Marketing & Media Agencies
The agency's numbers live in separate systems that do not talk: Meta, Google, Amazon and the analytics stack on one side, the project and time tool in the middle, and the accounting and billing tool on the other. The same figure (spend, fee, hours, margin) gets re-keyed and never quite agrees, and nobody trusts the number because nobody can trace it. Every report, dashboard and reconciliation above runs short of a single trusted base.
Who has it
Every segment running ad platforms, analytics, a project or time tool and an accounting tool that do not talk; sharpest in digital and performance agencies, where the ad platforms and the finance system are entirely separate worlds.
What we build
Reliable read-only connectors that pull the ad platforms, the analytics stack, the project and time system and the accounting and billing tool into one source-linked layer, every figure traceable to its source system, updated on a schedule. The foundation the live dashboards, the scheduled reporting, the media reconciliation and the leak sweep all stand on. Distinct from the back-office connect-and-automate wiring: that connects systems so the work moves; this connects them so the owner can see and ask.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is the connectors and the mapping: read-only pulls from each system on a schedule, every field traced back to where it came from, with clear handling when a source is down or a record will not match. Plumbing, tested, not a model.
Where AI helps
AI helps only with the messy joins between systems that name the same client, campaign or cost differently, proposing the match so the layer reconciles. A person confirms the mapping rules; AI never overwrites a source figure.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
One source of truth that updates on its own; every later dashboard, report, reconciliation and question stands on the same trusted base; hours of manual export-and-merge removed each week.
Illustrative outcome
Re-keying and export-and-merge hours removed weekly; figures that finally agree across platforms and finance.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.