Plotyx is an automated client reporting system that eliminates recurring manual work for marketing agencies. By connecting your data sources once, you can set up professional reports that run on autopilot on any weekly, monthly, or quarterly schedule. To empower your team, Plotyx includes Plotyx Y, a private AI Analyst Assistant that helps account managers prepare for meetings and uncover client insights instantly without digging through spreadsheets.
AI Assistant
Plotyx Y acts as a private, on-demand analyst for every client. Instead of manual data mining, account managers can ask questions like, “How was my website traffic last week?” to instantly receive clear answers, charts, and summaries to share during client calls.
Top Features:
Automated client reporting that runs on any defined schedule.
Plotyx Y private AI Analyst Assistant for instant meeting preparation.
Real-time, white-labeled dashboards and automated PDF delivery.
Multi-client management hub to oversee all brands in one place.
KPI Watcher for instant alerts when specific performance metrics hit a limit.