QBR Flow

For MSPs & service agencies

Turn a month of service work into the report that wins the renewal.

QBR Flow takes the tickets you closed, the incidents you prevented, and the hours you saved, and writes them up the way a CFO expects to read them — plain language, hard numbers, one clear recommendation. You review every line before it goes out.

Create your first reportSee a sample report

Works with your existing tools from day one: manual entry and CSV exports, no agents, no API project. PSA and RMM integrations are on the roadmap — not a requirement to start.

Acme ManufacturingApril 2026 value report
Tickets closed142
Risks prevented9
Hours saved18 hrs

Executive summary

We resolved the recurring workstation failures on the Lincoln Avenue floor, contained two phishing attempts before any credentials were exposed, and completed the firewall refresh ahead of your renewal.

Recommended next action

Approve endpoint policy hardening for finance users before the June audit window.

Built for the meeting that decides your renewal.

Every section frames your month around what a client's leadership actually weighs: risk removed, hours returned, and what to decide next.

Win the renewal

Walk in with a quarter of proof instead of a ticket export. When the value of the retainer is legible on one page, the renewal conversation gets shorter.

Justify the retainer

Closed tickets, prevented incidents, and hours saved become a running record of what the monthly fee bought. When procurement asks, you have the paper trail.

Read well upstairs

Reports are written for a CFO's attention span: plain business language, real numbers, one recommendation. Nothing your champion has to translate or apologize for.

Stay the author

Drafts are built only from the facts you provide — no invented numbers, no filler paragraphs. Every line is editable, and nothing is shared until you publish it.

Priced to pay for itself at your first renewal.

Explore the demo workspace free for as long as you like. You pay when you start publishing reports for real clients — not before.

Starter
$49/mo

For owner-led MSPs reporting to a short list of clients each month.

  • Up to 25 reports per month
  • Manual entry and CSV import
  • Public share links and PDF export
Start with Starter
ProMost popular
$149/mo

For teams running monthly reviews across the whole client roster.

  • Up to 100 reports per month
  • Everything in Starter
  • Room for weekly and ad-hoc reviews, not just monthlies
Start with Pro