HaloPSA +
MSPCFO.
You’ve built your operations in Halo. Now see what your data has been trying to tell you — client profitability, engineer utilization, agreement performance, and more.
THE GAP
Halo tracks the work. MSPCFO tells you if it's worth it.
HaloPSA is excellent at managing your tickets, contracts, and time entries. But it wasn’t built to answer the financial questions you actually need answered.
HALO HANDLES
- Tickets, Queues & SLAs
- Contracts & agreements
- Time entries & approvals
- Engineer assignments
- Asset & inventory tracking
MSPCFO ANSWERS
- Which clients are my most and least profitable?
- Are your engineers dollar productive, or time productive?
- Are your agreements priced to reflect the work being done?
- Where are uninvoiced hours leaking from the business
- Which contracts need to be repriced - today?
MSPCFO pulls directly from your Halo data to answer those questions — without spreadsheets, manual exports, or guesswork.
WHAT YOU'LL SEE
Finally, the numbers behind the numbers
Once connected to HaloPSA, MSPCFO gives you access to dozens of reports built specifically for MSPs — all powered by the data already living in your Halo environment.
Client-Level P&L
True profitability per client. Revenue, costs, and margin.
Agreement Profitability
Know which contracts make money and which need adjusted.
Engineer Utilization
See how time and dollar productive your technicians are.
Ticket Operations
See trends on what ticket types your clients request most often.
…and dozens more, each built for the questions an MSP leader actually asks.
The integration is live. See it in action.
We’ve been building and testing the HaloPSA integration with a group of beta partners — and the results have been exactly what we hoped for. We’re now opening the waitlist for MSPs who want to be among the first to connect their Halo environment to MSPCFO.
01
Data health checks
We flag the gaps in your setup that could make reports inaccurate — and help you close them.
02
Hands-on onboarding
Our team works with you 1:1 to map your Halo data into MSPCFO from day one, then trains your team.
03
Introductory pricing
Sign up early to get an introductory pricing offer for the first cohort who signs up.
X
Ready to see what your Halo data is really telling you?
Use the link to schedule a demo, set up an MSPCFO account, and connect your HALO data.
Questions? Reach out to our team at communications@mspcfo.com