For Small Service Teams
The operational clarity of a larger team, without the overhead.
Owner-operated service businesses have the same operational complexity as larger firms: clients, projects, performance targets and financial tracking, without a dedicated operations or analytics team. Operato surfaces what matters so you can make decisions without spending hours gathering information.
- Clients, projects and performance in one place
- Financial health you can see
- AI insights without an analyst
- Reporting without manual spreadsheets
The problems that come with running it all yourselves.
You spend hours gathering information before you can decide.
Client status in one tool, performance in another, financials in a spreadsheet. By the time you have the picture, the moment has passed.
You cannot see which clients are profitable.
Revenue is clear. Margin is not, because the true cost of delivery is not counted per client.
Reporting is a manual chore nobody owns.
Every month, someone pulls numbers into a deck by hand. It is not the best use of a small team.
You do not have an analyst, so insights get missed.
The signals that would tell you a client is slipping or a campaign is underperforming are there, but nobody is watching them.
What changes with Operato.
One view of clients, projects and performance
Stop gathering information from five places before you can decide.
Financial health and margin visibility
See which clients are profitable and which are quietly costing you, without a finance team.
AI-assisted insights without a data analyst
Operato watches the signals across your clients and surfaces what needs attention.
Reporting without manual spreadsheets
Connected data and a fixed structure, so a small team is not spending a day a month on report assembly.
The operational picture a larger team would build.
Clients, projects and performance in one view
The operational picture a larger team would build, without the overhead.
Client health and risk
A health status per client, so a small team catches the quiet ones before they leave.
Performance in context
Campaign results next to client health and delivery, so you can act on the right problem.
Financial visibility
Retainer, delivery cost and margin per client, without a dedicated finance function.
AI insights without an analyst
AI monitors your clients and prepares actions. You approve before anything happens.
Reporting that builds itself
Connected data fills the report. Your team adds the interpretation.
How it works for your team.
Connect your clients and data
Bring ad, analytics and project data into one operating layer per client.
See health, performance and financials together
Operato scores each client and shows what needs attention across the portfolio.
Make decisions from one picture
No more gathering information before you can decide. The view is already there.
Approve AI-prepared actions and reports
AI prepares the work. A person approves. The small team keeps control.
One operating layer
Decisions from one picture, not five tabs.
Clients, performance, delivery and financials connected, so an owner-operated team sees what matters without a dedicated ops function.
Built for the way your team works.
Marketing and media small teams
Performance, reporting and client health for a small book of business.
Professional services teams
Engagements, delivery and financial visibility in one place.
Owner-operated agencies
Operational clarity as you grow, without adding headcount to get it.
Connects to the tools you already use
Google Ads
Meta Ads
Google Analytics
Slack
XeroQuestions you probably have.
See your whole operation in one place.
Join the early access list and we will set up a walkthrough with your clients and projects.
Get early access