MSPCFO

Name

MSPCFO

Legal name

MSPCFO, LLC

Website

https://mspcfo.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

MSP Business Intelligence Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• MSP profitability software
• Business intelligence platform
• PSA data integration
• Financial reporting SaaS
• Managed services analytics

Headquarters

HQ city

Weston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Monthly subscription model providing access to MSPCFO's business intelligence platform, with pricing based on the number of engineers (up to 30 engineers included in base tier). The subscription includes access to 60+ specialized reports, Susie Q monthly executive summaries, and PSA integrations.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

MSPCFO provides a cloud-based SaaS business intelligence platform that integrates with leading PSA systems (ConnectWise, Autotask, HaloPSA) to analyze MSP financial data and generate 60+ specialized profitability reports. The platform helps managed service providers identify unprofitable clients, underpriced agreements, and technician cost issues through features like shadow billable hour detection, client-level P&L analysis, and the Susie Q AI-generated monthly executive summary.

Product overview

MSPCFO is a business intelligence platform designed specifically for managed service providers (MSPs) to identify profitability and efficiency improvement opportunities. The core platform integrates natively with PSA tools (ConnectWise, Autotask, HaloPSA) to pull operational data and generate 60+ financial reports. The product portfolio includes core reporting modules for CEO/Managerial, Financial, Sales, and Ticket analysis, complemented by Susie Q—an AI-generated monthly executive summary. Key modules include Member P&L reports for engineer productivity, Fixed Fee Agreement tracking, Client P&L analysis, and Efficiency Components reports. The platform also includes a Peer Benchmarking product (MSPCFO Insights) for comparing performance against industry peers. Pricing starts at $450/month with tiered subscription levels (Silver, Gold, Platinum).

Differentiator

Problem solved

Functional benefit

Brands

• Susie Q: AI-generated monthly executive summary that analyzes an MSP's entire book of business and delivers insights including client health, flagged clients, ticket outliers, and agreement health to the owner's inbox.

Products and services

• MSPCFO Platform The primary business intelligence and profitability analysis platform for managed service providers. Turns PSA data (from ConnectWise, Autotask, or HaloPSA) into clear financial insights, identifying where margins are leaking and how to fix them. Offers 60+ MSP-specific financial reports.
• Susie Q (Monthly Executive Summary) AI-generated monthly executive summary that analyzes an MSP's entire client portfolio and delivers key insights including revenue/margins/growth health checks, flagged underperforming clients ranked by financial impact, ticket volume outliers, and agreement health indicators directly to users' inboxes.
• MSPCFO Insights (Peer Benchmarking) Peer accountability report enabling MSPs to compare their performance metrics against peers, including adjusted gross margin, resource utilization, and project profitability benchmarks.

Quantifiable outcome

• EBITDA improvement of 2-3% through data-driven decision making
• +5 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature8 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Pax8flagshipChannel Partner/ Reseller/ Distributor · 5 June 2023Pax8, the leading cloud commerce marketplace, made MSPCFO available as a global vendor through the Pax8 Marketplace. This partnership enables MSPs worldwide to purchase and provision MSPCFO through Pax8's platform, expanding distribution and making the profitability solution accessible to Pax8's extensive MSP partner network.
• AutotaskcoreTechnology or Integration · 1 January 2021Native integration with Autotask PSA platform launched in 2021, enabling MSPs using Autotask to access MSPCFO's specialized financial reporting and profitability analysis.
• HaloPSAcoreTechnology or IntegrationNative integration between MSPCFO and HaloPSA connects directly to HaloPSA's data environment, enabling MSPs to access 60+ specialized financial reports including client-level P&L, agreement profitability, engineer utilization, and shadow billable hour analysis without manual exports or middleware.
• ConnectWisecoreTechnology or IntegrationNative integration with ConnectWise PSA platform, enabling MSPs using ConnectWise to access MSPCFO's financial reporting capabilities directly from their existing PSA data.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• BrightGauge: BrightGauge is a reporting and dashboard platform built specifically for MSPs, integrating with PSA and RMM tools to surface business metrics. It is the closest direct competitor to MSPCFO in the MSP-specific BI/reporting category, serving the same MSP buyer with overlapping PSA integrations.
• Service Leadership: Service Leadership provides MSP benchmarking, QBRB (Quarterly Business Review Benchmark) reporting, and operational best practices. MSPCFO already has an integration partnership with Service Leadership, and both serve MSPs seeking financial performance insight.
• Gradient MSP: Gradient MSP offers SaaS valuation, M&A advisory, and benchmarking tools specifically for managed service providers. It targets the same MSP owner audience with adjacent financial/business intelligence offerings.

Broad incumbents

• ConnectWise (BI/Dashboard): ConnectWise is a leading PSA and business management platform whose own financial dashboards overlap with MSPCFO's value proposition. As both a data source and a potential competitor, ConnectWise represents the most significant broad incumbent threat to MSPCFO.
• Kaseya / Autotask: Kaseya owns Autotask PSA and a suite of MSP operations tools, including native reporting and dashboarding capabilities. As a vertically integrated incumbent, Kaseya is both a data source for MSPCFO and a platform competitor.
• Syncro: Syncro is an all-in-one PSA/RMM platform for MSPs that includes built-in reporting and dashboards. While a broad platform, its reporting features are an adjacent competitor to MSPCFO's profitability analytics for smaller MSPs.

Emerging players

• HaloPSA: HaloPSA is a fast-growing modern PSA platform. While primarily a data source/partner for MSPCFO, HaloPSA could ship its own profitability reporting features that compete with MSPCFO, making it a strategic emerging player.
• ScalePad: ScalePad provides asset lifecycle management and reporting tools for MSPs, including dashboards that surface business metrics. It is an emerging player in the MSP data/reporting space with partial overlap to MSPCFO's analytics value proposition.
• Liongard: Liongard provides automated systems documentation and configuration monitoring for MSPs, surfacing data that could feed financial/operational reporting. It is an emerging player in the MSP data layer that intersects with MSPCFO's domain.
• Jetpack Workflow: Jetpack Workflow provides PSA-integrated process automation and documentation for MSPs, including some operational reporting. It is an emerging player in the MSP tooling ecosystem that competes for similar workflow improvement budgets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/mspcfo
• LinkedInlinkedin.com/company/msp-cfo-llc

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MSPCFO