You manage 15 client accounts. Your AI agent manages them with you.
Every client has their own Meta, Google Ads, Shopify, Stripe, and GitHub. Logging into each account to pull reports burns hours you could spend on strategy. Vexly connects every client tool and lets you ask questions across all of them — right from Slack, Discord, or Teams.
Every client. One view.
Stop jumping between dashboards. Vexly gives your agency a single pane of glass across every client account.
Acme Corp
On TrackBolt Inc
Needs AttentionLuna Studio
On TrackNovaTech
Review NeededDriftwood Co
On TrackEmber Labs
Near BudgetVexly alert: Bolt Inc's Google Ads CPC increased 34% this week. 3 clients are within 10% of monthly ad budget. Want me to flag them in Slack?
Switch clients in one click. Get answers in one second.
Every client's data is one tab away. No more juggling logins.
One question. Every client. Instant answer.
Ask “Which clients had ad spend increase but revenue decrease this week?” and get this:
| Client | Ad Spend | Δ Spend | Revenue | Δ Revenue | Status |
|---|---|---|---|---|---|
| Acme Corp | $8,200 | ↑ 12% | $42,300 | ↑ 18% | ✅Healthy |
| Bolt Inc | $5,100 | ↑ 34% | $12,100 | ↓ 8% | ⚠️Flagged |
| Luna Studio | $3,400 | ↓ 5% | $28,600 | ↑ 22% | ✅Healthy |
| NovaTech | $2,800 | ↑ 15% | $9,200 | ↓ 3% | ⚠️Flagged |
| Driftwood Co | $1,900 | ↓ 2% | $6,800 | ↑ 6% | ✅Healthy |
| Ember Labs | $3,200 | ↑ 8% | $4,100 | → 0% | ➖Flat |
Bolt Inc and NovaTech have increasing ad spend but declining revenue. Want me to post a summary to #client-alerts in Slack?
Client reporting is eating your week alive
Agencies live in other people's tools. Monday morning means logging into Client A's Meta Ads, then Client B's Google Ads, then Client C's Stripe — and doing it again for every client on the roster. You're not doing strategy. You're doing data entry in reverse.
- Pulling a single weekly report across Meta, Google Ads, and Stripe for one client takes 20-30 minutes. Multiply that by 15 clients.
- Context-switching between client dashboards leads to mistakes — wrong date range, wrong account, wrong numbers in the wrong deck
- Dev teams managing client GitHub repos and Jira boards face the same problem: too many accounts, too many logins, too little time
One question. Any client. Instant answers.
Vexly connects to every client's tools through one-click connectors. Your AI agent lives in your agency's Slack or Teams workspace. Ask about any client's ad spend, revenue, open pull requests, or support tickets — and get answers that reason across multiple tools at once.
- Ask "What is Client X's Meta ad spend vs Stripe revenue this month?" and get a cross-tool answer in seconds
- Use prebuilt runbooks to generate client digests automatically — ad performance, GitHub PR status, and Jira ticket triage delivered to a dedicated channel each morning
- Vexly reasons across connected tools so you can ask "Which clients had Google Ads spend increase but Shopify revenue decrease this week?"
Client data stays locked down. Your team stays accountable.
Agencies handle sensitive client data across dozens of accounts. One wrong click in the wrong ad account can be a career-ending mistake. Vexly is read-only by default — it never changes ad budgets, merges pull requests, or modifies anything without explicit human approval.
- Read-only by default means no team member can accidentally modify a client's Meta campaign or GitHub repo through the agent without an approval flow
- Configurable approval guardrails per workspace, channel, or playbook let you set different permission levels for different clients or team members
- Exportable audit logs give you a full record of every agent interaction — useful for client reporting, internal accountability, and building trust
Every client tool, one agent to rule them all
Ad platforms, dev tools, e-commerce, payments, and project management — Vexly connects across your entire client roster so you never log into another dashboard.
Meta
Social media & ads
Google Ads
Search advertising
Stripe
Payment processing
Shopify
E-commerce
GitHub
Code collaboration
Jira
Issue tracking
Atlassian
Project management
Gmail
Stop logging into 15 dashboards. Start asking one agent.
Connect your client accounts in minutes. Pull cross-client reports from Slack without touching a single dashboard.