Spend sources

Use sources to organize every dollar by platform, vendor, agency, event, or campaign partner.

01

Sources represent where spend came from.

02

Manual sources can represent vendors, agencies, newsletters, sponsorships, events, or one-off partners.

03

Integrated sources represent connected ad platforms such as Google Ads.

04

Keep source names consistent so exports stay useful.

Make every marketing number defensible.

Bring imports, manual corrections, calculated metrics, audit history, and Google Sheets exports into one controlled workflow.

Start with your first source