIQ shows both together.
Teams work on what they can see. When margin and mood sit side by side, every account falls into one of four clear moves, and attention goes where it earns the most.
Founder check-in. Scan flags, confirm or override mood reads and act on anything that needs you.
Account review. Walk through the portfolio with account managers on one shared screen, with no deck to prepare.
Leadership & board review. Discuss concentration, margin trends and relationship risk with the evidence on screen.
Your best accounts. Look for expansion and keep the team that serves them stable.
Highest priority. A valuable relationship at risk. Get the account team on a call today.
The client is happy, but the work costs too much. Use the goodwill to fix scope or pricing.
Hard conversations belong here. Decide deliberately whether to reset or step away.
Project and PSA tools own delivery and money. Customer success platforms own sentiment, mostly for software companies. AccountIQ brings the two together for client businesses.
| Capability | PSA / project tools | Customer success platforms | AccountIQ |
|---|---|---|---|
| Delivery & SOW health | Yes | No | Yes |
| Margin per account | Yes | No | Yes |
| Resources per account | Yes | No | Yes |
| Client sentiment from email | No | Partly, mostly tickets and product usage | Yes |
| Built for a founder's daily view | Built for operations teams | Built for CS teams | Yes |
| One-click call with the account team | No | No | Yes |
| Works on top of your existing tools | Replaces them | Separate system | Yes |
The eight core signals above, one PSA integration, Gmail mood reads and the one-click team call.
Invoicing and billing sync, budget versus actual, team capacity view, a light client status portal and early churn-risk flags.
Quoting and proposals, retainer management, revenue and utilisation forecasting, lightweight CRM sync and pulse surveys.
Founding agencies help decide the order.
We are opening early access to a small group of founding agencies and consultancies who will use AccountIQ first and help decide what it becomes.
Early accessBe among the first teams to run your portfolio on AccountIQ.
A direct line to the product teamYour feedback shapes features, integrations and the roadmap order.
Guided onboardingWe set up your integrations with you and tune mood reads to your clients.
First to hear on pricingWaitlist members get pricing details before public launch.
AccountIQ will be priced per active client rather than per seat, so cost tracks the accounts you manage. The aim is to cost less than buying a PSA tool and a customer success tool separately. Final pricing is being set with founding agencies.
We will be in touch as we open founding-agency spots. Questions in the meantime: business@digixonmedia.com
Anything else? Write to business@digixonmedia.com
AccountIQ is an account intelligence dashboard for client businesses. It shows every active account on one screen, with ownership, delivery health, resourcing, tenure, real margin and an AI read of client mood from email, plus a one-click way to bring the account team together.
Founders, leadership teams, board members, operations leads and account managers at agencies, consultancies and IT services firms of roughly 10 to 200 people, especially those running retainer or SOW-based client relationships.
No. AccountIQ connects to the delivery and finance tools you already use and reads data from them. If you don't use one yet, a lightweight built-in module covers the basics.
AccountIQ reads the client emails in the mailboxes you connect and ranks each account as Satisfied, Neutral or Irate. It looks at tone and patterns across threads, not single words, and shows how confident it is in each read.
Every mood read can be reviewed and overridden in one click. The model is tuned to be conservative: short or terse replies are not treated as anger, and low-confidence reads are held for your review.
You choose exactly which mailboxes connect, and you can disconnect at any time. Consent, data residency and retention terms will be documented and shared with founding agencies before any live inbox is connected.
Version one starts with Gmail for mood reads, Google Calendar for team calls and one project or PSA tool for delivery and financial data. Outlook and more integrations will follow, and founding agencies help decide which come next.
Yes. The portfolio view is designed to be shared in leadership and board reviews, so everyone works from the same view of revenue concentration, margin and relationship risk. Access roles are being defined with founding agencies.
A CRM tracks deals before they close. AccountIQ tracks the health of clients after they sign: delivery, profitability, team effort and how the client feels about the relationship.
Pricing is being finalised with founding agencies. The direction is per active client rather than per seat, and lower than buying a PSA tool and a customer success tool separately. Waitlist members hear first.
We review every sign-up and reach out to agencies that match the founding-agency profile for a short conversation. Selected teams get early access and guided onboarding as spots open.