Client reports your agency doesn't have to rebuild every week
Pull data from Google Ads, Meta, Analytics, CRM, and ecommerce into commentary-rich updates for every client. Delivered to Slack, email, or docs on the cadence you set.
The reporting drag your account managers know too well
Your week, before and after
- Sunday night decks for tomorrow's client call.
- Quiet clients drift, then churn at renewal.
- Every new client adds 3 hours of weekly reporting.
- Your team builds the same slide for the fifth time this month.
- ✓Pulses post to each client's channel automatically — on the cadence you set.
- ✓Clients feel the steady cadence. Renewals follow.
- ✓New clients add a workspace, not a reporting backlog.
- ✓You spend the time on strategy, not slide-building.
Built for agencies that manage many clients, many tools
Multi-client workspaces
Each client gets their own workspace with isolated data, sources, and destinations. Switch between them in seconds.
Cross-platform commentary
Google Ads, Meta, Analytics, Shopify, CRM — pulled together and explained. AI drafts what changed and why, across tools.
Scheduled delivery on your cadence
Weekly, daily, monthly — set it once per client. Reports land in Slack, email, or wherever the client prefers.
AI commentary your team edits, not writes
First draft of commentary is generated from the data. Your account managers review and add judgment — they don't start from scratch.
Slack Connect delivery
Drop reports directly into your Slack Connect channel with the client. They see the update without logging into another tool.
Historical context and memory
Reports remember what happened last week. Commentary builds on prior periods instead of treating every week like the first.
What a weekly client update looks like
Performance summary
Top-line metrics across all connected platforms — spend, ROAS, CPL, revenue, conversion rate. WoW and MoM deltas inline.
AI-drafted commentary
"Meta ROAS up 0.4x WoW driven by stronger creative performance on prospecting campaigns. Google CPC stable. Shopify revenue tracking 8% ahead of last week."
What to watch
Flags like margin compression, budget pacing risks, or underperforming campaigns — surfaced automatically so you don't have to dig.
Suggested next steps
Areas to investigate: creative fatigue signals, audience overlap, landing page conversion drops. Framed as suggestions, not directives.
Frequently asked questions
Can each client have their own workspace?
Yes. Each client gets a separate workspace with isolated data sources, report configurations, and delivery destinations. Your internal team switches between them from one account.
What ad platforms and tools does it connect to?
Google Ads, Meta Ads, LinkedIn Ads, Google Analytics, Google Sheets, Shopify, HubSpot, Xero, and more. If the client uses it, we likely connect to it.
Can clients see the reports in their own Slack?
Yes. Use Slack Connect to deliver directly to a shared channel with the client. They see the update without logging into any new tool.
Does the AI write the commentary automatically?
It drafts commentary from the data — what changed, what moved, and what to watch. Your team reviews and edits before it goes out. Think first draft, not final word.
How is this different from the /agencies page?
The agencies page covers multi-client management and product setup. This page focuses on the reporting workflow — how agencies use Chartcastr to eliminate the weekly reporting grind.
Is there agency-specific pricing?
Yes. Agencies get per-client pricing that scales down as you add more clients. Your own org is always free. See the pricing page or reach out for details.
Your first AI insight is 3 minutes away.
Connect Google Sheets, pick a Slack channel, and get AI-powered metric updates with context your team can act on.
No card required. Setup in 3 minutes.
