Scale your client base — not your reporting workload.

Databox gives agencies one place to manage all client data, automate reporting, and get instant answers about performance — in seconds, on demand. So you spend less time preparing and more time advising.

Try it Free
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  • No Credit Card
  • Unlimited clients
  • Unlimited users
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20,000+ scaling teams & agencies drive results that matter

  • One-Click Integrations

    Sync all your client’s data from 130+ software tools in seconds.

  • 100% Customizable

    Build fully customizable no-code dashboards and reports with ease.

  • 24/7 AI Analyst

    Ask questions in plain language and get answers with context pulled from client data.

  • Automate & Share

    Automate client reports and deliver them directly to email or Slack, or create sharing links.

Leverage Your Challenges Into Strategic Wins With Databox

Discover how Databox transforms challenges most agencies are struggling with into opportunities for growth. Streamline operations and enhance data management with our tailored tools, simplifying reporting to help you focus on delivering results for your clients.
Loosing clarity due to scattered client data?

Your client’s data is spread across multiple platforms, creating a chaotic and time-consuming management process. Databox lets you easily centralize all client data into a unified platform, providing you with a comprehensive view of their performance.

Lack of real-time data analysis?

A client’s Cost Per Click (CPC) shot up. Website sessions dropped overnight. When issues like this happen, it’s crucial to address them right away. Databox helps you automatically monitor performance in real time, so you can be proactive, not reactive. Create alerts to monitor when numbers spike or dip, send your account managers daily performance summaries on Slack or email, and get AI-generated performance summaries so you always know how clients are performing.

Struggling with managing client expectations?

Managing client expectations regarding future performance can be challenging without predictive insights. Databox lets you forecast any metric in minutes, including best-case and worst-case scenarios. You can account for seasonality and holidays, and view a confidence score to estimate how reliable the forecast is.

Frustrated by limited reporting flexibility?

Integrations (like ad platforms, or client’s software) only give you part of the picture. With Databox, you can show clients a comprehensive picture of their performance, taking into account every channel or platform they use. Plus, create custom metrics by pulling data from software, spreadsheets, SQL databases, or our API to perform equations or apply filters and dimensions, giving your clients the numbers they need most. .

Spending billable hours on monthly reports?

Stop copying and pasting screenshots and data from multiple tabs and tools. Databox lets you create client presentations that update automatically with the latest metrics or dashboards. Send automated snapshot images of client dashboards, or links to their dashboards so they can view their performance on-demand.

Clients ask questions you can’t answer instantly

“Why did our CPL spike this week?” “Are we on track to hit the goal?” “How does this compare to last quarter?” With Genie your AI Analyst every ad-hoc question becomes a clear insight grounded in real client data in seconds.

Try it Free

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MEET DATABOX

Spend More Time Improving Your Client’s Performance And Less Reporting It

View every client’s performance in one place. Then automate their reporting and share interactive dashboards so they always know how they’re doing. Databox offers every client reporting tool you need, and more.
client accounts overview databox

Track all clients from one place

Create, manage, and switch between client accounts without losing context. Get a bird’s-eye view of every client’s performance and goals from a single screen — so you always know where to focus your energy.

  • Dedicated client accounts with separate data and permissions
  • Client performance and goals overview in one screen
  • Bulk actions to manage multiple accounts at once

Standardize reporting & metrics

Define your agency’s KPI framework once and apply it consistently across every client. One set of definitions, one reporting standard — so your team always speaks the same language, and clients always get a consistent, professional experience.

  • Build custom and calculated metrics to your agency’s definitions
  • Apply the same reporting standard across every client account
  • Drill down to campaign, ad-set, and ad-level data for any client

Automate reporting to save hours

No more copying and pasting screenshots into slides. Schedule reports once and they go out automatically — via email, your client’s Slack, or a live shareable link — with data that updates itself before sending.

  • Schedule reports per client, in your format, on your cadence
  • Data updates automatically before each send
  • Get a reminder before a report goes out so you can review it first
linkedin dashboard template

Build a dashboard once and reuse it

 from hundreds of pre-built templates or create your own — then push updates across all client dashboards at once when something changes.

  • 100s of pre-built templates for every channel and use case
  • Custom account templates you can apply to new clients in minutes
  • Push template changes to all client dashboards simultaneously

Get notified when goals are off track

Know when something important changes — before your client does. Set alerts on any metric across any client account and get notified via email or Slack the moment a threshold is crossed.

  • Metric alerts with custom thresholds per client
  • Smart Alerts that detect unusual patterns automatically
  • Notifications to Slack or email

Replace Databox’s branding with yours

Your brand. Your domain. Your credibility. Clients never need to know what’s running behind the scenes — they just see a professional, branded experience that reflects your agency’s standards.

  • Your logo and colors on all client-facing surfaces
  • Dashboards hosted on your company’s domain
  • Alerts and scorecards sent from your company’s email address

AI ANALYST

Ask questions about any client. Get answers instantly.

AI Analyst Genie analyzes your client data and tells you what’s driving performance. It’s built directly into Databox and works with the metrics your team already tracks across all client accounts.

Instead of digging through dashboards before a call or waiting for someone to run a report, you ask a question and get a clear, contextual answer in seconds.

 

ANALYZE
genie ai analyst

Understand what’s driving performance

Ask questions in plain language and get direct answers grounded in real data. Genie identifies trends, spots meaningful changes, and explains what’s driving performance — so you always know what’s happening before your client does.

BUILD

Generate metrics & dashboards

Describe what you want to see and Genie builds it — metrics, dashboards, datasets. No manual setup, no waiting for someone else to pull the numbers.

TRAIN (SOON)

Teach Genie how your business works

Set your goals, KPI definitions, and business context once. Genie uses that knowledge in every answer — so insights feel grounded in your reality, not generic.

Try it Free

Why Genie? Why not ChatGPT or any LLM you already use?

Unlike general AI tools, Genie doesn’t work from pasted data or guesswork. Your client’s metrics are validated and structured before AI sees them. Your business logic is encoded so “how’s my revenue?” maps to your exact definition — not an approximation. And the math is computed by a deterministic engine, not generated by a language model.

Read more about it here.

genie ai analyst
DATABOX MCP

Take your trusted Databox data into the AI tools your team already uses.

  • Genie answers questions inside Databox. Databox MCP lets you bring that same validated, structured client data into external AI tools like Claude, n8n, or ChatGPT — so you can analyze on the go, push new data in, and automate workflows without ever exporting a file.
Take your trusted Databox data into the AI tools your team already uses.
Learn how Databox MCP works

Unlimited seats & clients. Discounted pricing.

No per-seat fees for your team. No extra charges for adding clients. Databox pricing scales with data source connections — discounted for agency partners.
Monthly Annual SAVE 20%
Agency Starter
$ 79
/month
billed annually
3 data sources included
$2.40/mo per addtl. data source
  • 5 client accounts Set up dedicated client accounts to streamline and organize your reporting process.
  • ∞ unlimited users Invite team members and control access by assigning roles that define what each person can see and do in Databox.
  • 500 AI credits/mo The number of AI credits available each month to power Genie and the MCP server. Credits are shared across the account and reset monthly.
Features:
  • Cloud integrations Sync data from popular tools like HubSpot, Google Analytics 4, Facebook Ads, and more.
  • BI features (limited*) Build up to 10 dashboards or reports and unlimited custom metrics with access to pre-built metrics, templates, and anomaly detection.
  • MCP server & API Connect Databox to AI tools like ChatGPT or Claude to access trusted metrics and trigger actions, and send data from any source using the REST API to build custom integrations and automate metric ingestion.
  • Sharing & Notifications Share dashboards and reports via secure links, TV streams, or embeds, and stay on top of performance with Slack updates, scheduled snapshots, scorecards, alerts, and digests.
  • Datasets Prepare custom tables of raw data from one or more sources. Apply filters and calculate new columns to analyze and visualize your data however you need.
Get started
Data & Integrations
  • 3 / ∞ Data sources included / limit
  • Cloud integrations
  • Databox API
  • 24 months Historical data
  • hourly Max sync frequency
AI
  • AI analyst (Genie)
  • 500 AI credits included / mo
  • Performance summaries
  • MCP server
BI Features
  • Pre-built metrics and templates
  • Anomaly detection
  • 10 Dashboards & reports
  • ∞ Custom metrics
Performance Management
  • Goals
  • Add-on Objectives and Key Results (OKRs)
Sharing & Distribution
  • Sharing (shareable links, stream to TV, embed)
  • Notifications (scorecards, alerts, snapshots, digest)
  • Slack
Account Management
  • ∞ Users
  • Two-factor authentication (2FA)
  • Add-on Fiscal calendar
  • Add-on White-labeling
  • Add-on Advanced security (SSO, audit log, session controls)
  • 5 Sub-accounts
Support
  • Chat and email support
  • Add-on Priority support
View All Features
Agency Pro
$ 159
/month
billed annually
3 data sources included
$2.40/mo per addtl. data source
  • ∞ unlimited client accounts Set up dedicated client accounts to streamline and organize your reporting process.
  • ∞ unlimited users Invite team members and control access by assigning roles that define what each person can see and do in Databox.
  • 1,500 AI credits/mo The number of AI credits available each month to power Genie and the MCP server. Credits are shared across the account and reset monthly.
Features:
  • All integrations Connect to 130+ cloud tools, spreadsheets, SQL and NoSQL databases, and supported APIs through custom integrations to pull data from virtually any source.
  • BI features Build unlimited dashboards, reports, and custom metrics, with access to pre-built metrics, templates, and anomaly detection.
  • MCP server & API Connect Databox to AI tools like ChatGPT or Claude to access trusted metrics and trigger actions, and send data from any source using the REST API to build custom integrations and automate metric ingestion.
  • Sharing & Notifications Share dashboards and reports via secure links, TV streams, or embeds, and stay on top of performance with Slack updates, scheduled snapshots, scorecards, alerts, and digests.
  • Datasets (limited*) Limited to creation from spreadsheets, databases and custom integrations. Dataset modification tools are not included.
Get started
Data & Integrations
  • 3 / ∞ Data sources included / limit
  • Cloud integrations
  • Spreadsheets, databases, custom integrations
  • limited* Datasets
  • Databox API
  • 24 months Historical data
  • hourly Max sync frequency
AI
  • AI analyst (Genie)
  • 1,500 AI credits included / mo
  • Performance summaries
  • MCP server
BI Features
  • Pre-built metrics and templates
  • Anomaly detection
  • ∞ Dashboards & reports
  • ∞ Custom metrics
Performance Management
  • Goals
  • Add-on Objectives and Key Results (OKRs)
Sharing & Distribution
  • Sharing (shareable links, stream to TV, embed)
  • Notifications (scorecards, alerts, snapshots, digest)
  • CSV export (datasets)
  • Slack
Account Management
  • ∞ Users
  • Two-factor authentication (2FA)
  • Add-on Fiscal calendar
  • Add-on White-labeling
  • Add-on Advanced security (SSO, audit log, session controls)
  • ∞ Sub-accounts
Support
  • Chat and email support
  • Add-on Priority support
View All Features
Agency Growth
$ 399
/month
billed annually
3 data sources included
$2.40/mo per addtl. data source
  • ∞ unlimited client accounts Set up dedicated client accounts to streamline and organize your reporting process.
  • ∞ unlimited users Invite team members and control access by assigning roles that define what each person can see and do in Databox.
  • 4,000 AI credits/mo The number of AI credits available each month to power Genie and the MCP server. Credits are shared across the account and reset monthly.
Everything in Pro, plus:
  • Datasets Prepare custom tables of raw data from one or more sources. Apply filters and calculate new columns to analyze and visualize your data however you need.
  • 15-min sync* Keep data refreshed every 15 minutes on up to 5 data sources, subject to availability based on each data source’s API capabilities.
  • Forecasting Forecast the future performance of any metric for the next month, quarter, or year. Model changes to explore scenarios and turn projections into goals with one click.
  • Sub-accounts Set up dedicated sub-accounts to streamline and organize your reporting process.
  • Dedicated CSM Work with a named Customer Success Manager who knows your account and helps you get the most out of Databox.
Get started
Data & Integrations
  • 3 / ∞ Data sources included / limit
  • Cloud integrations
  • Spreadsheets, databases, custom integrations
  • Datasets
  • Databox API
  • ∞ Historical data
  • 15 min* Max sync frequency
AI
  • AI analyst (Genie)
  • 4,000 AI credits included / mo
  • Performance summaries
  • MCP server
BI Features
  • Pre-built metrics and templates
  • Anomaly detection
  • ∞ Dashboards & reports
  • ∞ Custom metrics
Performance Management
  • Goals
  • Objectives and Key Results (OKRs)
  • Forecasting
Sharing & Distribution
  • Sharing (shareable links, stream to TV, embed)
  • Notifications (scorecards, alerts, snapshots, digest)
  • CSV export (datasets)
  • Slack
Account Management
  • ∞ Users
  • Two-factor authentication (2FA)
  • Fiscal calendar
  • Add-on White-labeling
  • Add-on Advanced security (SSO, audit log, session controls)
  • ∞ Sub-accounts
Support
  • Chat and email support
  • Dedicated CSM
  • Add-on Priority support
View All Features
Agency Premium
$ 799
/month
billed annually
50 data sources included
$2.40/mo per addtl. data source
  • ∞ unlimited client accounts Set up dedicated client accounts to streamline and organize your reporting process.
  • ∞ unlimited users Invite team members and control access by assigning roles that define what each person can see and do in Databox.
  • 10,000 AI credits/mo The number of AI credits available each month to power Genie and the MCP server. Credits are shared across the account and reset monthly.
Everything in Growth, plus:
  • White-labeling White label Databox to offer clients your own custom branded reporting solution
  • Advanced security Enforce SSO and two-factor authentication across the account, monitor activity with audit logs, and manage active sessions and login records.
  • Single sign-on (SSO) Let team members access Databox through the company’s existing identity provider, reducing password management overhead and keeping access under centralized IT control.
  • Account setup Get hands-on help configuring Databox to match your reporting needs from day one.
  • Priority support Skip the queue and have support cases handled ahead of standard requests.
Book a demo
Data & Integrations
  • 50 / ∞ Data sources included / limit
  • Cloud integrations
  • Spreadsheets, databases, custom integrations
  • Datasets
  • Databox API
  • ∞ Historical data
  • 15 min* Max sync frequency
AI
  • AI analyst (Genie)
  • 10,000 AI credits included / mo
  • Performance summaries
  • MCP server
BI Features
  • Pre-built metrics and templates
  • Anomaly detection
  • ∞ Dashboards & reports
  • ∞ Custom metrics
Performance Management
  • Goals
  • Objectives and Key Results (OKRs)
  • Forecasting
Sharing & Distribution
  • Sharing (shareable links, stream to TV, embed)
  • Notifications (scorecards, alerts, snapshots, digest)
  • CSV export (datasets)
  • Slack
Account Management
  • ∞ Users
  • Two-factor authentication (2FA)
  • Fiscal calendar
  • White-labeling
  • Advanced security (SSO, audit log, session controls)
  • ∞ Sub-accounts
Support
  • Chat and email support
  • Dedicated CSM
  • Priority support
  • Account setup
  • Security & compliance review
View All Features

Trusted by 20,000+ growing businesses

G2 4.4 stars
Enterprise High Performer Winter 2024 award, Europe Winter 2024 Leader award, Small Business Leader winter 2024 award
Capterra 4.6 stars

Run your agency like you have a full data team behind you.

Connect your first client in under 5 minutes. Automate your reporting. Ask Genie anything about any account.

Try it Free No credit card required · 14-day free trial

Frequently asked questions

Can I manage multiple clients from one Databox account?

Yes. Databox is built for multi-client management. You can create dedicated accounts for each client, view all their performance and goals from one screen, and switch between accounts without losing context. All paid plans include unlimited client accounts.

Can I white-label dashboards and reports for clients?

Yes. The white-label add-on lets you replace Databox branding with your own — on dashboards, reports, the mobile app, and email alerts. Clients see your logo, your colors, and dashboards hosted on your domain.

Can I reuse dashboard and report templates across clients?

Absolutely. You can create custom templates and apply them to new client accounts in minutes. When you update a template, you can push those changes to all dashboards or reports built from it at once — no manual updates per client.

 

 

How does Databox handle client data separation?

Each client has its own dedicated account with separate data, dashboards, and permissions. You control what each client can see, and client data is never mixed between accounts.

What integrations are most useful for agencies?

Databox integrates with 130+ tools. The most commonly used for agency work include Google Analytics 4, Google Ads, Facebook Ads, LinkedIn Ads, HubSpot, Salesforce, Pipedrive, and Stripe. You can also connect databases, spreadsheets, and custom APIs for clients with more complex data setups.

Can I use Databox MCP to automate client reporting workflows?

Yes. Databox MCP lets you connect your client data to AI tools like Claude, ChatGPT, and automation platforms like n8n and Make. You can build custom workflows that run on real client data — like automatic Slack summaries, task creation when metrics drop, or triggered check-ins when goals fall off track.

What is the Databox MCP

Databox MCP (Model Context Protocol) lets you bring your Databox data into the AI tools your team already uses — like Claude, ChatGPT, or n8n. Instead of manually exporting data or pasting numbers into an AI chat, MCP connects those tools directly to your live metrics. So every AI interaction is grounded in real, up-to-date performance data.

Do you offer a yearly discount?

Yes. Upgrade to a yearly subscription and get 20% off.

What tools does Databox integrate with?

Databox integrates with 130+ tools, including HubSpot, Salesforce, Google Analytics 4, Stripe, QuickBooks, Facebook Ads, LinkedIn Ads, Google Ads, and more. It also supports databases and warehouses (BigQuery, Snowflake, PostgreSQL), spreadsheets, and custom