aOS pulls your agency's financials and your clients' sales data into one place, so profitability, capacity, and planning work from live numbers rather than spreadsheets.

This is the order worth doing things in. Each step makes the next one more useful, and a couple of them are the reason things look empty if you skip them.

Start here, because nearly everything else attaches to a client. Time entries, sales channels, ad accounts, and profitability all hang off these records.

Tag each client to a service while you're adding them. It takes seconds now and it's what lets aOS split revenue by service line later. Skipping it is the most common reason a chart shows up blank. See Adding and managing clients.

Xero or QuickBooks, whichever you use. This is your agency's books, not a client's, and it's what turns Agency Analytics from estimates into real figures.

Two steps, and the second is easy to miss: connecting gets you the current month, then Agency Analytics → Setup pulls your history. Leave that page open while it runs.

If you bill through Stripe, connect that too. It shows what you actually collected, alongside what your accounting says you invoiced.

Sales channels and ad accounts get connected per client, from Settings → Integrations. Which ones matter depends on the client — Faire for wholesale, Klaviyo for email, Recharge for subscriptions, Google for traffic and ads.

Google works slightly differently: connect once, then assign each property and ad account to the client it belongs to. See the Integrations collection for each one.

Settings → Team. Set each person's role and permissions as you invite them, so they arrive with the right access rather than needing it fixed after.

Worth deciding deliberately: who should see agency financials and team rates. Those expose your margins and what you pay people, and it's usually a smaller group than everyone who needs aOS day to day. See Roles and permissions.

Once clients exist, Time Tracker gives you the other half of profitability — what each client actually costs you in hours. It works from the web or from Slack with /track.

Your accounting history takes a while to fill in, since it's pulled month by month on purpose. Client data starts flowing as soon as each channel is connected.

Profitability gets more useful the more time is logged, so the first couple of weeks are quieter than what follows.

Usually one of three things: a step above hasn't been done yet, the tool isn't enabled for your user, or a connection was made but its data hasn't been assigned to a client. The Troubleshooting collection walks through each.