Agency Reporting Software
The spreadsheet was fine at three clients
Manual reporting scales linearly with the roster: every new client adds another export, another template copy, another Friday hour. Reporting software exists to break that line.
Spreadsheet vs Software
Where the manual workflow breaks
Copy-paste reporting adds repeated manual work as a client roster grows: exports, template upkeep, and checks for stale data.
Data collection
Spreadsheets need exports from each store, each ad platform, each month. Software syncs orders, costs, and ad spend continuously, so the report is already filled when you open it.
Template drift
Copied spreadsheet templates diverge: one client's tab calculates margin differently and nobody notices. Shared report templates calculate every client the same way.
The profit blind spot
Ad exports do not know about COGS, refunds, payment fees, or fulfillment. A P&L-based report does - which is what a store owner is actually paying you to move.
Delivery
Manual reports go out when someone remembers. Scheduled reports go out daily, weekly, or monthly, branded and on time, whether or not it was a busy week.
Knowing something broke
A silent sync failure turns into a wrong report in a spreadsheet workflow. Cross-client alerts flag stale syncs and expiring credentials before the report goes out.
Free Tool
Judge the output before the workflow
The free builder creates an illustrative combined client report - pick sections, add your branding, and download the sample.
Common Questions
Frequently asked questions
Do I need a separate reporting tool per client?
No. On the Agency plan, every connected client store shares one reporting workflow: the same templates, the same white-label treatment, and one portfolio view above them. The plan includes 10 client stores under one flat subscription, with additional stores at $29/mo each.
How does reporting software compare to spreadsheets on cost?
A spreadsheet is free until you price the hours: exports from every store and ad account, template maintenance, and rework when a paste goes wrong. Reporting software is a fixed monthly cost that removes that per-client labor. Where the break-even sits depends on your roster size and hourly cost - the honest answer is to count your own Friday hours.
What reports can the software generate?
Per client: P&L statement, marketing overview with per-platform ROAS and channel mix, order summary, expense breakdown, and month-over-month, week-over-week, and year-over-year comparisons. These supported report templates export as branded PDF or CSV and can be scheduled for email delivery. Portfolio-wide blended KPIs, the client leaderboard, and channel mix remain dashboard views.
How long does setup take for a new client?
Connecting a client is either an email invite the client approves, or an agency-led install where you connect their Shopify store directly. Once the store syncs, its data flows into the existing report templates - there is no per-client report configuration to rebuild.
What does it cost?
$499/mo includes 10 client stores. $29/mo per additional store. 14-day free trial, billed as one invoice.