For agencies
Run every client account the same way, by the right person only.
Your team runs dozens of accounts and reporting eats the margin. Cartora scans the portfolio before the morning calls and builds each report to the format that client agreed.
- Read-only by design
- Your client's credentials
- Revocable in one click
Which client accounts are pacing over budget, and which creatives are fatiguing?
Reading 6 accounts across Meta, Google and their databases
Two accounts need attention this morning.
| Account | Pacing | Needs |
|---|---|---|
| Client A | 131% of target | Budget |
| Client B | on target | Creative |
| Client C | on target | None |
Client A exhausts the month around day 23 at this rate.
Read fromMeta AdsGoogle AdsClient databases
What it costs today
Reporting is the largest non-billable line in most agencies.
Of their hours, spent reporting rather than on the work that keeps the account
Your week
This is the week. This is the same week, changed.
Not a new tool to adopt. The same days, with the assembling taken out.
Pull last week for the morning calls. Four platforms, every client.
The scan already ran. You walk in knowing which two accounts need you.
A junior reads an account a senior would read differently. Nobody finds out for weeks.
Anyone asks at the same depth. The questions ship as named commands.
Every client wants a different format, so the whole team builds decks.
Each report is built to the structure that client agreed, and arrives on schedule.
The floor rises without adding people.
Month end
The four hours per client, and what replaces them.
- Log into seven platforms, each with its own MFA
- By the sixth, the first has logged you out
- Copy figures into a deck built to that client's format
- Repeat, once per client, every month
- Built to the structure that client already agreed
- Sent on your schedule, where that client already reads
- Checked against the client's own database, not just platforms
- Nobody logs into anything
- Spendon plan
- Cost per resultdown 9%
- Pacing131% of target
- Needs attention2 campaigns
Registered in advance. It goes where it was told to go and nowhere else.
Isolation, drawn
One person on one client account cannot reach another.
No cross-client path exists, so there is nothing to misconfigure and nothing to remember.
Own credentialsOwn configurationOwn audit trail
Before you ask
Three that are specific to running many accounts.
Access, credentials and exit are answered in full on the security page.
What stops one of our people seeing another client's data?
Architecture, not a permission someone remembered to set. Each client is a separate environment with its own credentials, configuration and audit trail, which is why the diagram above shows a wall rather than a rule.
We have been burned by AI vendors who demo well and break in production.
You will see it running on one of your own client accounts before anything is agreed. The scoping discipline and what the retainer actually covers are set out in full on the how we work page.
Do our clients need to do anything?
They create a read-only credential in their own account, which is a two minute job they can revoke themselves at any moment without asking you or us. Most of the sources need nothing applied for.
Start here
Pick one client account and we will run it.
You choose the account and the measure of success. At the end you have a report of what it caught.