MSPCFO
The facts below are what the maker publishes about MSPCFO, checked and dated. Our editors have not written about it yet.
Plans and prices
From MSPCFO's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic | $300 a month | Up to 30 Client Facing Technicians · 0 custom reports · Limited access to published reports · +$500 One-Time Onboarding · $300/month paid Monthly; $270/month paid Annual (Save 10%) |
| Premium | $450 a month | Up to 30 Client Facing Technicians · 1 custom report · All published reports · +$500 One-Time Onboarding · $450/month paid Monthly; $400/month paid Annual (Save 10%) |
| Enterprise | Priced on request | More than 90 technicians · Contact MSPCFO for Enterprise Pricing for more than 90 technicians. |
The facts
Each one read from MSPCFO's own pages, with the date it was checked.
What it does
- Client profitability
- Reports help identify profitable and at-risk client agreements, and clients whose service demand exceeds the fees they pay.checked 11 Oct 2026
- Deployment
- cloudchecked 20 Sep 2026
- Engineer analysis
- MSPCFO reports show engineer efficiency by client and how engineers use billable time.checked 11 Oct 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.checked 11 Oct 2026
- Integrations
- MSPCFO currently integrates with ConnectWise and Autotask; HaloPSA is listed as the next PSA integration on its roadmap.checked 11 Oct 2026
- Intended users
- MSPCFO describes its web-based product as being sold solely to managed service providers.checked 11 Oct 2026
- Product
- MSPCFO turns PSA data into financial insights for managed service providers to identify profitability and efficiency improvements.checked 11 Oct 2026
- Refresh frequency
- dailychecked 20 Sep 2026
- Reporting
- The platform generates more than 50 reports covering MSP performance and profitability.checked 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.checked 11 Oct 2026
- Sales reports
- Sales reports show which client types and industries generate the greatest profits and identify upsell opportunities.checked 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.checked 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.checked 11 Oct 2026
- Ticket reports
- Ticket Concentration and Ticket Time Opportunity reports help identify costly tickets and profit drags.checked 11 Oct 2026
The company
- 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.checked 11 Oct 2026
- Founded
- 2014checked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
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