MSPortal
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QBRs that tooka full daynow take15 minand that's just the start.

MSPortal.ai gives clients one place to see projects, tickets, invoices, contracts, devices, and users. AI-assisted reporting and meeting agendas help reduce repetitive work.

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Product explainer · 90 seconds
Trusted by growth-stage MSPs worldwide
Customer proof

MSP leaders are building better client experiences with MSPortal.

Real teams, real programs, real momentum.

ONE PORTAL · EVERY CLIENT · EVERY SYSTEM

Everything you do for a client, in one place.

Every project you're running, every ticket you're working, every invoice you've sent, every contract, every device, every user; the full picture of what your MSP delivers, pulled from the tools you already run and unified under one interface, one search, one context.

Projects

Every active engagement, every milestone, every billable hour, rolled up across clients.

Tickets

Live queue, priority, ownership, and AI summaries. Your clients see their own view.

Invoices

Outstanding balances, DSO, and spend trends. Flagged before they age.

Planner

Your client roadmap. Recommendations, planned work, budgets, and timelines, ready to walk through together.

Devices

Fleet health, patch posture, EDR coverage. Every endpoint, every client.

Users

Accounts, roles, MFA status, and lifecycle. One view across every tenant.

THE REPORT BUILDER

Build the report you want. Then let it build itself every quarter.

Drag in the sections that matter to your business. Pick the metrics, the visualizations, the narrative style. Save it as a template. Run it against any client, any quarter, in minutes. No two MSPs report the same way, and now you don't have to.

ConnectWiseTickets · 1,248
Datto RMMDevices · 142
Microsoft 365Users · 86
AcronisBackups · 98.4%
IT GlueDocs · synced
HuntressSecurity · synced
MSPortal
Turning tools into reports
QBR · Q1 2026
READY
Acme Corp.
Quarterly Business Review · 28 pages
1,248tickets
98.2%Priority
$38.2kspend
Executive summary
Service performance
Security & compliance
Lifecycle & budget
Recommendations (6)
Generated in 4:37 · from 14 connected tools
THE MATH · PER MSP · PER YEAR

Estimate potential time and capacity savings

Adjust the inputs to explore an illustrative estimate based on the assumptions shown below. Results are estimates, not guarantees.

Clients under management
10400
Blended hourly cost$/hr
$75$200
QBRs · 120×4×(3h - 15m) = 1,320 h
Agendas · ~66 recurring mtgs × 48w × 20m = 1,056 h
Portal + AI · 120×10h = 1,200 h
Illustrative hours saved / year
3,576
1.7 full-time engineers of annual capacity at 2,080 h/FTE. Actual time saved depends on your workflows and adoption.
Illustrative annual capacity value
$393,360
$393,360 estimated capacity value at the selected hourly cost · $23,040/yr for MSPortal at 120 clients · 17.1× estimated value-to-cost ratio. Results are estimates, not guarantees.
MEETING AGENDAS

Show up to every meeting already prepared.

Before every client meeting, MSPortal drafts an agenda from what's actually in the client's portal: open tickets, active projects, renewals, escalations. You review it, send it to the client, walk in prepared.

TUE · MONTHLY CHECK-IN
Helix Health
  • Resolved escalations since last meeting
  • Upcoming renewals and seat changes
  • Intune rollout kickoff
  • One open escalation with owner and ETA
Drafted from the client's portal · sent ahead of the meeting
AI, WHERE IT ACTUALLY HELPS

AI baked into the work you already do.

AI lives inside the work itself: Templates, Reports, the client ticketing assistant, Planner summaries, vCIO notes. It shows up where you're already working, not as a separate tab to remember.

TemplatesReportsClient ticketing assistantPlanner summariesvCIO notes
CLIENT PORTAL

A white-labeled view your clients will actually open.

Your clients log in to see their own projects, open tickets, invoices, and quarterly reports; in your brand, your colors. Fewer status-request emails. More visible value.

CLIENT VIEW
What they see
  • Active projects with live status
  • Open tickets with ETAs
  • Invoices, paid and outstanding
  • The last report, downloadable
White-labeled: your logo, your colors, your domain
THE STACK

Connect the tools your MSP already runs.

ConnectWisePSA
AutotaskPSA
HaloPSAPSA
Datto RMMRMM
NinjaOneRMM
Cove Data ProtectionBackup
AcronisBackup
Microsoft 365Identity
Entra IDIdentity
Syncro MSPPSA
IT GlueDocs
HuduDocs
25+ integrations · Browse all integrations
SEE A REAL QBR

Watch a client-ready review take shape in one live walkthrough.

Bring a client scenario, a sample export, or use ours. We'll show how MSPortal pulls projects, tickets, risks, budgets, and next steps into one clear story.