Client portal and white-label reporting
Give every client a branded place to follow the work.
Metiva gives each of your clients a private, white-label portal to pay invoices, e-sign contracts, share files, and watch their delivery progress. The reporting they read is first-party proof your retainer is working.
30 minutes, no slides. We map your current stack live. Dutch or English.
A client portal configured for a Dutch agency, illustrative.
Integrates with the tools you already run on
- StripePayments
- MetaReporting
- GoogleReporting
- TikTokReporting
- LinkedInReporting
- MoneybirdRoadmap
- Exact OnlineRoadmap
Moneybird and Exact Online: on the roadmap. We connect to your accounting, we never rebuild it.
Why this matters
The client relationship leaks across four tools.
A client signs in one tool, pays in another, finds their files in a third, and reads a monthly report built by hand in a fourth. Nothing reconciles, and once a month you spend a day proving the work happened. That is the gap where retainers quietly slip.
Signing and paying live elsewhere.
Contracts in one app, a payment link in another, both disconnected from the work and the invoice. Every handoff is a place the numbers drift.
Files in a shared drive nobody trusts.
Deliverables and assets scattered in folders with stale permissions, and a client who emails to ask where the latest version is.
A report you rebuild by hand.
A monthly deck stitched from ad dashboards and a spreadsheet, with numbers that no longer match what the client actually sold.
The client portal
A private, branded space your client actually uses.
Every client gets their own login, on your brand. They transact and self-serve in one place, so the back-and-forth email stops and you look like a system.
Pay, sign, and share in one place.
The transactional back-and-forth that usually lives in three tools happens inside the portal, tied to the same invoice and contract your team works from.
- Pay invoices through Stripe Checkout, the checkout your client already trusts, including deposits and partial payments.
- Review and e-sign or decline contracts, with a real evidence trail captured on signature (signer, IP, user-agent, timestamp).
- Upload and download files, so assets and deliverables stop living in a shared drive.
Progress your client can watch.
Instead of a status email, the client sees where the work stands. Each milestone and deliverable is a tracked work item on a clock inside Metiva, shown to the client as plain progress.
- Onboarding progress and account status, kept current automatically as work moves.
- Milestones, deliverables, and meetings, the same records your team manages internally.
- You invite, reset, and revoke portal access from inside Metiva, so the client list stays under your control.
White-label reporting
The report is the proof, and it carries your brand.
Each client reads a first-party report under your logo, on your own tracking domain. It does not just show clicks. It reconciles ad spend to the leads, calls, and won deals that actually happened, measured server-side so it survives the post-cookie drop.
| Creative | Spend | Leads | Won revenue |
|---|---|---|---|
| Voorjaar, video A | EUR 4.2k | 64 | EUR 31k |
| Retarget, carousel | EUR 2.6k | 41 | EUR 18k |
| Search, brand | EUR 1.9k | 33 | EUR 12k |
| Prospecting, UGC | EUR 1.4k | 22 | EUR 7k |
Your brand, not ours.
Per-client branding and a custom tracking domain via CNAME, so the report reads as your agency's, end to end.
Reconciles to real sales.
Spend joined against your own first-party funnel for blended ROAS, CPL, and cost per closed lead, per creative.
First-party and server-side.
Conversions measured server-side and tied to the original ad click, so the numbers hold up when browser tracking does not.
Reporting is per client and branded today. De-anonymization stays at the company level where consent is not present, and resolves to a named person only on consent.
Explore white-label reporting and the attribution wedgeClient and lead history
Every client and lead, on one record.
An anonymous ad click, a WhatsApp message, a booked call, a signed contract, and a paid invoice resolve to one person and one timeline. When a client asks what happened, you have the whole story on one screen, not five.
- One cross-channel timeline per contact, from first touch to won deal.
- The original ad click stays attached, so the report and the relationship tell the same truth.
- Internal context (health, risk, revenue, owner notes) stays on your side, never in the portal.
- 14 AprAd click capturedMeta · fbclid
- 14 AprWebsite visit, 3 sessionsDirect + UTM
- 16 AprWhatsApp messageInbound
- 22 AprDiscovery call bookedCalendar
- 2 MayContract signedE-signature
- 6 MayInvoice paid, EUR 2.495Stripe
Separated by design
Give a client a login without giving up control.
The client portal is a separate front door, not a guest seat inside your workspace. It runs on its own login, its own session, and its own tenant guard, and your internal fields never cross into it.
A separate client login.
The portal has its own credential store, its own session, and its own tenant guard, distinct from your team's sign-in.
Internal fields stay internal.
Health scores, risk flags, revenue, owner, and notes are never shown to the client. They see status and progress, nothing behind it.
Compliant by architecture.
Consent is deny-by-default, IPs are truncated and encrypted at rest, and each client's data is isolated by design and fail-closed. Your data stays in the EU.
Capability counts, not outcome promises. We show you the rest in the demo, on your own data.
Questions
Questions Dutch agencies ask first.
Metiva is one connected system, priced per company, not per seat: a one-time implementation, then a monthly service retainer (a supportabonnement) priced by the client brands you manage, with unlimited seats. The monthly is a service retainer, not software rental: hosting, maintained integrations, support, and accurate attribution. Tell us how you run and we quote you directly, on WhatsApp or by email. See how it is priced at /pricing.
Yes. The portal and each client report carry your logo and colors, and the report can run on your own tracking domain via CNAME. The client sees your agency, not Metiva.
No. Health, risk, revenue, owner, and internal notes are never exposed to the portal. The client sees account status, progress, deliverables, invoices, contracts, and files, and nothing behind them.
Yes. Clients pay invoices through Stripe Checkout (including deposits and partial payments) and review and e-sign or decline contracts, with a real evidence trail captured on signature.
Today it is per client and branded: each client reads their own first-party report under your brand, reconciling ad spend to real leads and won deals. We will walk you through exactly what is shipped on the call, on your own data.
The portal is a separate front door with its own login and its own tenant guard. Each client's data is isolated by design and fail-closed, consent is deny-by-default, IPs are truncated and encrypted, and your data stays in the EU.
Metiva is built to connect to the Dutch accounting tools you already use, Moneybird and Exact Online, and that connection is on the roadmap. Today invoicing and payments run through Stripe. We connect to your accounting, we never rebuild it.
Client portal and white-label reporting
Make your agency look like a system to your clients.
One branded portal where they pay, sign, and follow the work, and one first-party report that proves the retainer earns its place.
30 minutes. No slides. We map your current stack live. Dutch or English.