Marketing & Media Agencies
A performance agency runs client money through Meta, Google, Amazon, quick-commerce and other platforms, bills the client a fee or commission on that spend, and pays its own books against it, and these three views almost never tie cleanly. The platform invoice, the amount billed to the client, and the agency's own ledger are reconciled by hand, late, if at all. The result is real leakage: commission mis-calculated against actual spend, spend billed to the wrong client, a campaign that ran over the approved budget before anyone caught it, platform credits or make-goods not passed through or not claimed, and currency or tax differences swallowed silently. Because media spend is often several times the agency's own fee, an error of a few percent here dwarfs anything in the agency's own costs.
Who has it
Digital marketing and performance agencies above all, where this is the signature build, and any agency running meaningful client media spend through the platforms.
What we build
Automatic matching of the three sources that must agree, returning a clean break list: platform spend (by client, by campaign) against the amount billed to the client against the agency's own ledger, with commission and markup re-calculated from the rule and every variance (over-budget spend, mis-allocated spend, unclaimed credit, commission error, tax or currency difference) flagged for a person. Kept deterministic and auditable by design, because a billing reconciliation must be defensible.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is plain arithmetic and rules: platform spend matched line by line against the client bill and the agency ledger, commission and markup re-calculated from the agreed rule, and every variance pushed to an exception queue for a person. The tie is deterministic and auditable so a billing dispute can always be traced to source.
Where AI helps
AI only reads the messy inputs the tie depends on: it extracts spend lines from dense platform statements, matches campaigns and clients across systems that name them differently, and clusters the variances so the largest recoveries surface first. It never re-calculates a commission, adjusts a client bill or clears a break.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
The three-way media tie runs on demand instead of in a month-end scramble; mis-billed and over-budget spend, commission errors and unclaimed credits surface in days; the agency bills its commission right and stops eating platform and currency differences.
Illustrative outcome
Recovered commission and credit leakage and corrected mis-billing each cycle, typically the single largest recovery in a performance agency's first build because it sits on the largest money flow.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.