Scale your agency without scaling headcount. Automate client reporting, project tracking, onboarding, and invoicing so you can serve more clients profitably.
Generating client reports takes days of manual work—pulling data from multiple tools, creating presentations, writing summaries. Team time wasted every month.
Project info is spread across Asana, Notion, Slack, email. No single source of truth. Status updates are slow and inconsistent.
Each new client requires custom setup emails, forms, access provisioning. No standardized process. Slow onboarding, missing information.
Manual invoice creation, tracking, reminders, and payment follow-up takes hours. Delayed payments hurt cash flow.
Streamlined workflows that let you focus on great work, not admin
Pull data from Google Analytics, Ads platforms, social media, and CRM. Generate beautiful, branded reports automatically and send to clients on schedule.
Sync projects across Asana, Monday, ClickUp, and other tools. Automated status updates, milestone notifications, and timeline tracking across all clients.
Automated onboarding workflow sends welcome sequence, collects client info, provisions access, schedules kick-off calls. All clients follow the same professional process.
Auto-generate invoices from project data, send on schedule, collect payments, and send reminders for unpaid invoices. Improve cash flow and reduce late payments.
Automate data collection and create real-time dashboards that keep everyone informed with the latest metrics.
Learn MoreConnect your tools and automate repetitive processes from end to end across your entire agency.
Learn MoreStreamline client intake and onboarding with automated workflows and professional document management.
Learn MoreYes! We integrate with Google Analytics, Meta Ads, Google Ads, HubSpot, Mailchimp, and other platforms to pull data and generate comprehensive client reports automatically. You can customize report templates for each client.
When a new client signs a contract, they're automatically sent a welcome email with onboarding sequence. They fill out forms with company info, preferences, and access needs. Tasks are created in your project management tool, kick-off meetings are scheduled, and credentials are provisioned—all automatically.
We work with all major platforms: Asana, Monday.com, ClickUp, Jira, Notion, and others. If your tool has an API, we can integrate it. We'll sync projects, update statuses, create tasks, and provide real-time visibility across all clients.
Most agencies save 15-25 hours per month through reporting automation alone. Add onboarding, invoicing, and workflow automation, and typical savings are 30-50 hours per month. That's equivalent to almost one full-time team member.
Absolutely. You can create different report templates for different client types or customize individual client reports. Each can pull different metrics, use custom branding, and be scheduled for different send times.