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Budget optimization

Ad budget moved toward what is working, inside limits you set.

Novaris watches spend and results across your connected campaigns and suggests or applies budget changes within the caps and rules you choose. You decide how far it can go, and every change is logged.

What is included.

01

Budget suggestions

AI Campaigns highlights campaigns and channels where extra budget looks justified, and those that are spending without enough return.

02

Reallocation across channels

Budget can be shifted between campaigns on different platforms, not only within one ad account.

03

Caps and guardrails

Daily and monthly ceilings, minimum budgets per campaign and maximum change per step, all set by you.

04

Change history

Every budget change, whether you made it or a rule did, is recorded with the time, the amount and the reason.

How it works

How budget optimization works

Most ad budgets are set once and then adjusted when someone has time to look. Meanwhile, some campaigns spend steadily with little return while others run out of budget early in the day. Budget optimization means moving money toward campaigns that are earning it and away from those that are not, more often and more consistently than a weekly manual review allows.

Novaris reads spend and results from your connected ad accounts and orders from your store. AI Campaigns, available on every plan, compares campaigns on the metrics you care about, such as cost per purchase or ROAS, and suggests where budget should go. You can apply a suggestion with one approval or ignore it. Nothing changes on a platform until you approve it or a rule you created allows it.

On Growth and Scale, automations can make changes for you within guardrails. An example a client might choose: if a campaign's ROAS stays above 3.0 for three days, raise its daily budget by a set amount, up to a ceiling. Another example: if a campaign spends $50 without a purchase, pause it and send an alert. These thresholds are yours to set, and Scale adds custom rules built around your own logic.

Optimization works within the way each platform delivers ads. Large or frequent budget changes can reset a campaign's learning on Meta, TikTok or Google, and a short burst of good results is not always a trend. That is why guardrails matter: a maximum step size, a minimum time between changes and a total ceiling keep the system from reacting to noise or spending more than you planned.

Why it matters

Why budget allocation deserves more attention

01

Less spend on campaigns that stalled

Underperforming campaigns are flagged or paused sooner, instead of running until the next manual review.

02

More room for what works

Campaigns with steady results can receive more budget while they still perform, within your ceilings.

03

A total that stays under control

Monthly and daily caps keep overall spend inside what you planned, even when individual campaigns change.

04

Decisions you can explain

The change history shows why each adjustment was made, which helps when reviewing performance with a team or partner.

05

Fewer late-night checks

Rules keep running when you are not watching, and alerts tell you when something needs a human decision.

Before you start

What to have ready

Budget rules are only as sensible as the inputs behind them. Decide these points before switching anything on.

  • A total monthly ad budgetThe maximum you are willing to spend across all channels, paid to the platforms directly.
  • Your break-even numbersThe cost per purchase or ROAS at which a sale stops being profitable once product cost, shipping and fees are included.
  • Working purchase trackingPixels, tags and store connection sending purchase events, since budget decisions rely on conversion data.
  • Campaigns with some historyCampaigns that have already run for a while give rules something to compare. Brand-new ones need time first.
  • Who approves changesDecide which changes can run automatically and which need a person to approve them.
  • Platform spending limitsCheck account spending limits and payment thresholds on each platform so a budget increase is not blocked.
The process

From fixed budgets to managed reallocation

  1. 1
    Day 1

    Trial call

    We go through your current budgets, margins and how often budgets are changed today.

  2. 2
    Day 1 to 2

    Accounts connected

    You authorize your ad accounts and store, and we check that spend and purchases are coming through.

  3. 3
    Days 2 to 5

    Guardrails defined

    You set your caps, minimums and maximum change per step. We help translate your margins into thresholds.

  4. 4
    First weeks

    Suggestions only

    We recommend starting with suggestions you approve by hand, so you can see how the logic behaves before automating it.

  5. 5
    Once you are comfortable

    Rules switched on

    On Growth and Scale, the rules you approve start running. Alerts tell you when a rule acts or a cap is reached.

  6. 6
    Ongoing

    Review and adjust

    Thresholds are reviewed as margins, seasons and products change. Results vary and can move a lot from week to week.

Comparison

Budget control by plan

StarterGrowthScale
Active campaignsUp to 10Up to 50Unlimited
AI budget suggestionsYes, with AI CampaignsYesYes
Automated budget rulesNot includedYes, with automationsYes, plus custom automations
Analytics behind decisionsBasic analyticsAdvanced analyticsAdvanced analytics
SupportEmail supportPriority supportDedicated manager and 24/7 support
Ad spendPaid to the platformsPaid to the platformsPaid to the platforms

Plans are billed monthly in US dollars and can be cancelled at any time. Ad spend is never included in the plan price.

Over time

Keeping budget rules useful

Rules written for one season do not always fit the next. Costs often rise around big shopping events, and a threshold that worked in a quiet month can pause good campaigns when competition is higher. Review thresholds before major sales periods and after any price or margin change.

Watch the change history as well as the results. If a rule moves the same campaign up and down every few days, the threshold is probably too tight or the step too large. Fewer, steadier changes usually let the platforms deliver more predictably.

Keep a human in the loop for large moves. Raising total spend, entering a new market or adding a channel are business decisions. Rules handle the routine adjustments; you decide the direction.

Avoid these

Common budget optimization mistakes

Thresholds without margins

A ROAS target picked without product cost, shipping and fees can scale campaigns that lose money on every sale.

Changing budgets too often

Frequent large changes can restart a campaign's learning phase on the platform and make results less stable.

No overall ceiling

Rules that raise budgets without a total cap can spend more than you planned. Always set a monthly limit.

Judging on a single day

One strong or weak day is often noise. Base rules on several days of data and a minimum spend.

Budget optimization does not guarantee lower costs or higher returns. Results depend on your products, market, budget and ad accounts, and each platform controls how it delivers your ads.

FAQ

Questions about budget optimization

Will Novaris change my budgets without asking?

Only if you create a rule that allows it, and only within the caps you set. On Starter, budget changes are suggestions that you approve. Automated rules are part of Growth and Scale.

Can it move budget between Meta, TikTok and Google?

Yes, between connected campaigns on different platforms, within your guardrails. Each platform then applies the new budget under its own delivery system.

Is ad spend part of my plan?

No. Ad spend is paid to each platform directly from your ad accounts. The plan price covers the Novaris platform only.

What thresholds should I use?

That depends on your margins. For example, a client might scale campaigns that keep ROAS above 3.0 for three days, but the right number for you comes from your own costs. We help you work it out.

Can I undo a change?

Yes. Every change is logged, and you can reverse it from Novaris or directly in the platform's ad manager.

What happens when a cap is reached?

Rules stop increasing budgets once a ceiling is reached, and you receive an alert. Raising a cap is always your decision.

Does this guarantee better ROAS?

No. It helps spend follow results more closely, but outcomes depend on your products, market, budget, creative and ad accounts.

Related pages

General information, last reviewed in November 2026. Features depend on your plan; results are not guaranteed and depend on your products, market, budget and ad accounts. Ad platforms set their own policies.

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