Review the evidence
Trace the narrative and metrics back to the connected source systems your service team trusts.
How it works
From connected systems to a report your team approves.
Bumblebee brings your MSP data together, guides the report build, and keeps your team in control before anything reaches the client.
01 · Connect
Start with the systems your MSP already trusts.
Connect supported PSA, RMM, Microsoft 365, security, feedback, and business systems. Bumblebee brings the evidence together without asking your team to replace its operating stack.
Illustrative QBR source set
One report, connected across the stack
If a required connection is missing, Bumblebee confirms fit and can scope it as part of a customized build.
02 · Build and edit
Build the report through a guided conversation.
Bumblebee asks what you want to build, which pages to include, and what each audience needs to see. Answer in natural language, review the rendered template, and keep talking to refine the draft without joining a developer queue.
Guided report build
DraftNatural-language guidance
BB
Bumblebee
Which pages should this quarterly business review include?
You
Include an executive brief, service review, security scorecard, AI usage, and recommendations.
Keep talking after the first draft to add pages, change emphasis, update the layout, or apply your MSP's branding.
Rendered report template
5 pages selectedExecutive briefService reviewSecurity scorecardAI usageRecommendations
Pinnacle Solutions, Inc. · Q2 2026Quarter at a glance
IT remained reliable while security improved.
Day-to-day support stayed strong. Leadership has two decisions to make next.
Requests on time
96.8%
+1.9 points
Employee satisfaction
4.8 / 5
22 responses
IG1 implemented
44 / 56
79% of safeguards
Decisions needed
Complete MFA enrollment and approve the device refresh.
Illustrative sampleWorking draft
Every build and edit remains a draft until your team reviews and approves it.
03 · Review, approve, and deliver
Your team has the final say before delivery.
Automation removes the copy-and-paste production work without removing the service leader’s or account manager’s judgment. Nothing reaches the client until your team is satisfied with the evidence and the story.
Draft → Ready for review → Approved
Add human context
Adjust the client-facing story, confirm owners and deadlines, and decide which recommendations belong in the conversation.
Approve and deliver
Release the approved report as PDF or editable HTML through the delivery process your team chooses.
04 · Expand
Use the same foundation for the next report or workflow.
Start with a visible reporting result. Once the data and review process work, expand into the next intelligence opportunity.
Billing Intelligence
Find revenue leakage and billing discrepancies.
Reconcile distributor costs, licensing, and billed agreements to surface issues that need an owner.
Operational Intelligence
Turn operating signals into the next improvement.
Identify recurring service opportunities, then implement workflows such as user onboarding or alert triage when the case is clear.
Client-Facing Opportunities
Uncover new AI Build opportunities for clients.
Use the client conversation to identify scoped AI Builds that solve a business problem and create a new MSP revenue stream.
Start with the first report your team needs.
Build self-service or see how Bumblebee scopes a customized report.