You updated the spreadsheet Tuesday at 11 AM. By 4 PM, two campaigns scaled. By Wednesday morning, you're over budget on a brand the client hasn't topped up yet. Thursday, the client notices before you do. Ott's client budget management gives every brand its own prepaid ledger — real-time balance tracking, automatic ad spend deduction, overdraft alerts, and multi-currency support. It updates itself. You stop guessing what's left, and you stop having the “we spent how much?” conversation.
This isn't a ritual. It's a tax you pay for using tools that weren't built for how agencies actually manage money.
Your spreadsheet is accurate the moment you hit save. That’s the last moment it’s accurate. Everything that happens after — a campaign scaling, a CPM spiking, a client wiring money — happens in the dark. By the time you open the sheet again, the number is wrong. Hundreds or thousands of dollars wrong.
A client gives you $5,000. You spend $5,200. It’s not malicious — Meta doesn’t enforce client-side budgets. But the client doesn’t care. One overdraft is a conversation. Three overdrafts is a reputation. In regulated verticals, trust erosion is expensive.
Every Monday you’re pulling Meta reports, matching them against bank statements, calculating what’s left, and sending updates. Hours. Every. Week. Multiply by the number of account managers. Multiply by 52 weeks. That’s real salary dollars burned on data entry.
Most analytics tools show you what was spent. Ott tracks what's LEFT — because it models agency budgets as prepaid accounts. Client deposits money → balance increases. Campaigns spend → balance decreases. All automatic. All in real time.
Wire transfer. Bank deposit. Crypto. Doesn’t matter. Ott doesn’t process the payment — it tracks what happens after.
Manual entry (30 seconds). Amount, currency, optional receipt attachment for audit trail. Balance updates instantly.
Ott connects to the Meta Marketing API. As campaigns spend, Ott deducts from the brand balance in real time. No daily imports.
Dashboard shows current balance per brand, recent transaction history, and spending velocity. Client sees their balance in the Brand Portal.
When a brand balance drops below its threshold, Ott alerts the agency. You handle it before the Thursday morning WhatsApp message.
Configurable per brand. Set thresholds: “alert when Balance A drops below $500.” Spending velocity projections tell you “balance hits zero in 4 days.” Alerts go to you — email, in-app, wherever you want. Never to the client. Ott doesn’t auto-pause campaigns — that’s intentional. The decision stays with you. Ott just makes sure you have the information to make it.
EUR. GBP. USD. USDT. Whatever currency the client pays in, the brand’s balance tracks in that currency. No manual FX conversions. No rounding errors. Brand A: €4,200. Brand B: $3,800. Brand C: 2,500 USDT. All in the same dashboard. No “which sheet has the EUR brands?” moments.
Same ledger. Two views. Agency dashboard shows the full picture — what the client paid, what was spent on ads, what’s available post-fee. Brand Portal shows the client a clean number: their available ad budget after your fees. No line items. No breakdown. No awkwardness. Toggle per brand. White-label. Your agency fees are architecture — invisible, essential, and none of the client’s business.
Finance agencies face budget complexity that ecommerce agencies never touch. Multi-currency. Multi-client. Multi-geo. Per-brand prepaid ledgers prevent cross-contamination. Every dollar accounted for. Every balance isolated.
Ten introducing broker relationships. Each with a prepaid ad budget. Each in a different currency. One brand’s overage can’t be covered by another’s surplus — that’s the broker’s money. Per-brand ledgers prevent cross-contamination.
Volatile ad environments where budgets shift weekly. Campaign suddenly scales because the market moved. Client wants to double spend because a token is pumping. Real-time balance tracking means instant answers — no “let me check the spreadsheet.”
Multi-geo, multi-currency, multi-brand. Budget per region, per brand, per currency — all in one dashboard. An operator running campaigns in UK (GBP), Germany (EUR), and Canada (CAD) across three brands doesn’t need three spreadsheets.
High-volume, lower-budget accounts. Ten accounts at $1,000/month each. A $50 overage per account is $500 across the book — and $50 overages are exactly the kind of thing spreadsheets miss. Ott catches every one.
Every tool below handles one piece of the budget puzzle. Ott does all of it — at a flat price that doesn't penalise you for adding clients.
For a full feature-by-feature breakdown, see Ott vs AgencyAnalytics
AgencyAnalytics reports what Meta says you spent. Ott tracks what’s LEFT to spend — because it models each brand’s balance as a prepaid account with top-ups, deductions, and configurable overdraft thresholds. AA shows you the past. Ott shows you the present.
No. That’s intentional. Auto-pausing campaigns is dangerous — it could kill a profitable campaign the client would have topped up for. Ott alerts you with enough lead time (spending velocity projections, threshold alerts) that you can make the decision yourself.
Yes. Every brand has its own configurable threshold. High-spend, high-trust client with a track record of timely top-ups? Set the threshold low. New client with uncertain payment timing? Set it higher. You control the risk tolerance per relationship.
The Brand Portal shows clients their available ad budget after your agency fees. If Private Mode is on for a brand, the client sees the post-fee balance — e.g., $8,500 available of a $10,000 top-up. The $1,500 management fee is invisible. Your agency dashboard shows the full numbers.
Yes. Every manual top-up entry supports document attachments. Bank confirmation, wire receipt, invoice — attach it at entry time. It lives with the transaction in the ledger forever. Audit trail, compliance box checked, no searching through email for the receipt from three months ago.
Yes. You can track balances in USDT or any currency designation. Top-up entries are manual (you confirm the crypto address and amount). Spend tracking is automatic (Meta API integration doesn’t change). The ledger works the same way — the currency label is just different.
No. Ott’s flat pricing means you track as many brands as you have. $29/month on Starter, $199/month on Agency Pro. No per-brand fee. No per-client fee. Your margin doesn’t shrink as your client roster grows — which is the entire point of building an agency.
Export your current balances as a CSV. Import into Ott per brand with the starting balance. From that point forward, Ott tracks everything automatically. The spreadsheet becomes an archive. You never open it again.
Catch no-spend campaigns, CPM spikes, and CTR drops before clients notice. Morning triage in 90 seconds instead of 30 minutes.
Track Telegram joins, bot starts, and DMs as Meta conversions. CAPI postback with per-ad attribution. Built in, not bolted on.
The only PPC analytics platform built for regulated finance. Track FTDs, deposits, and Telegram conversions across every client.
Your clients wire money. Meta spends it. You track what's left. That's the job. The spreadsheet was never built for this job — and every Monday morning, it reminds you. Ott's prepaid ledgers update themselves. Real-time balance tracking. Automatic ad spend deduction. Overdraft alerts before the client notices. Multi-currency without multi-spreadsheet. Private Mode that hides your margin. One dashboard. Always accurate. Always current.