Turn your sales, marketing, and financial data into clear AI-powered reports that show what changed, what matters, and what to do next.
Monthly report
Sample report · Acme Coffee Co.
Revenue
€48,210
+12%
Profit margin
42%
−6pp
ROAS
3.4×
+0.3
Sales grew steadily, but margins compressed as ad spend and discounting increased. Recommended: tighten promo windows and pause low-ROAS campaigns.
The problem
Small businesses run on data from Shopify, Excel, accounting software, ads platforms, and payment tools — but there's no single report that explains how the business is actually performing.
The solution
We turn your data into a clean, AI-written monthly report with KPIs, charts, risks, and the actions you should take next.
The few metrics that actually drive your business.
Visuals built for decisions, not dashboards.
Plain-English summaries of what changed and why.
We surface what could hurt next month.
Concrete next steps you can act on this week.
A reliable rhythm of decision-ready reports.
How it works
CSV, Google Sheets, Shopify, accounting and ad platforms — whatever you use.
Revenue, margins, ad efficiency, customer growth and month-over-month changes.
A simple PDF and dashboard with AI insights and recommended actions.
Example insight
"Sales increased by 12% this month, but profit margin fell from 48% to 42%. This means growth may be less profitable than it looks. Review discounts, ad spend, and low-margin products before increasing marketing spend next month."
What's included
Who it's for
Shopify and similar storefronts that need clarity on margins and ad efficiency.
Monthly client reports without the spreadsheet busywork.
Track jobs, revenue and costs in one simple narrative.
Understand bookings, retention and profitability month by month.
Pricing
See the value first. No long-term commitment.
FAQ
See how a ReportPilot monthly report looks with your own data.
Get a free report demo