Run agents for every client brand. Keep each brand's access and records separate.
You manage marketing for several e-commerce brands. Your team already uses AI to move faster, but every client has a different stack, different rules, and needs to know what was done on its account. Finsi lets you run agents across your portfolio with per-brand access, approvals and records.
Sound Familiar?
The challenges you face every day
Reporting Eats the Week
Hours pulling each client's Shopify, ads and Klaviyo into a report. Manual, repetitive, and it grows with every client you sign.
Access Spread Across Accounts
API keys and logins created on personal accounts for each client. When someone leaves, nobody is sure which agent still has access to which brand.
AI Copy That Puts a Client at Risk
A misspelled brand name, or a health claim a supplement or CBD client cannot make. One bad send can cost you the account.
Numbers Clients Can Question
A general-purpose chatbot will happily invent a figure. If a client's finance team cannot trace a number, your report loses its credibility.
Know-How Lives on One Laptop
The best prompts and agents belong to whoever built them. When that person leaves, the agency loses the work.
Different Tool Stacks Per Client
Every client uses different platforms. Managing a separate setup per account does not scale.
What teams try first.
Why it stalls.
We have talked to more than 200 e-commerce teams about AI. Here's what we hear most often:
Building custom spreadsheets per client. Takes hours, doesn't scale, and is out of date by the time it is sent.
Logging into each client's Meta, Google, Shopify, and Klaviyo accounts separately. No unified view, no cross-channel picture.
Fast for one person. No per-client access control, no approval step the client can see, and no record of what ran on which account.
Tools that aggregate data but don't act on it. Clients can set these up themselves, so they don't make the agency harder to replace.
One Place to Run Agents for Every Brand
Every agent on Finsi follows the same three rules for every client: it asks before it acts, leaves a record, and stays inside its access.
Access Per Agent, Per Brand
Decide, per agent and per brand, what it may read, what it may propose and what it may run after approval. Revoke access in one place.
A Record for Every Client
Approved actions execute through Finsi, so each brand has a record of what ran, who approved it and when.
Verified Numbers Per Brand
Each brand's Shopify, Klaviyo, Meta, Google and subscription data in one warehouse with one set of definitions, so agents read numbers they cannot make up.
Brand Rules Before Anything Ships
Each client's rules and a human approval sit between every draft and that brand's customers. Finsi does not change ad spend unattended.
Our Agents or Yours
Use the Agent Library (ECHO, PULSE, MUSE, MAGNET, SCOUT and others) or connect your own Claude, ChatGPT, Codex or Grok agents over MCP or API under the same rules.
Know-How Stays With the Agency
Agents, prompts and their history belong to the agency, not to one strategist's laptop.
What Teams Like Yours Say
Real feedback from real operators
“The more agents there's going to be, the less trustworthy their data sources will be if people don't have more explicit control of it.”
— Growth and Operations Lead, professional skincare brandWhere Agents on Finsi Help Most
The parts of Finsi most relevant to your role
Frequently Asked Questions
1. How do you keep client data and access separate?
Access is granted per agent and per brand: what it may read, what it may propose, and what it may run after approval. Each brand has its own data connections and its own record of actions, and access is revoked in one place.
2. Can a client see what our agents did on their account?
Every approved action is recorded, with what ran, who approved it and when, so you can show each client exactly what was done for their brand.
3. Can we use the AI agents our team already built?
Yes. Connect Claude, ChatGPT, Codex, Grok and others over MCP or API. They follow the same approval, access and record-keeping rules as the agents Finsi ships, and they belong to the agency rather than one person.
4. What can we offer that clients can't get themselves?
Finsi connects acquisition data to retention outcomes across a brand's whole stack. Your team can show which channels bring the highest-LTV customers, where retention drops off, and what to do next, with agents doing the reconciling and first drafts and your strategists making the calls.
Run Agents Across Your Portfolio, Brand by Brand.
Tell us how many brands you manage and where your team loses the most time. We will show you how agents can take that on under each client's rules.
Talk to us