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For agencies

A single workspace for every client you manage.

Cross-client insights at the agency level, a dedicated workspace per client, and white-labeled dashboards and reports ready to hand off.

Agency workspace

See every client. In one place.

A single agency workspace that rolls up every client, every channel — spend, performance, and pacing across the book of business in one live view.

Portfolio · MTD
Total spend$451.8K
Blended ROAS3.08×
Active campaigns142
  • Acme Co.
    $184.2K3.42×
  • North Star
    $92.6K2.81×
  • Helio Health
    $71.4K4.16×
  • Belvedere DTC
    $58.9K1.94×
  • Foundry Labs
    $44.7K3.05×
Per-client workspaces

One workspace per client. Tailored to what they actually need.

Every client gets their own workspace, scoped to their channels, their team, and a plan that matches the engagement — so depth scales with the relationship instead of forcing one shape on everyone.

Clients5 active
  • Acme Co.3 channels · 14 campaigns · 6 members
    Growth
  • North Star2 channels · 5 campaigns · 3 members
    Starter
  • Helio Health2 channels · 22 campaigns · 9 members
    Enterprise
  • Belvedere DTC3 channels · 9 campaigns · 4 members
    Growth
  • Foundry Labs2 channels · 3 campaigns · 2 members
    Starter
Acme Co.Workspace
Growth
Members6
+2
Platforms3
Plan · Growth
White-label dashboards

Hand them a dashboard. Branded as yours, or theirs.

Live, always-fresh client dashboards on your agency's brand — or each client's own. Their logo and their accent color, applied across every view. No exports, no broken links, no copy-paste.

Acme · Performance
Performance · 30d
Spend$184.2K+12.4%
ROAS3.42×+0.31
CPA$28.40−4.6%
Spend by platform · 7d
  • Google100%
  • Meta78%
  • TikTok46%
  • LinkedIn22%
Synced 2m agoLive
Brand

Their logo. Their color. Always live.

Logoacme-logo.svg
Replace
Accent#5B6CFF
Access
PasswordMagic link
  • Always live — no exports, no broken links, no copy-paste.
  • Per-client themes — their logo and their color, applied across every view.
  • Roll up to agency view — switch back to your portfolio in one click.
White-label reporting

Reports your clients open. Branded for who's reading.

Pre-built or custom reports, on a cadence that matches each engagement — delivered as PDF, email, Slack, or link, with the right brand applied at every export.

Your Agency · Performance review
PDF
Q2 · Apr 1 — Jun 30

Acme · Quarterly review

Prepared by Your Agency · for the Acme growth team
Spend
$184.2K+12.4%
Conversions
6,481+842
ROAS
3.42×+0.31
Spend by platform
  • Google88%
  • Meta64%
  • TikTok38%
  • LinkedIn18%
Confidential · Acme + Your Agency1 / 14
Delivery

On a schedule. With the right brand.

Recipients7
+3
CadenceMon · 9:00 ET
PDFEmailSlackLink
Brand
Your AgencySelectedAcme brandSwitch
  • Per-client brand — logo, color, and footer applied at every export.
  • Multi-channel delivery — PDF, email, Slack, link — pick any combination.
  • Cadence per engagement — weekly, monthly, or fired by a workflow on threshold.
Join the waitlist

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