Simplified
Client Reporting
Reporting dashboard built for modern digital agencies.
Connect your data sources, build custom visual reports, and automatically showcase client RO, all from a single, high-performance workspace.
Connect your data sources, build custom visual reports, and automatically showcase client RO, all from a single, high-performance workspace.
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Built for growing teams
Keep reporting consistent with shared templates and role-based access.
Built for growing teams
Keep reporting consistent with shared templates and role-based access.
One place for every client
Give clients a branded portal where live reports are always available.
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One place for every client
Give clients a branded portal where live reports are always available.
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Your brand, not ours
Add your logo, colors, fonts, and domain to every report and portal.
Custom domain
client.youragency.com
Custom branding
Stratist
Your brand, not ours
Add your logo, colors, fonts, and domain to every report and portal.
Custom domain
client.youragency.com
Custom branding
Stratist
Runs on your schedule
Weekly, monthly, or quarterly reports send automatically with the latest data.
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![](data:image/svg+xml,<svg display="block" id="2150217596" role="presentation" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg"><path d="M 0 0 L 2.667 2.667 L 5.334 0" fill="transparent" height="2.667px" id="YSEcsWQlP" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5" stroke="rgb(145, 145, 147)" transform="translate(6.333 8)" width="5.334000000000003px"/></svg>)
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Runs on your schedule
Weekly, monthly, or quarterly reports send automatically with the latest data.
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Select your marketing stack and authenticate with a single click. Whether you are pulling from Google Analytics, Meta Ads, or Shopify, your live data instantly syncs and is ready to use across all your client accounts.
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Start fast with battle-tested reporting templates designed for agencies, or use the drag-and-drop builder to craft a custom layout in minutes. You can easily organize the metrics that actually matter into a clear, digestible narrative.
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Set your delivery schedule once and let the platform handle the rest. Your clients get secure access to a white-labeled, interactive portal that updates automatically with the latest data.
See how agencies are reclaiming hours every week.
Connecting HubSpot deal stages with LinkedIn ad spend used to be a nightmare. Stratist bridges the gap to show true cost-per-lead effortlessly.
Maya Patel
Lead Growth Strategist at Pipeline B2B
Standardizing preset reports across 40 accounts created bulletproof quality control. Every client now gets a consistent, premium report.
Hannah Al-Mansoor
Standardized across 40+ accounts
I used to waste weekends pulling reports for Monday calls. Stratist gave me my personal life back with templates that look better than my custom designs
Julian Sterling
Founder at Sterling Marketing Co
Executives want top-line clarity, not technical jargon. Stratist lets me highlight macro revenue trends and prove strategic ROI in every board meeting.
Robert Taylor
Principal Partner at Vantage Advisory
No more exporting PDFs every Monday morning. Our clients have live portals, which completely eliminated the constant 'quick update' emails.
Sarah Jenkins
Operations Lead at Horizon Performance
The custom-branded portals make us look like a $50M agency. Clients log into our domain and see a crisp, high-end dashboard
Liam Thorne
SEO Director at SearchCraft Studio
We tripled our client roster from 8 to 24 without adding ops staff. Cross-channel ROAS across Shopify, Meta, and TikTok is completely automatic now.
David Chen
Co-Founder at Catalyst Commerce
Stratist turns raw CSVs into clear, 60-second client narratives. Our clients finally understand their ROI, and our churn dropped overnight.
Elena Rostova
Head of Client Success at Crestview Media
Reporting used to take three full days of spreadsheet wrangling. With Stratist, our ad data syncs in real-time—we literally press one button to review and send.
Marcus Vance
Founder & Managing Director at Apex Digital
See how agencies are reclaiming hours every week.
Connecting HubSpot deal stages with LinkedIn ad spend used to be a nightmare. Stratist bridges the gap to show true cost-per-lead effortlessly.
Maya Patel
Lead Growth Strategist at Pipeline B2B
Standardizing preset reports across 40 accounts created bulletproof quality control. Every client now gets a consistent, premium report.
Hannah Al-Mansoor
Standardized across 40+ accounts
I used to waste weekends pulling reports for Monday calls. Stratist gave me my personal life back with templates that look better than my custom designs
Julian Sterling
Founder at Sterling Marketing Co
Executives want top-line clarity, not technical jargon. Stratist lets me highlight macro revenue trends and prove strategic ROI in every board meeting.
Robert Taylor
Principal Partner at Vantage Advisory
No more exporting PDFs every Monday morning. Our clients have live portals, which completely eliminated the constant 'quick update' emails.
Sarah Jenkins
Operations Lead at Horizon Performance
The custom-branded portals make us look like a $50M agency. Clients log into our domain and see a crisp, high-end dashboard
Liam Thorne
SEO Director at SearchCraft Studio
We tripled our client roster from 8 to 24 without adding ops staff. Cross-channel ROAS across Shopify, Meta, and TikTok is completely automatic now.
David Chen
Co-Founder at Catalyst Commerce
Stratist turns raw CSVs into clear, 60-second client narratives. Our clients finally understand their ROI, and our churn dropped overnight.
Elena Rostova
Head of Client Success at Crestview Media
Reporting used to take three full days of spreadsheet wrangling. With Stratist, our ad data syncs in real-time—we literally press one button to review and send.
Marcus Vance
Founder & Managing Director at Apex Digital
See how agencies are reclaiming hours every week.
Connecting HubSpot deal stages with LinkedIn ad spend used to be a nightmare. Stratist bridges the gap to show true cost-per-lead effortlessly.
Maya Patel
Lead Growth Strategist at Pipeline B2B
Standardizing preset reports across 40 accounts created bulletproof quality control. Every client now gets a consistent, premium report.
Hannah Al-Mansoor
Standardized across 40+ accounts
I used to waste weekends pulling reports for Monday calls. Stratist gave me my personal life back with templates that look better than my custom designs
Julian Sterling
Founder at Sterling Marketing Co
Executives want top-line clarity, not technical jargon. Stratist lets me highlight macro revenue trends and prove strategic ROI in every board meeting.
Robert Taylor
Principal Partner at Vantage Advisory
No more exporting PDFs every Monday morning. Our clients have live portals, which completely eliminated the constant 'quick update' emails.
Sarah Jenkins
Operations Lead at Horizon Performance
The custom-branded portals make us look like a $50M agency. Clients log into our domain and see a crisp, high-end dashboard
Liam Thorne
SEO Director at SearchCraft Studio
We tripled our client roster from 8 to 24 without adding ops staff. Cross-channel ROAS across Shopify, Meta, and TikTok is completely automatic now.
David Chen
Co-Founder at Catalyst Commerce
Stratist turns raw CSVs into clear, 60-second client narratives. Our clients finally understand their ROI, and our churn dropped overnight.
Elena Rostova
Head of Client Success at Crestview Media
Reporting used to take three full days of spreadsheet wrangling. With Stratist, our ad data syncs in real-time—we literally press one button to review and send.
Marcus Vance
Founder & Managing Director at Apex Digital
See how agencies are reclaiming hours every week.
Connecting HubSpot deal stages with LinkedIn ad spend used to be a nightmare. Stratist bridges the gap to show true cost-per-lead effortlessly.
Maya Patel
Lead Growth Strategist at Pipeline B2B
Standardizing preset reports across 40 accounts created bulletproof quality control. Every client now gets a consistent, premium report.
Hannah Al-Mansoor
Standardized across 40+ accounts
I used to waste weekends pulling reports for Monday calls. Stratist gave me my personal life back with templates that look better than my custom designs
Julian Sterling
Founder at Sterling Marketing Co
Executives want top-line clarity, not technical jargon. Stratist lets me highlight macro revenue trends and prove strategic ROI in every board meeting.
Robert Taylor
Principal Partner at Vantage Advisory
No more exporting PDFs every Monday morning. Our clients have live portals, which completely eliminated the constant 'quick update' emails.
Sarah Jenkins
Operations Lead at Horizon Performance
The custom-branded portals make us look like a $50M agency. Clients log into our domain and see a crisp, high-end dashboard
Liam Thorne
SEO Director at SearchCraft Studio
We tripled our client roster from 8 to 24 without adding ops staff. Cross-channel ROAS across Shopify, Meta, and TikTok is completely automatic now.
David Chen
Co-Founder at Catalyst Commerce
Stratist turns raw CSVs into clear, 60-second client narratives. Our clients finally understand their ROI, and our churn dropped overnight.
Elena Rostova
Head of Client Success at Crestview Media
Reporting used to take three full days of spreadsheet wrangling. With Stratist, our ad data syncs in real-time—we literally press one button to review and send.
Marcus Vance
Founder & Managing Director at Apex Digital
Simple pricing that scales with your agency.
Monthly
Annually
Save 20% Annually
Starter
$29
/m
For solo marketers and small teams.
![](data:image/svg+xml,<svg display="block" id="1682095916" role="presentation" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg"><path d="M 0 4.667 L 10.666 4.667 M 5.999 9.333 L 10.666 4.667 L 5.999 0" fill="transparent" height="9.333px" id="IJFTVTWmr" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" stroke="rgb(194, 194, 195)" transform="translate(4 4)" width="10.666000072479248px"/></svg>)
What’s Included
![](data:image/svg+xml,<svg display="block" id="1004780896" role="presentation" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg"><path d="M 0 4 L 4 8 L 10.666 0" fill="transparent" height="8px" id="amcCBzRWp" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" stroke="rgb(28, 129, 255)" transform="translate(3.667 5)" width="10.665999999999997px"/></svg>)
Up to 5 Live Client Portals
60+ Native Data Integrations
Standard Agency Pre-set Templates
Automated Delivery Scheduling
View-Only Client Portal Access
Standard 24-hour data syncing
Most Popular
Starter
$89
/m
For solo marketers and small teams.
Everything in Starter +
Up to 25 live client portals
Full white-labeling (logos, fonts, colors)
Custom domain mapping
Drag-and-drop custom layout builder
Drag-and-drop custom layout builder
Live portal auto-syncing
Scale
Custom
For high-volume agencies with custom needs.
Everything in Growth +
Unlimited Live Client Portals
Role-Based Team Access
Shared Workspace Template Library
Priority Data Syncing
Dedicated Onboarding Specialist
Up to 25 Client Portals
Simple pricing that scales with your agency.
Monthly
Annually
Save 20% Annually
Starter
$29
/m
For solo marketers and small teams.
What’s Included
Up to 5 Live Client Portals
60+ Native Data Integrations
Standard Agency Pre-set Templates
Automated Delivery Scheduling
View-Only Client Portal Access
Standard 24-hour data syncing
Most Popular
Starter
$89
/m
For solo marketers and small teams.
Everything in Starter +
Up to 25 live client portals
Full white-labeling (logos, fonts, colors)
Custom domain mapping
Drag-and-drop custom layout builder
Drag-and-drop custom layout builder
Live portal auto-syncing
Scale
Custom
For high-volume agencies with custom needs.
Everything in Growth +
Unlimited Live Client Portals
Role-Based Team Access
Shared Workspace Template Library
Priority Data Syncing
Dedicated Onboarding Specialist
Up to 25 Client Portals
Simple pricing that scales with your agency.
Monthly
Annually
Save 20% Annually
Starter
$29
/m
For solo marketers and small teams.
What’s Included
Up to 5 Live Client Portals
60+ Native Data Integrations
Standard Agency Pre-set Templates
Automated Delivery Scheduling
View-Only Client Portal Access
Standard 24-hour data syncing
Most Popular
Starter
$89
/m
For solo marketers and small teams.
Everything in Starter +
Up to 25 live client portals
Full white-labeling (logos, fonts, colors)
Custom domain mapping
Drag-and-drop custom layout builder
Drag-and-drop custom layout builder
Live portal auto-syncing
Scale
Custom
For high-volume agencies with custom needs.
Everything in Growth +
Unlimited Live Client Portals
Role-Based Team Access
Shared Workspace Template Library
Priority Data Syncing
Dedicated Onboarding Specialist
Up to 25 Client Portals
Simple pricing that scales with your agency.
Monthly
Annually
Save 20% Annually
Starter
$29
/m
For solo marketers and small teams.
What’s Included
Up to 5 Live Client Portals
60+ Native Data Integrations
Standard Agency Pre-set Templates
Automated Delivery Scheduling
View-Only Client Portal Access
Standard 24-hour data syncing
Most Popular
Starter
$89
/m
For solo marketers and small teams.
Everything in Starter +
Up to 25 live client portals
Full white-labeling (logos, fonts, colors)
Custom domain mapping
Drag-and-drop custom layout builder
Drag-and-drop custom layout builder
Live portal auto-syncing
Scale
Custom
For high-volume agencies with custom needs.
Everything in Growth +
Unlimited Live Client Portals
Role-Based Team Access
Shared Workspace Template Library
Priority Data Syncing
Dedicated Onboarding Specialist
Up to 25 Client Portals
Frequently asked questions
Can I automate report delivery?
Can my team work on the same account?
Do I need to rebuild my existing reports from scratch?
How often does my data update?
Is my client data secure?
Can I create different report templates for different clients?
Frequently asked questions
Can I automate report delivery?
Can my team work on the same account?
Do I need to rebuild my existing reports from scratch?
How often does my data update?
Is my client data secure?
Can I create different report templates for different clients?
Frequently asked questions
Can I automate report delivery?
Can my team work on the same account?
Do I need to rebuild my existing reports from scratch?
How often does my data update?
Is my client data secure?
Can I create different report templates for different clients?
Frequently asked questions
Can I automate report delivery?
Can my team work on the same account?
Do I need to rebuild my existing reports from scratch?
How often does my data update?
Is my client data secure?
Can I create different report templates for different clients?
Stop reporting &
Start demonstrating value.
Join the agencies delivering beautiful, automated client narratives without the busywork.
Stratist
From connected data to client-ready reports.
Follow us on
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@ 2026 Stratist. All rights reserved.
Stratist
Stop reporting &
Start demonstrating value.
Join the agencies delivering beautiful, automated client narratives without the busywork.
Stratist
From connected data to client-ready reports.
Follow us on
@ 2026 Stratist. All rights reserved.
Stratist
Stop reporting &
Start demonstrating value.
Join the agencies delivering beautiful, automated client narratives without the busywork.
Stratist
From connected data to client-ready reports.
Follow us on
@ 2026 Stratist. All rights reserved.
Stratist
Stop reporting &
Start demonstrating value.
Join the agencies delivering beautiful, automated client narratives without the busywork.
Stratist
From connected data to client-ready reports.
Follow us on
@ 2026 Stratist. All rights reserved.
Stratist