Features How it works Pricing Join waitlist →

One AI agent to run your
performance marketing

An AI buyer that learns your brand from every decision you make — backed by playbooks from experienced D2C performance operators, not generic LLM advice. Watches Meta + Shopify 24×7, catches drops before you do, and gets measurably smarter every week.

Join the Waitlist See how it works

Now onboarding 5 agencies in private beta

Ad Level

6 actions suggested · Updated 2 min ago

Ad Level	Suggested Action	ROAS (7d)	Ad Spend (7d)

Chat

P

Performance AI

Ask about ROAS, spend, winners, losers, or what to pause/scale.

Today · Apr 21

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Daily summary 3 need attention

A&T spent $8,421 across Meta & TrueReach in the last 24h. Blended ROAS came in at 2.8×, slightly below the 7d average.

Spend 24h

$8,421 ↑ 6%

ROAS 24h

2.8× ↓ 0.3

Purchases

214 ↑ 12

CPA

$39 ↑ $3

P

What I did for you

✓Scaled Summer Prospecting — Broad by 20% (ROAS 4.9×, held 3 days).
✓Paused Retargeting / Cart / Static 02 — CPA drifted to $74.
✓Duplicated winner UGC / Swim / Mia v3 into LAL 1-3%.

P

Needs your call

!CPM on Meta jumped 18% overnight.
!TrueReach spend under-pacing by 22%. Rebalance?

AI campaign analysis

Every metric.
Every issue. One place.

Plannex shows the full picture for every campaign — ROAS, CPC, CTR, CPM, Reach, Impressions, LPV, ATC and more. Highlights what's causing underperformance and gives recommendations you can apply in one click.

Mira Beauty Summer Sale · AI Analysis

5.2x

ROAS

$10K

Spend

⚠

0.9%

CTR

⚠

$0.58

CPC

$5.05

CPM

2.4L

Reach

18,200

LPV

3,840

ATC

AI Analysis

CTR and CPC are underperforming. Creative fatigue on Ad Set 2 — same 3 creatives running for 18 days. Audience overlap detected with Ad Set 4.

Recommended action

Pause Ad Set 2, rotate in 2 new creatives, and exclude Ad Set 4's audience overlap.

The problem

Running Meta ads at scale
is a full-time job

Agencies managing 10+ clients at scale face four problems that cost them time and money every day.

Problem 1

Manual monitoring eats your team's time

Check campaigns daily. Adjust bids. Kill underperformers. Scale winners. Miss a day — burn budget.

Plannex fixes this

AI monitors 24x7, detects drops instantly, auto-scales winners. You only see alerts that matter.

Problem 2

Meta data is inflated — wrong numbers, wrong decisions

Meta shows $6k revenue. Shopify shows $3.6k. Fake orders and RTOs inflate every metric.

Plannex fixes this

Shopify reconciliation strips fake orders and RTOs. Click-attributed ROAS alongside Meta's view-through — both, honestly.

Problem 3

Client reports take 40 minutes per client, every week

Screenshots. Formatted decks. Written commentary. Repeated for every client — 8+ hours wasted weekly.

Plannex fixes this

1-click branded reports with reconciled data. Done in seconds, sent from the platform.

Problem 4

Generic AI doesn't know your brand

Meta's free AI and ChatGPT give the same advice to every account. They don't know what worked for your client last month.

Plannex fixes this

Learns your brand from every decision over time, with priors from experienced D2C operators baked in.

How it works

Set it up once.
AI runs it from there.

Connect your accounts, let AI learn your client's history, and watch it manage campaigns on your behalf.

01

Connect your client

Link Meta ad account and Shopify store. Under 2 minutes per client.

02

AI learns what works

Imports past campaigns and sets benchmarks. Then keeps learning from every decision you make — sharper every week.

03

AI monitors, optimizes & scales

24x7 — bid adjustments, auto-scaling winners, pausing underperformers.

04

You stay in control

Approve every AI action manually — or enable auto-mode for hands-off ops.

Features

Everything your agency needs
in one place

Built specifically for performance marketing agencies running Meta campaigns at scale.

AI monitoring & optimization

Your campaigns, always under watch.

Plannex monitors performance around the clock. When a campaign drops below your ROAS target, the AI flags it, diagnoses the cause, and either recommends a fix or applies it automatically — depending on your settings.

Monitoring

Bid optimization

Budget control

AI

Plannex AI Just now

Mira Beauty Summer Sale — Ad Set 2 ROAS dropped from 4.8x to 2.3x in the last 4 hours. Audience fatigue likely. Recommend pausing and rotating creative. Budget reallocated to Ad Set 5 which is holding at 5.1x.

AI

Plannex AI 2 hours ago

Scaled Forest Co Festive Drop budget +25% — ROAS has held above 4x for 48h. Projected additional revenue: $2.2K this week.

Shopify reconciliation

Click-attributed ROAS alongside Meta's.

We reconcile Meta conversion data against your Shopify orders — stripping fake orders, RTOs and cancellations. See both numbers side by side; we explain the gap, we don't hide it.

Click-attr ROAS: 3.8x (Meta reported: 5.1x)

Auto-scaling

Winners scale themselves.

Set your ROAS threshold. When a campaign clears it consistently, AI increases budget incrementally — testing ceiling without blowing the account.

Multi-client dashboard

All clients. One screen.

See every client's ROAS, spend, and AI status at a glance. Drill into any campaign in one click. No switching between ad accounts.

1-click reports

Client reports in seconds.

Generate branded performance reports with reconciled data instantly. No more manually pulling screenshots from Ads Manager.

Per-client learning

Gets smarter every week.

Every decision you accept, override, or reject feeds back. T+7 outcome scoring tells the AI which advice actually worked. By week 4, recommendations are weighted by what's worked for this brand — not generic LLM advice.

Pricing

Simple pricing.
No surprises.

All plans include AI monitoring, Shopify reconciliation, and Meta deployment. No per-seat traps.

Monthly Yearly 2 months free

USD INR

Starter

$149/mo

Up to 10 clients · 3 users · Up to $30k/mo managed spend · 5,000 AI messages/mo

Join Waitlist

✓Click-attributed ROAS & CPA alongside Meta's (Shopify-reconciled)
✓AI chat assistant for performance analysis
✓Daily AI briefings per client
✓Anomaly detection with real-time alerts
✓Custom rules engine (manual approval)
✓Per-client AI learning
✓Multi-client dashboard + client reports

Plannex learns your brand.
Get an early-access spot.

We're onboarding agencies in batches. Join the waitlist and we'll reach out when your spot opens.

Your Name

Agency / Brand Name

Email

Phone

Monthly Ad Spend

Number of Clients

Plan Interested In

AI that learns your brand.
Sharper every week.

Be among the first agencies to run Meta campaigns on autopilot.

Join the Waitlist

Plannex

Performance marketing,
finally automated.

AI that monitors, optimizes & scales your Meta ads — 24x7.

✓

Replace hours of manual optimization

✓

Reconcile Shopify data for real profitability

✓

Auto-scale winners, cut wasted spend

✓

Catch performance drops early

Saved us hours every week. Now we know exactly what to kill and what to scale.

D

Daksh Sahu

Founder, Dexo Media

Sign in to your workspace

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Sign in to your Plannex workspace

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Choose a new password for your account

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Select a client

Choose a client to view their dashboard and performance data.

Why Click-attr (Plannex) and Meta-attr (Meta) often disagree

Click-attr counts orders Plannex confirmed via Shopify carrying a UTM tag from a Meta ad. Strict last-click — won't credit ads when the conversion session lost the UTM (e.g., paid IG ad seen but user came back via bio link).

Meta-attr is Meta's pixel attribution model, including view-through and cross-device. Usually 2-5× higher than Click-attr because it counts conversions Plannex can't independently verify from Shopify.

Expect a large gap on accounts with high organic IG traffic or paid IG ads without URL Parameters configured.

Ad Spend (7d)

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ROAS (7d)

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CPA

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CTR

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Revenue (7d)

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Meta—

Purchases (7d)

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Meta—

0 selected

Ad Level

Recommendations

True | Meta ROAS (7d)

Ad Spend (7d)

Chat

Performance AI

Ask about ROAS, spend, winners, losers, or what to pause/scale.

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Team: — —

Ad Sets 0

Performance

Reports

0 selected

No ad sets yet

Create your first ad set to organize your ads by audience and placement.

Click to upload or drag and drop

PNG, JPG, MP4, PDF, DOCX — up to 500MB

Activity Log

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No activity yet

No performance data yet

Metrics sync automatically every hour.

Ad Spend

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ROAS

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CPA

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CPC

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CTR

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CPM

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Impressions

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Reach

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Frequency

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Landing Page Views

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Add to Carts

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Checkout Initiated

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Purchases

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Transaction Rate

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AI Executive Summary

Sync metrics to generate summary.

Top Performing Creatives

AI Recommendations

Sync metrics to generate recommendations.

Breakdown

Nike_Reel_Fire — Version History

3 versions · Last updated today

Compare two versions side by side

🔥 v3 — Latest Current

Mar 6, 2026

Uploaded by Ahmed

"Increased CTA size, adjusted contrast"

Pending

🔥 v2

Mar 5, 2026

Uploaded by Ahmed

"Changed background to red"

Revision requested

🔥 v1

Mar 4, 2026

Uploaded by Ahmed

"Original upload"

Revision requested

🔥

v3 — Latest

🔥

v2

100%

Client approved

Version

Campaign Brief

No brief added for this campaign.

Comments (4) Click to pin

A

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Awaiting your review

✅

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Approved

↩

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Revisions requested

📁

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Active campaigns

Needs Your Review

Pending Agency Action Revisions you requested — agency is working on these

Your Campaigns

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0 of 0 approved

Your Clients

Change Password

Current Password

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Meta Connection

Paste a System User token from your agency's Business Manager. This token is used for every client where your BM has Partner access — you don't need a separate token per client. Per-client tokens (set on the Clients screen) take precedence when present.

Status

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How to set this up (full walkthrough)

One-time per agency

Connect your BM to the Plannex app. In your Business Manager → Business Settings → Accounts → Apps → click Add → enter the Plannex App ID (we'll send it to you) → request access. We approve from our side.
Create a System User. Business Settings → Users → System Users → Add. Name it Plannex API (or similar). Role: Admin.
Generate a token. Click your new System User → Generate New Token. In the dropdown, pick Plannex (not your default app). Tick all three scopes: ads_read, ads_management, business_management. Token expiry: Never. Copy the token, paste below, click Validate.

Per client (one-time per client)

Confirm the client granted you Partner access. Their BM → Ad Accounts → their account → Assign Partner → your BM ID, role Manage Ad Account. Most agencies already have this in place.
Assign the System User to the client's ad account. In YOUR Business Settings → System Users → click Plannex API → Add Assets → Ad Accounts → pick the client's ad account (it appears because of Partner access) → role Advertiser. This is the step that actually gives Plannex API permission to read that client's data.
Add the client in Plannex. Clients screen → Add client → enter the Meta ad account ID (e.g. act_123…). Leave the per-client token field blank — your org-level token covers it.

Common errors

missing_scopes on validate → wrong app picked in step 3, or scopes weren't ticked. Regenerate the token making sure the dropdown is Plannex.
403 when adding a client → Per-client step 2 missed. Assign the System User to that ad account in your BM.
Client's ad account doesn't show in Add Assets → Per-client step 1 missed. Ask the client to grant Partner access; can take ~10 min to propagate.

System User Token

Showing active campaigns

Show paused (last 30d)

Campaign

Ad Spend

Revenue (True | Meta)

ROAS (True | Meta)

CTR

CPA (True | Meta)

Admin

Agency Logo

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— · —

Revenue this week

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Spend

—

ROAS

—

Orders

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Generating summary…

Period comparison

This week vs last week

This week

Revenue—

Spend—

ROAS—

Orders—

Last week

Revenue—

Spend—

ROAS—

Orders—

Daily revenue

What worked, what didn't

Top performers

Campaign	Spend	Revenue	ROAS
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Underperformers

Campaign	Spend	Revenue	ROAS
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Where money went

By funnel stage

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Full campaign breakdown

Campaign	Spend	Revenue	ROAS	Orders	CPA	CTR	vs prior ROAS
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Performance Analysis AI

Select a client and ask anything about Meta ad performance, click-attributed / quality-adjusted / Meta-attributed ROAS, anomalies, or campaign health.

Select a rule to see details

Or start a new one from the sidebar. Rules fire automatically against your synced metrics.

Disagreements between the AI's shadow proposal and what you actually did. Resolve each one as a rule, a learning, or flag it up.

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Auto-generated client reports. Period:

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Client Answer each in one line — no AI, it just teaches the assistant your judgement.

Select a client to see its open questions.

One AI agent to run yourperformance marketing

Every metric.Every issue. One place.

Running Meta ads at scaleis a full-time job

Manual monitoring eats your team's time

Meta data is inflated — wrong numbers, wrong decisions

Client reports take 40 minutes per client, every week

Generic AI doesn't know your brand

Set it up once.AI runs it from there.

Connect your client

AI learns what works

AI monitors, optimizes & scales

You stay in control

Everything your agency needsin one place

Your campaigns, always under watch.

Click-attributed ROAS alongside Meta's.

Winners scale themselves.

All clients. One screen.

Client reports in seconds.

Gets smarter every week.

Simple pricing.No surprises.

Plannex learns your brand.Get an early-access spot.

AI that learns your brand.Sharper every week.

Performance marketing,finally automated.

Welcome back

Set new password

Select a client

Welcome back 👋

Approved Creatives

Your Campaigns

Settings

Deploy to Meta Ads

Onboard Agency

New Announcement

Delete Agency

—

Period comparison

What worked, what didn't

Top performers

Underperformers

Where money went

Full campaign breakdown

Add reason

New client learning

One AI agent to run your
performance marketing

Every metric.
Every issue. One place.

Running Meta ads at scale
is a full-time job

Set it up once.
AI runs it from there.

Everything your agency needs
in one place

Simple pricing.
No surprises.

Plannex learns your brand.
Get an early-access spot.

AI that learns your brand.
Sharper every week.

Performance marketing,
finally automated.