Run the agency work around the ads

Tasks, documents, SEO data and AI assistants share the client record, the roles and the log, so work and evidence stay together.

app.roasfinity.com/operate
Operate screen in the ROASfinity app, with test data

Floating cards and figures are examples on sample data, not a customer account.

4modules in Operate
4platforms these modules connect to
18modules in the whole product
4areas, one client record
2The data path

How the work moves. One record.

The four moves every module in this area follows.

Google WorkspaceRead-only first
RankfinityRead-only first
Google Search ConsoleRead-only first
WordPressBuilt
ROASfinityOperate
Tasks and SOPsClient projects, recurring tasks, deadlines, owners and checklists...
WorkspaceDrive files, Sheets and Docs inside the client record, with...
SEO with RankfinityRankings, local map scans and AI visibility from Rankfinity,...
MCP for AI assistantsAssistants such as Claude or Codex get the same tools, roles,...

Sources are read first, the numbers are stored once per client, and every output shows its source, formula and update time.

  1. 1 CaptureFrom the work itselfTasks start from comments, results, approvals and requests.
  2. 2 AssignRoles and ownersOne owner per task, and clients only see what they should.
  3. 3 TrackStatus in one recordDue dates, SOP steps and approvals sit with the client record.
  4. 4 LogNothing is lostEvery change is written to a log that cannot be edited afterwards.

The ad account is only part of the job. Deadlines, files, SEO and assistants should see the same client, with the same permissions.

3In use

Built for businesses like these. Example scenes.

Photos are stock images that show the kind of business this is built for. They are examples, not customers.

Examplea small team
Examplean online shop
Examplea cafe or local shop
Examplea small team

Stock photos and example labels, not customers.

4Around it

The other areas. Same room.

See how these modules fit the full flow from comment to result in the loop.

Run the next client review from one screen.

We open one agency at a time, with your own accounts connected read-only first.