Cortex provides performance marketing agencies, SEO consultancies, and creative studios with a unified command center. Automate creative approvals, track media budget burn rates, and eliminate manual month-end reporting.
The Operational Cost of Fragmentation
Traditional off-the-shelf software and spreadsheet trackers create siloed operations, slow departmental handoffs, and revenue leakages.
Copywriters write ad copy in Google Docs, designers upload Figma links, and clients give feedback over WhatsApp. Versions get confused, unapproved ads get launched, and campaigns stall.
Media buyers manage dozens of Meta, Google, and TikTok accounts. A misplaced zero or forgotten campaign end date can blow through a client's monthly ad budget in hours, triggering costly agency credit disputes.
Account managers spend the first 5 days of every month manually pulling CSVs from Google Ads, Meta Ads, TikTok, Google Analytics, and Shopify, spending hours assembling tedious slide decks.
Agencies contract for 20 ad creatives per month, but end up producing 45 because account teams don't track revision allowances or extra banner requests.
Configured for Your Industry
Every module is built on Cortex Studio, backed by flexible entity relationships, automated triggers, and granular role permissions.
Upload video scripts, carousel designs, and ad copy into structured review stages. Clients approve or comment with precise visual pinpoints.
Monitor daily ad spend across Google, Meta, TikTok, and LinkedIn in real time. Automated circuit breakers pause ad groups approaching budget caps.
Replace static PDF decks with live, interactive executive portals showing blended ROAS, CAC, conversion counts, and organic traffic growth.
Track contracted deliverable quotas (e.g. 15 blog posts, 30 creatives, 4 landing pages) with real-time burndown bars so scope creep is flagged immediately.
How Cortex connects campaigns, media budgets, creative assets, and client accounts.
Deployment Methodology
A phased, risk-mitigated rollout designed for zero operational downtime and measurable time-to-value within 90 days.
We audit your agency operation across creative production pipelines, media buying channels (Google Ads, Meta, TikTok, LinkedIn), time-tracking tools, and client retainer agreements. We identify revision creep, pacing drift, and unbilled scope expansion.
We configure entities for clients, retainers, creative campaigns, asset deliverables, and media accounts. Automated ETL connectors pull hourly ad spend, impressions, conversions, and blended ROAS from advertising platforms into a normalized Cortex data lake.
We deploy branded client proofing portals with side-by-side creative feedback, annotation tools, and automated revision count limiters. Automated budget pacing algorithms monitor daily spend against campaign caps and pause underperforming ad sets.
We automate end-of-month client performance reporting, replacing manual slide deck creation with live executive dashboards. Account teams and creative directors are onboarded, with seamless transition from disjointed tools into Cortex.
Proven Impact
Account managers were spending 40+ hours per month assembling manual spreadsheets, while creative approval bottlenecks delayed launches by 8 days.
Deployed Cortex client portals with live ad pacing monitors and structured visual creative sign-offs.
Reduced creative approval time from 8 days to 24 hours, completely eliminated ad account overspends, and saved 120+ monthly hours across account teams.
Security & Governance
Guarantees competitors in the same vertical cannot view or benchmark each other's proprietary ad spend or ROAS data.
Maintains timestamped records of every client approval for FTC and regulatory advertising compliance.
Seamless Google Workspace and Microsoft 365 OAuth authentication for team members and client stakeholders.
Frequently Asked Questions
Yes. Cortex supports custom CNAME domains (e.g. `reports.youragency.com`) with automated SSL certification, white-label branding, and client-specific logos.
Cortex connects directly to ad platform APIs. When daily spend velocity exceeds client thresholds, Cortex Flow can automatically trigger API webhooks to pause campaigns or notify media buyers instantly.
Yes. Cortex Studio allows you to model any deliverable type: keyword rankings, technical audit tickets, backlink acquisition records, or content publication milestones.
Cortex supports video review with frame-accurate timestamp comments, allowing clients to specify feedback at the exact second of playback.
Yes. Agency retainer invoices, media spend passthrough bills, and contractor payouts export automatically into QuickBooks Online, Xero, or Stripe Billing.
Schedule a technical walk-through with our solution engineers. We will show you how Cortex can be configured for your exact workflows.