ERP by industry

ERP software for MSPs and IT services

Recurring contracts against variable labour, with hardware and licence pass-through sitting on top. The financial question that matters is effective rate per client — and almost no MSP under $50M can produce it without a spreadsheet.

Which contracts lose money?

Your client list, contract values, and ticket data. We return effective rate and margin per agreement.

1 / 3
Pass-through separatedEffective rate per clientWorks with your PSA

The problems

Six things specific to managed services.

Fixed-fee contracts erode invisibly

An agreement priced on an assumed ticket volume that has doubled since signing looks fine on the invoice and terrible on the labour. Most MSPs find out at renewal.

Hardware pass-through distorts everything

Reselling equipment at low margin inflates revenue and crushes apparent gross margin. Without separating it, revenue per technician and every other ratio is wrong.

Licence resale never reconciles

Microsoft, backup, security, and connectivity licences billed monthly against a seat count that changes weekly. The gap between what you buy and what you bill is real money and it drifts.

Effective rate is unknown

You know the contract value and roughly the hours. Effective hourly rate by client — the number that tells you which agreements to reprice — usually requires a spreadsheet nobody maintains.

Technician cost is blended

A tier-one ticket and a project engineer cost very different amounts. Blending them makes project profitability and contract margin both unreliable.

Recurring vs project revenue muddled

Valuation and lending both hinge on the recurring proportion, and most MSPs cannot produce it cleanly without manual work.

Where the money goes

Billings to operating margin.

Nearly forty percent of total billings is pass-through in a representative MSP. Report on the gross number and every per-head and margin metric you produce is wrong in the same flattering direction.

100%Total billings21%Hardware pass-through17%Licences & subscriptions34%Technician labour15%Overhead13%Operating marginrepresentative MSP economics with meaningful hardware and licence resale · your mix will differ
Net revenue is the number to run on

Hardware and licence resale are real revenue and terrible margin. Separating them gives you a net revenue figure that makes revenue per technician meaningful — and it is the number a buyer or a lender will normalise to anyway, so you may as well run the business on it.

Your stack

Your PSA and RMM stay exactly where they are.

Consolidated into erp.io

  • Contract margin spreadsheets
  • Effective rate calculation
  • Licence reconciliation workbook
  • Hardware gross-to-net separation
  • Recurring vs project revenue split
  • AP coding and approvals

Kept and integrated

  • ConnectWise or Autotask
  • NinjaOne, Datto or Kaseya
  • Pax8 or Sherweb
  • Microsoft Partner Center
  • Gusto, Rippling or ADP
  • QuickBooks, Xero or Intacct

Benchmarks

What good looks like for an MSP.

From engagements with MSPs between $5M and $45M in billings. Small sample, stated deliberately.

Days to close the month
5 daysmedian 13 days
Contracts with known effective rate
100%median 23%
Licence billing reconciled monthly
100%median 38%
Net revenue per technician
$212Kmedian $164K
Recurring share reported cleanly
yesmedian estimated
Days sales outstanding
38 daysmedian 49 days

Effective rate is the number that runs an MSP

Contract value tells you what a client pays. Effective rate — contract value divided by the hours actually consumed — tells you whether that agreement is worth having. It is the single most useful figure in this business and most MSPs compute it annually at best, from a spreadsheet built by whoever last had time.

The reason it matters more here than in other service businesses is that MSP contracts are priced on an assumption about volume, and volume drifts. A client that signed at an assumed forty tickets a month and now generates ninety is not a bad client; they are a mispriced one, and the fix is a conversation you can only have if you can show them the number.

A client consuming twice the assumed hours is not a bad client. They are a mispriced one — and that is a repricing conversation, not a churn risk, if you catch it early.

Blended technician cost hides the answer

Effective rate is only trustworthy if the hours behind it are costed properly. A tier-one ticket handled by a junior and a project migration run by a senior engineer cost materially different amounts, and blending them across the team makes both contract margin and project profitability unreliable in opposite directions.

Loaded cost by role — salary, taxes, benefits, and an overhead allocation — pulled from payroll and applied to time from your PSA is the fix. It is not complicated; it just requires payroll, the PSA, and the ledger to be reading from the same model, which is the thing that does not happen when they are three separate systems.

Licence reconciliation is quietly expensive

Seat counts change weekly, distributor invoices arrive monthly, and client billing runs on a schedule that matches neither. The gap between what you are charged and what you bill is small per client and material across a book — and in most MSPs nobody owns reconciling it because it sits between operations and finance.

Bringing distributor invoices and client billing into the same graph makes the variance visible per client per month. It is one of the fastest returns in this industry and it is a reporting problem rather than a process one.

Where we are not the right answer

We do not replace your PSA or RMM, and an MSP wanting ticketing, dispatch, and remote monitoring in the same system as its ledger should stay with ConnectWise or Autotask and their financial modules. We are the layer that makes the money side legible, and we integrate with the tools your technicians live in.

Questions

What MSPs ask.

Do you replace ConnectWise or Autotask?
No. Ticketing, dispatch, and remote monitoring stay in your PSA and RMM. We read time, tickets, and contracts from them and add the financial layer — effective rate, contract margin, licence reconciliation, and clean recurring revenue reporting.
How do you handle hardware resale?
As a configured pass-through category, so every report shows gross billings and net revenue separately. Margin, revenue per technician, and growth are all computed on net by default.
Can you reconcile Pax8 or Partner Center billing?
Yes. Distributor invoices are read and matched against client billing per licence per month, with the variance shown by client. That gap is usually the fastest measurable return in an MSP engagement.
What about multi-entity or acquisitions?
Supported, and increasingly relevant — MSP roll-ups are common. Multiple entities with intercompany elimination and consolidated reporting, which also makes diligence considerably faster.
Do we need to leave QuickBooks?
Not at first. Most MSPs start with the reporting and reconciliation layer on top of their existing ledger, and consider a move only after a shadow ledger has been tying for months.

Find out which agreements are underwater.

Effective rate and true margin per contract, from your PSA and ledger, before you change anything.