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FOR AGENCIES & PARTNERS

Run every client account from one source of truth.

Modern.ai gives your agency a real-time, structured, ai-ready view across every client: commerce, media, lifecycle, marketplace, and operations. Report faster, retain more clients, and manage more spend per strategist, all source-backed.

30+ SOURCES CONNECTED/SOURCE-BACKED/CLAUDE-POWERED
THE OUTCOMES YOU CARE ABOUT

Win the outcomes agencies are actually measured on.

The job is to grow accounts, keep clients, and keep your best people. Here is what Modern does to get you there.

Manage more spend
HOW
Run more budget and more accounts per strategist. A portfolio source of truth plus automated reporting lifts the cap that manual work puts on capacity.
Retain more clients
HOW
Show source-backed results and surface risks before clients churn. Reporting they actually trust, delivered before they ask, including drag that is not your fault.
Attract and retain top talent
HOW
Free your best people from spreadsheet busywork. They run strategy while Modern handles the data wrangling, decks, and reporting.
Compete with enterprise
HOW
Deliver enterprise-grade data, AI, and reporting without an enterprise data team or budget. Custom integrations, including ERP, on Enterprise plans.
PORTFOLIO SOURCE OF TRUTH

What real-time structured data does for an agency.

01
Portfolio-wide reporting
One unified view across every client account and channel. Switch accounts seamlessly in-platform, or pull the whole portfolio at once through MCP.
02
Daily performance reports
MCP lets Claude deliver a daily brief for each account from live structured data, ready before the client asks for it.
03
Automated client update decks
Generate client-ready decks and briefs straight from source data, instead of rebuilding the same slides every week.
04
One source of truth
Cross-team data references from one place. No more Google Sheets passed around and no version drift between analysts.
05
The halo effect, in real time
See how spend on one channel lifts the others. The lift no one likes to talk about, measured and shown live.
06
Correlation reports, instantly
Ask why a number moved and get the correlated drivers across channels, products, and accounts in seconds.
07
Proof it is not your fault
Surface client-side drag that hurts results: slow fulfillment, low TikTok Shop and Meta page health, an unmanaged brand.
08
CS and objection mapping
Read support tickets and objections to explain conversion drag that has nothing to do with the media you run.
09
Custom integrations
Connect anything your clients run, including ERP, OMS, and 3PL systems, on Enterprise plans.
10
Real-time goal tracking
Track goals, CAC, MER, sales, and spend by channel live for every account. MCP keeps it real time and fires budget-adjustment alerts to the agency or the client before a target slips.
11
The shared brand calendar
Log the context AI cannot see: promos, holidays, downtime, out-of-stock and restock. Modern reads it to explain moves and to suggest promo timing, so every client account has a calendar agency and brand share.
REQUEST AGENCY ACCESS

Bring your whole portfolio onto Modern.

Tell us about your agency. We will set you up with portfolio reporting, MCP access, and a source-backed view across every client account.

✓Portfolio-wide reporting across every account
✓Daily Claude briefs and automated client decks
✓Custom integrations, including ERP, OMS, and 3PL
✓White-glove onboarding for your team
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