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Product Overview

MSPCFO is a simple to use business intelligence reporting platform for MSP owners and managers.  With all on-boarding work done by us, you can have quick access to the reports that will show you which parts of your business are more or less profitable. 

Our clients have used our reports to aggressively address underperforming aspects of their business.  If you currently create some of the reporting in-house, our real time reports are updated multiple times a day to save you countless hours so you can spend more time using the numbers and less time preparing them.

We leverage the reporting API in ConnectWise Manage.  We have full functionality with both on-premise and hosted ConnectWise Manage users.

We provide the reporting you need from the first login.  We handle all the on-boarding necessary.  Two days after providing access to your data, we will give your team access to advanced, targeted reporting that will show the profitability of your clients, agreements, projects and employees.

We provide you meaningful information from ConnectWise Manage that does not require and sql programming on your part.  We have worked with many MSPs and have built our system to be flexible to different use cases of ConnectWise Manage.

All reports can be exported to excel or emailed to you on a regular basis.  Logins are structured for admin and analyst views.  

Click here to request a demo.

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Integration

ConnectWise Manage ConnectWise Manage

Documentation

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Support

MSPCFO’s ConnectWise Manage Integration is certified via the ConnectWise Invent Program.  If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the MSPCFO team directly to resolve any issues.

User Reviews

  • Rex Frank, Sea-Level Operations
    MSPCFO is an example of how partnering should work! MSPCFO is the only reporting tool that calculates per engineer actual billing that is proportional to flat fee agreements, tickets and projects. Before I met Larry, Sea-Level had to install a gnarly SQL database to get this number and I hated managing it. I've found that Larry can't sleep if there is an error in the numbers (Literally!). Partnering with MSPCFO is easily in my top 5 best business decisions for Sea-Level. Rex Frank CEO
    Date: 6/27/2018 12:54 PM
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  • Denise Palmer, Denise Palmer
    I absolutely LOVE this program. It gives us the information we need to make great Business decisions regarding our Customers. I can't imagine not having this data at our fingertips!
    Date: 11/24/2017 12:24 PM
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  • Dave Stamm, Stamm Technologies
    As newer users of MSP CFO, this tool is already proving to be invaluable to our day to day focus on productivity and profit. It has eliminated the need to create time-consuming spreadsheets, while still giving us visibility to the numbers we need. Great response time to our questions and custom needs during each step of the process. Highly recommend this tool!
    Date: 10/27/2017 5:13 PM
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  • Jill AlJundi, Pendello Solutions, Inc.
    The MSPCFO solution is a critical tool to consolidate and analyze ConnectWise data, while keeping the focus on delivery efficiency, trending and financials. The team is very knowledgeable and extremely responsive. Was a very wise addition to our suite of internal solutions!
    Date: 7/13/2017 3:39 AM
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  • Scott Spatz, Cooperative Systems, Inc.
    We've been using MSP CFO for over a year now, and it has been a great tool for us. Larry Cobrin has been excellent to work with, and has been very flexible in helping us get the data & reporting we need for our business.
    Date: 5/26/2017 11:08 AM
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  • Paul Tomlinson, Mirus IT
    We've only been using MSPCFO for a short period of time, but we can already see the huge benefits it will bring to us in the future. Historically we would create a large spreadsheet to understand the profitability of our clients which could take a day to update each month - now it's done in seconds :-) Well done to the team at MSPCFO
    Date: 5/20/2017 3:45 AM
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  • Sandro Alvarez, Internos Group LLC.
    The best tool for MSP, if you can only afford one tool this will be it.
    Date: 5/16/2017 5:37 PM
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  • Kelley Medlock, Palmetto Technology Group, Inc.
    These guys are great. The tool creates visibility to data that is truly hard to track down in ConnectWise. The presentation and filtering makes the data easy to digest in leadership meetings where the technical and business staff talk numbers. Also, I have made requests for data outside what is readily available in the tool (lists of addition detail by agreement and revenue by agreement type) and these guys delivered in a big way in just a couple of hours. No going back now. :)
    Date: 3/22/2017 5:02 PM
    Was this review helpful? Yes No (1/0)
  • Todd McQuilkin, Air-IT
    What can I say - a great product and for us one of the best of a great bunch of integrators. We have worked with Larry since launch and have seen the product go from strength to strength We highly recommend MSP CFO and as a business could not do without it. Todd McQuilkin CEO Air-IT Ltd UK
    Date: 11/23/2016 4:48 PM
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  • Ralph Serzo, Axispoint Technology Solutions Group
    An essential tool in the MSP toolbox! Without a platform to help dissect your financial data, it would be very time consuming to build the necessary excel spreadsheets and generate the quantitative data that MSPCFO dishes out. Since using the tool, the financial team can now more easily understand client profitability, utilization, as well as the effectiveness of the engineering team.. MSPCFO is designed with the MSP as the foundation and is highly recommended for everyone's business.
    Date: 6/23/2016 2:25 PM
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  • Jake Spanberger, Entech Computer Services
    I can't say enough good things about MSPCFO. It is completely changing the way we manage our business and the way we manage our clients. Plus, they are very responsive to issues and suggestions. I highly, highly, highly recommend MSPCFO.
    Date: 6/17/2016 1:30 PM
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  • Jake Spanberger, Entech Computer Services
    I can't say enough good things about this. The financial information it provides us is exactly what we hoped the CW Financial Dashboard would, but never could. It gives us the financial insight we need on a global and client by client level. It's completely changed the way we manage our business. Also, they are VERY responsive to issues and suggestions. I highly, highly, highly recommend MSPCFO.
    Date: 6/17/2016 1:25 PM
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  • Paul Byrne, On Line Computing-uk
    Even though it's taken a fair while and a fair amount of input from our side, the tool is now there for us. Worth all the effort, no question. For the first time, we now have clear insight into what makes margin and what doesn't. This tool will become a first port of reference for us going forward.
    Date: 6/15/2016 9:35 AM
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  • Ralph Serzo, Axispoint Technology Solutions Group
    An essential tool in the MSP toolbox! Without a platform to help dissect your financial data, it would be very time consuming to build the necessary excel spreadsheets and generate the quantitative data that MSPCFO dishes out. Since using the tool, the financial team can now more easily understand client profitability, utilization, as well as the effectiveness of the engineering team.. MSPCFO is designed with the MSP as the foundation and is highly recommended for everyone's business.
    Date: 6/8/2016 8:19 AM
    Was this review helpful? Yes No (0/0)
  • Jeremy Stakely, ITVantage
    MSPCFO is an absolute must have tool for MSPs. Their team has built an amazing reporting tool. It gives great insight into the profitability of clients, agreement and resources. They are always willing to assist with requests and truly listen to their clients.
    Date: 5/15/2016 11:27 AM
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  • Julie Gellerman, Gilmore Solutions, Inc.
    MSPCFO integrates seamlessly with ConnectWise to provide accurate and timely data on all areas of our business, allowing us to make decisions based on financial performance. This tool is very powerful and provides so much useful information that we continue to gain value as we more fully utilize the reporting. The MSPCFO team has been extremely helpful and responsive and make us feel that they truly want to help us be successful.
    Date: 3/24/2016 6:19 PM
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  • Christi Archer, DentalPC
    This is a great tool to identify efficiency across the board. Whether you are identifying client efficiency ratings or employee e rates or simply trying to drill down into those efficiencies this is an extremely useful tool. Larry was very hands-on in dealing with our specific needs. Highly recommend!
    Date: 2/29/2016 4:08 PM
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  • Eric Hoffmaster, Innovative Computing Systems
    MSPCFO goes out of their way to assist with our needs and are very responsive with the most sensible solution for reporting and business analytics.
    Date: 2/23/2016 12:03 PM
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  • Karl Fulljames, Nucleus Networks
    We'd been working on financial reporting and while i'm pretty quick to make reports, I found MSPCFO had the reports I wanted AND more. Larry was also very open to speaking with me and very, very helpful!
    Date: 1/20/2016 12:27 PM
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  • Dave Rounds, NetEffect LLC
    Been a great addition to our reporting. Gives us so much more info to run our business. We are even using it for KPIs to award bonuses to our employees. The MSPCFO staff is extremely responsive as well.
    Date: 12/4/2015 7:14 PM
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  • Todd McQuilkin, Air-IT
    Another great little tool that can help you identify client profitability. Very powerful and has many features. Expect to see a lot more of these guys!
    Date: 7/30/2015 2:28 PM
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