Agency reporting software: the best tools for client reports
The best agency reporting software depends on what you need after the report goes out. For a branded monthly report, AgencyAnalytics, Swydo and DashThis are the safe picks, and Looker Studio with a connector is the cheapest. If you want the report and the account work that follows it, Lemonado is the AI co-worker for marketing: it builds client reports from a plain question, watches every account in the background, and does the next step when you ask. Prices are from each vendor's pricing page, verified October 2026.
Lemonado connects to your clients' ad platforms, analytics and CRM, keeps each client in its own workspace, and builds the report when you ask for it in plain words. It monitors every account in the background, flags things like a CPA spike in Slack, and can take action when you ask, with changes waiting for your approval. On the AI-First plan, agency mode covers up to 20 clients with embedded dashboards. During the beta, marketing teams ran 12,000+ tasks and managed $40M in ad spend with Lemonado.
A quick look at the client reporting tools
Eight client reporting tools, side by side. Most charge for something that grows with your agency: clients, dashboards, sources or ad accounts.
AgencyAnalytics
Makes reports
- Best for
- Agencies who want one branded client portal
- How you pay
- Per client
- Starts at
- From $20/mo billed yearly
- Free plan
- No
- First problem
- The bill grows with every client you sign
Swydo
Makes reports
- Best for
- PPC-heavy agencies with many small accounts
- How you pay
- Per data source
- Starts at
- From €62/mo billed yearly
- Free plan
- No
- First problem
- Every source past 10 adds to the bill
DashThis
Makes reports
- Best for
- Simple dashboards, fast setup
- How you pay
- Per dashboard
- Starts at
- From $44/mo billed yearly
- Free plan
- No
- First problem
- One dashboard per client means tiers climb fast
Whatagraph
Makes reports
- Best for
- Larger agencies with a big reporting budget
- How you pay
- Per connected account
- Starts at
- From €999/mo billed yearly
- Free plan
- No
- First problem
- High floor, sold through sales
Databox
Makes reports
- Best for
- Agencies who report against goals
- How you pay
- Base plus account packs
- Starts at
- Agency from $79/mo billed yearly
- Free plan
- Yes, 3 sources
- First problem
- White label is an $80/mo add-on
Looker Studio + connector
Makes reports
- Best for
- Agencies with a builder on staff
- How you pay
- Free tool, paid connector
- Starts at
- Free, connectors extra
- Free plan
- Yes
- First problem
- Someone on staff builds and fixes every report
Porter Metrics
Makes reports
- Best for
- Cheap Looker Studio connectors
- How you pay
- Per connected account
- Starts at
- From $12.50/mo billed yearly
- Free plan
- Yes, 3 accounts
- First problem
- You still build the reports yourself
Lemonado
Looks at the data
- Best for
- Agencies who want the work done, not only reported
- How you pay
- Credits for work done
- Starts at
- See pricing
- Free plan
- 10-day trial, $150 in credits
- First problem
- Agency mode is on AI-First; white label is Enterprise only
Prices from each vendor's public pricing page, verified October 2026. Check against a quote before you buy.
Why agencies change their reporting software
Agencies rarely leave a reporting tool because the charts look bad. They leave because it fixes the first hour of marketing agency reporting and leaves the other five.
The bill grows faster than the client list
AgencyAnalytics charges per client. DashThis charges per dashboard, and most agencies build one per client. Swydo charges per data source past the first 10. Whatagraph and Porter charge per connected ad account. That is fair pricing, but a good quarter of new clients is also a bigger software bill. For most agencies the cost that hurts isn't the tool. It's the people who pull, check and explain the numbers.
The report is done, the work isn't
A report tells a client what happened. Someone still has to find the wasted spend, write the summary and make the change in Google Ads or Meta. Most tools now add AI summaries, and several (AgencyAnalytics, DashThis, Databox) offer an MCP connection into ChatGPT or Claude. That helps you read the numbers. It doesn't run a check every morning across 15 clients, or put the fix in front of you to approve.
The tools
These tools make client reports
AgencyAnalytics
AgencyAnalytics is the best-known name in agency reporting. You get a white-labeled client portal, dashboards, scheduled reports and 85+ integrations, with unlimited staff and client users. AI insights, AI summaries and MCP access for ChatGPT and Claude come with the core plan.
Best for: Agencies who want one branded place where every client logs in.
Where it falls down: The price scales with every client. At 30 clients you pay for 30 seats of reporting, and the account work still happens by hand.
- Your clients want a portal they log in to, and you are happy doing account changes yourself.
Swydo
Swydo started as a PPC reporting tool. It is strong on Google Ads, Microsoft Ads and paid social, with 38 integrations, unlimited users and clients, and white labeling included. AI report summaries come with 4,000 AI credits a month.
Best for: Agencies with lots of small paid accounts who want low cost per client.
Where it falls down: You pay per data source, so a client with Google, Meta, GA4 and Search Console uses four. Fewer integrations than most here.
- Most of your clients are paid search and paid social, and cost per client matters most.
DashThis
DashThis is the simplest tool on this list. Pick a template, connect the sources, send the link or PDF. It has 34+ integrations, unlimited users, white labeling on every plan, and an MCP connector included.
Best for: Small agencies who want a clean dashboard live in an afternoon.
Where it falls down: One dashboard is usually one client. Professional stops at 10 dashboards, so 11 clients means the $279 Business tier. The free AI insights are four preset summaries with no chat.
- You want the fastest setup and your clients are happy with a link.
Whatagraph
Whatagraph is built for agencies that send polished reports to big clients. Unlimited users and reports, custom branding, and Whatagraph IQ for AI report creation, chat and summaries. Credits are connected data accounts.
Best for: Larger agencies who want designed reports and can clear a high floor.
Where it falls down: The floor is high for a 10-person shop, and you buy through sales. It makes reports. It doesn't work in the accounts.
- Your clients expect a polished report every month and budget isn't the constraint.
Databox
Databox is KPI dashboards with goals, scorecards and an AI analyst called Genie. The Agency plan adds unlimited users and cross-account reporting, and paid plans include an MCP server.
Best for: Agencies who report against goals and want a free plan to start.
Where it falls down: Pricing has several moving parts, and white label costs extra.
- You report on goals and scorecards more than on campaigns.
These tools move your data into Looker Studio
Looker Studio with a connector
Looker Studio is Google's free dashboard tool, and many agencies build their first client reports there. Google sources connect for free. For Meta, LinkedIn or TikTok you add a paid connector like Supermetrics (Looker Studio Starter from €39/mo billed yearly, 2 sources, 1 user) or Porter.
Best for: Agencies with a builder on staff who want full control at low cost.
Where it falls down: Every report is built and fixed by someone on your team. When a connector breaks on report day, that's your morning.
- You have someone who likes building reports and you want the lowest bill.
Porter Metrics
Porter sells cheap connectors for Looker Studio, Sheets, Power BI and AI chats, billed per connected account. It covers 20+ sources and has added an Automation product with AI credits.
Best for: Small agencies who will keep Looker Studio and want a lower connector bill.
Where it falls down: You still build every report. The source list is short next to the big connectors.
- You are staying on Looker Studio and want to cut the connector cost.
This one does the work
Lemonado is the AI co-worker for marketing. Connect your clients' ad platforms, analytics and CRM (3,000+ tools) and ask for what you need: "Build the October report for the dental client, Google and Meta side by side." It builds the report in Studio on live data, keeps each client's goals and history in its own workspace, and can send it on a schedule. Routines watch every account and post to Slack when something needs attention. When you ask it to act, changes wait for your approval.
Best for: Agencies who want to add clients without adding headcount.
Where it falls down: If all you need is a branded PDF, a report tool costs less. White label and the client portal are Enterprise only. It's newer than the names above, so there are fewer independent reviews to read. It doesn't import old Looker Studio dashboards.
- The hours after the report (summaries, checks, fixes) cost you more than the report itself.
In Claude
In ChatGPTWhat 20 clients costs on each tool
Here is a rough monthly cost for an agency with 20 clients, each with about three sources (Google Ads, Meta Ads and GA4), on yearly billing. This is our math from each vendor's public page in October 2026, so check it against a quote.
| Tool | Rough cost for 20 clients | What drives it |
|---|---|---|
| AgencyAnalytics | About $400/mo | $20 x 20 clients |
| Swydo | About €290/mo | €62 for 10 sources, plus 50 sources at €4.50 |
| DashThis | $279/mo | Business tier (25 dashboards) |
| Whatagraph | From €999/mo, likely more | 60 connected accounts is above the 50-credit start |
| Databox | About $400/mo plus $80 white label | Agency base plus account packs |
| Looker Studio + Porter | About $200 to $240/mo | 60 connected accounts at Porter's volume rate, plus the hours to build |
| Lemonado | AI-First plan, see pricing | Agency mode up to 20 clients, unlimited seats |
Lemonado isn't the cheapest line in that table. Looker Studio with Porter is the cheapest by far, if someone on your team has the hours to build and fix the reports. The fair comparison is the tool plus the hours spent pulling numbers, writing summaries and checking accounts. If those hours are your real cost, that's where Lemonado earns its price.
What to look for in agency reporting software
Start with how your agency grows. If you add many small clients, per-client pricing (AgencyAnalytics) or per-source pricing (Swydo) gets expensive. If you have a few big clients with lots of accounts, per-account pricing (Whatagraph, Porter) adds up instead.
Then check the client side. Do clients log in to a portal, get a PDF, or want a link in their inbox? AgencyAnalytics and Lemonado Enterprise give clients a branded login. DashThis and Swydo do links and PDFs well.
Last, look at what happens after the report. Automated client reporting is table stakes now. Fewer tools watch accounts between reports, and fewer still act on what they find. Ask each vendor what their AI does on a Tuesday when nobody is looking at a report.
When Lemonado is not the right pick
Pick something else if your clients only want a monthly PDF and you're happy doing the account work by hand. AgencyAnalytics, Swydo or DashThis will cost less and do that job well. Pick something else if you have only a couple of clients and a small budget, since agency mode starts on AI-First. And if you need a white-label portal on day one, it's an Enterprise feature at Lemonado, so talk to us before you start the trial.
How to start with Lemonado
Connect one client
Start with the client whose report takes longest. Connect their ad platforms and analytics.
Ask for the report
Say what you want in plain words. Lemonado builds it in Studio. Check the numbers against last month's report.
Hand off the check
Set a routine to watch that client's accounts and post to Slack when CPA or spend moves. Then add the next client.
Common questions
For reports only, AgencyAnalytics and Swydo are the common picks, and DashThis is the simplest.
If you also want the account work after the report handled, Lemonado runs reports and checks across up to 20 clients in agency mode on its AI-First plan. Pick based on what costs you more time: building reports or acting on them.
Swydo is the most common pick for PPC agencies, because it was built for paid search and charges per data source.
AgencyAnalytics fits agencies that also sell SEO. Lemonado fits PPC agencies that want the report built and the follow-up done too, like reviewing search terms and suggesting negative keywords, with your approval before anything changes. See our PPC reporting software comparison.
Lemonado, if you want one tool that does both. Most client reporting tools now add AI summaries or chat, which helps with the report.
Lemonado also watches every client account in the background, flags problems in Slack, and makes changes when you ask, with approval first. If you only need the report automated, AgencyAnalytics, Swydo or DashThis cost less.
Reports that build and send themselves on a schedule, with live data, so nobody exports CSVs every month.
Every tool on this page does a version of it. The difference is whether a person still writes the summary and makes the changes, or whether the tool helps with that too.
Looker Studio is free, but you build every report and pay for non-Google connectors.
Databox has a free plan with 3 sources, and Porter has a free plan with 3 accounts and 30 days of history. Lemonado has a 10-day trial with $150 in credits and no card, and agency mode is included in the trial.
Yes, on most client reporting tools. AgencyAnalytics, Swydo and DashThis include white labeling.
Databox charges $80/mo for it. At Lemonado, white label and the branded client portal are Enterprise only.
Per client (AgencyAnalytics), per data source (Swydo), per dashboard (DashThis) or per connected account (Whatagraph, Porter).
Lemonado charges credits for work done, with unlimited seats and no per-client fee up to the plan's client limit. See pricing.
Yes. Some agencies keep Looker Studio for layouts clients already know and use Lemonado to answer questions, check accounts and build new reports.
Lemonado doesn't import old Looker Studio dashboards.