About
Features

vCIO/QBR Strategy

Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine

Client Portal

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more

Asset Lifecycle/Warranty Updating

Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration

Office 365 Reporting

A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more

Arya AI QBR Automation

Arya is the world's first vCIO Agent that works with your team to automate QBRs and give you MSP super intelligence

Plan Module

Plan client digital transformation, company vision, team objectives, and team member progress
Integrations
Connectwise

Autotask

BMS by Kaseya

Syncro

Halo PSA

Warranty Updating

ITGlue

Brightgauge

Office 365 Reporting

All Integrations
Pricing
Training
Contact

Office 365 & Microsoft Reporting

A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more.

Office 365 Client Report

Easily review licenses under each contact, if MFA is enabled/enforced and give your clients a portal to audit their own licenses

Office 365 All Client Report

See all client licenses in one place and help manage NCE expirations

Explore other Strategy Overview features

vCIO, Strategy, & QBR Automation

Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine

Client Portal

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more

Asset Lifecycle & Warranty Updating

Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration