Advanced example. RapidCFO is an AI CFO for a managed service provider, built on RapidDashboard. The company here, Harbor Point Technology, is fictional: every vendor, client and figure is illustrative. How-To guides

Example assessment · built with RapidDashboard

This is an example assessment and review of a $3 million IT provider.

RapidCFO read a year of books and service tickets for Harbor Point Technology, a fictional managed IT provider with about $3 million in yearly revenue, and wrote up two things: where it can stop paying, and which clients cost more than they pay. The company, its vendors and its clients are illustrative. The dates follow today, so the review always covers the last twelve months.

  1. 1
    SavingsEvery vendor bill taken apart, with a cheaper way to run each part costed: build it with RapidDashboard, use something already paid for, or trim it.
  2. 2
    Client profitabilityEvery client graded A to D on what it pays against the hours its tickets take, with the licences nobody bills.
  3. 3
    Try itStar savings into a plan and export it, sort the clients, switch light and dark. Everything you change stays in your browser.
Start with the savings Grade the clients