Client reporting & QBRs for MSPs
QBR Studio connects to ConnectWise, Autotask or HaloPSA and turns your PSA data into client-ready business reviews — an executive summary, a scorecard your client's CFO actually reads, and a hardware budget that sells the refresh for you.
Flat price · unlimited clients · month-to-month · white-label on every plan
Quarterly Business Review
Northwind Traders · Q3
Risk retired this quarter
Recommended FY refresh
9 devices past support
3–8 hrs
of senior-engineer time per QBR, per client, per quarter — stitched together from four systems that don't talk to each other.
60–90 hrs
per quarter for a 15-client QBR schedule. That's two weeks of your best engineer, formatting slides.
≈90 min
what MSPs report QBR prep drops to once the data collection and the deck are automated.
Fifteen clients, fifteen decks — each one an afternoon of your best engineer's time, and the meeting hasn't even started.
The PSA, the RMM, the documentation tool, the spreadsheet nobody owns. Today, you are the integration between them.
Connect once, read-only. Tickets, SLAs, assets and warranties sync on their own — no more copy-paste archaeology.
Executive summary, red-amber-green scorecard, and a hardware budget that sells the refresh. You edit and present.
ConnectWise Manage, Autotask, HaloPSA or NinjaOne — read-only API credentials, encrypted at rest. Clients, tickets and assets sync automatically. No PSA? Import a CSV.
Pick a client and a quarter. QBR Studio drafts the executive summary, grades the environment red/amber/green, and builds the hardware-refresh budget. You edit anything before it ships.
Publish to a clean, white-labeled link your client opens in one click (or prints to PDF). Or schedule it: every client, every month or quarter, delivered automatically.
Send a CFO a ticket count and they'll divide it by your invoice. QBR Studio leads with what executives actually weigh: risk retired, response times, patch posture, and a budgeted plan for what's next — your upsell pipeline, surfaced as advice.
AI executive summary
Drafted from your real numbers — never invented ones. Edit every word before it ships.
Red / amber / green scorecard
Six graded dimensions a non-technical owner reads in ten seconds.
Hardware refresh budget
Aging devices priced out over the next quarters. MSPs report $10–15K of latent projects per client.
White-label everything
Your logo, your color, your footer. Your clients never see our name.
One-click share links & PDF
No portal logins for clients, no attachments. Print-perfect PDF built in.
Scheduled delivery
Monthly or quarterly, per client — generated, published and emailed while you sleep.
The incumbents charge per client, per data source, or per seat — your bill grows every time your MSP does. QBR Studio is a flat monthly price with unlimited clients on every paid plan. Add your fiftieth client for free.
| Tool | Pricing model | Typical cost |
|---|---|---|
| QBR Studio | Flat, unlimited clients, month-to-month | from $99/mo |
| BrightGauge (ConnectWise) | Flat + $98/mo per extra data source + $499 setup | $335–655/mo |
| ScalePad Lifecycle Manager X | Per client, 12-month contract | $15/client/mo |
| CloudRadial | Suites + setup fee equal to one month | $145–1,795/mo + setup |
Competitor prices as published July 2026 — check their sites for current figures.
Every QBR tool this community loved got acquired and left to rot — you know the names. QBR Studio is bootstrapped, self-serve, and built to stay independent. Public pricing, no SDR sequences, no contracts, cancel in one click.
We'll migrate your clients and report cadence for free. Connect your PSA, and your first quarter of reviews is drafted the same afternoon — before your old renewal date.
How QBR Studio compares →QBR (quarterly business review) software turns the data in your PSA and RMM — tickets, response times, SLAs, assets, warranties — into a client-facing review document. Instead of a senior engineer spending an afternoon per client stitching exports into slides, the deck is generated, and the human spends the time on the conversation.
ConnectWise Manage, Autotask and HaloPSA for tickets and SLAs, NinjaOne for device inventory, plus CSV import for anything else. Integrations are read-only and credentials are encrypted at rest.
Yes. Every paid plan includes unlimited clients and unlimited reports. Plans differ by number of data sources, AI summaries, scheduling and API access — never by how many clients you serve.
No. Reports carry your logo, your brand color and your footer on every plan, including Starter. Only the free plan adds a small watermark.
Yes — load the built-in sample MSP (five clients, thirteen months of history) and generate a full QBR in under a minute, or open the live sample report without even signing up.