Sourcetable for Agencies

Client reports done before Monday.

Monthly performance reports, campaign analytics, and budget tracking — ready for every client, every month.

Stop spending Monday morning building reports. Start spending it acting on them.

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Sourcetable
Q4 2025 Analysis
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A B C D E F G
Revenue by Quarter Q4 Breakout
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Client reports in minutes.

Build your report template once and run it with fresh data for any client, any time you need it.

Campaign analytics, live.

Pull spend, conversions, and performance from every ad account into one place — always current.

More strategy, less prep.

Stop spending Monday morning building reports. Start spending it acting on them.

Connect your data

Every client reporting workflow — live and always current.

  • Excel

    Upload client trackers — including large multi-gig .xlsx files — and rebuild them as live, always-current performance reports you can export and share.

    Learn more →

  • Google Ads

    Pull live spend, clicks, and conversion data from Google Ads for every client account.

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  • HubSpot

    Connect HubSpot and track client pipeline, campaigns, and lead performance all in one place.

    Learn more →

  • BigQuery

    Query client data warehouses in plain English — no SQL or data team required.

    Learn more →

“Eight hours of reporting every Monday.Now reports are ready in minutes.”

— Director of Performance, digital marketing agency

What else can Sourcetable do?

Automate client reports. Chart campaign performance. Build client dashboards. Generate report templates. Summarize performance. Clean multi-source data. Crawl the web. Talk to your data. Create reporting workflows. Speed up report prep. Write SQL when you need it. Handle big exports. Fix report formulas. Write formulas for reports.
Automate client reports. Reporting Wizard
Automate client reports.
Video: Analyze your data with an AI spreadsheet

Excel + ChatGPT + Python
=

The last spreadsheet you'll ever need.

Get Insights

Ask questions in plain English, generate charts instantly, use Python for custom logic, and tap into built-in research tools for deeper insights.

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Visualizations

Turn data into charts & graphs instantly. Sourcetable helps you explore trends, uncover patterns, and present insights, automatically or on your terms.

Visualizations

Manipulate Data

Clean, shape, and structure data with AI, formulas, or code. Sourcetable helps you go from raw input to ready-to-use datasets in seconds.

Manipulate Data

Data Science

Sourcetable fuses AI smarts with Python's full analytical power, so you can clean, query, model, and visualize data without switching tools or writing a single line of code.

Data Science

Frequently Asked Questions

If your question is not covered here, you can contact our team.

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Can Sourcetable pull data from Google Ads and Meta for multiple clients?
Yes. Connect multiple ad accounts across Google, Meta, LinkedIn, and other platforms. Sourcetable merges data per client into separate views — one template, all accounts, always current.
How do I build a client reporting template in Sourcetable?
Build the report structure once — with the metrics, charts, and format your client expects — and run it with fresh data any time you need it. Monthly, weekly, or on demand.
Can I create shareable dashboards for clients?
Yes. Build live dashboards that stay current and share a link with your client. They get always-current performance data without emailing you for an update.
What data sources are supported?
We support spreadsheets (.xls, .xlsx, .csv), PDF, JSON, databases, and 100+ integrations including Google Analytics, Google Ads, Meta, HubSpot, LinkedIn, and most platforms agencies use.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have usage limits. Users can upgrade to the Pro plan for more credits.

Enterprise-grade security

Your data is protected by industry-leading SOC 2 Type 2, HIPAA, and PCI compliance standards, whether in our cloud or on-premises.

Private key encryption

Private key encryption

Data encrypted at rest

Data encrypted at rest

Escrow KMS

Escrow KMS

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Speed up your client reporting — free

Connect your clients' data. Get reports done in minutes.

Related use cases

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