Product
See the whole operation, then focus on what matters.
Operato connects client health, delivery, performance, reporting, capacity and financial context in one operating view.
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Start with what needs attention.
Open Operato and see the clients, campaigns, approvals, workload and financial signals that need action today.

2 flagged
2 found
3 awaiting
1 at capacity
Client Health & Churn Risk
Know which clients need attention.
A health score for each client. Churn risk that flags who needs action before the relationship slips.

Health score
See which relationships are healthy, slipping or at risk.
Delivery & Capacity
From client to task to capacity.
Projects and tasks connect to each client, so delivery status sits alongside health and performance. See where work stands without switching tools.
Projects
Connected to each client relationship.
Tasks
Tracked with owners, status, and due dates.
Capacity
See who has room and who is stretched.

Performance
Performance data with business context.
See campaign performance alongside client health, delivery, and profitability, not in a separate tab.

Financials
Know which work is actually profitable.
Retainer, delivery cost, and margin per client, in one view.
- Home
- AI Agents
- Project Management
- Reporting
- Resources
- Financial
Financial
Financial
Revenue, profitability, the agency budget and the forecast in one module. Illustrative demo data
$75,600
11 client retainers
$31,360
revenue minus delivery cost
41%
Healthy across all clients
$13,500
demo churn proxy
Retainer
What the client pays.
Delivery cost
What the work actually costs.
Margin
The number that matters.
AI & Approvals
AI that prepares the work. You stay in control.
Operato's AI analyses connected context, prepares insights and recommends next actions for your team to review.
Signal detected
Operato spots a change: a rising CPA, a late report, a slipping health score.
Context analysed
The AI pulls together the surrounding data to understand what changed and why.
Action prepared
A recommended action is drafted: a check-in email, a campaign review, a report.
Approval required
The prepared action appears as a pending approval. Nothing happens until you review it.
You decide
Approve, edit, or dismiss. You stay in control of what happens on behalf of your business.
Signal detected
Operato spots a change: a rising CPA, a late report, a slipping health score.
Context analysed
The AI pulls together the surrounding data to understand what changed and why.
Action prepared
A recommended action is drafted: a check-in email, a campaign review, a report.
Approval required
The prepared action appears as a pending approval. Nothing happens until you review it.
You decide
Approve, edit, or dismiss. You stay in control of what happens on behalf of your business.
Integrations
Your tools, connected to one operating layer.
Bring performance, analytics, communication and workflow data into the same operating context.
Performance
Social
Analytics
Workspace
Communication
Marketing & Billing
operato.
AI Brain
Performance
Social
Analytics
Workspace
Communication
Marketing & Billing
One Layer
Less tool sprawl. One place to see the work.
Agencies often run on five to seven separate tools to track reporting, creative performance, monitoring, client health, tasks, capacity and margin. Operato brings those signals into one operating layer, so your team monitors the work, sees risk early and shows client value without jumping between disconnected systems.
Not every tool disappears. The signals stop being scattered.
See it running for yourself.
Operato is currently in private beta. Join the early access list and we'll be in touch.
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