AgencyAnalytics

1. 1

   You create a Client (renamed from Campaign) for each business you report on, then connect that client's marketing accounts by OAuth: Google Ads, GA4, Search Console, Meta, LinkedIn, TikTok, Shopify, Mailchimp, CallRail, and so on. Connections are per client, so the same agency Google account can authorize many clients without re-entering credentials each time.

2. 2

   Reports and dashboards are built in a drag-and-drop editor from widgets tied to specific metrics on specific sources. You can start from a channel template (SEO, PPC, social, ecommerce, multi-channel), duplicate a report you already like across clients, or build from blank. The same widget library powers both scheduled PDF or slide-deck style reports and the live dashboards clients see in the portal.

3. 3

   White labelling covers logo, colour scheme, a custom domain, and a custom sending email address, so the client experience carries the agency's brand rather than the vendor's. Client users get their own logins with permissions scoped to their own data, which is what turns a monthly PDF into a portal clients can check themselves.

4. 4

   Reports are scheduled and sent automatically, optionally routed through an approval step so an account manager reviews before the client sees it. Around that sit the monitoring features: goal and budget tracking, metric alerts on thresholds, anomaly detection on unusual spikes and drops, trend forecasting, and benchmark comparisons against the platform's aggregate industry data.

5. 5

   The AI layer sits on top of the same data. AI summaries draft the written commentary a report normally needs, Ask AI answers questions in natural language, and an MCP endpoint lets Claude or ChatGPT query a client's performance directly from the assistant rather than through the interface.

Per-client subscription. As of the 2026 pricing change there is one self-serve plan with every feature unlocked, priced per client account per month, with unlimited data sources, reports, dashboards, staff users, and client users. Rank tracking, AI search tracking, and database connectors are paid add-ons on top. Agencies with 25 or more clients are directed to a custom Enterprise agreement for volume discounts. Customers who signed up under the earlier four-tier structure are generally still billed on those legacy plans.

Value assessment: At $20 per client per month, the arithmetic is straightforward: if reporting costs an account manager two hours per client per month, the tool pays for itself several times over at any billable rate. For a freelancer with four clients that is $80 a month for branded reporting a client can log into, which is cheap relative to what it does for retention. The model gets less flattering at scale, because a 40-client agency is paying about $9,600 a year for what is fundamentally a rendering layer over APIs, and at that size the add-on line items and the ceiling on custom analysis start to matter. The 2026 move to one all-features plan removed the old complaint that upgrades bought features rather than capacity, which was the most common value objection. Judged strictly on capability per dollar the free Looker Studio route is cheaper; judged on hours recovered and on how a client perceives a branded portal, AgencyAnalytics remains the default for small agencies for good reason.

Setup time

The first client is genuinely a same-day exercise: create the client, authorize four or five OAuth connections, apply a channel template, and schedule delivery. Rolling an established roster over takes longer, typically a week or two of evenings for 20 clients, because every connection has to be authorized individually and each client's report needs a review against what they were previously sent.

Learning curve

Low. The editor is a widget grid and the mental model (client, source, widget, report, schedule) is small enough to hold in your head. The part that takes practice is discipline rather than skill: standardizing on two or three templates instead of hand-building a bespoke report per client, which is what determines whether the tool still saves time at 40 clients.

Onboarding

Self-serve with a free onboarding call included, plus a large help centre, a platform tour, and template library. Email and chat support are on every plan; Enterprise agreements add priority support and dedicated training.

Migration notes

Historical data is not imported from a previous reporting tool. Connectors backfill from the source APIs where the platform allows it, so most channels show history from day one, but anything you had manually annotated or blended elsewhere does not come across. Export or archive past client reports as PDFs before switching, and expect the first month to run in parallel with the old process while you confirm the numbers match. If you are on a legacy tier and considering a move to the current per-client plan, price both against your actual roster; the change is not automatically cheaper.

Platforms

Web applicationiOS and Android mobile appsBranded client portal on a custom domain

API

REST API included on every plan for pushing custom data and automating client provisioning, plus a Google Sheets integration used as the general-purpose escape hatch for unsupported sources. An MCP endpoint exposes client performance data to Claude, ChatGPT, and other AI assistants. Database connectors for warehouses such as Amazon Redshift are available as a paid add-on.

Compliance

GDPRCCPASOC 2

Data residency

Canadian company (Toronto) operating on North American cloud infrastructure; specific residency options are handled through Enterprise agreements.

SSO

Available on Enterprise agreements; granular custom permissions and per-client access scoping are included on the standard plan.

Security notes

Data access is read-only OAuth against each client's marketing accounts, revocable by the client at the source platform. Client users are scoped to their own accounts by permission, which matters because a reporting tool holds credentials-adjacent access to every client's ad spend and analytics.

Channels

Email supportLive chatFree onboarding callPriority support on Enterprise

Documentation

A substantial help centre with per-integration articles, plus a platform tour, template gallery, and KPI definition library that doubles as category education for junior staff.

Community

The company publishes an annual Agency Benchmarks Report and a large agency-operations blog, which has become a reference point in the agency community independent of the software itself.

Founded

2010

Headquarters

Toronto, Canada

Ownership

Independent and 100 percent employee-owned

Founders

Joe Kindness, Blake Acheson

Employees

~115 (est. 2026), fully distributed

Funding

Bootstrapped; no venture funding raised.

AgencyAnalytics is the default small-agency reporting tool for defensible reasons: it is built around the client account rather than the dashboard, it white-labels properly down to the domain and the sending address, it charges nothing for seats, and the 2026 move to a single $20-per-client plan removed the old irritation of paying more to unlock features rather than capacity. For an agency currently losing three or four days a month to exports and slide decks, the payback is measured in weeks. The honest limits are worth stating plainly: it renders API data rather than modelling it, custom metrics fall over when a calculation needs filtering, report layout is a grid rather than a canvas, integration disconnections are a recurring operational annoyance, and rank tracking now costs extra despite being the original product. Buy it if the job is producing many branded client reports reliably at a predictable per-client cost; look at a warehouse and a BI tool instead if the job is answering questions the connectors were never built to answer.

Written by the SaaSTracker editorial team. Awards, when shown, are judged against the published criteria in our methodology.