Client reporting for agencies and freelancers

Win the pitch with the audit. Keep the client with the baseline.

The client-reporting platform for agencies. Win the pitch, prove the work, keep the account.

Sample data, no install, no call — or book a demo.

FREE TRIAL NO CARDWHITE LABEL YOUR LOGOMETA · GOOGLE ADS GA4 EXPORTS
ClientFalcon report: computed KPIs and a written narrative from a sample ad export
  • Blended ROAS
  • Spend by channel
  • Client contribution
  • Period-over-period
  • Retainer margin
What you get

What lands in your client’s inbox.

The report is the product your client judges you on. ClientFalcon makes it computed, written, and branded, in minutes.

The client report

The deliverable your client judges you on.

Drop in an ad export and the report builds itself: your logo, your colours, your commentary, and the numbers computed rather than pasted. What used to be a Thursday afternoon in Sheets is a file you send before the call.

  • White-label PDF — your brand on it, not ours
  • Written summary that names the campaign and the figure, not 'performance was strong'
  • Every KPI opens to the export rows it came from
ClientFalcon report builder: a white-label client report built from an ad export
Channel performance

Where the client's money went, by channel.

Meta, Google, TikTok and the rest on one page, with spend, return and the change since last period on every line. The comparison your client asks for in the meeting is already in the deck you sent them.

  • Sample account: CPC up 18% ($0.51 → $0.60) while revenue rose 12%
  • Period over period on every channel, with the delta stated
  • Blended and per-channel ROAS, from the same export
ClientFalcon channel performance: spend and return per channel with period-over-period change
What the client earned

The number that renews the retainer.

Clients do not churn because the reporting was late. They churn because nobody told them what the money did. This is the page that says it: revenue attributable to the work, against what they paid you for it.

  • Sample account: $639.1K revenue against the period's spend
  • Baseline captured at the audit, so month two has something to beat
  • Shareable link with the arithmetic attached, for the client's own finance team
ClientFalcon results view: revenue attributable to the work, against what the client paid
Campaign Autopilot

A strategist on every account, including the small ones.

Agents read each client's export and queue the next move — the campaign to cut, the budget to shift, the creative that stopped working. You approve or dismiss. Nothing touches a client's ad account on its own.

  • Sample account: cut Pinterest at 0.89× ROAS, redeploy to Klaviyo Email at 9.02×
  • One queue across every client you run, ranked by what it is worth
  • Score the whole book at once, not one account at a time

What each of the six agents watches

ClientFalcon Campaign Autopilot: queued recommendations across every client account

Multi-platform exports, no client logins

Meta, Google Ads, GA4, TikTok, LinkedIn and the rest, from the CSV each platform already gives you. No agency seat to buy, no client account to be granted.

Flat per client, not per report

Run a client’s numbers weekly and it costs what running them monthly costs. Nothing meters, so nobody on your team has to ration the reporting.

Your clients’ data stays yours

Exports are parsed for the figures and the rows behind them. We do not resell, pool or benchmark a client’s numbers against anyone else’s.

How it works

From ad export to sent report in minutes.

Export campaigns ~2 MIN

Standard CSV exports from Meta Ads, Google Ads, or GA4, the ones you already pull.

Generate ~10 MIN

ClientFalcon computes the KPIs, writes the narrative, and lays out the white-label PDF.

Send to client 1 CLICK

Download or share a branded link. Approve queued Autopilot moves while you're there.

Works with what you already use

Works with the exports you already download.

Standard exports from the ad platforms you already report on. Direct connectors are not live yet; until then it's exports, and we say so.

Exports from
Meta Ads export
Google Ads export
GA4 export
Search Console export
Klaviyo export
Google Sheets · any CSV
ClientFalcon
The account manager's operator, pitch, report, monitor, retain
  1. #1Deterministic compute, the AI drafts, a real interpreter does the math
  2. #2The formula behind every number, one click away
  3. #3A decision→outcome ledger you can show the client
  4. #4Agents recommend, you approve every move
  5. #5Zero integration, it runs on the exports above
What comes out
Client report + narrative
Prospect audit + 30-day plan
Portfolio health radar
Client portal
PDF export
Google Sheets export
Meta AdsGoogle AdsGA4Google SheetsAny campaign CSVMeta AdsGoogle AdsGA4Google SheetsAny campaign CSV

Flat per-client pricing. No per-report fees.

Priced per client seat, flat. Annual is ten months for twelve. Cancel anytime.

Free trial
1 client
$0
No card required
  • One client workspace
  • Full audit on their export
  • PDF report, ClientFalcon-branded
  • Upgrade when you win the second client
Start free trial
Solo
Up to 3 clients
$19/mo
$15.83/mo billed annually · $190/yr
  • Client brand saved once, reused every month
  • White-label PDF reports
  • AI-written narrative
  • Audit and monthly report per client
Start Solo
Scale
Up to 8 clients
$59/mo
$49.17/mo billed annually · $590/yr
  • Everything in Solo, for 8 clients
  • Client brand saved once, reused every month
  • AI-written narrative per client
  • Audit and monthly report per client
Start Scale
Most popular
Agency
Up to 15 clients
$129/mo
$107.50/mo billed annually · $1290/yr
  • Everything in Solo, and:
  • Portfolio view with report freshness per client
  • Batch report generation
  • Campaign Autopilot included
Start Agency
Studio
Up to 50 clients
$249/mo
$207.50/mo billed annually · $2490/yr
  • Everything in Agency, and:
  • Up to 50 client workspaces, full-roster batch runs
  • Custom branding controls
  • Priority support
Start Studio

ClientFalcon Autopilot

Playbooks read every client's Meta and Google Ads exports and queue the moves worth making. You approve or dismiss each one; the ledger scores it.

$49/mo
Included on Studio · founding price, locked
Get Autopilot

Questions

Do I have to connect my clients' ad accounts?
No. ClientFalcon runs on the CSV exports you already pull from Meta, Google Ads, and GA4 — no OAuth, no pixel, no access to client accounts. Direct connectors are not live yet; until they ship, it's exports, and we say so.
Will my client know I used ClientFalcon?
No. The PDF carries your logo and brand colors, and share links are unbranded. White-label means white-label.
Can Autopilot change my campaigns without asking?
No. Autopilot queues pause/scale recommendations with the math behind each one, and every action waits for your explicit approval. Nothing touches an ad account on its own.
Are the numbers in the narrative real?
Yes — the prose is AI-drafted, but every figure is computed from your exports with real code. The narrative can't cite a number the computation didn't produce.
Can I cancel anytime?
Yes — one click from your billing page. Your plan stays active until the end of the period you paid for, and generated reports remain downloadable.
Which ad platforms are supported?
Meta Ads, Google Ads, and GA4 via standard CSV exports — dropped in together for one blended report.
No card. No demo call.

Put a strategist on every client account.

Drop one ad export. See the audit your next pitch needs.

Start free trial