Trellis — Automated Ad Ops for Digital Media Agencies
You close the deals. Everything after that is automatic. Configure a deal once and walk away. Pacing, reporting, invoicing, forecasting, and margin analysis all run themselves from live campaign data — without anyone touching a spreadsheet.
Your ops team is buried in manual work
The gap between your CRM and your DSPs is filled with people — reconciling, reporting, and chasing numbers across systems that do not talk to each other. Every new dollar of media spend requires someone to track it, reconcile it, and report on it. Your operational cost scales linearly with your revenue.
Reconciliation eats your week
Your CRM says one thing. Your DSPs say another. Your team spends days making them agree. Every month, the same cycle repeats — pulling data from multiple platforms, cross-referencing numbers, and manually resolving discrepancies before anyone can produce a report or send an invoice.
Problems surface too late
Underdelivery, margin erosion, and pacing gaps are discovered when the client asks about them, not when your team can still fix them. By the time a campaign is flagged as behind pace, the window to correct course has already closed. Reactive operations cost more than proactive ones.
More revenue means more bodies
Every new dollar of media spend needs someone to track it, reconcile it, and report on it. Your operational headcount scales with your revenue instead of your efficiency. Growth should not require proportional increases in ops staffing.
You have tried solving this before
Every agency has attempted to fix the operational gap between sales and delivery. The options have always been limited: adopt an expensive legacy platform like Mediaocean or Prisma that forces you to change how you work, duct-tape spreadsheets and homegrown tools together, buy off-the-shelf SaaS that cannot accommodate your deal structures, or hire an internal engineering team that costs half a million dollars and eighteen months before producing a fragile system only one person understands.
How Trellis works
We learn how you work
Your taxonomy, deal structures, billing models, reporting needs, and approval workflows. Every agency is different. We start by understanding yours — no questionnaires, no templates, no forcing you into someone else's process.
We build your system
We connect your CRM to your DSPs and build the operational views your team needs. Your data model, your terminology, your business rules — built to your specifications, not ours.
Your ops run automatically
Configure a deal once and pacing, reporting, invoicing, forecasting, and margin analysis hydrate themselves from live campaign data. No manual reconciliation, no stale reports, no surprises at month-end.
Six things that run themselves
Overview
Your deals at a glance. Health indicators, delivery status, and budget tracking organized the way your team thinks about the business.
Pacing
Delivery tracking sorted by what matters most. Know which campaigns need attention before they become problems — sorted by urgency so your team starts every day with the right priorities.
Reporting
Client-ready performance reports shaped to your reporting standards. Hydrated from live campaign data across all connected DSPs. Always current, always accurate, always ready to share.
Invoicing
Billing readiness built around your invoicing process. See what is ready to bill, what is partially ready, and the total revenue available right now — at the line item, deal, and portfolio level.
Forecasting
End-of-flight delivery projections and revenue-at-risk analysis tuned to your thresholds. Spot underdelivery before it becomes a billing surprise.
Margin analysis
Real-time profitability tracking using your actual cost structure. Find margin erosion by line item, deal, or advertiser while there is still time to fix it.
Who this is for
Trellis is built for digital media agencies billing ten million to one hundred million dollars in media. Agencies big enough that the manual operational work is holding back growth, and too unique for off-the-shelf software to accommodate their deal structures, billing models, and reporting requirements.
Visit Trellis Media to explore an interactive demo of the platform.