Stop sending reports
clients ignore.
Upload your campaign or service data, generate a branded performance report with real insights, and share it with your client — in minutes. Not another afternoon.
No credit card required. Your first report is on us.
From raw data to a report worth reading
Client Reporting Copilot turns your metrics into structured performance summaries with insights, flags, and recommendations — built from your actual data.
You review and approve every report before your client sees it.
How it works
Upload your data
Paste campaign metrics, paste a CSV export, or type in your numbers. No special formatting required.
Generate the report
Client Reporting Copilot builds a structured performance summary with insights, highlights, flags, and recommendations.
Review, brand, and share
Edit any line, apply your logo and colors, then export a PDF or share a client-ready link. No design work required.
The reporting problem no one talks about
Most agencies and MSPs spend 3–5 hours per client building reports every month. Not because the data is hard to pull — because turning raw numbers into something a client actually understands takes real effort.
And after all that work? Most clients open the PDF, glance at the numbers, and ask the same question anyway: "So... are things going well?"
Client Reporting Copilot fixes both sides: it cuts the build time, and it makes the output clear enough that clients actually get it.
Built for teams that manage client relationships at scale
Digital Agencies
Turn monthly campaign data into polished performance reports without pulling in a designer or spending a Friday afternoon on formatting.
MSPs
Show clients exactly what you've done, what's healthy, and what needs attention — in a format they can understand, not a raw ticket dump.
Freelancers & Consultants
Look more professional. Send structured reports clients reference and remember instead of forgetting by Monday.
Questions worth answering
What data sources does it support?
Paste in any structured data — spreadsheet exports, CSV files, ad platform summaries, or plain text notes.
Are the insights accurate or generic?
Insights are built from your actual data. The tool flags what changed, what's above or below target, and what deserves attention.
Can I edit it before sending?
Yes. Every line is editable. You review and approve the report before your client ever sees it.
Will it match my branding?
Apply your logo, colors, and client name to every report. White-label output is supported on higher tiers.
How is this different from a template?
Templates require you to do the analysis and write the narrative. Client Reporting Copilot does the analysis and drafts the narrative — you just review and refine.
Built for speed, with human control where it matters
You review before they see it
Every insight, flag, and recommendation is visible and editable before your client receives the report.
Built from your actual data
The report is generated from the numbers you provide — not a generic template with placeholder text.
Share however you want
Export a branded PDF or share a live client link. Choose what works for each client relationship.
Simple, transparent pricing
Start free. Upgrade when you need more. Cancel anytime.
Your next client report shouldn't take all afternoon.
Start free, generate your first report, and see how much time you get back.
Try Client Reporting Copilot Free14-day free trial. No credit card required.