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What is Scopable?

Scopable is a software-as-a-service (SaaS) platform tailored to provide quoting and assessment solutions specifically for managed service providers (MSPs). It effortlessly integrates with a variety of systems that MSPs commonly use, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while also gathering real-time client data that encompasses endpoints, configurations, security status, and details related to 365 tenants. By leveraging this data, Scopable performs automated assessments to evaluate each client's environment, pinpointing security and compliance weaknesses, and generating a prioritized technology roadmap that includes cost estimates. This strategic roadmap feeds into a quoting engine that crafts margin-protected proposals aligned with the MSP's pricing framework, incorporating automated labor and hardware estimates that are adaptable as project scopes change. Clients can access these proposals through a dedicated portal where they can easily provide e-signatures, while the proposals sync back to the PSA for efficient management. Moreover, the platform incorporates natural-language processing to handle client queries, preserves CRM records, monitors governance, risk, and compliance (GRC), and enhances workflow automation. Presently, Scopable is in a limited early-access stage, welcoming a select group of users to explore its innovative features. This approach not only allows for real-time feedback but also ensures that the platform can evolve to better meet user needs.

What is Reportly?

Reportly stands out as a groundbreaking financial reporting solution designed specifically for small to medium-sized businesses, offering early access to its innovative features. The tool integrates effortlessly with QuickBooks Online, allowing for the automatic updating of accounting data to produce continuous management reports and financial packages. By converting ledger entries into uniform reports for various stakeholders, including business leaders, owners, boards, and investors, finance teams can greatly reduce the reliance on manual spreadsheet processes. This platform is tailored for founders, accountants, controllers, finance managers, and fractional CFOs who desire consistent insights into their organization's performance. Users can create management packs using either a custom PowerPoint template or one designed to fit their business's specific requirements. Account mappings are directly associated with individual accounts, ensuring that any alterations or new accounts are thoroughly reviewed before being included in a pack. Furthermore, Reportly’s roadmap includes upcoming enhancements like budgeting, forecasting, and broader integrations with different accounting systems. Those interested in exploring these pioneering tools are invited to join the early-access waitlist to witness these innovations firsthand. With such promising developments in progress, Reportly is dedicated to further improving the efficiency of financial reporting for its users. As the platform evolves, it aims to empower finance professionals with even greater capabilities to drive their business success.

Media

Media

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Integrations Supported

ConnectWise PSA
ConnectWise RMM
Google
HaloPSA
IT Glue
Ingram Micro Cloud
Microsoft 365
Microsoft Azure
NinjaOne
Pax8

Integrations Supported

QuickBooks Online

API Availability

Has API

API Availability

Pricing Information

$89/month
Free Trial Offered?

Pricing Information

$99/month
Illustrative plans are Starter at $39/month and Growth at $99/month; Scale pricing is custom. Final tiers and prices will be confirmed at launch.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Scopable

Date Founded

2023

Company Location

United States

Company Website

scopable.io

Company Facts

Organization Name

Reportlyai Inc.

Date Founded

2025

Company Location

United States

Company Website

reportlyai.com

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

MSP

CRM
Dashboard

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Financial Reporting

Not specified

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