Slate
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For Agencies

Standardize spend tracking across every client.

Slate gives agencies a repeatable way to manage client platform spend, manual vendor spend, corrections, and exports without relying on scattered spreadsheets.

Start with your first sourceSee how Slate works
SlateClient spend workspace
Export-ready
Active clients8
Sources ready94%
Client exportReady

Spend sources

Governed
Client A / Google AdsIntegrated source
$24,900
Client B / SponsorshipsManual vendor spend
$8,400
Client C / Review sitesRecent correction
$3,200
Client D / NewsletterClient-ready export
$11,750

Recent correction

Reason logged
Updated client report export after account team correction reason was logged.Actor, timestamp, old value, new value, and origin preserved.

The problem

Agency reporting breaks when every client has a different spend workflow.

Client spend is fragmented

Ad platforms, vendor invoices, agency-managed channels, and client-provided numbers often sit in separate places.

Manual channels are hard to standardize

Sponsorships, events, newsletters, review sites, and content syndication spend often depend on one-off tracking.

Corrections are difficult to explain

When spend changes after a client report, teams need a clear record of what changed and why.

Reporting quality varies by account

Without a repeatable spend process, every client becomes a custom reporting workflow.

How Slate helps agencies

01

Create repeatable spend sources

Use the same controlled source model across clients, platforms, vendors, and manual channels.

02

Import or enter spend consistently

Support platform spend, manual vendor spend, and bulk import workflows.

03

Review conflicts before reporting

Catch duplicate or conflicting rows before they affect client-facing numbers.

04

Track corrections with history

Preserve who changed spend, when it changed, and why.

05

Export client-ready data

Send governed spend data into reporting workflows without using client spreadsheets as the source of truth.

Useful for agency workflows

What agencies get

Repeatable process

Use the same spend governance workflow across clients instead of reinventing reporting each time.

Cleaner handoffs

Make source ownership, status, and notes visible to account teams and operators.

Audit-ready corrections

Explain client spend changes with clear correction history.

Manual spend coverage

Track spend that does not come from clean platform APIs.

Export-ready reporting data

Give reporting teams cleaner inputs before client reports are built.

Less spreadsheet dependency

Keep Sheets as an output, not the uncontrolled system of record.

Best fit

Slate is a strong fit for agencies that manage paid media, vendor spend, sponsorships, or client reporting across multiple accounts.

Give every client spend workflow the same control layer.

Slate helps agencies standardize spend tracking before reporting starts.

Start with your first source