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Agency reporting automation

Client reports that build themselves.

We pipe Amazon, Walmart, Google, Meta and TikTok data into one warehouse, define every metric once, and generate white-label dashboards and scheduled reports for each client.

What you get

Less assembly, more account management.

The month-end scramble ends

Account managers stop spending the first week of every month building reports.

Numbers that hold up

Every client report draws on the same tested definitions, so errors don't multiply with the client count.

New clients, no new busywork

Adding a client means adding configuration, not another afternoon of exports.

No connector ceiling

You own the raw data, so a custom metric is a dbt model away, not a feature request.

The problem

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.

Before and after

What changes.

Manual reporting

  • Exports, VLOOKUPs and a deck for every client
  • The first week of each month goes to assembly
  • Error rates climb with the client count
  • Back in spreadsheets when a tool lacks a metric

Automated reporting

  • The first week of the month goes back to client work
  • Error rates stay flat as the client count grows
  • Reports show yesterday's data, not last month's
  • Custom metrics without a return to spreadsheets

What we automate

What’s included.

  • Automated data pulls from Amazon, Walmart, Meta, Google, TikTok, and other 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

How we run it.

  1. Step 1

    Template the report your best account manager already sends; that becomes the spec

  2. Step 2

    Pipe every platform into one warehouse instead of point-to-point dashboard connectors

  3. Step 3

    Automate the top-N client reports first; long-tail clients inherit the same templates

  4. Step 4

    Keep a human review step exactly where judgment is added, and nowhere else

Typical stack

What it runs on.

  • Amazon Ads API
  • Meta / Google / TikTok APIs
  • dbt
  • Snowflake / BigQuery
  • Looker / Power BI
  • Custom report generation

FAQ

Common questions.

What is agency reporting automation?

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.

How is this different from tools like AgencyAnalytics or Swydo?

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.

How much time does automated reporting actually save?

Mau Brands cut manual reporting time by 25% after we automated it. How many hours come back depends on client count and report depth. The larger win is usually fewer errors and faster numbers: clients see yesterday's numbers today, instead of last month's numbers next week.

Can automated reports still be customized per client?

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.

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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