Ask anything about your clients’ performance
Answers you can put in front of a client
General-purpose AI can only work with whatever you paste into it. AgencyAI reads the live, normalized client data behind your reports — connected, cleaned and proven across 150,000+ campaigns — and cites the report or dashboard behind every claim. You get an answer you can check, and one you can send.
Grounded answers
Cited sources
Whole roster
Included on every plan
Get the answer without digging for it
Ask “what’s the conversion rate this quarter?” or “why did leads drop in July?” and AgencyAI reads that client’s data across your selected date range and answers in plain language. Every answer cites the report or dashboard it came from, so you can click through and check the number before you repeat it to a client. Suggested prompts come from real changes in that client’s data, so the first thing you see is what actually moved.
Run the analysis your agency runs every week
AgencyAI ships with skills built from what agencies asked for. At the account level: find at-risk clients, celebrate client wins, research a prospect. At the client level: run a health check, investigate a metric change, look for keyword opportunities, draft a client update email. Then write your own — custom skills hold your instructions, your KPIs, and your agency’s terminology, so you stop retyping the same brief. Keep a skill to yourself or share it with everyone on the account.
Have the brief ready before the meeting starts
Schedule any prompt to run daily, weekly, monthly, or once, and the results land in that client’s conversation history. Set up a Monday morning summary and it’s written before your team logs on. Use it for a pre-meeting brief or a weekly check on at-risk accounts — scheduled reports, with the analysis already done.
Give it the context that isn’t in a dashboard
Upload up to 20 files per client — the strategy deck, the contract, last quarter’s meeting notes — and AgencyAI factors them into every answer about that account. PDF, DOCX, XLSX, CSV, TXT, Markdown, and image files are supported, up to 10MB each. The context behind a client’s goals stops living in one person’s head.
More clients per person, without more people
The analysis that used to mean an afternoon of exports now takes a question. Agencies use the time to take on more accounts, go deeper on strategy, and answer client questions inside the meeting instead of promising to follow up. It also closes the gap between a first-year account manager and a five-year veteran, because the analysis no longer depends on who happened to run it. 7,000 agencies run client reporting on AgencyAnalytics — AgencyAI is how they read it.
Stop exporting data to answer a simple question
Free 14-day trial. No credit card required.
Everything else your reporting platform already does
Reports and dashboards in minutes
All your clients’ data, in one place
Drag and drop editor
White-label every report
Client goals and targets
Support that replies in minutes
What people are saying
AgencyAnalytics has been a game changer for reporting. It allows us to provide our clients with real-time dashboards whilst saving our account managers many hours a month on client reports. This time is now helping our agency operate more efficiently whilst improving the quality of our client reporting.
Preguntas frecuentes sobre herramientas de informes con IA
¿Tienes curiosidad por saber cómo encaja la IA en el proceso de informes de tu agencia de marketing? Estas preguntas frecuentes explican qué hacen las herramientas de informes con IA, cómo funcionan y por qué están ayudando a las agencias a tomar decisiones mejores y más rápidas.
Yes. AgencyAI cites its sources and links back to the AgencyAnalytics report or dashboard each figure was read from. Its analysis covers the period you've selected, and past conversations are kept per client, so you can go back to what it told you last month.
Yes. AgencyAnalytics writes the AI summary in the preferred language set for that client, and a prompt switches it to another language when you need one. The summary is written from the report page or dashboard section it sits in, and it stays editable afterward like any text widget.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
