ACTIONABLE DATA

Business Intelligence & reporting built for MSPs

Stop piecing together data from multiple tools. Get MSP-specific dashboards, profitability insights, and automated reports in one platform.
80+ integrations available
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FEATURED BI PRODUCT

Service delivery dashboards

As ticket volume grows, service desks become reactive.
FEATURED BI PRODUCT

Agreement profitability app

See which clients, services, and projects are profitable or costing you with Agreement Profitability, showing true PSA profit after labor and product costs so you can identify low-margin deals, pricing issues, inefficiencies, and churn risks.
AUTOMATED INSIGHTS

Scheduled client report templates

Built for MSPs managing multiple clients at scale. Create once, reuse everywhere — with automated delivery, flexible recipients, and fully branded reports that run in the background while your team focuses on real work.
Templates designed for MSP

Skip the blank canvas. MSPbots comes with pre-built report templates ready to use from day one. Each template is flexible enough to adapt to your specific workflows, so you spend less time building and more time delivering.

Customizable branding

Using the Widget Builder, you can swap in your logo, unify chart colors, and add images to match your brand, whether you’re white-labeling reports for clients or keeping things consistent across internal teams.

Multi-client friendly by design

Schedule reports for as many clients as you need, each on their own cadence & timeslot; and all managed from a single side panel.

TESTIMONIALS

What clients say about us

Read success story

No more duplicate work

“With BrightGauge we had to build a separate report for every client. MSPbots lets us use one automated client list—now we can send accurate quarterly service reports to all 40+ clients without duplicating work. It’s faster, more scalable, and ensures nothing falls through the cracks.”

Darius L.,

Leadwave Technologies

The power of unified data

“The fact that so many integrations are available allows us to prevent data siloing—put them all into one place in the same reporting tool, the same BI insights, the same bots… That’s my favorite aspect of MSPbots. The raw power, combined in one platform, made it really attractive for us.”

Colby R.,

CNI

Beyond BrightGauge's limits

“MSPbots gave us the flexibility and depth BrightGauge lacked—there’s a real breadth of dashboards and widgets, plus slicers to analyze what’s actually happening in ConnectWise. Since adopting MSPbots, we’ve seen better technician efficiency and fewer open tickets, and Agreement Profitability lets us trend margins without the old monthly, manual grind.”

Nick B.,

Penn Systems Group

Ready-made dashboards

“We are very, very happy with MSPbots—I really like the product. The ready-made dashboards and abundant widgets give us the flexibility Autotask never had, and the interface is simple enough for anyone to use. Now I can see technician metrics in real time, which boosts accountability and productivity.”

Sarthak A.,

I.T. Resources

Simple AI ticket routing

“We’re seeing exceptional accuracy right out of the box with zero configuration. The AI precisely routes our tickets to the right experts, while the integrated feedback loop makes continuous improvement simple and effective for our team. This seamless automation has allowed us to focus on solving issues rather than managing them.”

Ray M.,

QuestingHound

Better ConnectWise hygiene

“We’ve improved our ConnectWise processes, SLAs, and ticket hygiene thanks to MSPbots. The ability to pull data from ConnectWise, filter it, and turn it into graphs, reports, click-through links, and counts has been really helpful. Once you get the flow, it’s actually pretty easy to tweak things, copy them, and maintain your own environment.”

Myra Systems

Built for action, not just visibility

MSPbots BI doesn’t just show you metrics — it links insights directly to action. When KPIs shift or thresholds are crossed, automated bots can be triggered to alert teams.

Frequently asked questions

Clear answers for MSPbots Business Intelligence.

How does MSPbots integrate with my current tools?

How does MSPbots BI compare to BrightGauge?
MSPbots stores four years of historical data locally versus BrightGauge's roughly 240-day (8-month) retention cap, and MSPbots lets you combine data from multiple sources (PSA + RMM + security + accounting) into one report with AND/OR filter logic, not just AND. MSPbots has run several hundred BrightGauge-to-MSPbots migrations, including building a free like-for-like copy of your existing BrightGauge reports before you commit. (Learn more about the full comparison.)

How does MSPbots integrate with my current tools?

Can it pull in data from tools beyond our PSA — RMM, security, accounting?
Yes, as long as the source system exposes an API or CSV export. MSPbots integrates with 80+ tools; if a specific one isn't already connected, it's usually buildable. Check out our full integration lists or contact us to build one.

How does MSPbots integrate with my current tools?

How is historical data stored, and can we see it from day one?
Data is pulled into MSPbots' own data center and is viewable immediately after connecting your PSA — you don't have to wait months to accumulate history, and retention goes back four years.

How does MSPbots integrate with my current tools?

Can we track live agreement or client profitability?
Yes — a real-time agreement-profitability dashboard (often shown as a red/amber/green heat map) pulls from profit margin, effective rate, contribution rate, labor efficiency, and your scoped agreement terms, refreshing roughly every three minutes.

How does MSPbots integrate with my current tools?

How hard is it to build or edit a report — do we need a data background?
No special technical background is required; editing and customizing reports is designed to be straightforward, without needing an advanced degree or a dedicated data engineer on your team.

How does MSPbots integrate with my current tools?

Can dashboards be duplicated or auto-propagated across technicians or client accounts without manually rebuilding each one?
Yes — you can copy a dashboard/gauge configuration to an entire team at once rather than manually recreating filters and permissions for each person.

How does MSPbots integrate with my current tools?

What does BI cost, and is it priced per integration or unlimited?
BI Unlimited is $699/month for unlimited integrations, unlimited viewers, and unlimited widgets (with a defined number of admin seats included). It's also available bundled into the $990/month Pro Bundle alongside Bots and NextTicket.

How does MSPbots integrate with my current tools?

Can we display dashboards publicly (no login required), or on an office TV?
Yes — either a "stream to TV" mode or a shareable public URL (accessible to anyone with the link, so use judgment on what you put on it).