AgencyAnalytics

Check out the Apps page to see what exciting optional features are available for your account.

AgencyAnalytics Apps

Learn how to create and manage tasks at the Client and account level.

Create and manage Tasks with the Tasks App

Create, edit, or complete tasks from any Client, or create tasks at the account level, not connected to a Client.

Managing Agency Tasks

This article covers how to update your company details, change your account's default language, and transfer the account Admin role to a new person.

Update Company and Account Information

Change your profile image, update your email, reset your password and more.

Customize your user profile

Create user accounts to enable easy access to AgencyAnalytics for Staff and Client users.

Create and Manage Users

Turn on notifications for disconnected integrations, internal comments, tasks, KPIs, and more.

Set Up Notifications

Find and manage all of your Client, Dashboard, and Report exports in the Exports pop-up.

Manage exports

Stay logged in for 30 days and access AgencyAnalytics with one click by downloading the desktop app.

Download the Desktop App

Set agency markup for your entire account from the profile settings, or configure it for individual Clients in Client settings

Configure Agency Markup

Warehousing data from your integrations creates more robust reporting for your clients.

Data warehousing

Mimic "mobile app" functionality with a white labeled mobile site

Set up mobile app

Toggle to "Mobile" view to design a mobile-optimized version of each Client dashboard.

Configure mobile dashboard designs

The Activity area logs the actions of you and your team within each Client.

Activity Overview

Import historical rankings data from a 3rd party tool, or another AgencyAnalytics account or Client.

Import data

Overview of our linked accounts feature, which lets you purchase multiple accounts at full price, and manage them in a unified portal.

Linked Accounts Overview

Add multiple pages or accounts to a single Client with some of your favorite integrations!

Understanding accounts per integration

Available for purchase on all plans, database connectors enable you to integrate custom data sets into your client reporting.

Understanding the Database Connector add-on

Here's how to customize our Lead Gen template to fit your needs, then send it to prospective clients to win new business for your agency.

Webinar: Create a Lead Generation Report

This article covers simple steps to fix the most common browser and cookie issues in AgencyAnalytics, from a quick reset to clearing your cache.

Troubleshoot Common Issues in AgencyAnalytics

Admins can connect their preferred client support messaging tool via the Settings > General area of their account

Connect a client messaging platform

From settings you can end user sessions and log out from any instances that should no longer be active.

Manage User Sessions

Where to find important data, use the code builder, and more!

Using the AgencyAnalytics API

Use our API to create a versatile custom login page on your own website

Create your own custom login page

Different User types come with different default permissions. Check out a quick comparison chart to understand which permissions can be edited for each type of user.

Understanding User Types and Default Access

Enforce security protocols with multi-factor authentication to keep client data secure

Multi-Factor Authentication

Use bulk actions to quickly update, edit, or delete reports or dashboard sections across Clients.

Bulk Actions

Staff and Client User Permissions can be granularly customized to tailor the platform experience to their specific needs.

Edit User Permissions

John Sexon

AgencyAnalytics Team

Kloe Desrosiers

Learn how to manage billing, users, data, and more

Account & Setup

Purchase a subscription by clicking your profile icon in the bottom left, then click Billing.

Purchase a subscription

Navigate to your billing portal and click any historical invoice to download it instantly

Download an invoice

Reach out to our helpful Support team via live chat or email to request a refund within 30 days of your new purchase.

Request a Refund

Find quick answers to your common billing, subscription, and payment questions.

Subscription and Billing FAQ

Share invoices and subscription emails with multiple contacts by adding additional invoice recipients.

Add Additional Invoice Recipients

Upgrade to a different membership interval, add or remove add-ons, change your payment method and more.

Change Your Subscription

Accessing billing information and invoices in AgencyAnalytics often depends on your user role and permissions. This article provides a comprehensive guide to help you navigate billing access, retrieve invoices, and…

Managing Billing Information and Invoices

Need to step away from AgencyAnalytics? You can either pause your subscription temporarily or cancel it entirely. This article covers both options.

Pause or Cancel Your Subscription

Learn how to purchase a new subscription, or manage the billing for your current subscription.

Billing

Export data for a dashboard section by clicking the share button, then download PDF.

Export data for a dashboard section

Our Model Context Protocol (MCP) lets you bring your client data directly into AI chat tools, so you can ask questions and get insights without switching tabs.

Connect the AgencyAnalytics Model Context Protocol (MCP)

Data Management

Create a custom design with text, images, and links

Product Roadmap

Product Updates

System Status

Start Trial

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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