Try PlanPulse free·Ad account health checks and client reporting for agencies

Catch ad account slips before your clients do

Connect your ad accounts. Health check agents watch for setup slips, over-pacing and account health, then AI turns your data into insights and client dashboards.

No card needed · 7-day free trial · Read-only access · see a demo client portal

Meta AdsGoogle AdsGoogle AnalyticsLinkedIn AdsTikTok Ads

Health checks on every campaign

Agents audit targeting, budgets, bids, tracking and pacing hourly, and ping you before it costs a client.

Health check agent checking Meta Ads Google Ads

Account health: Needs attention

64
Health checkResult
  • Location targeting2 campaigns off
  • Budget pacing18% over
  • Conversion trackingAll good
  • Bids & budgets vs planAll good

See your ideal customer

AI reads who converts and shows you a picture of them, with the targeting and messaging to match.

Example ideal customer profile: Margaret, female, 55-65+

Stay ahead of budget pacing, automatically

Ad spend pacing chart
  • Demo client preloaded
  • Secured byNango
Always on

Your ad accounts, health checked automatically

Connect once. A health check agent works through every Meta and Google Ads campaign, checking targeting, budgets, bids, tracking and pacing against how it should be set up, then emails you the moment something slips.

1The agent checks every campaign

CampaignsAd setsAds
Health Check Agent scanning…
CampaignDeliveryBudgetLocationsGoalTrackingCheck
Spring Sale – ProspectingActive$100/dayLiving in NZLeadsLead event–
Spring Sale – RetargetingActive$40/dayInterested in NZLeadsLead event–
Brand SearchEligible$60/dayNew ZealandMax conv.Conversions–
Generic – ServicesEligible$150/dayNew ZealandMax conv.Conversions–
Always-on VideoActive$80/dayLiving in NZThruPlayPixel missing–
PMax – ShoppingEligible$120/dayNew ZealandMax valuePurchases–
0 of 6 campaigns checked0 issues found

2You get the email, before your client notices

Your first 5 minutes

Connect one account. See what you've been missing.

No migration, no media plan needed. Start with one client and keep your current tools while you try it.

1

Connect your ad accounts

Meta, Google Ads, LinkedIn, TikTok and GA4. Read-only, two clicks, or upload a CSV export.

Meta AdsGoogle AdsGoogle AnalyticsLinkedIn AdsTikTok Ads
Secured byNango

Can't connect a client's account? Upload a CSV export instead.

2

Health check agents audit your setups

Every live campaign checked for setup slips, over-pacing and account health. You get pinged when something’s off.

Health check agent

  • Spring Sale is targeting people “interested in” NZ, not living there
  • Meta is pacing 18% ahead of this month’s budget
  • Conversion event, bids and tracking look right on 11 campaigns
3

See your ideal customer

AI reads who actually converts and shows you a picture of them, with the targeting and messaging to match.

Ideal customer

“Busy-Parent Sarah”

Women 35–44 · Auckland · mobile, evenings

Converts at $18 a lead, 32% below the account average

Sample data shown. Yours is built from your own accounts.

Meet your team of AI agent employees

Purpose-built agents that handle the busywork — invoices, media plans, audits, and performance reviews — so you don't have to.

Audits live Google and Meta campaigns against their intended setup and flags every discrepancy.

Client Portal

Share a live client portal - visualise your results in every way

Every client gets a live performance portal in your logo and brand colours. Pick the sections they see, and send a PDF or a scheduled email.

Your logo, brand colour and report domain
Choose and reorder the sections each client sees
Shareable link, PDF export and scheduled report emails
Open the demo portal
Client portal showing a CPA gauge against target, daily CPA trend, leads per day and a heatmap of when ads work best

Better client reporting than AgencyAnalytics. For a fraction of the price.

We're an agency too. We paid AgencyAnalytics about $500 a month, rebuilt everything we used in PlanPulse, then added what it never had.

FeaturePlanPulseAgency­AnalyticsAgencyAnalytics
White-label client dashboardsAuto-built on connectYes
AI picture of your ideal customer, with a photoYesNo
Creative × audience insightsYesNo
CPA vs target, when-ads-work heatmaps, cost per result by ageYesNo
What we paid as an agencyFrom $99/month~$500/month

From our own agency's use of AgencyAnalytics. AgencyAnalytics is a trademark of its owner.

Real-time performance dashboard showing pacing, spend variance, and platform metrics
Analytics & Performance

Real-time performance,
always visible

See pacing, spend variance, and platform-native metrics in one place. Know instantly which campaigns are overspending, underperforming, or on track — before your client asks.

Live spend vs. planned with overspend alerts
CTR, CPC, CPA with benchmark comparisons
Every channel in one view: live sync or file upload
Period-over-period comparison built in
Anomaly Detection

Catch problems
before they cost you

7-day rolling CPA charts with target thresholds show you the moment a metric crosses target. The gauge turns red — you act before it becomes a budget blowout.

Rolling CPA, ROAS, and CPC trend monitoring
Red/green gauge shows target vs. actual
24H change indicator for rapid shifts
Alerts surfaced in AI daily briefing
Client card showing CPA gauge within target
Client card showing 7-day rolling CPA trend against target
JAN5-Jan12-Jan19-JanFEB2-Feb9-Feb16-FebMAR2-Mar9-Mar16-MarAPR30-Mar6-Apr13-AprCHANNELTOTALLETTERBOX DROPSOOH / ONLINE ACTIVITY$20,000$10,000RADIO$12,000$6,000TRADE ME$7,000META$12,000$1,000BUS BACKS$12,800$6,400SEARCH$34,000$2,750
Optional: Media Plans

Add the media plan, and track every dollar against it

When you're ready, drop in the client's plan (spreadsheet, screenshot or built with the AI planner) and PlanPulse paces live spend against it, week by week, channel by channel.

Paid digital, OOH, radio, email, and more
Interactive Gantt view with zoom controls
Budget allocation tracked week by week
Upload a new plan version any time
Agency Brain

Plugs into your company's second brain

Keep client plans in your GitHub brain. PlanPulse picks up every change, ready to review and track against real spend.

File the plan once, no double uploads
Approve every change before it applies
Brief → plan → spend in one timeline
  • GitHub
  • Obsidian
  • Claude Code
  • Codex

Try it risk-free, in minutes

  • Demo client ready. Explore every feature with mock data.

  • Upload CSV exports from any ad platform

  • One-click Meta import for clients

  • 2-minute onboarding – upload an Excel plan

  • Encrypted logins. Held by Nango in a SOC 2 vault, not our database.

Secured byNango
  • OAuth 2.0
  • AES-256 encryption
  • Read-only
FAQ

Frequently asked questions

PlanPulse is ad account health checking and client reporting software for marketing agencies. Connect your clients’ ad accounts and AI health check agents watch them for setup slips, over-pacing and account health, pinging you when something’s off. Your data becomes AI insights, a picture of each client’s ideal customer and live client portals in your own branding. Add media plans when you want to track spend against them.

See what your health check agent finds

Enter a client's website and connect their ad account. No card, 7 days free.