Make your agency indispensable to every client.
You manage 5-50 DTC brand clients. Client reporting is eating your time, proving agency value is getting harder, and clients churn when you can't show incremental impact. Finsi gives you the data science capabilities to retain clients and grow revenue.
Sound Familiar?
The challenges you face every day
Client Reporting is a Time Sink
Hours every week pulling data from each client's platforms into reports. Manual, repetitive, and unscalable.
Hard to Prove Agency Value
Clients see you as "ad spend managers." You need deeper insights to justify your fees and demonstrate ROI beyond ROAS.
Client Churn From the Agency
When you can't show incremental impact beyond what the client can see themselves, they bring it in-house or switch agencies.
Different Tool Stacks Per Client
Every client uses different platforms. Managing 10 different analytics setups across different accounts is unsustainable.
Limited Service Offerings
You're stuck offering media buying and basic reporting. You want to add retention, LTV analysis, and strategic insights — but don't have the tools.
Reactive, Not Proactive
You respond to client questions instead of proactively surfacing opportunities. Being reactive makes you replaceable.
You've tried other tools.
They didn't solve it.
Most analytics tools give you more dashboards, not more answers. Here's what we hear from teams like yours:
Sending clients screenshots from basic analytics tools. Doesn't demonstrate unique agency value or deeper insight.
Building custom spreadsheets per client. Takes hours, doesn't scale, and looks generic — not "agency-grade."
Logging into each client's Meta, Google, Shopify, and Klaviyo accounts separately. No unified view, no cross-channel insights.
Tools that aggregate data but don't generate insights. Clients can set these up themselves — doesn't make the agency sticky.
Your Agency's Data Science Team — On Autopilot
Multi-client dashboard with automated AI reporting. Turn retention and LTV insights into a new service line.
Multi-Client Dashboard
All your clients in one place. Switch between accounts, compare performance, and identify cross-client patterns instantly.
Automated Weekly Reports
AI-generated weekly briefings for each client — cross-channel insights, specific actions, and performance summaries sent automatically.
Retention & LTV as a Service
Offer cohort analysis, churn prediction, and LTV optimization as premium services. Deeper insights than clients can get themselves.
Proactive Opportunity Detection
Surface opportunities before clients ask. "Client X has a retention cliff at Month 3 — here's the campaign to fix it."
Agency-Branded Analysis
Reports and insights branded as your agency's work. Clients see your team as having data science capabilities — because now you do.
Per-Client Pricing
Pay per client with volume discounts. The cost is a fraction of what you'd charge for one hour of analyst work.
What Teams Like Yours Say
Real feedback from real operators
“Don't care about cost if I can show value. This is closer to a must-have than anything else we've evaluated.”
— Founder, E-commerce Growth Agency“The automated weekly reports saved us 10+ hours per week across our client portfolio. Clients think we hired a data team.”
— Strategy Director, DTC Marketing Agency“We turned Finsi's LTV insights into a new $2K/month service tier. Clients are signing up because no other agency offers this depth.”
— Partner, Full-Service E-commerce AgencyPlatform Modules That Matter Most to You
The Finsi capabilities most relevant to your role
Frequently Asked Questions
1. How does the multi-client dashboard work?
Each client gets their own workspace with separate data connections. You can switch between clients from a single login, compare performance metrics across your portfolio, and manage all reporting from one place. Each client's data is completely isolated.
2. Can we white-label the reports?
Yes. Weekly AI reports and client-facing dashboards can be branded with your agency's identity. Clients see professional, data-rich analysis that looks like it came from your team — because the insights and actions are curated for each specific client.
3. What's the pricing model for agencies?
Agency pricing is per-client with volume discounts. The more clients you add, the lower the per-client cost. Most agencies find that the cost per client is far less than what they charge for one hour of manual reporting work. Contact us for specific volume pricing.
4. How do we onboard a new client?
About 15 minutes per client. Connect their Shopify store, ad accounts, and email platform. Finsi syncs historical data overnight and the first automated report is ready within 48 hours. No configuration or dashboard building needed.
5. What insights can we offer that clients can't get themselves?
Finsi connects acquisition data to retention outcomes — something no single-channel tool does. You'll show clients which acquisition channels produce the highest-LTV customers, where retention cliffs are, which cohorts are most profitable, and specific actions to improve. This cross-channel, full-lifecycle view is the moat that keeps clients with your agency.
Make Your Agency the One Clients Can't Leave
Enter your email to start a free 30-day pilot for one client. See the value before rolling it out to your portfolio.
Or book a demo call with our team