Show clients what you actually did.
Every month, your PSA and RMM become a branded report each client logs in to: tickets and response times, backups and patching, a security score and what you recommend next. Written in plain language, on your domain.
September 2026 report
Lakeview Family Dental · Brightpath IT- Works with ConnectWise, HaloPSA, NinjaOne & more
- Your logo, colours & domain
- Free 7-day trial at launch
- Cancel or export your data anytime
Try it: switch MSPs, tabs and views.
Demo data for a fictional client.Your techs do the work. Your clients finally see it.
Sync the month
Connect your PSA and RMM once, or upload CSV exports. Tickets, devices, patching and backups are matched to each client automatically.
Review and add notes
Unsupported devices, MFA gaps and expiring warranties are flagged. Explain each in plain language and recommend next steps, then send.
They log in on your domain
The month in four numbers, what needs a decision, and backups, patching and security explained, with every past report kept for QBRs.
Estimate the time you'd get back.
Two plans, plus custom.
In-house IT is for an internal IT team. MSP covers unlimited clients. Both include white-labelling, a custom domain and SSL, with a 7-day free trial. Prices in US dollars.
For an internal IT team
- Your own company's sites and departments
- Custom domain & branding
- PSA & RMM connections
- Email support
For managed service providers
- Unlimited managed clients
- Everything in In-house IT
- Multiple admin users
- Priority support
For larger teams or bespoke needs
- Custom sections and reports
- Integrations and single sign-on
- Onboarding and data migration
- Volume pricing
Built for client security data.
Your reports describe your clients' weak spots. Here's how the portal keeps them private.
“nvisin started with a simple frustration: the reports we sent every month were careful and correct, and hardly anyone read them. Every tool we build fixes that for one industry, so your work reaches your clients clearly, under your name.”Jake, founder of nvisin
What our customers say.
“Quote goes here.”
Questions MSPs ask
Where does the data come from?
Connect your PSA (ConnectWise, HaloPSA or Autotask) for tickets and your RMM (NinjaOne, Datto RMM or N-able) for devices, patching and backups. If you'd rather not connect them, upload each month's CSV exports instead. Clients are matched to your PSA companies once and remembered.
Can we edit the report before clients see it?
Yes. Each report starts as a draft. Your team adds the summary, notes on anything flagged and next-step recommendations, then sends it. Nothing is visible to the client until you do.
Will clients see the nvisin name?
No. The portal uses your logo, your colours and your domain, and report emails are sent from your company's name.
How does this help with QBRs?
Every month's report is kept, and recommendations carry forward, so your quarterly business review starts from three months of real numbers rather than a blank slide deck. A dedicated QBR Builder is coming next.
Can different people at a client see different things?
Yes. Invite as many client users as you like. The practice owner might see everything while an office manager sees tickets and devices only.
Setting it up? Follow Getting started with Monthly Service Report, step by step.
Who uses Monthly Service Report
Turn your PSA and RMM data into a monthly report each client logs in to: tickets, backups, patching and a security score.
Show clients their security score and what you recommend next, in plain language, every month.
Send this month's reports under your own name.
Setup takes about 10 minutes: your brand, your PSA and RMM, your domain and payment.
Start setup →