Integrations & Features

All the reporting your vCIO needs and more

Primary Integrations

***Autotask

Supplemental data

Supplement your primary integration with any of the integrations shown below (no additional charge)

Warranty Lookups

Asset Lifecycle Management

Integrations with ConnectWise Manage, IT Glue, Datto Autotask, Syncro, HaloPSA, MS365

Warranty Look-ups

Dell, Lenovo, HP, Microsoft Surface, Cisco SmartNet and Meraki

Budget Forecasts

Customized detail and summary budget forecasts in exec-friendly reports

QBR Reporting

Color-coded for fast queries and downloadable csv/word reports on assets, users, contracts, projects

Cross Client Analytics

Data quality, ad hoc reporting on assets and assessments, Microsoft 365 subscription summary

Projects and Roadmap

Only tool in the industry to link assessments to asset inventory and give customized quarterly roadmap report across all clients

Assessments

Pre-built templates and completely customizable assessment tool. Create assessments around risk, stack alignment, policies and procedures, customer health and more

Assessment Analytics

Compare assessment results over time to show how remediate projects have increased technology health

Flexible Scheduler

Plan business reviews quarterly, monthly or as needed by client. Track notes/attendees and upload QBR artifacts

Report Builder

Build your Business Review template and apply across clients with a click of the button. Then download to print OR enter present mode and deliver your quality QBR online, anytime