Sales & Marketing
Ads
Paid media with GL spend sync and return on ad spend.
Connect Google, Meta, and LinkedIn ad accounts. Sync campaigns and daily spend into expense.digital_ads, attribute Website form leads and CRM pipeline to campaigns, and let Cortex optimize with guardrails.
Paid media command center
1 / 3Spend, clicks, attributed pipeline, and return on ad spend on one dashboard — daily ad costs flow to expense.digital_ads while CRM matches tie campaigns to real pipeline value.

Cross-platform campaigns
2 / 3Google, Meta, and LinkedIn accounts in one mirror — statuses, budgets, and UTM keys aligned so Website forms and CRM leads roll up to the right campaign.

Attribution & return on ad spend
3 / 3Campaign-level spend vs attributed leads and pipeline — the closed loop from paid click through CRM to revenue context finance can trust.

What you get
Explore the full platform
All modules share one ledger and one AI context — add more as you grow.