Automate Client Reporting at Scale.
Stop wasting hours building client reports manually. Deliver automated chart pulses and AI insights directly to every client's Slack or inbox.
Built for agencies that move fast
Connect your clients' data sources once, and let Chartcastr handle the rest. Automated charts, AI summaries, and scheduled delivery.
Multi-Client Management
Manage all your client accounts from a single dashboard. Separate workspaces, billing, and permissions per client.
Deliver Directly to Clients
Send chart pulses straight to your clients’ Slack channels and inboxes. They see the value, you save hours.
Save Hours Every Week
Stop manually pulling data and building reports. Automated pulses from Google Sheets, Shopify, Xero, and ad platforms.
All Data Sources Included
Connect Google Sheets, Shopify, Xero, Meta Ads, Google Ads, LinkedIn Ads, and more. One platform for every client.
AI-Powered Insights
AI summaries and follow-ups help you spot trends and anomalies across client accounts without manual analysis.
Secure by Default
Encrypted connections, role-based access control, and SOC 2 certification in progress. Your clients’ data stays safe.
Simple per-client pricing
Pay per active client. The more clients you manage, the lower your per-client price. Your own org is always free.
Per-Client Pricing
Price per client scales down the more active clients you have. All features of Pro included, plus agency-specific capabilities.
Need BYOK, custom integrations, or dedicated support? See Enterprise
How it works for agencies
Create your agency org
Set up your parent organisation (e.g. "BigRockTech") for your own internal pulses and metrics. This is your home base.
Add a client org
Create a separate org for each client (e.g. "CocaCola"). Switch between them when managing that client. Data stays isolated and secure.
Set up streams, pulses & destinations
Connect data sources, configure pulse schedules, and map destinations—Slack channels, WhatsApp groups, email lists—all scoped to that client org.
Add context docs
Map context documents to sources or to the org itself. AI uses this context for smarter summaries and follow-ups—only for that org.
Get Agency Pricing
Tell us about your clients and reporting needs. We'll put together a custom agency plan.