professional services

Reports delivered. Clients confident. Fridays free.

Marketing agencies that automate reporting spend 80% less time on report production and nearly eliminate client "how are my campaigns doing?" calls.

6 hrs
saved per client per month on report production
0
"how are my campaigns doing?" calls after implementation
94%
client retention rate among agencies using automated reporting

The problem

Account managers at marketing agencies spend 4–8 hours per client per month building reports — pulling data from Google Ads, Meta, Analytics, and SEMrush, pasting it into decks, and writing commentary. This is the highest-cost, lowest-margin activity in an agency. Clients still call for updates between reports.

How it works

We build a reporting engine connected to every data source your clients care about. Each month (or week), branded PDF and/or live dashboard reports are generated automatically — with your agency's logo, commentary templates, and performance highlights. Clients receive them on a set schedule without anyone at the agency touching a keyboard.

What you get

Multi-platform data pull

Google Ads, Meta Ads, GA4, Search Console, SEMrush, and more — all in one report.

Branded PDF report generation

Your agency's logo, color scheme, and template — auto-generated with fresh data.

Live client dashboard

Optional always-on dashboard link so clients check performance between report drops.

Scheduled delivery

Reports email to clients automatically on your schedule — weekly, bi-weekly, or monthly.

Smart insights commentary

Auto-generated performance commentary flags wins and concerns for each client section.

Goal tracking & alerts

Automated alert to the account manager if a client's key metric drops below target mid-month.

Common questions

Can we customize the report layout per client?

Yes — each client can have a different report template, data sources, and delivery schedule.

What if a client's account is performing unusually well or poorly one month?

The system can flag outliers and notify the account manager before the report sends so they can add commentary.

Can clients add their own annotation or feedback?

Yes — a simple comment layer can be added to the live dashboard for client-side annotations.

Automate your reporting and win back your Fridays

Tell us about your business and we\'ll scope this for you — no commitment required.

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