Built for MSPs on Autotask PSA

Plan the work. See the margin. Straight from your Autotask data.

Proxuma is the planning, reporting and AI layer for MSPs that run on Autotask PSA. Every project timeline on one screen, engineer capacity right where you plan. Dispatch in 20 minutes instead of two hours, margin per client from day one, and plain-language answers from your own reports. Your data never leaves your region.

Book a demo → See how it works

250+ active MSPs SOC 2 Type I 13 data sources US + EU hosted

Used by 250+ MSPs across Europe, the UK, the US and Australia — from six-person shops to 200-seat providers.

Listed in the Autotask Integration Library →

Trusted by 250+ MSPs worldwide

The problems it removes

Sound familiar?

Four things MSPs tell us in the first call, and what happens to each of them.

“We have no idea if our planning is optimal.”

See capacity, utilisation and conflicts on one timeline, before the week starts.

View Resource Management Autotask dispatch board →

“We can only plan one project at a time.”

Plan every project together and shift whole phases at once.

View Project Management Autotask project management →

“We don’t know how profitable each customer is.”

Margin per client and per contract, visible every day.

View Power BI Power BI for Autotask →

“It feels like we have to be reporting experts.”

Prebuilt Power BI dashboards on day one. Ask questions in plain language.

View AI Reports

What you get

Proxuma’s three products: Plan, Measure and Ask.

Plan puts your Autotask PSA tickets and projects on one visual timeline. Measure turns the same data into Power BI dashboards. Ask lets you question all of it in plain language. Every change writes back to Autotask.

Plan

Tickets and projects on a visual timeline, on live Autotask data. Every change writes back.

Explore Planning → 2

Measure

Power BI dashboards show what the plan did to margin, capacity and SLA, per client and per team.

Explore Power BI → 3

Ask

Ask any question about any of your data sources. Your data stays fully private.

Via the Proxuma MCP server, with Copilot or Claude.

See AI reporting →

Built on the stack you already run Autotask PSA

See the

Outlook sync

For your role

Explore what Proxuma can do for you.

Everyone already uses Autotask PSA. What each person needs from it could not be further apart.

Planner and dispatcher

Fill tomorrow before the stand-up. Drag from the bucket, drop on a day, done.

Dispatch board →

Project manager

Every project on one timeline. Shift a phase and the tasks follow.

Project management →

Service delivery manager

Dispatch, projects and capacity in one place. The role that uses every module.

Explore Planning →

Owner and CFO

Analyse your organisation from every angle, benchmarked against your standards.

Power BI →

Engineer

Create your own Kanban board, we’ll sync your work.

Kanban for Autotask →

Onboarding help

We don't just hand you a login and wish you luck.

117 written articles and 17 filmed walkthroughs cover the product screen by screen. On top of that you get the planning and project management method itself, and our recommendations for the Autotask setup underneath it. Free from day one of the trial, from the consultants who spend their days doing this inside other MSPs.

Included from your trial

Still from the tutorial on the sales handoff to a project — Sales handoff to project

Still from the tutorial on resource workload planning — Resource workload planning

Still from the tutorial on the project process — The project process

Still from the tutorial on the Kanban board — Kanban board

Still from the tutorial on project templates — Project templates

Still from the tutorial on filters — Filters

Still from the tutorial on reserved capacity — Reserved capacity

Still from the tutorial on capacity and resource assignment — Capacity and resource assignment

Filmed by the consultants at Dxfferent, world-renowned MSP and Autotask experts. Every video and all 117 articles are included from day one of your trial, for every Proxuma user.

117 Articles in the knowledge base

Every screen, every setting, the Autotask integration and the troubleshooting paths. Forty of them cover the Power BI side. Written by the people building the product, release notes included, so you can read what changed before you upgrade.

Free during the trial

The method, not only the buttons

Six modules and seven videos on running projects the consultant way: sales handoff, project process, templates, CSV import and resource workload planning. It ends in a master project template instead of a blank sheet. The Autotask side is in there too, down to the ticket status you need before work is plannable at all.

When you want more

The same people, on the clock

Proxuma is built by Dxfferent, the Autotask consultancy behind 150+ MSP engagements. The tutorial above is a free piece of that consulting. When you want them inside your own Autotask, that is the paid version of the same thing.

Meet Dxfferent →

From your kickoff you’re in a shared Microsoft Teams channel where Karla and the product team pick up your questions and bug reports.

Four people from Perspektiva IT on stage collecting the Community Champion award at the Kaseya Excellence Awards 2026 — Community Champion, Kaseya Excellence Awards 2026.

How Perspektiva IT turned half a day of weekly planning into one hour and put at least two weeks in everyone’s calendar.

Jonas Christoffersen, Head of Operations and Projects, Perspektiva IT ApS, Denmark.

Read the case study →

Inside the planning board

How Proxuma planning actually works.

Three jobs that used to take spreadsheets, whiteboards and a second tab. All three run on your live Autotask PSA data, so nothing planned here is typed into the PSA again.

1Fill tomorrow from the plan bucket

Every unplanned ticket sits in one list. Drag one onto an engineer’s calendar and Proxuma does the rest: it updates the ticket, creates the service call in Autotask and sends a silent Outlook invite from your planning mailbox, already accepted, with a link straight to the ticket.

2Plan projects while seeing capacity

Open the Gantt view and every project sits on one timeline, including whether you deliver on time and within budget. Assign whole phases or entire projects to engineers while their capacity sits right next to the plan, and drag and drop tasks when reality changes. The plan stays flexible instead of set in stone.

3Capacity based on everything

The capacity you see counts everything, not just what is planned in Proxuma. Outlook items are read and classified, service calls and Proxuma shifts are counted, and reserved capacity is derived from the estimated hours and due dates on the tickets and tasks an engineer already owns. Looking back, time entry percentages show how planned time compares with the hours actually written, so the plan gets more honest every week.

Proxuma plan bucket and scheduling calendar

Proxuma Projects Gantt view: companies, projects, phases and tasks on one month timeline, with an hours column and a progress bar beside every row

Live Autotask data · changes push the moment you make them

See the planning suite →

Resource Management Project Management Shifts Kanban Planning hub →

Proxuma

Power BI

Measure

Proxuma Power BI: the final BI panel you’ll ever need.

Power BI picks up where Proxuma planning leaves off. You’ve perfected the plan; now see what it does to your MSP. Prebuilt dashboards for every role, straight from your PSA, as easy to set up as connecting an API. Your sensitive data stays in your own Power BI tenant.

8role templates

30+prebuilt dashboards

200+measures in the model

13connected MSP tools

Your MSP tools, one model, your dashboards

Proxuma Data processing

Power BI Your dashboards

What goes on under the surface

Four layers make the dashboards work. That is the part a consultant would spend months building.

1Semantic model

200+ measures and 100+ calculated columns. Profit margin, SLA percentages, resource efficiency and trending are already calculated and tested.

2Data transformation

Raw API data is messy. Tables are cleaned, normalised and linked across systems, so a ticket knows its contract, client, resource and cost.

3API connections

The connectors handle pagination, rate limits, authentication and schema changes. When Autotask PSA updates its API, we update the connector.

4Ready for AI

A structured semantic model is what natural-language querying needs. When you turn on Copilot for Power BI, your data is already in that shape.

Eight role templates: finance, sales, support, projects, planning, HR and the dashboard your client sees. Live on day one.
Margin, capacity and SLA per client, per team, per contract.
Datto RMM, ESET, Microsoft 365 and more next to your PSA data.
Runs in your own Power BI tenant. Your data never leaves it; Proxuma stores configuration only.

Explore Power BI →

Proxuma Power BI end customer dashboard, operations — **End Customer**·Operations

Proxuma Power BI support teamlead dashboard, SLA metrics — **Support Teamlead**·SLA Metrics

Proxuma Power BI support engineer dashboard, main — **Support Engineer**·Main

Proxuma Power BI sales dashboard, pipeline overview — **Sales**·Pipeline Overview

Proxuma Power BI project manager dashboard, main — **Project Manager**·Main

Proxuma Power BI planner dashboard, capacity — **Planner**·Capacity

Proxuma Power BI HR dashboard, Autotask users — HR·Autotask Users

Proxuma Power BI finance dashboard, overview — **Finance**·Overview

Your Power BI model MCP Your AI

The model you just saw is what the AI reads.

Ask

Connect your AI to Power BI. Compliant and protected from hallucination.

Your AI connects to that same Power BI model over MCP. Ask a business question in plain English and the answer comes back in the shape you choose: a full report, a project PDF, a client-ready web page, or a single number.

Your MSP tools

13 integrations

Proxuma

Builds the data model

Same model

Power BI

200+ measures

AI via MCP

Writes DAX

Your output

Report, PDF, page, answer

Connect your tools

Autotask, Datto, M365 and 9 more. Data syncs automatically.

Model is built

Raw API data is cleaned, joined and structured by Proxuma.

Published to Power BI

200+ measures and tables, ready for any analysis.

AI connects via MCP

Your AI writes DAX queries and analyzes the results live.

Output in minutes

A complete report is one option. The same question can come back as a PDF, a branded page, or a one-line answer.

Ask on your own dataDemo data

Which clients ate our margin last quarter?

Three clients drove most of the drop. All three are on fixed-fee contracts signed before your last rate change.

AI-generated report Client Profitability Report Meridian IT−€9.4kSummit Tech−€5.1kLakewood Systems−€3.2k Power BI model · demo dataOpen the report →

Ask something else

One question, any shape

Full Power BI report Project report PDF QBR in your branding Shareable web page A straight answer Anything you can describe

Every answer comes from your own data in your own Power BI environment. The AI reads the model; nothing is copied out.

See AI-Powered Reports →

Powered by the Proxuma MCP server, open source in the Proxuma Power BI skills repo. Works with Microsoft Copilot, Claude and any MCP client.

The consultancy behind Proxuma · Utrecht, NL

Where Proxuma comes from

Built with love by MSP consultants from the Netherlands.

Proxuma is a product of Dxfferent, the consultancy behind 150+ Autotask MSP engagements. Every workflow in the product started as a fix inside a real MSP: dispatch that kept breaking, projects that slipped, reports nobody trusted. The product is how those fixes became repeatable.

The Dxfferent consulting team Autotask, Power BI and IT Glue specialists, process designers and lead auditors in the latest ISO standards. Trusted by 150+ MSPs.

Autotask optimisation Power BI IT Glue implementations Process maps ISO 27001 & NIS2 compliance

Meet Dxfferent →

When software alone will not fix the process, the people who built Proxuma are one call away.

The business case

What does it cost, and what if it does not work out?

Five answers you can check before you talk to anyone.

€20 per engineer, per month

You pay per role

A planner licence is €50 a month, a project manager or company admin €60. You licence people at the level they work at, so the whole team can be in the tool without paying planner rates for everyone.

14 days free, card at signup

Try it before you pay

Fourteen days with every feature and unlimited licences. A card is required at signup, but nothing is charged until the trial ends, and we remind you before it does. If you need longer to evaluate it properly, we extend it.

0 months tied in

Monthly, cancel any time

Start monthly with no commitment and move licences up or down whenever you like, billed pro rata. A year takes 10% off and three years 20%, if you want it.

Autotask stays the record

No migration, no lock-in

Proxuma plans on top of your Autotask PSA data and writes every change back. Nothing to import before you start, and nothing stranded here if you stop.

Quick preview

What is my return on investment?

A quick preview: set the two sliders to your team and the numbers move. The full calculator works with six inputs.

Engineers15

360

People who plan and dispatch2

The rest is held at the full calculator's defaults: €55 an hour internal cost, €110 billed, 46 working weeks a year.

9.6h Planning time back, a week

Two fifths of the scheduling and replanning 2 planners do now.

900h Billable capacity, a year

Three utilisation points across 15 engineers. Worth money only once you sell the hours.

That is about €24.300 and €99.000 a year, against €4.800 a year in engineer and planner licences.

Open the full ROI calculator Six inputs there, every assumption and source written out. Estimates, not promises.

See every price, currency and role on the pricing page.

Customers

What MSP leaders say after switching to Proxuma.

Your first month

From chaos to order in 30 days.

From connecting Autotask to all your projects laid out with maximum efficiency.

Day 1

Connect Autotask

The timeline fills with your own tickets, projects and people the same day. Planning is live within a maximum of 24 hours.

How onboarding works →

Day 5

Set up to your liking

We help you tune Proxuma to the way you plan and get everyone comfortable in the tool.

Day 14

Weekly free sessions

Bring your questions to a free session every week, and start from free project templates instead of a blank board.

Day 30

Fully operational

Projects neatly organised, the right people assigned. Maximum use of everyone's time, and the tools to show it.

Day 30+ Optional

Keep going with Proxuma Consulting

Get the most out of Proxuma and Autotask: end-to-end implementation support, clickable process maps built into Autotask, and a plan that fits your pace.

Explore consulting →

Start the trial → No demo needed. Up and running in less than 24 hours.

From the blog