MSPCFO
MSPCFO: Specialized MSP reporting for ConnectWise and Autotask, with focused profitability insights. Ranked #62 of 88 in Business Intelligence Tools by our editors (3.1/10); pricing: Paid; best for MSPs using ConnectWise or Autotask.
At a glance
- Editor score3.1 / 10
- PricingPaid
- Best forMSPs using ConnectWise or Autotask
- Free planNo
- Paid from$270/mo
- DeploymentCloud
- Founded2014
- Facts checked20 Sep 2026
Where it wins
- Detailed profitability, agreement, technician, revenue, and ticket reporting
- Customizable dashboards, data health checks, and daily data refresh
- Premium includes all published reports and one custom report
Where it doesn't
- Starts at $300 per month with no free plan
- Integrations focus on ConnectWise and Autotask
- Web-based reporting is refreshed daily rather than continuously
Our verdict on MSPCFO
MSPCFO is a web-based business intelligence platform for managed service providers using ConnectWise or Autotask. It organizes professional services automation data into reports on client profitability, fixed-fee agreement efficiency, technician performance, revenue, tickets, and service lines. The intended audience is MSP owners, executives, and managers who need a focused view of margins, utilization, and operational performance rather than a general-purpose analytics environment.
Pricing is structured across Basic and Premium. Basic costs $300 per month with monthly billing or $270 per month with annual billing, and includes member reports, fixed-fee agreement analysis, limited published reports, onboarding, and support. Premium costs $450 per month with monthly billing or $400 per month with annual billing. It adds performance insights, revenue reports, ticket reports, all published reports, and one custom report. There is no free plan, so MSPs should match the plan to the reporting depth they need before committing to the higher subscription level.
The platform’s main strength is its narrow reporting focus: dashboards and reports cover the financial and operational measures that matter to MSP management, while data health checks and a monthly executive summary support recurring review. Its ecosystem fit is similarly specific, with ConnectWise and Autotask as the listed integrations and cloud deployment through the web. MSPs already working in those systems and seeking specialized profitability reporting should find the scope relevant. Organizations needing broader integrations, more frequent than daily refreshes, or a wider business intelligence platform should consider a different category fit.
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MSPCFO pricing
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MSPCFO fact sheet
| Free plan | No |
|---|---|
| Paid from | $270/mo |
| Deployment | Cloud |
| Refresh frequency | Daily |
| Row-level security | Not verified |
| Scheduled reports | Not verified |
| Viewer seats | Not verified |
| Embedded analytics | Not verified |
| Natural-language queries | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, PCI DSS, 2FA |
| Support | Live chat, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: ConnectWise, Autotask |
| Pricing | Paid (source) |
| Website | mspcfo.com |
| Facts checked | 20 Sep 2026 |
MSPCFO integrations
MSPCFO lists 2 integrations on its own site.
- ConnectWise
- Autotask
Alternatives to MSPCFO
- Microsoft Power BIA broad BI platform for Microsoft-centric teams that need modeling, security, sharing, and embedding.9.4
- TableauA broad BI platform for teams that need deep visualization and governed analytics.9.3
- Zoho AnalyticsA flexible, affordable BI platform with broad connectors and practical AI features.9.2
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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