Freedom251 › Business Intelligence Tools
MSPCFO
by MSPCFO
What MSPCFO is
MSPCFO is a cloud-deployed web platform made for managed service providers. It turns PSA data into financial and operational insight, refreshing information daily. More than 50 reports cover MSP performance and profitability. Reports can show profitable or at-risk client agreements, clients whose service demand exceeds their fees, and engineer efficiency by client and billable-time use. Sales reports identify profitable client types and industries and point to upsell opportunities. Ticket Concentration and Ticket Time Opportunity reports help locate costly tickets and profit drags. MSPCFO currently integrates with ConnectWise and Autotask; HaloPSA is listed for a future integration. Basic costs $300 a month monthly or $270/month annually, plus a $500 one-time onboarding charge. Premium costs $450.00 USD monthly or $400/month annually, also with onboarding. Basic has limited published-report access and no custom reports; Premium includes all published reports and one custom report.
Who it suits
MSPCFO suits managed service providers using ConnectWise or Autotask with PSA invoices, technician time entries, and billable agreement-covered service time. It is intended for teams analyzing client, engineer, sales, and ticket profitability.
What it does well
- More than 50 MSP performance and profitability reports
- Daily data refresh
- ConnectWise and Autotask integrations
- Engineer, sales, client, and ticket analysis
- HTTPS, two-factor authentication, and daily database backups
What to know first
- No free plan
- $500 one-time onboarding charge
- Basic includes zero custom reports
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic | $300/month paid Monthly; $270/month paid Annual (Save 10%) · Up to 30 Client Facing Technicians · 0 custom reports · Limited access to published reports · +$500 One-Time Onboarding | $300 a month |
| Premium | $450/month paid Monthly; $400/month paid Annual (Save 10%) · Up to 30 Client Facing Technicians · 1 custom report · All published reports · +$500 One-Time Onboarding | $450 a month |
| Enterprise | Contact MSPCFO for Enterprise Pricing for more than 90 technicians. · More than 90 technicians | On request |
As mspcfo.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
MSPCFO combines PSA data with reports focused on MSP profitability, efficiency, clients, engineers, sales, and tickets. Its paid plans differ in report access and custom reporting, while both listed plans support up to 30 client-facing technicians.
Facts from MSPCFO's own pages
- Client profitability
- Reports help identify profitable and at-risk client agreements, and clients whose service demand exceeds the fees they pay. · mspcfo.com, 11 Oct 2026
- Company history
- MSPCFO’s About page dates the company’s early PSA data visualization work to August 2014 and says its web-based SaaS platform launched in April 2016. · mspcfo.com, 11 Oct 2026
- Deployment
- cloud · mspcfo.com, 20 Sept 2026
- Engineer analysis
- MSPCFO reports show engineer efficiency by client and how engineers use billable time. · mspcfo.com, 11 Oct 2026
- Founded
- 2014 · mspcfo.com, 28 Sept 2026
- Free plan
- No · mspcfo.com, 20 Sept 2026
- Hosting and compliance
- MSPCFO says it is hosted in AWS data centers and designed and managed in alignment with standards including ISO 27001, SOC 1 and SOC 2, PCI Level 1, and FISMA Moderate. · mspcfo.com, 11 Oct 2026
- Integrations
- MSPCFO currently integrates with ConnectWise and Autotask; HaloPSA is listed as the next PSA integration on its roadmap. · mspcfo.com, 11 Oct 2026
- Intended users
- MSPCFO describes its web-based product as being sold solely to managed service providers. · mspcfo.com, 11 Oct 2026
- Product
- MSPCFO turns PSA data into financial insights for managed service providers to identify profitability and efficiency improvements. · mspcfo.com, 11 Oct 2026
- Refresh frequency
- daily · mspcfo.com, 20 Sept 2026
- Reporting
- The platform generates more than 50 reports covering MSP performance and profitability. · mspcfo.com, 11 Oct 2026
- Requirements
- The pricing FAQ lists ConnectWise or Autotask, PSA-generated invoices or purchase orders, technician time entries in the PSA, and managed-services time marked billable and agreement-covered as top requirements. · mspcfo.com, 11 Oct 2026
- Sales reports
- Sales reports show which client types and industries generate the greatest profits and identify upsell opportunities. · mspcfo.com, 11 Oct 2026
- Security
- The security page says traffic is encrypted using HTTPS, accounts require two-factor authentication, passwords are hashed, and databases are backed up daily with a 32-day snapshot archive. · mspcfo.com, 11 Oct 2026
- Support
- Basic and Premium include onboarding calls, proactive health checks, twice-daily data feeds, in-platform resources, guides, chatbot access, ticketing, and a dedicated post-onboarding Customer Engagement Manager. · mspcfo.com, 11 Oct 2026
- Ticket reports
- Ticket Concentration and Ticket Time Opportunity reports help identify costly tickets and profit drags. · mspcfo.com, 11 Oct 2026
Where MSPCFO stands on Freedom251
- Business Intelligence Tools#83 of 89