“Out-of-the-box reporting” has become a buzzword—one that rarely delivers on its promise. Many platforms offer pre-built reports, but they’re often irrelevant, overly complex, or completely disconnected from the way marketing and advertising agencies actually operate.
At best, these reports feel generic. At worst, they’re a burden—forcing your team to spend time customizing, reconciling, or ignoring reports that don’t provide meaningful insights.
We think it’s time for something smarter.
Why Standard Reporting Tools Fail Agencies
Marketing and advertising agencies don’t follow a conventional financial model. You manage dynamic project timelines, client-specific billing terms, fluctuating scopes, and global delivery teams. You juggle time tracking, resource planning, and profitability metrics—all while maintaining high-performance creative output.
Traditional reporting tools, often built for manufacturing or retail models, don’t reflect this complexity. They lack the granularity and flexibility agencies need. The result? Financial teams are stuck in spreadsheets, trying to extract relevant data manually. Strategic decisions are delayed, and insights are either outdated or incomplete.
Reporting That’s Built with Agencies in Mind
We designed our financial management platform to solve this exact problem. Our out-of-the-box reporting isn’t a patchwork of templates—it’s a robust, agency-specific reporting system built to work from day one, while remaining flexible enough to grow with your operations.
Here’s how it’s different:
1. Pre-Built Dashboards That Reflect Agency KPIs
We’ve developed a library of reports and dashboards tailored to agency operations—from real-time project profitability to utilization trends, revenue forecasting, and client margin analysis. These aren’t placeholders—they’re practical, functional tools designed to help your team lead with data.
2. Real-Time Visibility Across Teams and Territories
In a distributed agency environment, working from a single source of truth is essential. Our modern architecture ensures that reporting is synced across teams and locations. Whether your CFO is in London or your project team is in Sydney, everyone sees the same real-time data—no version control issues, no delays.
3. Integrated Into Your Workflow
Unlike bolt-on BI tools, our reporting capabilities are embedded directly within the agency management system. That means your reports are powered by the same data driving your billing, time tracking, project planning, and resource management. No data silos. No extra steps.
4. Built to Evolve with You
Need to tweak a report for a new client structure? Want to isolate performance by region, vertical, or service line? With intuitive configuration options, your finance and operations teams can modify or build new reports—without technical overhead or third-party dependencies.
The Impact: Better Decisions, Faster
With agency-focused, out-of-the-box reporting, you’re not just seeing what happened—you’re understanding why, and what’s next.
Your team can:
- Identify margin pressure in real time before it impacts revenue
- Spot underperforming clients or projects before they affect year-end numbers
- Drive accurate, data-backed forecasts without relying on disconnected spreadsheets
- Tell clearer financial stories that resonate with both internal and client stakeholders
When reporting works the way your agency works, your financial and operational teams can shift from reactive to proactive. That’s a competitive edge.
Built for the Way Agencies Think—and Work
Our platform is shaped by the workflows, challenges, and goals of modern marketing and advertising agencies. Whether you’re a boutique creative agency or a global network, we understand your need for speed, flexibility, and transparency.
And we deliver it—right out of the box.
See the difference purpose-built reporting makes.
Explore how our platform brings clarity and control to your agency’s financial operations—without the complexity.
