Features · Agency ops
Agency operations beyond the ad account
Clients, Meta connections, fund tracking, GST invoices, tasks, messaging, team roles, and a client portal — the delivery layer agencies need.
- All clients and Meta client views
- Fund / balance tracker for prepaid and managed spend
- GST-aware invoicing with PDF export
- Task lists and boards for account work
- In-app messaging with clients
- Team invites, roles, and permission-aware navigation
- Onboarding checklist to get new agencies productive
- Companion AdsManager Portal for end clients