The QBR that's about their business, not your ticket count
Current's Business Review reads like a magazine, with your logo and colors on every sheet, built in minutes from every system you've connected. It shows how the customer compares with firms like them from your own book (never named), where they're exposed from their own record, and their roadmap quarter by quarter against the budget they gave you. Then they approve, defer or decline, and an approval opens a deal on your Expansion pipeline.
This film covers QBR & SBR. That page has the detail behind it, with screenshots and how the PSA sync works.
Full transcript
Slide 9: tickets closed. Slide 10: your SLA chart. Across the table, the owner checks their phone. They don't care how many tickets you closed. And the meeting ends on "let's circle back." Current's Business Review is about their business, not your ticket count. It looks like a magazine. Your logo, your colors, every sheet.
Built in minutes from every system you've connected. First: how they compare. Firms like them, from your own book. Never named. Published industry figures beside them, with the source printed. No source, no figure. Nothing is invented. Then where they're exposed. Every number from their own record. Then what's next: their roadmap, quarter by quarter, in themed lanes.
What it costs, against the budget they gave you. 3 years out. Nothing in that chart is typed. Then a decision. Their tickets and email mention patch management 10 times. Approve. Defer. Decline. Nobody circles back. Their compliance officer says yes. You press Approve. Stamped with Jerome's name. An open deal lands on your Expansion pipeline, with an owner.
Your quote still closes it. When any quote comes back won, AI drafts the project. Phases, tasks, hours. Recurring lines get a critical contract-update task on day 1. You confirm. It's built in your PSA. Keep Autotask, ConnectWise, HaloPSA or Syncro. That's the QBR, handled. Now, your own shop: AI dashboards. Type a question: "Where did our hours go this month?" A few quick questions.
Then the tile. No report writer. No Excel. Then put it on the office TV. $50 a user a month, locked in for the first 100 MSPs. $95 after that. Every feature. Every integration. Everything we ship next. One price. No tiers, no add-ons, ever. Stop circling back. Book a demo at current.day.
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The QBR deck that writes itself
Current's AI writes the Strategic Business Review from the year that actually happened: tickets, email, CSAT, backup health, patching and security posture, with evidence pinned to every finding, AI talk tracks, peer benchmarking and a branded print pack.
MSP dashboards without the consultant
Describe the dashboard you want and AI builds it in seconds, on a semantic metric layer where every number has one definition everywhere it appears. TV and kiosk modes included.
Your engineers hear every upsell. Whitespace catches them.
Current reads every ticket and email in your PSA, lights up what each customer keeps asking about but hasn't bought, shows the receipts behind every flag, and totals the missing MRR across your book.