For Enterprise & Financial Services

Enterprise-
grade budget governance at scale

Managing marketing budgets across 12 departments, 8 regions, and 40+ brands requires enterprise-level security, approval workflows, and compliance. No more email chaos.

Book a DemoSee How It Works

SSO & SAML authentication

Custom approval workflows

ROI dashboard has transformed our budget planning.
Jenny Wilson
Since 2021

12 regions. 8 departments.
40+ brands. Zero visibility.

01

Compliance risk

Client data is scattered across dozens of disconnected Google Sheets and Excel files.

02

Budget overruns

Client data is scattered across dozens of disconnected Google Sheets and Excel files.

03

Manual approvals

Client data is scattered across dozens of disconnected Google Sheets and Excel files.

What ROIboard does
enterprise teams

Roiboard gives enterprises complete clarity over spend—by separating categories, tasks, and vendors so every decision is grounded in real data.

Book a Demo

Plan and report by what the work actually is.

Group spend by function—like Website, SEO, Paid Media, Design, or Tools—so teams can plan budgets, track progress, and report with confidence.

See an example

100K+

Companies

Clear Spend Structure

Decision-Ready Reporting

Enterprise-Grade Control

Category
Task
Vendor

Clear Spend Structure

Decision-Ready Reporting

Enterprise-Grade Control

Category
Task
Vendor
Vendors
Vendor name
J Alexander
Vendor Place
Amsterdam
PIC
Bruno M
Spending
€35,000.00

4.85

How It Works

Move from scattered spreadsheets to a centralized budget tracking platform that scales with your agency
Scattered spreadsheets create compliance risk

Budgets spread across dozens of Google Sheets and Excel files leave zero audit trail. ROIboard centralizes every department and brand into one governed source of truth.

Distribute and govern budgets across every channel

Allocate funds across departments, regions, and brands from a single console, with role-based permissions and SSO/SAML controlling exactly who can spend what.

Use real-time data to predict end-of-month spend

Live category breakdowns forecast burn rate across all 40+ brands, so finance catches overruns before they happen instead of after the close.

Automate approvals and audit-ready reporting

Route spend through custom approval workflows and deliver compliant, board-ready dashboards on autopilot, no more email chaos or manual sign-offs.

Market-Specific Use Cases

Scenario 1: The Last-Minute Pivot.

A client needs to move 30% of their Search budget into a trending TikTok moment — immediately. Here's how the team reallocated $420K across two channels before lunch, without starving the campaigns that close sales.

Read Case Study
Scenario 1: The Last-Minute Pivot.

A client needs to move 30% of their Search budget into a trending TikTok moment — immediately. Here's how the team reallocated $420K across two channels before lunch, without starving the campaigns that close sales. Copy

Read Case Study
Scenario 1: The Last-Minute Pivot.

A client needs to move 30% of their Search budget into a trending TikTok moment — immediately. Here's how the team reallocated $420K across two channels before lunch, without starving the campaigns that close sales. Copy 2

Read Case Study
Scenario 1: The Last-Minute Pivot

A client needs to move 30% of their Search budget to a trending TikTok trend immediately.

Read Case Study
Scenario 3: The Multi-Channel Chaos.

Managing 5 different ad platforms with separate billing cycles

Read Case Study
Scenario 2: The Multi-Channel Chaos.

Managing 5 different ad platforms with separate billing cycles.

Read Case Study

Meet the companies leveling up with ROIboard

100K+

Companies
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021
Bessie Cooper
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Bessie Cooper
Since 2022
Guy Hawkins
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Guy Hawkins
Since 2022
Jenny Wilson
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Jenny Wilson
Since 2022

4.85

Reviews
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

4.85

Reviews
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

4.85

Reviews
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

4.85

Reviews
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Esther Howard
Since 2021
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2021

100K+

Companies
Esther Howard
Since 2022
Read review
“My campaign spending budget has become more efficient with Roi Board.”
Esther Howard
Since 2022

100K+

Companies
Book a Demo
Get a demo to better understand how to:
Deliver context-rich, on-brand content, consistently and at scale
Increase campaign velocity and impact across your team
Scale an AI program in marketing that delivers real ROI
Get a demo of platform
for marketing teams

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Simplifying

marketing budget

management

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for marketing teams

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Simplifying marketing budget management for teams worldwide. Excel-inspired interface with enterprise-grade functionality.

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Get a demo to better understand how to:
Deliver context-rich, on-brand content, consistently and at scale
Increase campaign velocity and impact across your team
Scale an AI program in marketing that delivers real ROI
Get a demo of platform
for marketing teams

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