Client Reporting

Stop Wasting Hours on Client Reports

We build custom AI systems that automate reporting for advertising and media agencies, tailored to your workflows and tools.

Get a Custom Solution

Industry Context

Ad agencies need to deliver accurate, good-looking reports on time. But margins are tight, campaigns change constantly, and teams are spread across time zones. Manual reporting just doesn't scale. Privacy rules like GDPR and CCPA add another layer of work, clients want real-time numbers and custom KPIs, and the people doing the reports are often the most junior on the team—which means errors and inconsistencies are constant.

By the Numbers

12 hrs/week

per account team on manual performance reports

Forrester Agency Ops, 2024

35%

of reporting time spent on formatting, not analysis

Gartner Marketing Analytics, 2025

80%

faster client reporting with AI dashboards

McKinsey Marketing, 2024

The Problem

What you're dealing with

Spending 15+ hours per week manually pulling data from Google Ads, Meta, and Salesforce into slide decks

Last-minute client requests causing all-nighters to reformat reports before quarterly business reviews

Errors in pivot tables or misaligned formulas that lead to embarrassing discrepancies in client-facing data

New hires taking months to learn undocumented reporting processes built in Excel and Google Sheets

The Solution

How it works

We start by talking to your team to map how reporting actually gets done—not the version in your SOPs. This tells us where time disappears, where mistakes happen, and what each stakeholder actually needs. Then we build a custom AI system that pulls data from your ad platforms, CRM, and spreadsheets, checks the numbers for consistency, and generates client-ready decks or dashboards. Our internal tooling lets us build and ship this in weeks. You get a system that runs on your infrastructure, matches your branding and compliance needs, and doesn't have the limitations of off-the-shelf reporting software.

Arc

Pulls and validates data from your ad platforms, CRM, and internal databases automatically

Wand

Builds client-ready reports, slides, or dashboards using your templates and brand guidelines

In Practice

Before and after

Before

Each Monday, a junior analyst spends 8 hours downloading CSV exports from 6 platforms, fixing discrepancies in Excel, copying tables into PowerPoint, and emailing the deck to account leads for review. Version control is a mess and last-minute changes are the norm.

After

We built a system that pulls data nightly, flags inconsistencies for review, and generates a branded PowerPoint deck by 7 AM Monday. Account leads get a secure link to review. Edits sync back to the source data automatically.

1 Data from all platforms ingested and validated automatically
2 Deck generated using your agency's template and branding
3 Secure share link sent to stakeholders for review
4 Edits tracked and synced without manual rework
5 Final version archived with full audit trail

6 weeks

Average time to delivery

From kickoff to deployed custom reporting system for advertising agencies

FAQ

Common questions

How is this different from buying a reporting SaaS tool?

SaaS tools force you to work their way. We build around your existing workflows, systems, and client requirements. You own it, and it connects deeply with your tools—no generic templates or limited connectors.

What if our reporting needs change next quarter?

The system is built to be flexible. Since it's custom, we can adjust logic, add data sources, or change outputs as your client needs shift—without waiting for a vendor's product roadmap.

How do you handle data security and compliance?

The system runs on your infrastructure or a cloud environment you control. We follow your data governance policies and build in compliance checks for regulations like GDPR. No client data touches our systems.

What happens if we need to train new staff on the system?

We document the process and run training sessions. The system is designed to be straightforward—most users just review outputs, they don't need to operate anything complex.

How long until we see a working solution?

We typically deliver a working prototype within 3 weeks and a full production system in 6-8 weeks, depending on complexity.