MSPCFO

ConnectWise Certified

MSPCFO turns complex ConnectWise PSA data into clear financial insights, helping MSPs quickly identify unprofitable clients, optimize agreements, and boost margins without spreadsheets or custom reporting.

ConnectWise Certified Integration
Integrated seamlessly with the ConnectWise platform.
Introduction

MSPCFO transforms ConnectWise PSA data into actionable financial insight. Our platform organizes and analyzes service tickets, agreements, and labor costs to reveal true client-level profitability. Instead of wrestling with spreadsheets or building custom reports, MSP leaders can instantly see which clients, agreements, or service types drive or drain profit. With built-in benchmarks and drill-downs, you can spot hidden opportunities, fix pricing gaps, and confidently manage your client base like a portfolio of retail stores. MSPCFO eliminates the guesswork, enabling smarter decisions, stronger margins, and sustainable growth—all without complex report building.

Highlights

Faster, Better Decisions

Access key numbers in minutes, not days.

Boost Client Profitability

See which clients drive profit and which drain it.

No More Custom Reports

Get instant PSA insights without manual reporting.

  • Overview

  • Integration

  • Support

MSPCFO provides powerful financial analytics that allows you to leverage your ConnectWise data into actionable intelligence. With over 50 reports, key members of your organization including C-suite, operations managers, finance teams and the sales organization gain real-time visibility to make smarter business decisions.

Now you can know which clients are the most profitable drivers of your business and which clients are over-utilizing their contracts. Take corrective measures to increase profitability and keep profitable clients who might be flight risks.



MSPCFO calculates the value of hours worked on contract – not just the number of hours. This allows you to see exactly how profitable each Fixed Fee Agreement really is – not just how much revenue is generated.



Are all of your billable hours being invoiced? Or are you leaving money on the table each month? Most MSPs have un-invoiced labor. MSPCFO can show you if you are one of them. 



Grow your business with MSPCFO – powerful business insight into your ConnectWise data. Increase revenue and profit on your existing clients. Improve profitability on each Fixed Fee Agreement and mitigate flight risks. See where your engineers are spending their time, and incentivize your employee benefit program. Identify un-invoiced labor, pin-point bad data and identify growth opportunities by seeing which market segments are most profitable for you. You can’t afford not to know.

Features:

  • Key metrics on key components of your business: Quickly see which clients, agreements, projects and engineers are the drivers of profitability or the drags on it

  • See how your business is trending. Be aware of trends in your business and which aspects of your business are better or worse performing

  • Updated multiple times a day: All reporting is fresh when you see it 

  • Month-to-Month with no on-boarding or commitment 

  • Works equally well with on-premise and cloud ConnectWise PSA instances

  • Easy to use. Immediately see if you have gaps in your data, and if certain segments of your business are up to par

MSPCFO's PSA 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 PSA support team can assist. For any other questions with this integration, please contact the MSPCFO team directly to resolve any issues.

Details

Overview

MSPCFO provides powerful financial analytics that allows you to leverage your ConnectWise data into actionable intelligence. With over 50 reports, key members of your organization including C-suite, operations managers, finance teams and the sales organization gain real-time visibility to make smarter business decisions.

Now you can know which clients are the most profitable drivers of your business and which clients are over-utilizing their contracts. Take corrective measures to increase profitability and keep profitable clients who might be flight risks.



MSPCFO calculates the value of hours worked on contract – not just the number of hours. This allows you to see exactly how profitable each Fixed Fee Agreement really is – not just how much revenue is generated.



Are all of your billable hours being invoiced? Or are you leaving money on the table each month? Most MSPs have un-invoiced labor. MSPCFO can show you if you are one of them. 



Grow your business with MSPCFO – powerful business insight into your ConnectWise data. Increase revenue and profit on your existing clients. Improve profitability on each Fixed Fee Agreement and mitigate flight risks. See where your engineers are spending their time, and incentivize your employee benefit program. Identify un-invoiced labor, pin-point bad data and identify growth opportunities by seeing which market segments are most profitable for you. You can’t afford not to know.

Integration

Features:

  • Key metrics on key components of your business: Quickly see which clients, agreements, projects and engineers are the drivers of profitability or the drags on it

  • See how your business is trending. Be aware of trends in your business and which aspects of your business are better or worse performing

  • Updated multiple times a day: All reporting is fresh when you see it 

  • Month-to-Month with no on-boarding or commitment 

  • Works equally well with on-premise and cloud ConnectWise PSA instances

  • Easy to use. Immediately see if you have gaps in your data, and if certain segments of your business are up to par

Support

MSPCFO's PSA 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 PSA support team can assist. For any other questions with this integration, please contact the MSPCFO team directly to resolve any issues.

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