How ReportPilot Works

From raw ad data to polished, AI-written client reports in four simple steps. No spreadsheets, no copy-pasting, no formatting headaches.

01

Connect Your Ad Platforms

Link your Google Ads, Meta Ads, GA4, and LinkedIn Ads accounts with one-click OAuth. ReportPilot pulls performance data automatically — no CSVs, no copy-pasting from dashboards.

  • Google Ads (Search, Display, Shopping, Performance Max)
  • Meta Ads (Facebook & Instagram campaigns)
  • Google Analytics 4 (traffic, conversions, engagement)
  • LinkedIn Ads (sponsored content, lead gen forms)
Data Sources
Google Ads
Connected
Meta Ads
Connected
GA4
Connected
LinkedIn
Connected
02

AI Writes the Analysis

ReportPilot doesn't just chart your numbers — it reads them. Our AI generates executive summaries, channel-by-channel breakdowns, anomaly callouts, and plain-language explanations your clients actually understand.

  • Executive summary with key takeaways
  • Channel performance breakdown (spend, CPA, ROAS, CTR)
  • Anomaly detection — flags unusual spikes or drops
  • Trend analysis comparing to previous periods
AI Analysis
Executive Summary
Anomaly Detected
CPC spiked 34% on Google Search week over week
Channel Breakdown
03

Branded PDF Reports

Upload your logo, pick your brand colors, and ReportPilot generates polished PDF reports that look like your team spent hours on them. White-label ready — your clients see your brand, not ours.

  • Custom logo, colors, and fonts
  • Professional layouts with charts and data tables
  • White-label — no ReportPilot branding on client reports
  • Export as PDF, ready to email or present
Report Preview
March 2026
$2.41
CPC
4.2x
ROAS
1.8%
CTR
Export PDF
White-labeled
04

Recommendations & Next Steps

Go beyond reporting. ReportPilot generates actionable next-month recommendations based on your data — budget reallocation suggestions, underperforming audience flags, and optimization opportunities.

  • Budget reallocation recommendations
  • Underperforming campaign alerts
  • Audience and creative optimization suggestions
  • Plain-language action items clients can approve
Next Month Actions
Shift 15% budget from Display to Search
High
Pause underperforming audience segment #3
Med
Test new ad creative for Instagram Stories
Med
AI-generated from your campaign data

Supported Platforms

ReportPilot connects to the platforms your agency already uses. One-click OAuth setup, automatic data sync.

Google Ads
Search, Display, Shopping, PMax
Meta Ads
Facebook & Instagram campaigns
GA4
Traffic, conversions, engagement
LinkedIn Ads
Sponsored content, lead gen

Frequently Asked Questions

What ad platforms do you support?

Google Ads, Meta Ads (Facebook & Instagram), Google Analytics 4, and LinkedIn Ads. More platforms are on the roadmap.

How long does it take to generate a report?

About 2 minutes from data pull to finished PDF. Compare that to the 3-4 hours most agencies spend per client report.

Can I customize the report with my agency branding?

Yes. Upload your logo, set your brand colors, and every report goes out under your brand. Clients never see ReportPilot.

Is my client data secure?

We use OAuth for platform connections (we never store your ad account passwords), encrypt all data in transit and at rest, and never share your data with third parties.

What does early access include?

Early access members get free usage during our beta period, priority support, and input on the features we build next.

Ready to stop hand-writing reports?

Join the early access list and be the first to try ReportPilot when we launch.