Dear CFO by Phoenix Strategy Group

Advertising integration

Dear CFO for Facebook Ads

Campaign structure and daily spend, conversions and ROAS from Meta Ads, beside the revenue and margin in your books.

Read-only. Dear CFO cannot change your campaigns.

Facebook Ads logoFacebook Ads
Dear CFO
Statements
Metrics
Answers

What you can do

What Facebook Ads data does inside Dear CFO

ROAS against real revenue

Daily spend and conversions beside revenue from your store and your accounting, so the return is measured in money.

Down to the ad

Campaigns, ad sets, ads and creatives, so you can see which creative carried the month.

History that survives

Closed ad accounts keep their spend history, so last year still adds up.

What syncs

What Dear CFO reads from Facebook Ads

Facebook Ads datasets
  • Ad accounts
  • Campaigns
  • Ad sets
  • Ads
  • Ad creatives
  • Campaign insights (daily)
  • Ad insights (daily)

History loads two years by default. Attribution uses 7-day click and 1-day view.

In full, Dear CFO copies ad accounts, campaigns, ad sets, ads, creatives and daily performance metrics. How it is stored and protected is in our privacy policy.

How to connect

Set up in a few minutes

  1. 1
    In Dear CFO, open Integrations and click Connect on Facebook Ads.
  2. 2
    Sign in with Facebook.
  3. 3
    Pick the ad accounts to sync (up to 50). Nothing syncs until you save a selection.
Connection
Sign in with Facebook, then pick ad accounts
Access
Read-only
Sync
Once a day.
Accounts
Up to 50 ad accounts
Where it shows up
Every table becomes a dataset you can use in reports, metrics, dashboards and the AI analyst, next to your accounting.

Questions

Facebook Ads and Dear CFO

Can Dear CFO edit or pause my ads?

No. It only asks for read access to ads data and never for permission to manage campaigns.

Which attribution window is used?

7-day click and 1-day view.

How much history comes across?

Two years by default.

Connect Facebook Ads and see it against your own numbers.

Create a login and connect in minutes, or book a call and we will walk through it with your business in mind.