Introducing Adsmithagent 3.0

Analytics That
Drive Real Revenue
for B2B Teams

Unify every data source, surface decision-ready insights, and eliminate the guesswork from your growth strategy — all in a single, elegant workspace built for modern B2B teams.

No credit card required
14-day free trial
SOC 2 Type II certified
Trusted by teams at
12,847
B2B Teams Worldwide
99.97%
Uptime SLA
4.8×
Faster Reporting
$2.3B
Revenue Tracked

Everything your team needs to grow intelligently

From raw data ingestion to boardroom-ready dashboards, Adsmithagent covers every step of your analytics workflow with precision and clarity.

Unified Revenue Analytics

Consolidate data from your CRM, billing platform, and product usage into a single source of truth. Track MRR, churn, expansion revenue, and pipeline velocity with sub-second query performance across datasets of any size.

Real-time sync

AI-Powered Insight Engine

Our proprietary machine learning models surface anomalies, forecast trends, and generate plain-language summaries of your most critical metrics — before you even know to ask. Save 12+ hours per week on manual reporting.

ML-powered

Custom Dashboard Builder

Drag-and-drop your way to pixel-perfect dashboards tailored to every stakeholder — from the CEO's executive summary to the SDR team's daily pipeline view. Export to PDF, share via secure link, or embed directly into your internal tools.

With over 180 pre-built widgets, role-based access controls, and white-labeling support, every dashboard feels purpose-built for its audience.

180+ widgets

Enterprise Integrations

Connect to 200+ data sources including Salesforce, HubSpot, Marketo, Stripe, Snowflake, BigQuery, and more. Our native connectors sync in real-time with zero ETL overhead, so your data is always fresh and actionable.

200+ connectors

From setup to insights in under 30 minutes

Our streamlined onboarding gets your team from zero to fully operational without requiring a data engineer or a six-week implementation project.

Connect Your Data Sources

Use our one-click connectors to link your CRM, billing system, marketing tools, and product database. Our secure OAuth integration means no credentials are ever stored. Most teams are fully connected within 15 minutes.

Define Your Metrics & Goals

Tell Adsmithagent what success looks like for your team. Set targets for ARR, NPS, pipeline coverage, or any custom KPI. Our AI baseline engine automatically calibrates benchmarks based on your industry and company stage.

Share Insights Across the Org

Publish live dashboards to stakeholders, schedule automated digest emails, and trigger Slack alerts when metrics cross thresholds. Every team member gets the exact information they need — in the format that works best for them.

Built by analysts, for the teams who depend on data

Adsmithagent was founded in 2019 by a team of former data scientists and growth leaders who were frustrated by the gap between raw data and actionable business decisions. We believed that every B2B team — regardless of size or technical depth — deserved enterprise-grade analytics without the enterprise-grade complexity.

Today, we serve over 12,000 teams across 47 countries, from early-stage startups to Fortune 500 enterprises. Our platform processes more than 4 billion data events per day and has helped customers collectively identify over $2.3 billion in revenue opportunities.

We're headquartered in San Francisco with offices in New York, London, and Singapore. We're SOC 2 Type II certified, GDPR compliant, and CCPA ready — because we believe trust is the foundation of any data relationship.

Clarity First
Security by Design
Customer Obsessed
Move Fast, Stay Honest

Leadership Team

MR
Marcus Reynolds
CEO & Co-Founder
14 years in B2B SaaS
SC
Sofia Chen
CTO & Co-Founder
12 years in data engineering
JH
James Hartley
VP of Product
10 years in analytics
LP
Laura Patel
VP of Customer Success
9 years in enterprise SaaS

Teams that moved from guesswork to growth

Don't take our word for it — here's what B2B leaders are saying after making the switch to Adsmithagent.

"We replaced three separate BI tools with Adsmithagent and our weekly reporting time dropped from 8 hours to under 45 minutes. The AI anomaly detection flagged a churn risk we would have completely missed. That single alert saved us a $180K account."

DK
Daniel Kim
VP Revenue Operations · Meridian Systems

"Our board now runs entirely on Adsmithagent dashboards. The ability to give every executive a live view of their KPIs — without IT involvement — has transformed how we make decisions. Implementation took less than a week and the ROI was visible in the first month."

RT
Rachel Torres
Chief Operating Officer · NorthBridge Co.

"As a data-first company, we had high standards. Adsmithagent exceeded every one of them. The query performance on our 50M-row datasets is remarkable, and the custom metric builder gave our analysts the flexibility they needed without writing a single line of SQL."

AM
Alex Morgan
Head of Data & Analytics · Vantage Labs

Frequently asked questions

Everything you need to know about Adsmithagent before getting started.

Most teams complete their initial setup in under 30 minutes using our one-click connectors. Within the first hour, you'll have live dashboards pulling from your existing data sources. Our customer success team provides a complimentary onboarding call for all new accounts, and most customers report seeing measurable value — such as time saved on reporting or a new insight surfaced — within the first week of use.
Adsmithagent is designed to scale with you. Our Starter plan is purpose-built for teams of 2–10 people who need professional-grade analytics without the overhead. As you grow, you can upgrade to our Growth or Enterprise tiers to unlock advanced features like custom data models, dedicated infrastructure, SSO, and priority support. There's no minimum seat requirement on Starter or Growth plans.
Security is foundational to everything we build. Adsmithagent is SOC 2 Type II certified, GDPR compliant, CCPA ready, and ISO 27001 aligned. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We support SAML 2.0 SSO, role-based access controls, audit logs, and data residency options for EU customers. We undergo annual third-party penetration testing and our security posture is reviewed quarterly by our independent security advisory board.
You never need to migrate your data. Adsmithagent connects directly to your existing warehouse — Snowflake, BigQuery, Redshift, Databricks, or any PostgreSQL-compatible database — and queries your data in place using a read-only connection. We also offer our own managed data layer for teams that prefer a fully hosted solution. Either way, your data stays in your control and your existing governance policies remain intact.
All plans include access to our comprehensive documentation, video tutorials, and community forum. Starter plans include email support with a 24-hour response SLA. Growth plans add live chat support with a 4-hour response SLA and access to monthly group onboarding webinars. Enterprise plans include a dedicated Customer Success Manager, a 1-hour response SLA, quarterly business reviews, and direct access to our engineering team for custom integration support.
Yes — every new account starts with a full-featured 14-day free trial of our Growth plan. No credit card is required to sign up. At the end of your trial, you can choose to subscribe to any plan or downgrade to our free Starter tier, which supports up to 3 users and 5 dashboards. Your data and configurations are preserved regardless of which path you choose, and you'll never lose access to dashboards you've already built.

Ready to turn your data into decisions?

Join 12,847 B2B teams already using Adsmithagent to drive measurable, sustainable growth.

Let's talk about your data goals

Whether you're ready to start a trial, want a personalized demo, or have a technical question — our team is here and ready to help.

Headquarters
548 Market Street, Suite 1200
San Francisco, CA 94104, USA
European Office
30 St Mary Axe, Level 12
London, EC3A 8EP, United Kingdom

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