Client reporting software

Client reporting software for agencies that write, not dashboard.

Most client reporting software builds dashboards and schedules PDF exports. Scout writes the actual weekly update - in your agency’s voice, with commentary and recommendations - and hands it to Claude, ready to edit and send.

Claude
Scout · connected
Monday report for Driftline, please.

On it - pulling Driftline’s week together from every connected account.

Scout · model context protocol
scout_set_active_client·Driftline
scout_get_client_context·memory · voice v7 · KPI
scout_get_metrics·Shopify · Meta · Klaviyo · 7d
scout_draft_monday_report·assembling in agency voice

Here’s Monday’s draft - in your voice, ready to edit:

Driftline · Weekly UpdateDraft
Strong week, team - revenue closed at $48,320 (↑18% WoW), carried by the Reef Collection launch. Meta ROAS held at 3.2× against a 2.8× target; Klaviyo flow revenue steady at $11.2k.

The deliverable an performance agency owes its clients isn’t a dashboard - it’s the Monday update that explains what happened and what to do next. Scout is built for that one job.

It connects each client’s Shopify, Klaviyo, Meta, Search Console and GA4 once, learns your agency’s voice from your edits, and keeps a structured memory of every client. Then it drafts the report for you to approve.

Written, not charted

Real prose with commentary and recommendations - not a grid of widgets the client has to interpret.

In your agency’s voice

Scout learns how your team writes and applies it to every draft. By week six, the edits are mostly typos.

One shared workspace

Every account manager works from the same client memory and voice - no per-person setup, no re-auth.

How it works

From connected accounts to a sent report, without the busywork.

01
Connect each client once

OAuth into each client’s Shopify, Klaviyo, Meta, Search Console and GA4 - read-only, agency-wide. About five minutes per client, then you never touch it again.

02
Scout assembles the week

It pulls live data from every connected platform, loads the client’s structured memory, and applies your agency’s voice profile - all before anyone asks.

03
Claude drafts the report

Ask in Claude and the update is there: headline performance, KPI commentary against the client’s targets, per-channel reads, and recommendations - written the way your team writes.

04
You edit and send

Tighten a sentence, publish to a private link, or send it to the client. Scout writes; the account manager always ships.

Always included

Every Scout plan, not an upsell.

Structured per-client memory, owned by the agency - not one person’s Claude account
An agency voice profile that sharpens with every edit you make
Daily briefings and real-time signals running quietly in the background
One shared workspace, so every account manager works from the same source of truth

Common questions

Is Scout a dashboard?

No - deliberately. Scout writes the report. Charts only appear inline in a published report when they earn it. The product is the written update, not a dashboard the client has to read.

Which platforms does it read?

Shopify, Klaviyo, Meta Ads, Google Search Console and GA4 - read-only, via OAuth per client account.

Is Scout a dashboard?

No - deliberately. Scout writes the report. Charts only render inline in a published report when they earn it; the deliverable is the written update, not a dashboard your team has to build and maintain.

Does Scout write to my clients’ ad accounts?

Never. Every integration is read-only, via OAuth per client account. Scout reports; humans make the changes.

What does it cost?

Free for one client, forever. Pro is $149/month for unlimited clients - no per-client fees, no per-seat charges. Beta agencies lock a lifetime discount.

See it on your clients.

A lifetime beta discount on Pro. Onboarding in under an hour.