Automation
MSP Reporting Automation: The $5,250/Month Problem Most MSPs Ignore
MSP reporting automation cuts a $5,250/month labor cost to $800. Here is the real math, the tool comparison, and how to get there.
Read article →Autotask's reporting tools were built for your ops team, not your clients. That gap has a cost most MSPs do not track: clients who never see the work you do eventually stop believing it has value. MSPs lose 10 to 12 percent of their client base every year, mostly to this visibility problem, not a service quality problem. Roviret pulls your Autotask data each month and delivers a branded PDF to every client automatically, so your work is visible and clients stay longer.
After months on Autotask, your database is full of evidence of your work: ticket volumes, SLA adherence, time by category, project milestones, contract usage. None of it reaches clients in a form they can read. That is not just a reporting inconvenience. It is a retention problem. Clients who do not receive consistent monthly reports have no record of what you delivered. When renewal comes, they are evaluating on impression, not evidence. One bad incident feels larger than twelve months of solid work nobody documented.
One retained $3,000/month client covers 3.75 years of Roviret at $800/month. The math for making your work visible is straightforward. Roviret pulls your Autotask data and delivers a plain-English branded PDF to every client each month, so the evidence reaches them automatically.
Get My Free Sample Report →Autotask dashboards give your team internal visibility. Neither delivers a polished, branded monthly PDF report to each client without manual work.
| Autotask native reporting | Roviret | |
|---|---|---|
| Client-facing branded PDF reports | No | Yes |
| Automated monthly delivery to every client | No - manual export required | Yes |
| Plain-English executive summary | No - raw data output | Yes |
| Report Designer or custom query required | Yes | No |
| Works without an Autotask specialist | No | Yes |
| Per-client report customization | Manual only | Included |
| Ongoing maintenance when Autotask updates | Your team's responsibility | Yes - covered in retainer |
| Fixed monthly cost | Developer time varies | $800/month flat |
MSPs lose 10 to 12 percent of their clients every year. Most of those clients leave not because the service failed but because they stopped seeing the value. A monthly report that documents your work removes that doubt before renewal conversations even start.
Manual Autotask reporting costs roughly 3.5 hours per client per month. At 20 clients, that is 70 hours. At 40 clients, it is 140. Roviret's $800/month flat rate stays constant regardless of how many clients you add.
Roviret reads from Autotask via read-only REST API. No new platform. No workflow changes. No Marketplace add-on required. Your Autotask instance is untouched.
We connect via the Autotask REST API using a dedicated read-only member with scoped permissions. NDA signed before access is granted. We pull reporting data only and cannot touch tickets, contracts, billing, or any other record in your instance.
We build your report template with your logo, colors, and data mapping across client accounts. Reports look like they came from your company, not from Roviret. Client account types are mapped separately so each client gets the metrics that matter to their business.
Reports pull from Autotask at month-end and go out on your fixed schedule. No one on your team exports data or formats a spreadsheet. When Autotask releases an API update, we handle any reconnection without you filing a ticket.
Want more detail? Read our full guide to MSP reporting automation.
Tell us your PSA and RMM. We build a fully formatted sample in 48 hours showing exactly what your clients would receive on weekly and monthly cadences. No cost. No disruption to your Autotask setup.
Yes. Autotask PSA is a primary PSA integration for Roviret. We connect via the REST API using a read-only member with scoped permissions. No third-party middleware or Autotask Marketplace add-on required. We have handled Autotask API connections across a range of versions and configurations.
We use read-only access only. We cannot create, modify, or delete anything in your instance. An NDA is signed before any connection, and your API credentials are used solely to pull the reporting data needed to generate your client reports. Credentials are stored encrypted.
Service desk metrics (ticket volume, response times, SLA adherence), time logged by category, project milestones, contract usage, and endpoint data from your RMM integration (Datto RMM or NinjaRMM). The exact fields depend on your Autotask configuration. We map this during setup and adjust based on what matters most to each client account type.
We handle it. API maintenance is included in the $800/month retainer. When Autotask changes API behavior, we fix the connection on our end without you filing a ticket. This is the core difference between a platform you operate and a service that operates for you.
If the sample looks right, we scope the full setup. The $1,500 one-time setup fee covers the API connection to Autotask, data mapping across your client roster, and your branded template build, typically completed in 30 days. After that, reports run automatically every month for $800/month flat. No per-client fees, no long-term contract required. If the sample does not look right, there is no further obligation.