Find the work your MSP is doing for free.

Upload your PSA exports and contracts. Headroom flags possible unbilled work, agreement drift, out-of-scope work and underpriced clients, each with the record behind it, the calculation and a confidence level.

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Northlight IT

Demo MSP

Analysis complete · April to September 2026

Potential opportunity identified

£3,804

Across 40 opportunities at 15 clients over 6 months.

High confidence: £1,405
Requires review: £2,399

Agreement value over 6 months £143,220Potential opportunity £3,804· 2.6%

Opportunities: 40
High confidence: 9; of 40
Recurring: £277; a month · £3,324 a year

Highest-value opportunities

Potential value

Support usage above the 10h monthly allowance
Harbour Physio · Over allowance
Medium£355
4 more users than contracted
ABC Ltd · Drift
High£324
3 more users than contracted
Riverside Care Group · Drift
High£270
5 more devices than contracted
Meridian Logistics · Drift
High£240

36 more opportunities. Fictional MSP, real engine: every figure comes from running Headroom on demo data. Potential, not promised: each one requires MSP review.

Explore the demo

Your MSP can be profitable on paper and still give work away every month.

Agreements are signed once. Clients change every month. New starters arrive, devices multiply and engineers do the quick favour nobody bills. Much of it never reaches an invoice, and nobody has time to check a thousand tickets against fifteen contracts.

Type

One example from Northlight IT

Across its 15 clients

Agreement drift

Clients who grew past the users and devices they pay for.

Riverside Care Group · Agreement

This client: £270

Contracted for 40 users, supporting 43.

3 users at £18 each is £54 a month that is not on the agreement.

Across Northlight IT

£1,120

6 opportunities at 6 clients

Unbilled work

Billable work that never reaches an invoice.

Elmfield Dental · Ticket #18094

This ticket: £70

“Install additional surgery workstation”

The ticket is billable and its notes say “Quoted and approved.” Then 1h 10m of time against it was logged as non-billable.

Across Northlight IT

£840

17 opportunities at 10 clients

Scope creep

Work the agreement excludes or charges for, logged as non-billable.

Meridian Logistics · Ticket #18177

This ticket: £150

“Out of hours: warehouse scanner system down”

1h 40m logged as non-billable at 21:40 on 9 Sept 2026. The contract says: “Support is available between 08:30 and 17:30, Monday to Friday, excluding UK bank holidays.”

Across Northlight IT

£1,240

12 opportunities at 7 clients

Underpriced clients

Support effort that has eaten into the margin. An estimate.

Castle Accountancy · Profitability

This client: £144

£1,500 a month for 26.4 support hours a month.

Estimated gross margin 28% against a 30% target, an average shortfall of £24 a month over six months.

Across Northlight IT

£204

3 clients

Four types, one 15-client MSP

Of £3,804 found in April to September 2026. Usage over allowance (£355) and unbilled licences (£45) make up the rest.

£3,404

Headroom compares your existing data with each agreement.

No integration project. Upload the exports you already run, let the rules check them against each agreement, and act on what they find.

Upload your PSA exports

CSV exports from your PSA, RMM and billing system, plus contract PDFs.

Data uploaded
Clients	CSV	15 rows
Tickets	CSV	1,061 rows
Time entries	CSV	1,278 rows
Users and devices	CSV	793 rows
Billing lines	CSV	75 rows
Contracts	PDF	15 files

What Northlight IT uploaded for the demo.

We analyse it

Rules compare tickets, time, users, devices and charges with each agreement, and check each ticket against the clauses found in that client's contract.

Out-of-scope work£1,24012 opportunities

Agreement drift£1,1206 opportunities

Unbilled work£84017 opportunities

Usage over allowance£3551 opportunity

Underpriced clients£2043 clients

Unbilled licences£451 opportunity

40 opportunities, each tied to the record behind it.

Check the evidence

Every opportunity carries its records, its calculation and a confidence level. Confidence reflects the strength and completeness of the evidence.

Opportunities in the demo by confidence level
Confidence	Opportunities	Value
High confidence	9	£1,405
Medium confidence	17	£1,610
Low confidence	14	£789

High: Direct evidence in your records on both sides, and a deterministic calculation.
Medium: Your records support it, but an input is assumed, the link is a keyword match, or it needs a check.
Low: Incomplete or ambiguous evidence, or a modelled estimate. Verify it by hand.

Each level comes from published checks on the evidence, not from AI.

Take action

The software recommends. You decide. Work through each opportunity from New to Actioned, or dismiss it with a reason: correct the agreement, bill the work or reprice the client.

ABC Ltd4 more users than contracted+⁠£72 a month
Riverside Care Group3 more users than contracted+⁠£54 a month
Meridian Logistics5 more devices than contracted+⁠£40 a month
Dorset Legal4 more devices than contracted+⁠£28 a month

+6 more recurring opportunities · £83 a month

New: 35£2,885
Reviewing: 2£355
Approved: 2£510
Actioned: 1£54

Recurring, across 10 opportunities

£277a month recurring

Every opportunity shows its evidence.

Each opportunity shows its potential value, how it was calculated, a confidence level and the reason for it, the ticket, time entry or clause behind it, and a recommended next step for you to review. This is the product, running on the demo MSP.

Opportunities

Out-of-scope work · 12 opportunities · £1,240

Demo data

Out-of-scope opportunities in the demo, newest first
Opportunity	Confidence	Value
Personal device work logged as non-billableWillow & Hart Interiors · #18285 · 28 Sept 2026	Medium	£60
Personal device work logged as non-billableBramley Homes · #18492 · 15 Sept 2026	Medium	£80
Third-party application support logged as non-billableKingsbridge Architects · #18189 · 11 Sept 2026	Medium	£150
Out-of-hours work logged as non-billableMeridian Logistics · #18177 · 9 Sept 2026	High	£150
Hardware repair logged as non-billableBramley Homes · #18049 · 19 Aug 2026	Medium	£95
Third-party application support logged as non-billableCastle Accountancy · #18017 · 13 Aug 2026	Medium	£75
Onsite visit logged as non-billablePennine Engineering · #17965 · 4 Aug 2026	Medium	£120
Out-of-hours work logged as non-billableMeridian Logistics · #17872 · 18 Jul 2026	High	£90

4 more opportunities in this category

Out of scopeMedium

Personal device work logged as non-billable

Bramley Homes · Ticket #18492

Potential value: £80
Time logged: 1h 20m
Confidence: Medium confidence
The contract excludes this kind of work and the ticket's wording reads like it, but that link is a keyword match, not a field in your records. Read the ticket before charging.

Contract clause

Uploaded contract

Support applies to company-owned devices only.

Managed Services Agreement – Business Essentials, section 3.1

Ticket #18492

Ticket export

Set up employee's personal MacBook

Sales negotiator asked us to configure her personal MacBook with Outlook, Teams and the shared drive so she can work from it. Installed Company Portal, configured mail and OneDrive, mapped drives.

Time logged

Time entries

15 Sept 2026, 10:20 · James Smith · 1h 20mNon-billable

Calculation

Time entry and rate

1h 20m non-billable × £60/h = £80

Potential value: £80 one-off

Recommended action

Review whether this work on a personal device should be treated as out of scope and charged at the agreement rate (£60/h). If it's a recurring request, agree how it will be billed with Bramley Homes.

The opportunities list and an opportunity from the app, with Northlight IT's demo data. Values are potential opportunities that require your review.

Client profitability. Which clients are worth keeping?

Headroom sets each client's revenue against its delivery effort and estimated margin, so you can see which clients cost more to serve than they pay. Margins are estimates from your own rates.

Take ABC Ltd. It pays £1,850 a month on Business Pro. Its support has grown from 22 to 28.6 hours a month, and 4 more users are active than its agreement covers. Over six months, that is £404 of potential opportunity to review.

Users supported: 3935 contracted
Devices supported: 4242 contracted

Support hours by month

At risk

22h

Apr

24h

May

26h

Jun

27h

Jul

28h

Aug

28.6h

Sep

What ABC Ltd costs to serve

Monthly average, April to September 2026

Monthly agreement: £1,850
Labour25.9h a month at £35/h: −£908
Software: −£420
Gross contribution28% margin against a 30% target: £522

Recommended contract value

£1,897a month

+⁠£47 a month

The margin opportunity's £33 a month is the average shortfall across the six months; repricing to £1,897 (+⁠£47) restores 30% at average cost.

Found at ABC Ltd

4 more users than contractedDrift£324
Gross margin 28% against a 30% targetUnderpricedOverlaps with the user drift: billing the 4 extra users restores the 30% target.£198
Potentially billable project work logged as non-billableUnbilled · Ticket #18110£80

Potential opportunity, six months£404

£198 of the pricing estimate overlaps with the user drift and is counted once.

Billing the 4 extra users alone (+⁠£72 a month) takes ABC Ltd to £1,922, a 30.9% margin, before any price conversation.

Don't take our word for it. Check the evidence.

Every commercial finding is backed by the underlying data, the calculation used to produce it and a confidence level. AI can help interpret your data, but it doesn't get to invent the numbers.

DriftConfirmed discrepancyHigh confidence

8 more users than contracted

Acme Ltd · Evidence-backed opportunity · Status: New

A month: £656
A year: £7,872

What we found

FactYour users list shows 47 active users for Acme Ltd.
FactAcme Managed Services Agreement, section 1.2 states 39 users.
Fact"Managed Support (per user)" bills 39 × £82 per user.
Observation47 − 39 = 8 users more than contracted.
Observation8 × £82 = £656 a month, £7,872 a year.

Interpretation

The extra users may be supported without being charged for. Some may be leavers not yet removed from the list, or covered by a separate arrangement.

Recommended action

Review the agreement with Acme Ltd. If the extra users are confirmed, update the recurring charge to 47 users (+⁠£656/month).

Recommendations require MSP review before action.

Evidence

Each line names its source record

Agreement“The monthly charge is based on 39 supported users.”Acme Managed Services Agreement, section 1.2
Client recordContracted users: 39clients.csv, row 2
Users list47 active users.users.csv, rows 2 to 48
BillingManaged Support (per user): 39 × £82 per userbilling.csv, row 2

Calculation

Calculation shown

47 active users − 39 contracted and billed = 8 users

8 × £82 = £656 a month, priced as Managed Support (per user)

£656 × 12 = £7,872 a year

Confidence

High confidence

Contracted for 39 users and billed for 39; your users list shows 47 active. Valued at your own billing line price.

Why was this flagged?

Rule drift.user: more active users than the agreement covers, valued at the client's own per-user billing line.

Evidence checks

The agreement states 39 users.
Your clients file agrees with the agreement.
Valued at your billing line price (Managed Support (per user)).
Exactly one billing line is the per-unit charge.
Every active user has a first-seen date.
Your billing lines bill 39 users, fewer than the 47 active, and only the users beyond those billed are counted.

Data sources: Acme Managed Services Agreement, clients.csv, users.csv, billing.csv.

Calculation shown. Every figure can be checked by hand.
Confidence reflects the strength and completeness of the underlying evidence.
AI assists with interpretation. Financial calculations are deterministic.
The software recommends. The MSP decides.

Sample data: Acme Ltd is fictional. This is Headroom's actual output for a three-file sample (an agreement, a users list and a billing export), and the same case runs as an automated known-answer test.

See exactly what we find before you pay.

The first audit is free. Upload your own exports and you see every opportunity, its evidence and its calculation before you decide whether Headroom is worth paying for.

Start a free audit

Built for the data MSPs already have.

If your PSA, RMM and billing system can export a CSV, you can run an audit today. No agent to install, no admin access, no integration project.

CSV exports you already runWorks today: Clients, tickets, time entries, users and devices, and billing lines from your PSA, RMM and billing system. Map the columns as you upload.
Contract and SOW PDFsWorks today: Headroom reads the clauses that decide what is billable: business hours, company-owned devices, onsite visits, project work, hardware and third-party software.
Evidence on every opportunityWorks today: Deterministic rules tie each opportunity to the ticket, time entry, device, charge or clause behind it, and to the file and row it came from. On the hosted service, an optional AI explanation puts one opportunity into plain English when you ask. It never produces a figure.
Reports for client reviewsWorks today: Take the opportunities into a client review or a management meeting as a PDF report or a CSV.
Direct PSA and accounting integrationsPlanned: Connections that pull the same data automatically are planned. Until they arrive, exports cover everything the analysis needs.

How your data is handled.

Headroom is early-stage software, so here is exactly what it does with your data today.

Visit the Trust Centre

Exports, not access: Headroom works from files you choose to upload. It needs no agent, admin account or API credentials, and never connects to your PSA.
Your workspace only: Data is stored in the United Kingdom in Postgres with row-level security on every table, so only signed-in members of your workspace can read it. Contract files sit in private storage, and key actions go to an audit log you can check.
Rules, not guesswork: A deterministic rules engine finds every opportunity and calculates its value. The same data always gives the same result, and every calculation is shown.
AI only when you ask: An optional explanation sends one opportunity and its evidence to Anthropic's API (United States) from our server. AI never produces a figure, and its text is labelled AI-assisted.
Not certified yet: Headroom isn't SOC 2 or ISO 27001 certified and hasn't had a penetration test. The Trust Centre lists what is and isn't in place, and who our providers are.

Pricing

Find the work your MSP is doing for free.

Start with a free audit of your own exports. See exactly what we find before you pay. You see each opportunity, the evidence and calculation behind it, and the clients involved. If Headroom then finds even one missed recurring charge, Growth can pay for itself.

Illustrative, not a forecast: five users added at a client but never added to the invoice, at £60 per user a month, is £300 a month of potential revenue. Growth is £240.

For scale: the fictional demo MSP has 15 clients with agreements worth £143,220 over six months. Headroom found £3,804 of potential opportunity there (£1,405 high confidence), £277 a month of it recurring.

If your audit finds less than Growth costs, Growth isn't worth it for you yet, and the audit shows you that before you pay.

MonthlyAnnualSave 10%

Prices exclude VAT. No setup fee.

Free

Revenue Leakage Audit

£0

One full analysis. No card.

Find out what your MSP may be leaving on the table.

Clients: Up to 100
Users: Up to 50with roles

Upload ticket, time, agreement and billing exports, plus contract PDFs if you have them
Your potential opportunity figure, by type and by client
Every opportunity with its evidence, calculation and confidence
A summary report to share with your partner or finance lead

Get My Free Audit

Want a hand with the exports? Book a guided audit

Workspace data is stored in the United Kingdom. Optional AI explanations are processed by Anthropic in the US. Not SOC 2 certified. Trust Centre

Growth

Recommended

Continuous Commercial Intelligence

£240a month + VAT

or £2,592 a year (£216 a month)

For MSPs that want continuous visibility into revenue leakage, agreement drift, unbilled work and client profitability.

Clients: Up to 100
Users: Up to 50with roles

Everything in the free audit
Re-run monthly on fresh exports and see what's new since the last run
Recovery queue to work each opportunity through to a decision
Contract vs reality for every client
Contract and SOW checks against your uploaded PDFs
PDF and CSV reports for client reviews
Your analysis history, with what changed since the last run
Direct PSA connectionPlanned
Automatic monitoring and alertsPlanned

Start Monitoring

Not on sale online yet. Founding MSPs get the first 30 days free when it opens.

Pro

Advanced Commercial Intelligence

£500a month + VAT

or £5,400 a year (£450 a month)

For larger MSPs that need deeper commercial analysis, advanced reporting and multiple environments.

Clients: Unlimited
Users: Up to 50with roles

Everything in Growth
Unlimited clients
Priority support from a named contactPlanned
A quarterly commercial review of your findings with usPlanned
Multiple PSA environments and entitiesPlanned
Advanced reportingPlanned
Deeper contract intelligencePlanned

Start with a free audit

Pro isn't on sale online yet. Start with the free audit; Pro opens to founding MSPs first.

Founding MSPs

The first 50 MSPs on Growth or Pro get their first 30 days free. If list prices rise, they keep their price for 12 months (24 months for the first 10). After the first 30 days, everyone pays the same list price.

Prices are in GBP and exclude VAT, which is added at 20% for UK businesses. There is no setup fee.
When paid plans open: annual plans save 10%, monthly plans can be cancelled at any time and end at the close of the billing month, and after a plan ends past reports stay readable for 30 days.
Items marked Planned are not available yet and are not part of what you pay for today.
Headroom shows potential revenue opportunities for you to review, not guaranteed savings.
Paid plans aren't on sale yet and there is no checkout, so nothing is charged. They will open to founding MSPs first. Until then, every account has the whole product as it is today, and your first audit is free.
Plans are subject to the Terms and the Privacy policy.

Questions owners ask first.

Straight answers about your data, your PSA and what the figures mean.

Does this work with my PSA?

Yes, through exports. Headroom works from CSV exports that any PSA, RMM or billing system can produce, plus contract PDFs. You map the columns when you upload, so the file layout doesn't matter. Direct PSA connection is planned, and when it launches it will be included in Growth. Until then, exports cover everything the analysis needs. The export guides show which reports to run in ConnectWise PSA, Autotask, HaloPSA and Syncro, and how to export users from Microsoft 365 and devices from your RMM.

Can someone help me with the first audit?

Yes. Book a guided audit: a 45-minute call where we help you export the right data from your PSA and go through what Headroom finds with you. You run the exports and upload them yourself; we never need your PSA login.

Do I need to change my PSA?

No. Headroom reads exports from the tools you already use and changes nothing in them.

What data do I need?

Start with your client list (monthly recurring revenue, contracted users and devices) and a ticket export. Time entries, users and devices, billing lines and contract PDFs make the analysis more complete. Contracts are what let Headroom check work against what each agreement covers. Three to six months of tickets and time entries is the right range; the export guides cover the rest.

Is my customer data secure?

Your exports are read in your browser and saved to a workspace only its members can access, enforced by row-level security in the database. Contract files sit in private storage, and key actions are recorded in an audit log. AI only runs when you ask it to explain a single opportunity. Headroom isn't SOC 2 or ISO 27001 certified yet; the Trust Centre sets out exactly what is and isn't in place, who our providers are and how deletion works.

Does it automatically bill my customers?

No. Headroom never contacts, invoices or charges your clients. It shows you the opportunity and its evidence; you decide what to bill, reprice or let go.

How accurate are the opportunities?

Every opportunity comes from deterministic rules, so the same data always gives the same result. Each one shows the records behind it, the file and row they came from, how its value was calculated, and a confidence level. Confidence reflects the strength and completeness of the underlying evidence. High: Direct evidence in your records on both sides, and a deterministic calculation. Medium: Your records support it, but an input is assumed, the link is a keyword match, or it needs a check. Low: Incomplete or ambiguous evidence, or a modelled estimate. Verify it by hand. Recommendations require MSP review before action.

Does AI work out the figures?

No. AI assists with interpretation. Financial calculations are deterministic. Rules find each opportunity and calculate its value. AI is used only when you ask for a plain-English explanation of one opportunity, and that text is labelled AI-assisted.

Does it replace my PSA?

No. Your PSA runs tickets and billing. Headroom sits above it as a commercial layer, showing where agreements, work and charges have drifted apart.

How much could I recover?

It depends on your data, your agreements and how you price, and we don't promise a figure. As an example, the fictional demo MSP (15 clients) shows £3,804 of potential opportunity over six months: £1,405 at high confidence and £2,399 that requires review. £277 a month of it is recurring. Your first audit is free, so you can see exactly what we find before you pay.

What if my audit finds very little?

Then the audit shows you that before you pay anything. If it finds less than Growth costs, Growth probably isn't worth it for you yet.

Why don't you charge per endpoint or per user?

The value is the commercial opportunity, not your device count. Each plan has one price. Growth covers up to 100 clients; Pro has no limit.

Can I change plan or cancel?

Paid plans aren't on sale yet, so there is nothing to pay for or cancel today, and you can delete your workspace at any time in Settings. When paid plans open, you'll be able to move to a higher plan at any time; downgrades and cancellations will take effect at the end of the period you've paid for, with read-only access to past reports for 30 days after that.

See what your own data shows.

Run a free audit on the exports you already have. See exactly what we find before you pay.

Get My Free Audit Book a guided audit See the demo

The demo found £3,804 of potential opportunity in 6 months of Northlight IT's data: £1,405 high confidence and £2,399 requiring review. Upload your own exports to see yours.