Scheduled reports
Weekly or monthly reports by email to the people you choose, with an AI-written summary of what changed and why.
The platform
Everything your ads need, in one place your team and clients share
The platform is what our team and our AI agents use to run your accounts every day, and what you use to see exactly what's happening. It's included in every plan.
Connections
Connect every account in one click. Keep owning it.
You sign in to each platform once and approve access with the platform's own login screen. We never ask for your password, and your ad accounts, pixels and billing stay in your name.
- Data syncs automatically every couple of hours, and recent days are re-checked because platforms update conversions late.
- Disconnect any platform from the app or from the platform's own settings, at any time.
Google Ads
Campaigns, ad groups, daily results, lead forms
Meta
Facebook & Instagram campaigns, ad sets, Lead Ads
Campaigns, daily analytics, Lead Gen Forms
TikTok
Campaigns, ad groups, daily reports
Microsoft Advertising
Campaigns, ad groups, daily reports
Google Analytics 4
Sessions, sources, landing pages, key events
Search Console
Daily search clicks and impressions by page
Shopify
Daily orders and real revenue
HubSpot
New leads pushed as contacts; closed-won deals mark leads as won
| Campaign | Status | Spend | Leads | Per lead |
|---|---|---|---|---|
| Implants · Search | Active | $1,840 | 48 | $38 |
| Whitening · Lead Ads | Active | $1,210 | 29 | $42 |
| Awareness · Broad | Review | $640 | 9 | $71 |
| Dentist hiring | Paused | $0 | 0 | – |
Monthly budget pacing$3,690 of $6,000 · day 18 of 30
Forecast: $5,940 by the 30th, 1% under budget
Campaigns & budgets
Every campaign from every platform, in one table
Compare Google, Meta, LinkedIn, TikTok and Microsoft side by side with the same numbers: spend, clicks, leads, cost per lead and return on ad spend.
- Pause, turn on and change daily budgets without opening five ad managers.
- Monthly budgets per client and channel, with a forecast of where spend will land.
- Every ad account keeps its own currency and time zone, so numbers match the platform.
Approvals & audit log
AI suggests. People decide. Everything is recorded.
Every change to a live campaign, whoever or whatever asks for it, becomes a change request. If your approval policy requires it, the change waits for you. Then it's applied on the ad platform and written to the audit log.
- AI and automation rules can only propose changes, never apply them alone.
- The log shows who asked, who approved, the reason, and the before and after values.
- Roles for owners, media buyers, analysts (read-only) and client approvers.
- Applied
Daily budget $60 → $80 · Implants · Search
Proposed by AI · approved by Dana (client) · applied on Google Ads
- Applied
Paused · Dentist hiring
By Alex (media buyer) · “Role filled”
- Waiting
Daily budget $40 → $25 · Awareness · Broad
Proposed by rule “Cost per lead over $65 for 2 days”
- Rejected
Turn on · Holiday promo
Rejected by Dana · “Not until December”
- AI replied
Sarah K.
Whitening · Lead Ads · 2 min ago
- Contacted
Daniel O.
Implants · lead form · 18 min ago
- Qualified
Priya M.
Website form · utm: google / implants
- Won
Marco R.
Lead Gen Form · yesterday
SK
New
Sarah K. · new lead
Meta lead form · Whitening consult
AI Sales Agent
Hi Sarah, thanks for your interest! We have Tuesday 4pm or Wednesday 10am free for a whitening consult. Which suits you?Replied in 1 minute
Leads & AI follow-up
Every lead in one inbox, answered in minutes
Leads from Meta Lead Ads, Google lead forms, LinkedIn Lead Gen Forms and your website arrive in one list, with the campaign that brought each one. AI Ekip's AI Sales Agent replies right away, answers questions and offers appointment times, day or night.
- Status for every lead: new, contacted, qualified, won or lost, with notes.
- Instant email notifications, plus push to HubSpot or a webhook.
- Website forms and a first-party tracking snippet capture UTM tags and ad click IDs, so you know which ad a lead came from.
Client portal
Plain language for the people paying the bills
Clients log in to a simple portal: what happened this week, every lead, what it cost and what needs their OK. Invite colleagues as viewers or approvers.
Your week in plain language
You got 27 new leads this week, 6 more than last week. 9 booked a consultation. You've spent $1,410 of your $6,000 monthly budget and you're on track.
Latest leads
All channels
- Sarah K.WhiteningBooked
- Daniel O.ImplantsAI replied
- Priya M.Check-upContacted
- Tom B.EmergencyWon
Waiting for your OK
Raise Google “Implants” daily budget from $60 to $80.
ApproveAsk a question
Cost per booked patient
$142 −$18
Next report
Monday 9:00 · by email
Reports, alerts & rules
Know about problems before they cost you
The platform checks your accounts all day. When something goes wrong, the right person hears about it, and a rule can propose the fix.
Alerts
Cost per lead above your limit, spend that suddenly stops, or a budget that's nearly used up. Checked every hour.
Alert: Meta “Awareness” cost per lead $71, above $65 for 2 days.
Automation rules
“If cost per lead is over $X for two days, reduce the budget by 20%.” Rules notify, or propose pausing or cutting budget, with approval.
Conversions back to ads
Teach Meta and Google who your real customers are
Ad platforms optimise for whatever you tell them is a success. A form fill isn't a customer. When a lead is marked Won in the platform, or a deal closes in HubSpot, we report it back to Meta (Conversions API) and Google Ads (offline conversions). Their algorithms then look for more people like your buyers.
Switched on per client. Personal data such as email addresses is hashed before it's sent, as the platforms require.
Someone clicks your ad
Click ID saved with the lead
Lead lands in the inbox
AI Sales Agent follows up
Marked Won
In the platform or in HubSpot
Reported back to Meta & Google
Ads find more buyers like this one
AI assistant & Claude
An AI assistant in the app. Your whole account in Claude.
Ask “why did cost per lead go up?” and get an answer from your real numbers. The assistant can look up campaigns, leads, budgets, alerts and reports, and request changes for you. Through the MCP connection you can do the same from Claude. Both act with your permissions, and changes go through approvals and the audit log.
Why did cost per lead go up last week?
Cost per lead rose from $46 to $58. Most of it came from Meta “Summer Smile”: frequency hit 4.1 and click-through fell 35%, so the same audience saw the same ad too often. Google was steady.
Want me to propose pausing that ad set and moving its $40/day to Google “Implants”?
Yes, propose it
Show the numbers
How did Acme Dental do last week? Pause anything with a cost per lead over $90.
get_overview
list_campaigns
pause_campaign
Acme Dental had 31 leads at $52 each, 4 more than the week before. One campaign, Meta “Broad Interests”, was at $97 per lead. I've proposed pausing it; it's waiting for approval in the platform.
- Weekly insight summaries and anomaly spotting
- Plain-language answers about any client or campaign
- Asks before anything that changes a live campaign
Security & ownership
Your accounts, your data, your call
You own the accounts
Ad accounts, pixels and billing stay in your name. We get access, not ownership.
Encrypted access tokens
Platform login tokens are encrypted at rest and never shown in the app or logs.
Roles & permissions
Clients only see their own data. Analysts can look but not change.
Full audit trail
Every change by a person, a rule or the AI is logged with before and after.
Read how we handle data from connected accounts in our privacy policy.
See the platform on your own accounts
Book a free ad audit and we'll show you your current campaigns, leads and spend side by side, plus what we'd change first.
No cost, no obligation. We review your accounts and send you what we would change.