The PocketMSP platform

Business intelligence gets better when it comes with perspective.

Move from the question, to the right conversation, to accountable action without stitching together another set of disconnected tools.

01 · AI Business Copilot

Ask your MSP questions directly.

Skip the spreadsheet archaeology. PocketMSP is designed to help you reason through pricing, clients, staffing, and operations in plain language.

Connector categories: PSA · RMM · Finance · Documentation

PocketMSP AIPrivate workspace
Which five clients need a margin review this quarter?
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Start with these three signals

Compare agreement revenue, labor burden, and after-hours activity. I’d review Northstar first: its effective hourly rate has moved against your target for two months.

Scoped access

Connections should request only the fields needed for the insight being delivered.

Private context

Your company’s operating context stays within the experience designed for your organization.

Clear data use

We describe connected data and its purpose without claiming certifications that are not yet verified.

PFJMAK+3
Growth CohortPrivate · 6 members
JM

Jordan M. Has anyone changed their on-call structure without losing response quality?

AK

Alex K. Yes—we moved to a primary/backup rotation. I’ll share the policy we used.

Monthly check-inThursday · 2:00 PM

02 · Peer Groups

A room calibrated to your stage.

Cohorts are designed around meaningful operating context—not a random directory of business owners.

  • Comparable scaleRevenue stage and headcount inform the match.
  • Relevant operating modelService mix and delivery approach keep discussion useful.
  • Geographic considerationNon-compete boundaries protect candid participation.
  • Private by designParticipation standards and NDA expectations create a safer room.

03 · 1:1 Mentorship

Guidance from someone who has owned the outcome.

Elevate pairs platform context and peer perspective with a recurring conversation focused entirely on your priorities.

Set the targetDefine the operating result that matters now.
Work the decisionPressure-test options with an experienced operator.
Track the follow-throughReturn with progress, friction, and the next move.
Paul Franks

Founding mentor

Paul Franks

Operator experience spanning USTeks, ThinkGard, AdeptMC, MSP software, advisory work, and industry leadership.

MSP operationsSoftwareDisaster recoveryGrowth decisions
Ask about mentorship

Your next move, made clearer

Start building with better intelligence.

Try the AI Business Copilot free for 7 days. No credit card required.

Start your free trial Get a demo