Every client's report, every week, with the advice checked against the facts.

Collect platform and CRM data into a private report with the source and reporting window attached. The system checks its draft interpretation against those facts. In our own operation, a person approves what the client sees.

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Who it is for

Teams that need this workflow.

Agencies assembling client decks by hand every Monday

Franchise, multi-location and multi-brand teams reporting the same metrics across units

Programs reporting to a funder, a board or a council on a fixed cadence

What it does

Client reporting automation, by the job.

Collect

Collects from every platform

Ad platforms, analytics, the CRM and the app stores, read-only, on a schedule, with every figure carrying its date range and its maturity: final, or still filling in.

Standardize

Applies one written standard

Which metrics each campaign family reports, which windows, how a number is ranked, and when a number is too young to judge. The standard is a document, and changing the report means editing it.

Publish

Publishes to a private page

One page per client behind a login, designed to be read on a phone, with the sources listed at the bottom. No deck, no attachment, no version confusion.

Check

Checks its own judgement

Each claim about the numbers is checked against the facts before it publishes, and one it cannot verify goes to a named person. A run that would thin any client's facts halts.

How it is built

The build, in order.

The pilot covers one defined workflow. We agree its success metric and kill threshold in writing before the build; the steps below show how this system is developed and evaluated.

Write the standard first

Every campaign family you run, the metrics each one reports, the windows that make them comparable, and the maturity rule that says when a number is final.

Wire the sources

Read-only access to each platform, granted by you, with the credentials in a managed store. Nothing in the pipeline can write to an ad account.

Publish behind a login

A page per client, prerendered from an encrypted payload, behind an access layer that emails a one-time code. Anonymous requests are refused, and the refusal is tested on every run.

Let it check its own advice

Interpretation and recommendations are drafted, checked against the facts and the standard, and published when they pass. What fails goes to a named person, and a run that would thin any client's facts halts and asks why.

In production at Strataigize

We run this ourselves.

Every Strataigize client has a report page on this site, behind a login, refreshed weekly by this system. The standard behind it was written first: which metrics each campaign family reports and the maturity rules that decide when a number can be judged. The pipeline is read-only on every account, never contacts a client, and refuses to publish a run that would leave any client with fewer measured facts than the previous one. In our own reporting, a named person still approves the interpretation before a client reads it: our agents never message a client without that approval.

Analytics and tracking

Governance

Controls and human review.

Read-only on every platform; the pipeline holds no credential that can change a campaign
Every recommendation is checked against the facts and the standard before it publishes, and one that fails goes to a named person
A run that would publish any client with fewer measured facts than last time halts the whole publish

The rest of the posture is published on trust and security: client-granted access you can revoke, credentials in managed stores, an AI governance summary aligned to the NIST AI Risk Management Framework, our subprocessors, and a DPA on request. We do not hold SOC 2 and we say so there.

Questions

Client reporting automation, answered.

Can the reports be white-labelled or embedded?

Yes. The pages are static, prerendered per client from an encrypted payload, and sit behind an access layer that emails a one-time code. They can live on your domain with your brand, and a client can be given a link that works only for their address.

How is this different from Looker Studio or Databox?

Both are fine dashboards, and both leave the judgement to whoever opens them. What we build adds the standard (what may be compared with what), the maturity rules (what is final), the halt when facts go missing, and the check between numbers and advice. If you only need charts, buy the dashboard.