Finance Dashboards for Autotask Integration - MSPbots.ai

With MSPbots’ Financial Suite app and Autotask integration, keeping an overview of your business agreements, contracts, and margins is now easier!

Stay on top of your financial metrics and acquire important insights on profit margin, effective rate, and contribution rate to track your business’s growth.  

What’s in the MSPbots Financial Suites x Autotask Integration

Improve profitability with financial dashboards.  

This application allows you to use your Autotask PSA to calculate financial metrics in our app suite. As of the current release, there are a total of four Financial Dashboards included in the Financial Suite. 

With this MSPbots x Autotask PSA integration, you can create:   

Contract Profitability Summary

Shows the following metrics and their graphs in a monthly time frame: 

• • Total Billed Hours 
  • Margin 
  • Effective Rate 
  • Contribution Rate 
  • Profit Per Contract Classification 

Contract Detail

• Provides more context to your metrics according to the arrangement of each contract 
• Shows graphs for Labor Hours VS Target Hours and Profit Margin Percent in monthly trends  

Margin Review 

• Shows the trend of the monthly margins of companies under each contract classification 
• Helps monitor companies’ profit margins 

Effective Rate 

Shows the effective rates for each customer and the contract classification with a breakdown of billed, additional costs, and labor hours 

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Need more tools to manage the financial side of your business? If there are any other metrics that you would like to see in Financial Suites using Autotask, message us here: support@mspbots.ai 

Set up your financial dashboards and scale your business to success! 

Sign up for a free trial here or book a demo with us.  

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