Susie Q — Your MSP's Monthly Profitability Briefing

INTRODUCING SUSIE Q

Your MSP’s monthly profitability briefing.

Susie Q analyzes your entire book of business and delivers the insights that matter — straight to your inbox. No logging in. No digging through reports.

You have 50+ reports. Your team uses three.

Not because the others aren’t valuable — but because nobody has time to dig through all of them every month. The insights are there. They’re just buried.

Susie Q changes that. Instead of asking you to find the answers, it finds them and puts them in front of you.

How Susie Q Works

01

We analyze your PSA data.

Susie Q runs an analysis on your PSA data within the MSPCFO platform for client profitability, revenue growth, agreement health, ticket patterns, and product margins.

02

We surface what matters.

Instead of tables and dashboards, you get a clear briefing — which clients need attention, what’s causing the problem, and what it’s costing you.

03

It lands in your inbox.

Setup a subscription to have the monthly briefing delivered via email. Click any finding to drill straight into the report within MSPCFO for the full detail.

WHAT YOU’LL SEE

What's inside your Susie Q briefing.

Hover over any section to preview it. Six focused areas – built to surface exactly what needs your attention each month.

Susie Monthly Review – Section Preview Widget

Section 1 Portfolio Snapshot

Section 1

Portfolio Snapshot

Revenue, margins, and growth at a glance — a monthly health check on your business.

Section 2

Flagged Clients

Clients earning well below your average, ranked by financial impact. See exactly how much each one is costing you.

Section 3

Client Deep Dives

For your biggest problem clients, Susie breaks down whether it's pricing, operations, or specific ticket types driving the issue.

Section 4

Ticket Outliers

Which clients have spikes in volume or tickets taking significantly longer — and where standardization could save hours.

Section 5

Agreement Health

Which agreements are overutilized, underpriced, or trending in the wrong direction — and which clients you need to protect.

Section 6

Data Confidence

A clear view of where your data has gaps — missing endpoints, labor costs, or classifications — so you know what to clean up.

What partners are saying

This is something we've tried to do ourselves... this definitely does a more comprehensive job of it. It answers your questions without you knowing exactly or maybe having a question right off the bat, which I kind of like.

I have 27 years of knowing how the back calculations work. This accelerates the red-yellow-green calculus. I don't have to teach that 27 years of back calculus now. I can have this tell my account manager: you should probably be looking at this, and this is why.

I love this. Teasing it out and putting it in one spot of areas of focus is tremendously helpful.

See MSPCFO and SusieQ in Action

Schedule a demo here! We’ll show you MSPCFO with sample data, or select the option for a overview with your PSA data connected.

Business Intelligence for MSPs. Delivered.