# QBR Studio

> Automated quarterly business reviews from PSA and RMM data, priced per month flat rate.

QBR Studio is a VCIO platform for creating quarterly business reviews from PSA and RMM data, with white-label reports, AI-generated narratives, and flat-rate pricing starting at $99 per month. Listing updated 6 September 2026. Checked by MSP Software 5 September 2026.

- Page: https://mspsoftware.net/software/qbr-studio
- Vendor: QBRstudio, https://mspsoftware.net/vendors/qbr-studio, website https://qbrstudio.com
- Categories: vCIO and asset lifecycle (primary)
- Free trial: yes. Free version: yes.
- Deployment: cloud. Platforms: web.
- Support: email and knowledge base. Training: documentation and videos.

## From the vendor

QBR Studio is a quarterly business review platform from QBRstudio designed to automate client reporting for MSPs and VCIOs. It converts data from professional services automation (PSA) and remote management (RMM) tools into white-label executive reports, with AI-generated narratives grounded in actual metrics rather than invented conclusions. The platform integrates with HaloPSA, ConnectWise Manage, Autotask, and NinjaOne, plus accepts CSV imports for other systems, allowing VCIOs to build reports from their existing toolset without requiring a single-vendor stack. This suits MSPs who want defensible, documented quarterly business reviews rather than manually assembled templates or spreadsheets. Pricing is flat-rate, starting at $99 per month for the Starter plan, which includes AI executive summaries, one data source connection, and unlimited client reports (checked September 2026). The Growth plan at $199 per month adds up to five data sources and scheduled auto-delivery. The Scale plan at $399 per month includes up to 25 data sources, API access, team roles, and audit logging. All paid plans include unlimited clients and reports with no per-client charges, white-label branding, and PDF or XLSX export. Month-to-month billing with no setup fees is standard; annual billing offers two months free. QBR Studio offers a free tier with two clients and one data source, plus free trial workspaces with sample data and no credit card required. The platform emphasizes accountability by tracking client commitments and decisions across quarters, maintaining separate records of computed metrics, executive narrative, and recommendations. Clients access published reports through zero-login branded links rather than requiring portal accounts, reducing friction in client workflows. Before publishing, MSP teams review and edit the AI-generated narrative to ensure accuracy, since QBR Studio deliberately avoids generating unsupported conclusions or invented performance numbers. Reports can be exported as PDF or XLSX for archival and further distribution.

## Our take

QBR Studio appeals to VCIOs building client relationships through documented quarterly reviews rather than adhering to a rigid template. The data-grounded narrative approach (no invented metrics) suits MSPs who want defensible reports and clear records of what clients agreed to do next. Flat pricing with unlimited clients matters if you serve many small accounts. Check whether your PSA or RMM is on the supported integration list before trial, and confirm the free plan's sample data suffices to evaluate your workflow. Compare against vCIOToolbox and Strategy Overview on feature depth and ease of handoff between team members.

## Pricing

QBR Studio starts at US$99.00 per flat per month, according to the vendor (pricing page: https://qbrstudio.com/pricing).

| Plan | Price | Per | Highlights |
| --- | --- | --- | --- |
| Starter | US$99.00 | flat per month | AI executive summaries, 1 data source, unlimited clients, white-label reports |
| Growth | US$199.00 | flat per month | 5 data sources, scheduled auto-delivery, priority support |
| Scale | US$399.00 | flat per month | 25 data sources, API access, team roles, audit logging |

## Features

| Feature | Supported | Note |
| --- | --- | --- |
| RMM data import | yes | Integrates with NinjaOne, Datto RMM compatible via CSV import |
| Client-facing QBR reports | yes | Core feature: converts PSA/RMM data into white-label client QBR reports with AI-generated narratives |
| Procurement integration | no | No procurement or distributor integrations documented |
| PSA integration | yes | Connects to HaloPSA, ConnectWise Manage, Autotask with native data source connectors |
| Scheduled report automation | yes | Growth and Scale plans include scheduled auto-delivery of QBR reports to clients |
| Multi-client dashboard | yes | Unlimited clients across all paid plans with single dashboard for managing all reports |

## Integrations

- HaloPSA, https://mspsoftware.net/software/halopsa
- ConnectWise Manage, https://mspsoftware.net/software/connectwise-psa
- Autotask, https://mspsoftware.net/software/autotask
- NinjaOne, https://mspsoftware.net/software/ninjaone

## Alternatives

- MSPbots: AI-powered ticket automation and operational dashboards starting at $89 per month. https://mspsoftware.net/software/mspbots. Compare: https://mspsoftware.net/compare/mspbots-vs-qbr-studio
- Cognition360: ConnectWise business intelligence with 130+ Power BI reports and profitability analytics for MSPs. https://mspsoftware.net/software/cognition360. Compare: https://mspsoftware.net/compare/cognition360-vs-qbr-studio
- Humanize IT: QBR automation and client strategy toolkit for MSPs priced from $99 per month. https://mspsoftware.net/software/humanize-it. Compare: https://mspsoftware.net/compare/humanize-it-vs-qbr-studio
- Cynomi: AI vCISO platform that automates security program management and compliance for MSPs. https://mspsoftware.net/software/cynomi. Compare: https://mspsoftware.net/compare/cynomi-vs-qbr-studio

## FAQ

### How much does QBR Studio cost?

QBR Studio starts at US$99.00 per flat per month, according to the vendor, checked September 2026.

### Does QBR Studio offer a free trial?

QBR Studio offers a free trial. There is a genuinely free version.

### What does QBR Studio integrate with?

QBR Studio lists integrations with HaloPSA, ConnectWise Manage, Autotask and NinjaOne.

### Is QBR Studio cloud or on-premises?

QBR Studio is cloud-hosted; there is no on-premises version.

### Who is QBR Studio for?

MSPs report using QBR Studio at sizes of 6-15, 16-50 and 51-200 technicians.

### What PSA and RMM systems does QBR Studio connect to?

QBR Studio connects natively to HaloPSA, ConnectWise Manage, Autotask, and NinjaOne. For other PSA or RMM systems, QBR Studio accepts CSV imports at no additional cost. This allows VCIOs to build quarterly reports from existing tools without migrating to a single-vendor platform. The vendor recommends confirming your specific system is on the supported list before starting a trial.

### How is QBR Studio priced, and does it charge per client?

QBR Studio uses flat-rate, monthly pricing with no per-client charges. The Starter plan costs $99 per month and includes unlimited client reports. Growth ($199 per month) and Scale ($399 per month) plans add more data source connectors and features but still include unlimited clients. All paid plans operate on a month-to-month basis with no setup fees or annual contracts required, though annual billing provides two months free (checked September 2026).

### Can I try QBR Studio before paying?

Yes, QBR Studio offers two trial options. The free tier includes two clients and one data source with sample data and requires no credit card. Paid plan trials are also available as free workspaces where you can load actual data and generate complete QBR reports before deciding to subscribe. This hands-on evaluation approach suits VCIOs who want to test the workflow with real client data.

### Does QBR Studio invent performance metrics, or does it only report what the data shows?

QBR Studio deliberately avoids generating unsupported conclusions or invented performance numbers. All AI-generated executive narratives stay grounded in computed report metrics extracted from PSA and RMM data. Before publishing, MSP teams review and edit the narrative to ensure accuracy, maintaining a clear record of what was actually observed in the data and what was agreed to next.

### How do clients receive their QBR reports from QBR Studio?

Clients access published QBR Studio reports through zero-login branded links, eliminating the need for separate portal accounts or logins. This reduces friction in client workflows by delivering the report directly without requiring them to remember passwords or navigate to a portal. Reports can be exported as PDF or XLSX by clients or the MSP team.