Platform
Client reporting software built for agencies.
Stop rebuilding reports client by client. Build one template, and it runs for every client on the roster.
The problem
Every new client adds another reporting cycle.
What works for 5 clients can become a bottleneck at 50.
Growing client portfolio
The same reporting cycle
Growing client portfolio
- northwind-retail
- harbor-dental
- lumen-fitness
- atlas-homes
- verve-cosmetics
- 5 more clients
The same reporting cycle
Repeated for every client
- Collect dataFrom multiple platforms
- Prepare dataClean, transform, organize
- Build reportCreate dashboards and visuals
- QA and reviewValidate numbers and insights
- Deliver reportShare with the client
Every client adds another full cycle of manual work.
Every client becomes a new reporting project
Each client runs different platforms and asks for different numbers, so you set the whole thing up again.
Your team keeps rebuilding the same things
Your team builds the same reports and the same calculations over and over.
More clients means more hours
Every client you add is more reporting to build, to check and to keep running.
Reporting eats the time you sell
Your team should be finding opportunities and advising clients, not moving data between platforms.
The solution
Build the reporting system once.
You build your reporting once, and then use it for every client on the roster.
Master reporting template
Built once
- northwind-retailclient_id = northwind-retail
- harbor-dentalclient_id = harbor-dental
- lumen-fitnessclient_id = lumen-fitness
7 more, same template
One workflow runs every client on the roster.
Capabilities
Built for agencies with a lot of clients.
Everything you need to build a report once and use it everywhere.
Reporting at scale
Build a report once and run it for every client on the roster. Each copy is filtered to that client's own data.
Read the case studiesEvery client in a warehouse you own
Each client's platforms land in your own data warehouse from the first sync, so the history stays yours.
See the sources and destinationsShare a report with a client
Send it straight from the portal. No exports, no attachments and no chasing a file around.
Onboard a client and their users
Add the client, connect their sources, then give their people access to the reports that are theirs.
Watch the whole roster
Alerts on every client at once, for a threshold, a percentage change, or data that never arrived.
Setting up alerts across clientsYour brand, on Enterprise
On the Enterprise plan, the portal and every client dashboard carry your branding, on your own domain.
Compare the plansGet started
Ready to take on more clients?
Book a call and we will show you how other agencies have set this up.