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What does a PSA-native data model surface about an MSP's revenue quality that a general-ledger accounting system cannot?

PSA vs QuickBooks Comparison

A data-driven analysis of psa vs quickbooks comparison from your Power BI environment, with breakdowns and actionable findings.

Built from: Autotask PSA

How this report was made

Autotask PSA

Multiple data sources combined

Proxuma Power BI

Pre-built MSP semantic model, 50+ measures

AI via MCP

Claude or ChatGPT writes DAX queries, executes them, formats output

4
This Report
KPIs, breakdowns, trends, recommendations

                Ready in < 15 min

PSA vs QuickBooks Comparison

This report analyzes psa vs quickbooks comparison using data from Autotask PSA.

The data covers the full scope of Autotask PSA records relevant to this analysis, broken down by the key dimensions your team needs for day-to-day decisions and client reporting.

Who should use this: MSP operations teams and service delivery managers

How often: As needed for specific analysis or reporting requirements

Time saved

Manual data extraction and formatting takes hours. This report delivers results in minutes.

Operational clarity

Key metrics and breakdowns that would otherwise require custom queries.

Decision support

Data-driven evidence for operational decisions and process improvements.

Report categoryOther

Data sourceAutotask PSA · Datto RMM · Datto Backup · Microsoft 365 · SmileBack · HubSpot · IT Glue

RefreshReal-time via Power BI

Generation timeUnder 15 minutes

AI requiredClaude, ChatGPT or Copilot

AudienceMSP operations teams

Where to find this in Proxuma

Power BI › Report › PSA vs QuickBooks Comparison

Get this report for your MSP

What you can measure in this report

Summary Metrics

Analysis

Recommended Actions

Frequently Asked Questions

AI-Generated Power BI Report

PSA vs QuickBooks Comparison

A data-driven analysis of psa vs quickbooks comparison from your Power BI environment, with breakdowns and actionable findings.

Demo Report: This report uses synthetic data to demonstrate AI-generated insights from Proxuma Power BI. The structure, DAX queries, and analysis reflect real MSP data patterns.

1.0 Summary Metrics

View DAX Query — Summary query

EVALUATE
ADDCOLUMNS(
  SUMMARIZECOLUMNS(
    'BI_Common_Dim_Date'[year_quarter],
    "BilledRevenue", SUM('BI_Autotask_Billing_Items'[total_amount]),
    "BilledCost", SUM('BI_Autotask_Billing_Items'[our_cost]),
    "BillingItems", COUNTROWS('BI_Autotask_Billing_Items'),
    "UniqueCompanies", DISTINCTCOUNT('BI_Autotask_Billing_Items'[company_id])
  ),
  "Profit", [BilledRevenue] - [BilledCost],
  "Margin", DIVIDE([BilledRevenue] - [BilledCost], [BilledRevenue])
)
ORDER BY 'BI_Common_Dim_Date'[year_quarter]

What are these DAX queries? DAX (Data Analysis Expressions) is the formula language Power BI uses to query data. Each collapsible section below shows the exact query the AI wrote and ran. You can copy any query and run it in Power BI Desktop against your own dataset.

2.0 Analysis

What the data is telling us

The data above paints a picture of psa vs quickbooks comparison across your MSP operations. Look for patterns, outliers, and trends that warrant attention. Each section includes the DAX query used, so you can drill deeper into any metric that catches your eye.

3.0 Recommended Actions

✓

1. Schedule Recurring Review

Set up a weekly or monthly review of psa vs quickbooks comparison metrics. Trends matter more than snapshots. Use the DAX queries in this report as your starting point.

✓

2. Connect Your Own Data

This report uses demo data. Connect Proxuma Power BI to your own Autotask PSA to generate this analysis from your real numbers.

4.0 Frequently Asked Questions

What data sources does the PSA vs QuickBooks Comparison report use?

This report pulls data from PSA through the Proxuma Power BI integration, using DAX queries against the live data model.

How often is this data refreshed?

The underlying Power BI dataset refreshes daily. Reports can be regenerated at any time for the latest figures.

Can I customize this psa vs quickbooks comparison report?

Yes. Proxuma reports are fully customizable. You can modify the DAX queries, add new sections, or adjust the analysis to match your specific MSP needs.

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