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.
Ops is the agency day around the ads: who the clients are, which Meta accounts are connected, who is low on prepaid funds, and what invoices clients can already see in the portal.
Client directory — every brand, searchable
- Meta-connected clients stay in one table
What clients see: billing history in the portal
- Invoices you send appear here
- 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