Agency reporting automation: pipelines and dashboards that turn hours of manual client reporting into always-current, white-labeled reports across every ad platform.
Manual reporting scales worse than linearly
Every new client adds exports, VLOOKUPs, and a deck. At 20 clients it's annoying; at 100 it consumes whole roles, and the error rate climbs with the volume a wrong number in a client report costs trust that took years to build. Reporting tools help until you need a metric they don't support; then you're back in spreadsheets.
What we automate
- Automated data pulls from Amazon, Meta, Google, TikTok, and retail media networks
- A reporting mart where every client metric is defined once, in dbt, with tests
- White-labeled live dashboards per client your brand, their data, always current
- Scheduled report delivery: PDFs and summaries generated and sent automatically
- Anomaly flags so account managers hear about a spend spike from the system, not the client
- Historical restatement handling so last month's numbers stay honest after attribution updates
How we work
Template the report your best account manager already sends that becomes the spec
Pipe every platform into one warehouse instead of point-to-point dashboard connectors
Automate the top-N client reports first; long-tail clients inherit the same templates
Keep a human review step exactly where judgment is added, and nowhere else
Typical stack
Frequently asked questions
Agency reporting automation replaces manual client-report assembly with a data pipeline: ad-platform data flows automatically into a warehouse, metrics are computed once with consistent definitions, and client-facing dashboards and scheduled reports are generated from that single source so reports are always current and never hand-built.
Off-the-shelf reporting tools are excellent until you need a metric, platform, or client-specific view they don't support. A warehouse-based pipeline owns the raw data, so custom metrics (margin-adjusted ROAS, inventory-aware pacing, cross-network dedup) are a dbt model away and you're never locked into a vendor's connector list or per-client pricing.
Agencies we've built for typically recover 15–40 hours per account manager per month, depending on client count and report depth. The larger win is usually error elimination and speed: clients see yesterday's numbers today, instead of last month's numbers next week.
Yes the right architecture is templates over a shared metric layer. Every client gets the same tested metric definitions, while layout, KPIs shown, branding, and commentary sections vary per client. Customization lives in configuration, not in a hand-edited spreadsheet.
Go deeper
Kill the reporting week
Show us one client report you build by hand and we'll map the pipeline that builds it automatically for every client.
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