Link bank accounts via consent
The owner sees all their business bank accounts in one place after approving a time-bound, purpose-bound data-sharing consent — never by handing over a password.
Learn moreComing soonMarketing agencies
Dena for marketing agencies
Dena gives an agency accountant read-only access to view and export consolidated banking summaries for month-end client billing reconciliation, without ever sharing the agency owner's own bank login.
A digital-marketing agency owner invites their part-time bookkeeper with view-and-export…
Dena picks this up automatically.
See how
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In practice
What this looks like day to day
A digital-marketing agency owner invites their part-time bookkeeper with view-and-export access, and the bookkeeper generates a consolidated statement PDF each month-end for the agency's own internal books.
Where marketing agencies customers already are
Dena meets your customers on the channels a marketing agencies business actually runs on — no separate app to check.
- Razorpay
- PhonePe
- Paytm
- Google Sheets
Works with
Capabilities
What Dena brings to marketing agencies
15 of Dena's capabilities apply directly to this industry.
See and revoke every data permission
The owner always knows exactly which accounts are linked, what data is shared, for how long, and can cut off access in one tap.
Learn moreSee all bank balances together
The owner sees every linked account's current balance in one screen instead of opening five different bank apps.
Learn moreBrowse transactions across accounts
The owner can search and filter every transaction across all linked accounts from one timeline instead of scrolling separate bank statements.
Learn moreUnderstand money in vs money out
The owner gets a plain-English summary of how much came in, went out, and the net trend over a chosen period without reading raw statements.
Learn moreSpot recurring debits and credits
The owner sees which payments repeat every month (rent, subscriptions, salary credits, EMI debits) without manually spotting the pattern in a long statement.
Learn moreAsk questions about a statement in plain language
The owner (or their accountant) can ask "why was my balance low in March" or "what did I pay to this vendor last quarter" and get a direct, sourced answer instead of manually scanning PDFs.
Learn moreFlag statement tampering and odd transactions
The owner (or anyone they share a statement with, like a landlord or lender) can trust that an uploaded statement hasn't been digitally altered, and gets a heads-up on unusual entries worth a second look.
Learn moreCross-check bank credits against GST turnover
The owner can see, side by side, how their bank credits over a period compare to the turnover they've declared in GST filings, spotting gaps before a lender or auditor does.
Learn moreThe rest of the team
Other specialists working in marketing agencies
Wavy
WhatsApp Customer EngagementWavy gives an agency a multi-client, multi-number workspace to run WhatsApp campaigns for several brands from one login with per-client analytics.
See the playbook
Socie
Social Media ManagerSocie gives an agency one shared workspace to plan, approve, and report on content for several client accounts without mixing them up.
See the playbook
Ank
Data AnalystAnk blends ad platform spend data with client campaign results into one dashboard so account managers do not manually reconcile spreadsheets per client.
See the playbook
Bharti
Recruitment SpecialistBharti manages hiring for account managers, content creators and strategists where portfolio review and structured interviews matter more than resume keywords alone.
See the playbook
Doctor
Health-record Organization AssistantDoctor has no agency-facing workflow; an agency could offer it as a private staff-wellbeing perk, similar to the banking-finance pattern, but it plays no role in client work.
See the playbook
Guru
Business Management & PlanningGuru runs client campaign projects in short sprints and turns client-call notes into assigned action items.
See the playbookQuestions
Straight answers.
Can Dena work for a marketing agencies business today?
Not yet — Dena is coming soon. The marketing agencies use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
What exactly would it do for us?
A digital-marketing agency owner invites their part-time bookkeeper with view-and-export access, and the bookkeeper generates a consolidated statement PDF each month-end for the agency's own internal books.
Do we need to change how we already work?
No. Dena fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Dena plugs into the tools a marketing agencies business already runs
Connects with your stack
- Stripe
- QuickBooks
- Xero
- Zoho
- Adobe Acrobat Reader
- Google Drive
- Gmail
Coming soon