MSPCFO review
Specialized MSP reporting for ConnectWise and Autotask, with focused profitability insights.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
MSPCFO pros and cons
- 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
MSPCFO fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update