QBRs that tooka full daynow take15 minand that's just the start.
MSPortal.ai is the single pane of glass for your clients. Projects, tickets, invoices, contracts, devices, users; every client in one place. Plus AI-powered reporting, meeting agendas, and more that save hundreds of hours a year.
Cookie preferences
We use optional cookies for analytics, marketing, and embedded media.
MSP leaders are building better client experiences with MSPortal.
Real teams, real programs, real momentum.
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, SLA posture, 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.
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.
What does MSPortal actually save you?
Type or slide and your number updates live. These are conservative; plenty of MSPs save more.
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.
- Resolved escalations since last meeting
- Upcoming renewals and seat changes
- Intune rollout kickoff
- One open escalation with owner and ETA
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.
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.
- Active projects with live status
- Open tickets with ETAs
- Invoices, paid and outstanding
- The last report, downloadable
Plugs into every tool your MSP already runs.
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.














