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Client-ready QBRs,
carried through decisions.

QBR Studio turns PSA and RMM data into a verified executive review, white-label client report, technology budget, and clear record of what both sides agreed to do next.

See pricing
One reporting workflow replaces
  • PSA exports
  • spreadsheets
  • slide rebuilding
  • meeting notes
  • PDF handoffs
  • forgotten follow-ups
The missing client-review layer

A dashboard can show the data. It cannot run the conversation.

Every useful QBR needs a coherent executive story: service performance, business risk, lifecycle priorities, budget timing, recommendations, client decisions, and accountable next steps.

Before

Service data

Tickets, SLAs, assets, patching, warranties, and notes reveal fragments of the story.

QBR Studio

Executive review

Computed facts become a grounded narrative, roadmap, budget, and meeting-ready report.

After

Decision record

The next report remembers what was proposed, approved, declined, completed, and still open.

Data to follow-through

One review. Seven accountable stages.

No stage collapses into “done.” A computed metric, an edited recommendation, a client decision, and a completed commitment remain distinct facts.

  1. 01

    Connect data

    Read service data from your PSA, RMM, or a controlled CSV import.

  2. 02

    Compute metrics

    Calculate the service, asset, lifecycle, and budget facts behind the review.

  3. 03

    Draft the narrative

    Turn verified metrics into an executive story without inventing performance data.

  4. 04

    Review and edit

    Choose the recommendations worth discussing and approve every client-facing word.

  5. 05

    Apply your brand

    Publish the review with your logo, colors, and client relationship front and center.

  6. 06

    Share the QBR

    Send a zero-login client link or a print-ready PDF for the meeting.

  7. 07

    Carry decisions forward

    Track proposed, approved, declined, and completed commitments into the next review.

Explore the complete workflow
Built around the review

The meeting is the moment. The client record is the system.

QBR Studio keeps computed evidence, your executive narrative, the recommendation, and the client decision separate—but linked.

Portfolio readinessSee which reviews need attention

Prioritize missing data, unreviewed drafts, aging assets, unresolved recommendations, and overdue client commitments.

Northstar DentalQ3 review
Service performanceSLA attainmentReady
Lifecycle plan7 aging devicesReview
Client commitments2 overdue actionsBlocked
Grounded metrics

Numbers computed before narrative

Ticket, SLA, asset, patch, backup, and budget facts stay traceable to their source.

Executive narrative

A review the client can understand

Explain service value, business risk, and the decision required without exposing operational noise.

Zero-login delivery

Your branded report, one link away

Publish a stable client page or PDF without another portal account standing in the way.

Commitment tracking

Next quarter starts with context

Carry every proposed, approved, declined, and completed recommendation forward.

Evaluate before you buy

See the output. Use the templates. Check the fit.

Open the live report and practical resources without a sales call. Use them with your current process even if you never buy.

01

Flat pricing

Compare the free, Starter, Growth, and Scale plans before creating a workspace.

Open the resource 02

MSP QBR template

Download a practical quarterly business review structure for MSPs.

Open the resource 03

IT budget template

Build a client-ready technology refresh plan and budget.

Open the resource 04

QBR software guide

Evaluate reporting products by output, workflow, pricing, and lock-in.

Open the resource 05

MSP reporting guide

Compare client-facing reports with dashboards, exports, portals, and BI tools.

Open the resource 06

vCIO guide

Understand the role, recurring process, roadmap, and client conversation.

Open the resource 07

Client reporting page

See how zero-login delivery differs from a full MSP portal.

Open the resource 08

Software comparisons

Compare QBR, vCIO, portal, lifecycle, dashboard, and report-generation tools.

Open the resource
Read the buyer's guide
Start with the service data you have

No onboarding project between you and the first complete QBR.

Load sample data, connect a supported service system, or import a controlled CSV. Add more sources only when they improve the client review.

  1. 1
    Choose the data

    Connect HaloPSA, ConnectWise, Autotask, NinjaOne, or import CSV.

  2. 2
    Review one draft

    Verify metrics, edit the narrative, and select the recommendations.

  3. 3
    Publish the review

    Share the branded report and carry each client decision forward.

A deliberately focused product

QBR Studio prepares the review. Your team owns the advice.

QBR Studio does

  • Compute report metrics from connected service data
  • Draft grounded executive narrative for human review
  • Publish white-label reports and export underlying data
  • Track client decisions and commitments over time

QBR Studio does not

  • Invent performance numbers or unsupported conclusions
  • Publish client-facing content without your review
  • Replace your PSA, RMM, ticketing system, or service desk
  • Charge more every time your MSP wins another client
Common questions

What MSP teams need to know

What is QBR Studio?

QBR Studio is QBR and client-reporting software for MSPs. It turns PSA, RMM, and CSV data into a reviewable executive report, branded client delivery, and a record of the decisions that follow.

Which PSA and RMM systems are supported?

QBR Studio supports HaloPSA, ConnectWise Manage, Autotask, and NinjaOne, plus CSV import for other systems. Connector availability varies by plan.

Does AI invent the executive summary?

No. Drafted narrative is constrained to computed report metrics. Your team reviews and edits every client-facing word before publishing.

Do clients need another login?

No. A published report opens from a stable branded link. Clients can read the report without creating an account or remembering a password.

Are clients really unlimited?

Yes. Every paid plan includes unlimited clients and reports. Plans differ by connected data sources, scheduling, team controls, and API access.

Can I export the underlying data?

Yes. The tickets and assets behind a report can be exported to XLSX or CSV, and every report can be shared as a client page or print-ready PDF.

Build the complete client review

Start with the service data. Finish with a decision record.

Create a free workspace, load sample data, and generate your first complete QBR.

See pricing