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For agencies

Manage 20 clients without 20 dashboards.

Marketing agencies, performance marketing teams.

You run a marketing agency. You have 5 to 50 clients, each with their own GA4, Meta Ads, Google Ads, Stripe, GSC. Your monthly reporting tax is days, not hours. SmartAnalyst is built for that shape of work.

workspaces
live
A
Acme Inc.
5 connectors · admin
BBloomCoactive
CCycle Studioactive
DDeep Roots1 alert
+Add a client
20+
Workspaces / account
One login, every client portfolio.
5 days
Saved / month
Vs assembling reports by hand.
< 60s
Per client question
Across all 5 connected sources.
1st of
Every month
Auto-sent branded PDFs.

What hurts today

Logins everywhere

You jump between 20+ login screens to assemble one client report. Half the screenshots are out of date by the time you ship the slides.

Reports take longer than the work

1-2 days a month per client × 10 clients = nearly a week just packaging data. Your team would rather be optimizing campaigns.

Client questions are slow

Client emails you Tuesday: « why did CAC spike last week? ». You open 4 tabs, build a 1-tab story, send Wednesday. The answer should have taken 90 seconds.

Junior team can't self-serve

Senior analysts answer the same 10 questions every week because juniors don't have the cross-source fluency to do it themselves.

How SmartAnalyst solves it

One workspace per client

Isolated tenants (RLS-enforced) but switchable in one click. Per-client connectors, branding, recipients.

Auto-sent reports on the 1st

Monthly PDFs with exec summary, KPIs, channel breakdowns, recommendations. Branded with your agency’s logo and colors.

Conversational AI = self-serve juniors

« Why did CAC spike last week on Account Y? » → structured answer in 5s. Juniors get unstuck without paging seniors.

Weekly proactive insights

Monday morning email per workspace + a cross-portfolio digest for the agency owner, who needs attention this week, who's quietly performing.

A typical week

  1. Monday 8am, proactive insights email lands. 3 client portfolios flagged for attention.
  2. Monday 9am, open the chat on Client A: « what's driving the conv drop? ». Answer in 10 seconds. Brief the account lead.
  3. Tuesday, Client B asks for a Q3-vs-Q2 comparison. You build it in 1 question.
  4. Wednesday-Friday, execute optimizations. Your team isn't spending hours building reports.
  5. 1st of the month, monthly PDFs go out automatically to every client at 7am. You add a personal note to a few.

We replaced two analyst hires with SmartAnalyst and ship a sharper deliverable than we did before.

Head of strategy · B2B SaaS agency, Paris

Built for the agency shape of work.

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