Agencies
AI Agency Operations OS
Connects agency onboarding, delivery, reporting and knowledge into one system with shared client data and approval rules (no sales or proposal agents).
Agencies
AI Agency Reporting
Client-facing campaign and performance reports are assembled from your ad and analytics data on the cadence you set.
Monthly reporting week should not swallow your account team. AI Agency Reporting pulls campaign numbers from your ad platforms and analytics tools, read-only, and assembles a white-label report or dashboard for each client, branded as your agency's own. Alerts flag a client metric that moves outside your range before the next report. Your team adds the commentary and judgment.
- White-label reports carrying your agency's branding
- Campaign data pulled from your ad and analytics platforms
- Alerts when a client metric moves outside your range
$6,200
20–30 working days
Optional maintenance $310/mo
What it is
AI Agency Reporting pulls campaign and performance numbers from your ad platforms and analytics tools. It assembles a white-label report or dashboard for each client on your cadence, branded as your agency's own. Alerts flag any client metric that moves outside your range. It is the agency version of AI Client Reporting, tuned to campaign metrics.
Why businesses buy it
Reporting is how clients see the value of their retainer, but building it by hand means account managers copying numbers between platforms instead of improving campaigns. Late or inconsistent reports invite tough questions at renewal time. AI Agency Reporting produces a consistent, branded report every cycle, checked against your historical data before launch, and warns you early when a campaign moves. The Scope Card sets the data sources, metrics and alerts before you buy, and nothing connected is given write access.
Problems this solves
Account managers lose billable hours building client reports
The build pulls campaign and performance numbers from your ad platforms and analytics tools. It assembles a report or dashboard for each client on the cadence you set.
Reports look generic instead of carrying your agency's brand
Each report is white-label and branded as your agency's own. Clients see your name on the work, delivered through one channel such as email or a dashboard.
A campaign dips between reports and nobody notices
Alerts flag any client metric that moves outside your range between reports. Up to five alerts can be set, so your team acts first. Clients hear about it from you.
Numbers in the report do not match the ad platform
The build reads up to three data sources, read-only, for up to 25 defined metrics. Results are checked against three months of your historical data before launch.
A good fit if
Account managers currently pull impressions, engagement and spend from several ad and analytics platforms by hand to build each client's report.
You can name up to three read-only data sources, such as Google Ads, Meta Ads and your analytics platform, and up to 25 metrics clients actually ask about.
You want a white-label report or dashboard delivered on a set cadence, weekly or monthly, plus up to five alerts for anything that needs attention sooner, like an underspending campaign.
You have at least three months of campaign data to check the numbers against before the report goes live for a client.
Not the right fit if
The report is for your own team, tracking deliverables shipped or task status internally, not a client-facing performance report. See AI Agency Project Manager.
You need proposals or pitch decks drafted for prospective clients, not performance reports for existing ones. See AI Proposal System.
You run professional-services engagements, not ad or content campaigns, and report hours billed or milestone progress. See AI Client Reporting.
You need more than 25 metrics or more than three data sources. Add a note at checkout and we quote it, or start from our Custom AI enquiry form.
How it works
- We connect, read-only, to up to three data sources you name, typically an ad platform such as Google Ads or Meta Ads, plus your analytics platform or project tool.
- You define up to 25 metrics clients actually ask about, such as impressions, engagement rate, cost per result and deliverables shipped that cycle.
- On the cadence you set, weekly or monthly, Agency Reporting assembles those metrics into a report or dashboard formatted and branded as your agency's own, not a third-party tool's.
- It's delivered through the channel you chose, email, Slack or a web dashboard, so clients see the update without an account manager assembling it by hand each cycle.
- Up to five alerts flag anything that needs attention sooner, such as a campaign underspending its budget or engagement dropping off, outside the normal reporting cadence.
- We check the results against three months of your historical campaign data before launch, so the numbers match what your team already knows to be true.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read-only access to each data source Agency Reporting should pull from, such as your ad platforms and analytics tools.
- Your own definitions of the key campaign metrics, so the numbers match what your account managers already report.
- At least three months of historical campaign data to check the report against before it goes live.
- The report recipients for each client and the delivery channel they should receive it on.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the metric definitions and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, data sources and metric definitions confirmed.
Weeks 1–2
The recurring report or dashboard is built and branded to your agency.
Week 3
Ad and analytics platforms connected read-only, alert rules configured.
Weeks 3–4
Results checked against three months of your historical campaign data.
Week 4
Your review and two rounds of changes.
Go-live
Live, handover report sent, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,200 |
| Express | 15–25 working days | $7,300 |
| Rush | 10–20 working days | $8,350 |
What you receive at handover
- AI Agency Reporting, configured and deployed to your environment
- One white-label dashboard or recurring report with up to 25 defined metrics
- Up to five alerts for client metrics outside your range
- Read-only connections to up to three data sources, such as ad platforms and analytics
- A test report checking results against three months of historical data
- An admin guide, the written handover report and 30 days of post-launch support
Expected benefits and how to measure them
- Can give back billable hours now spent on reports
- Helps clients receive branded reports on schedule
- Makes it easier to catch a campaign dip early
- Hours spent on reporting per client
- Log reporting time for one cycle before launch and one after.
- Reports delivered on time
- Compare delivery dates with the agreed cadence for the quarter before and after launch.
- Alerts acted on before the client asked
- Count alerts each month and note which led to action before the client raised it.
Before you start: Record reporting hours per client each cycle and how many reports went out late last quarter.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Agency Reporting afterwards costs roughly $20 to $150 a month, covering AI model usage plus hosting and the scheduler, billed directly in your own accounts as the number of client reports you run changes.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and a monthly allowance of change hours, which covers a new metric, an added alert or a rebranded template for a new client. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$310/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A reporting dashboard tool bills per seat whether a client opens it or not | A junior account manager's time compiling decks is billed as overhead | Ours is one fixed price, shown on this page before you buy |
| Scope | A reporting dashboard tool is a blank canvas you wire metrics into yourself | Report format depends on which account manager built it | Ours is written on the Scope Card before purchase |
| Branding | A reporting dashboard tool usually carries its own logo and layout | Branding is redone by hand for each client deck | Ours is branded as your agency's own report, every cycle |
| Delivery | Sign-up is instant, wiring up real campaign metrics is not | Typically several weeks before reporting settles into a rhythm | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Agency Reporting cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. It covers everything on the Scope Card: up to three data sources, 25 metrics, up to five alerts, your agency branding and a check against three months of historical campaign data before launch.
How is AI Agency Reporting different from the general AI Client Reporting?
The general AI Client Reporting is built for professional services metrics like hours billed and milestone progress. Agency Reporting is tuned to campaign and creative metrics instead: impressions, engagement, cost per result and deliverables shipped, formatted and branded as your agency's own. If your clients care about campaign performance, this is the closer fit.
Is AI Agency Reporting the same as AI Agency Project Manager?
No. Agency Reporting is client-facing: it assembles the performance report or dashboard your clients actually see, on the cadence you set. AI Agency Project Manager is internal-facing, tracking tasks, deadlines and resource coordination across your team's live campaign work. The two can run side by side, one for clients and one for delivery.
How much does AI Agency Reporting cost to run each month?
Roughly $20 to $150 a month in your own accounts, covering AI model usage plus hosting and the scheduler. The figure moves with how many client reports and alerts you run. Your ad platform and analytics subscriptions stay as they are. The one-time build price is separate and shown in the price and delivery panel on this page.
How long does AI Agency Reporting take to launch?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and read-only access is verified. Most of the build goes into checking every metric against your own historical campaign data, so the first client report matches what the ad platforms show.
What access does AI Agency Reporting need to our ad and analytics accounts?
It needs read-only access to each data source you name, such as your ad platforms, analytics tool or project tool, plus at least three months of historical data to check against. Admin access and API keys are shared by adding our team as a user or creating a key you control, never by email, and nothing connected is given write access.
Can I add a metric or a new client's report later?
Adding a metric or an alert within your existing 25-metric limit fits inside the monthly change hours that come with maintenance. A fourth data source, or reporting for a structurally different client program, gets a written Change Quote first, before work starts.
Do the reports carry our agency's branding, not a third-party tool's?
Yes. Every report or dashboard is formatted and branded to your agency, your name, your layout, your client-facing language, so it reads as work your team produced rather than an obvious dashboard export. Clients see a consistent report each cycle, and the branding is confirmed with you during the two rounds of changes.
Stop rebuilding the same campaign report by hand.
Order AI Agency Reporting and client-facing performance reports assemble themselves on your cadence on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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