Billing intelligence
Find revenue leakage—and where it comes from.
See the dollars at risk, ranked by source.
Bumblebee for MSPs
What do you want to deliver for your clients?
Ticket Trends
3 / 3
Section 03
Ticket Trends
§03
Support volume over six months, including work raised automatically by monitoring and work requested by users.
Opened in June
12
six-month low
Still open
1
at period close
Past target
1
vendor blocked
Open critical
0
nothing critical
Tickets Opened — Six-Month View
21
Jan
18
Feb
20
Mar
16
Apr
15
May
12
Jun
Down 43% from the January peak and 20% month over month.
Where June's Tickets Came From
Raised by monitoring
67%
Raised by a person
33%
What the trend says
June is the quietest period on record. Recovered capacity can now move to security improvements and planned refresh work.
Secure Score
1 / 3
Service Review · Extract
Security & Service Snapshot
Prepared for
Brightwater Logistics
Period
June 2026
Secure score
57%
Open critical
0
Section 01
Microsoft Secure Score
§01
Tenant Secure Score
57%
Moderate
156 of 273 available points · +2 vs. May
Rolling Three-Month Trend
CriticalDevelopingModerateStrongExcellent
Where this leaves you
The tenant continues a steady four-point climb. The highest-yield configuration items will be prioritized for the next service call.
Reporting & Business Intelligence
Client-ready reports, QBRs, and business insights
- Connect Autotask, Datto RMM, Microsoft 365, and more
- AI builds QBRs, service reviews, and security scorecards
- Your team reviews and approves every report
AI Build Partner
Custom AI applications built around their business
- Bring a client prototype or a recurring pain point
- We design, build, host, and maintain the application
- You keep the client relationship and the recurring revenue
Turn your MSP data into client-ready reports and next steps.
Connect the tools already in your stack, build QBRs, service reviews, and security scorecards, and surface recommended actions for your team to review.
Ticket Trends
3 / 3
Section 03
Ticket Trends
§03
Support volume over six months, including work raised automatically by monitoring and work requested by users.
Opened in June
12
six-month low
Still open
1
at period close
Past target
1
vendor blocked
Open critical
0
nothing critical
Tickets Opened — Six-Month View
21
Jan
18
Feb
20
Mar
16
Apr
15
May
12
Jun
Down 43% from the January peak and 20% month over month.
Where June's Tickets Came From
Raised by monitoring
67%
Raised by a person
33%
What the trend says
June is the quietest period on record. Recovered capacity can now move to security improvements and planned refresh work.
Secure Score
1 / 3
Service Review · Extract
Security & Service Snapshot
Prepared for
Brightwater Logistics
Period
June 2026
Secure score
57%
Open critical
0
Section 01
Microsoft Secure Score
§01
Tenant Secure Score
57%
Moderate
156 of 273 available points · +2 vs. May
Rolling Three-Month Trend
CriticalDevelopingModerateStrongExcellent
Where this leaves you
The tenant continues a steady four-point climb. The highest-yield configuration items will be prioritized for the next service call.
Trusted by growing MSPs
Customer result
QBR prep time cut from 2 hours to 10 minutes
Before
2 hours
Preparing each client QBR
After
10 minutes
Reviewing the finished report
Seven sources unified into one QBR, per client, per quarter.
Explore the finished QBR
The client sees one story while Bumblebee connects the data behind it. This illustrative sample shows how a report can be customized to your MSP's brand and connected to the tools your team already uses.
Quarterly business review
Pinnacle Solutions, Inc.
Q2 2026 · 01 / 07
Quarter at a glance
IT remained reliable while security improved.
Day-to-day support stayed strong. Leadership has two decisions to make next.
Two decisions need your attention next
- Set an August 31 deadline for the ten remaining users to complete MFA.
- Approve $14.4k to replace nine aging devices before support deadlines.
What this means for your business
Employees stayed productive while two manageable risks became clear enough to act on.
Requests handled on time
96.8%
+1.9 points vs last quarter
Employee satisfaction
4.8 / 5
22 responses
CIS IG1 implemented
44 / 56
79% of safeguards
Prepared for a strategic client conversation
Integrate across your MSP stack
Bumblebee connects and manages the integrations between your supported tools, so your team doesn't have to build or maintain them.
Don't see your tool? We'll confirm integration fit before implementation and can scope missing connectivity as part of a customized build.
Start with reporting. Expand with intelligence.
Operational intelligence
See where time is going—and what it costs.
Rank repeatable work by hours and labor cost.
Client-facing opportunities
Discover upsell opportunities based on client data.
Project opportunities ranked by monthly value.
What customers say
Brandon Bischoff
Rhodian Group
Watch on YouTubeBill Risenhoover
Results Technology
Watch on YouTubeJason Brown
Intega IT
Watch on YouTube
Two ways to start
Choose the path that fits your team.
Start self-service when you know the outcome and have time to build—or work with Bumblebee to design and launch a customized report.
Software
Self-serviceBuild it yourself.
Launch client-ready reports with templates, guided setup, and AI customization.
Starting at
$250/ month
One-month trial available
- ✓Use QBR, Security Scorecard, and Service Review templates.
- ✓Get two guided 30-minute calls for setup and configuration.
- ✓Connect 10 tools from more than 60 supported systems.
- ✓Customize branding, metrics, layouts, and copy with AI.
- ✓Generate up to 50 client reports every month.
Professional Service
Guided implementationBuilt for you.
For busy teams that just need it done. Bumblebee defines, designs, connects, and launches the finished reporting workflow with your team.
Starting at
$3,000/ project
- ✓Report, data-source, and review-process scoping
- ✓Report and template design
- ✓Integration setup and missing-integration scoping
- ✓Implementation and team training
- ✓Timeline confirmed before kickoff
Quick answers
Frequently Asked Questions
Answers about starting paths, implementation, integrations, ownership, client AI Builds, and security.
Both paths are available. If your team knows the report it wants, start with the self-service AI Report Builder and a guided first QBR. If you want help defining the outcome, Bumblebee can scope, design, connect, and launch a customized report with your team. You do not need a finished specification or workflow-building expertise.
AI Build Partner
Custom AI applications built around your client’s business
We design, build, integrate, and maintain AI applications around your client’s workflows and existing systems. You bring the use case; we bring the engineering and ongoing care.
Partnered with AI-Forward MSPs
From your use case to a working app
- 01You describe the use case
Share the work you want to make easier.
- 02Bumblebee builds the app
We handle the engineering and integrations.
- 03You get a supported app
Run it with ongoing care and improvements.
We are your AI Build Partner
Applications for industries your clients are in
Accounting
Accounting Workflow Automation
Turn client emails, PDFs, and spreadsheets into organized data for your existing tools, with your team in control of review and approval.
Use cases
- Tax return preparation: organize source documents and prepare data for return review
- Payroll processing: bring together payroll inputs and review discrepancies before approval
Legal
Document Search & Referencing
Search across depositions, reports, publications, and case files. We build applications that compare statements, surface potential inconsistencies, and link findings to the original page and passage for your team to verify.
Document SearchSample case file
You
Has Dr. Doe been consistent about the 5 mph injury threshold?
Bumblebee AI
His 2016 publication cautions against a single threshold for all occupants. His 2019 deposition applies a 5 mph threshold to any occupant.
Page 2 · Conclusion
From question to source
- Search documents by question, topic, or phrase
- Cross-reference testimony, reports, and publications
- Generate document references with page and passage citations
Marketing
AI Chatbots for Your Clients
Give your clients a website chatbot that answers questions using their approved content. Help visitors understand services, find what they need, and take the next step toward an enquiry.
Online now
Nova @ Willow & Pine
What's included?
YouWillow & Pine offers room planning, furniture selection, and interior styling. Which part of your home are you working on?
Nova @ Willow & PineInteractive preview · Fictional business and sample answers.
A new service for your agency
- Answer questions from website pages and FAQs
- Guide visitors to the right service or next step
- Manage each client’s knowledge in one dashboard
Healthcare
User Account Provisioning (UAP) for HIPAA-Compliant Systems
Provision and deprovision user accounts across your client’s HIPAA-compliant systems from one request. Access follows each role, and every change is logged for compliance review.
Provisioning workflowHIPAA access policy
New hire request
Maria Santos · Certified Nursing Assistant
Maple Grove Skilled Nursing · Starts Monday · From HR ticket
Role mapped to access
CNA → PCC role: Nursing – CNAFacility: Maple GroveLeast-privilege accessAccounts provisioned
- Microsoft Entra IDAccount created · MFA enrolled · Clinical-Staff group
- Microsoft 365Business Premium license · Teams & email
User created · Nursing – CNA role · Maple Grove facility
Ready on day one
Credentials delivered to the manager · every change written to the audit log
Access provisioning meets HIPAA compliance
- Create accounts and assign role-based access across connected systems
- Update access when a user changes role or location
- Deprovision departing users across every connected system within the termination window your client’s HIPAA policy sets
- Keep an audit trail of every access change for HIPAA review
Custom AI development services
You lead the use case
We lead the engineering
Your MSP owns
- Client relationship and advisory
- Client communication and adoption
- Governance and access coordination
- Tier 1 support
Bumblebee owns
- Solution design and engineering
- AI, data, and integrations
- Hosting, releases, and bug fixes
- Tier 2/3 application support
You own
the app
- We patch it
- We secure it
- We monitor it
- We host it
- We test it
- We continuously improve it
How we helped MSPs’ clients
Accounting · Hasenbank Accounting Service
Less repetitive data entry
We helped Hasenbank Accounting Service automate repetitive data entry, with an application built around the way the team works.
“Working with Bumblebee has completely changed the way we think about technology in our business. … They don't just build technology. They take the time to understand our business, our processes, and what we're trying to accomplish. … Our saying about Bumblebee has become: If you can think of it, they can build it.”
Angie HasenbankFounder, Hasenbank Accounting Service
Source workspace
Client expense recordsSpreadsheet · Sample data
XLSX| Date | Description | Amount | |
|---|---|---|---|
| 1 | Oct 12 | Office supplies | $148.50 |
| 2 | Oct 13 | Software subscription | $96.00 |
| 3 | Oct 14 | Travel expense | $64.20 |
BumblebeeAutomated data entry
ConnectedAccounting entriesFrom your source records
Office supplies$148.50Entered
Software subscription$96.00Entered
Travel expense$64.20Entered
Marketing · ClikCloud
From requirements to MVP in 48 hours
We built a multi-tenant platform that lets ClikCloud deliver a website FAQ answer engine across its client base. Each WordPress plugin answers from that client’s approved content, while ClikCloud manages the knowledge behind every website from one dashboard.
“Hexi brought our marketing Answer Engine to life at unbelievable speed. What sets Bumblebee apart is what happens after launch—the platform self-heals and proactively manages third-party integration drift, making it a low-maintenance, high-value solution for MSPs and their SMB clients.”
Dan ShaperoFounder, ClikCloud
ClikCloud · Client workspace
ClikCloud / Website answer engines
Client websiteKnowledgeDelivery
WWillow & PineService pages & FAQsWordPress
CClient website BService pages & FAQsWordPress
Willow & Pine · WordPress website
Willow & PineThoughtful interiorsMake room
for living.
for living.
Spaces that feel like you, from the first idea to the finishing touches.
Our design servicesNovaWillow & Pine’s assistant
What’s included in your design services?
We offer room planning, furniture selection, and interior styling. Which part of your home are you working on?
Service overview01 / 02
Security & compliance
Visit our Trust Center ↗
Partner Network
AWS Partner
Microsoft Cloud Partner
OpenAI Partner
Anthropic Partner
Commercial model
Grow recurring revenue together with every app we build
A one-time fee for the initial build
Priced by the complexity of the application, and quoted once the scope is clear.
- Paid consultation is credited toward the build fee
- The paying party owns the application IP
- White-glove delivery under your MSP’s brand or your client’s brand
Ongoing care that keeps the application running
Depends on the use case, and is scoped with you separately.
- Hosting, security, and patching
- AI token usage
- Bug fixes and continuous improvement
Before we build
Questions MSPs ask
What does an AI Build Partner engagement include?
We start with a consultation and scope the use case with you, then design and build the application and its integrations. After launch, Bumblebee hosts and maintains it, with ongoing care and improvements.
Can you start from a client’s prototype?
Yes. Bring the spreadsheet, ChatGPT project, Claude artifact, web app, or prior vendor build. We assess what it takes to make it dependable, or start from the client’s pain point if there is no prototype yet.
Who owns the application?
The paying party owns the application IP, whether that is your MSP or your client. Delivery is white-glove, under your MSP’s brand or your client’s brand.
How is it priced?
An upfront build fee covers the initial build and is priced by the application’s complexity; paid consultation is credited toward it. A recurring fee covers hosting, security, patching, AI token usage, bug fixes, and continuous improvement, and is scoped by use case.
Who supports the client after launch?
Your MSP keeps the client relationship and Tier 1 support. Bumblebee provides Tier 2/3 application support, including bug fixes, hosting, and releases.
Can you support compliance requirements like HIPAA?
We support compliance for client applications at an additional cost.