A workspace per client
Each client's data stays isolated, with its own record allowance and its own retention window.
For PPC & Paid Search Agencies
Show the client what your campaigns actually closed
Match each client's closed-sales export to the campaigns you ran, so a renewal starts from their revenue rather than your dashboard.
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The blind spot
What's actually happening
Every quarter you defend the account with platform-reported conversions, and every quarter the client's finance team can't find those numbers in their own accounts.
Revenue, not lead counts
Rank every channel by the revenue it closed, so a renewal conversation starts from the accounts.
Numbers the client can check
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $1,200,000
Attributed to a channel $804,000 67% of revenue
Average deal $1,600
Match rate 71%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 326 | $528,000 | |
| Microsoft Ads | 68 | $108,000 | |
| Meta Ads | 104 | $168,000 | |
| Direct / Unknown | 244 | $396,000 |
The renewal is decided on their numbers, not yours
A client renews on what their accounting shows, not on what your platform dashboard shows. When those two disagree — and they always do, because a platform counts conversions and a ledger counts money — the disagreement is the account's biggest risk.
Starting from the client's own closed-sales export removes the argument. You are no longer asking them to trust a figure from a system they do not control; you are handing back their revenue, sorted by the campaigns that produced it.
One workspace per client, one report each
Running ten clients through one spreadsheet is how data ends up in the wrong deck. Each client gets an isolated workspace, its own record allowance and its own retention window, so nothing crosses.
Reports carry your logo on every plan, and the Agency plan removes our mark entirely — the client sees your reporting, not ours.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What ppc & paid search agencies usually push back on
Our clients' CRMs are all different.
Which is why the input is a CSV. Any column layout works, and the mapping is confirmed once per client and remembered.
Some clients won't share sales data.
Then those stay on platform reporting and you show the difference on the ones that do. The gap between the two usually persuades the rest.
We already report in Looker Studio.
Keep it. This produces the closed-revenue figure that goes into it — we are the reconciliation, not the dashboard.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most ppc & paid search agencies land on Agency — ten client workspaces, each isolated with its own allowance, plus white-label reports.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions ppc & paid search agencies ask
Closed sales: a customer email or phone, the amount, and a date.
Stop guessing which ads pay off.
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.
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