The integration gives HaloPSA users direct access to 60+ MSP-specific financial reports — powered by the data already living in their PSA.
MSPCFO, the financial intelligence platform built exclusively for managed service providers, today announced a native integration with HaloPSA, one of the fastest-growing PSA platforms in the MSP space. The integration connects directly to HaloPSA’s data environment, enabling MSPs to access detailed financial reporting — including client profitability, agreement performance, engineer utilization, and shadow billable hour analysis — without manual exports, spreadsheets, or third-party middleware.
Learn More at www.mspcfo.com/halo
The announcement marks a significant expansion of MSPCFO’s PSA integrations and reflects growing demand from the HaloPSA community for deeper financial visibility beyond what a PSA platform alone can provide.
Turning Operational Data into Financial Clarity
MSPCFO is purpose-built for MSPs, offering more than 60 reports designed around the metrics that define profitability and efficiency in a managed services business. The HaloPSA integration pulls directly from an MSP’s existing Halo environment — contracts, time entries, agreement data, and member activity — and surfaces the financial picture that data represents.
Key capabilities available to HaloPSA users include client-level profit and loss reporting, agreement profitability analysis, engineer utilization and efficiency tracking, shadow billable hour detection, and contribution per hour analysis.
“HaloPSA has built a great deal of excitement within the industry, and their community deserves financial reporting that will allow them to achieve the best financial results. We’ve been helping MSPs for over ten years, and partnering with the Halo team has been one of the most collaborative, aligned experiences we’ve had. We’re genuinely excited about what we can do together for their user base.” — Larry Cobrin, Founder & CEO, MSPCFO
A Partnership Built on Shared Goals
The integration was developed in close collaboration between the MSPCFO and HaloPSA product teams. According to HaloPSA Head of Product Alex Golden, the demand for the integration was clear — and long overdue.
“We’ve been asked a lot about an integration with MSPCFO over the years. That gap is now closed.” — Alex Golden, Head of Product, HaloPSA
Financial Visibility Starts with the Right Foundation
MSPCFO and HaloPSA are jointly committed to helping MSPs not only access better reporting, but build the PSA foundation that makes it possible. For MSPs whose data setup isn’t yet optimized, MSPCFO’s onboarding process includes a PSA readiness evaluation — and where needed, referrals to accredited HaloPSA implementation partners who can help MSPs get their data in order.
“The reporting is only as powerful as the data behind it. What we’ve found — with every PSA we’ve integrated with — is that connecting to MSPCFO often becomes a turning point for MSPs. They see what’s possible, and it motivates them to do the work of setting their PSA up the right way. We help them get there — and the financial clarity on the other side is worth every bit of it.” — Larry Cobrin, Founder & CEO, MSPCFO
Webinar Announcement
To introduce the integration to the HaloPSA community, MSPCFO and HaloPSA will co-host a live webinar: “Get More Out of Halo: Financial Reporting for MSPs.” The session will feature a live demo of both platforms, a walkthrough of key MSPCFO reports powered by HaloPSA data, and a practical discussion of PSA data readiness. Larry Cobrin and Alex Golden will present together.
Date: Thursday, June 18 | Time: 11:00 AM Eastern | Registration: https://www.mspcfo.com/halo-x-mspcfo-webinar-series/
Availability
The MSPCFO + HaloPSA integration is available now. MSPs interested in connecting their Halo environment to MSPCFO can request a demo at mspcfo.com/halo.
About MSPCFO MSPCFO is the financial intelligence platform built exclusively for managed service providers. With integrations across leading PSA platforms and 60+ MSP-specific reports, MSPCFO gives MSP owners and operators the visibility they need to make informed decisions about pricing, staffing, agreements, and growth. Learn more at mspcfo.com/about.
About HaloPSA HaloPSA is a powerful, all-in-one PSA platform designed for MSPs and IT service providers. Built to streamline operations, service delivery, and client management, HaloPSA serves thousands of MSPs worldwide. Learn more at halopsa.com.