Multi-account control
Switch client and marketplace context without mixing evidence or write scope.
Roles and account scope stay visible
Bring client accounts, reusable reporting and approved AI tooling into a bounded operating model with clear ownership.
Keep client scope, approvals and reporting explicit while giving the team one place to investigate and prepare actions.
Switch client and marketplace context without mixing evidence or write scope.
Reuse custom views and export client-ready evidence without month-end copy and paste.
Connect approved Claude or Codex tools through named tokens and audited limits.
Agency pricing and connector access depend on client count, roles and the workflows you want to expose.