Transform your MSP data into actionable insights
Apex BI connects directly to your Halo PSA instance, syncs your data automatically, and gives you powerful dashboards and reports — no spreadsheets, no data exports, no SQL required.
No credit card required · Free 14-day trial · Cancel anytime
$ apex-bi --features
Everything you need to master your MSP data
Purpose-built for Halo PSA. No generic BI tool bloat — just the features MSPs actually need.
Drag & Drop Dashboards
Build custom dashboards with 15+ widget types. KPIs, charts, gauges, tables, and more — all drag-and-drop.
Custom Dataset Builder
Create datasets from 14 Halo entity types with filters, aggregations, grouping, and calculated fields.
Automatic Data Sync
Connect your Halo PSA credentials and Apex BI syncs data automatically. Refresh intervals from 5 to 60 minutes.
Report Builder
Generate tabular reports with sorting, filtering, grouping, and export. Schedule email delivery on a recurring basis.
Secure by Design
AES-256-GCM encryption for API credentials at rest. Multi-tenant isolation with row-level security. Your data never leaves your control.
Team Collaboration
Invite team members with role-based access. Owner, Admin, Analyst, and Viewer roles keep everyone in their lane.
$ apex-bi widgets --list
15+ widget types for every visualization need
From simple KPI counters to complex multi-series charts. Every widget connects to your datasets and updates automatically when data syncs.
- Drag and drop onto a grid layout
- Resize and position widgets freely
- Multi-page dashboards with tabs
- Custom colors and styling per widget
$ apex-bi --quickstart
Up and running in minutes
Three steps to transform your Halo PSA data into visual dashboards.
Connect Your Halo PSA
Create API credentials in your Halo PSA instance and enter them in Apex BI. We encrypt everything with AES-256-GCM.
Sync Your Data
Choose which entity types to sync — tickets, clients, assets, agents, and more. Data syncs automatically on your schedule.
Build Dashboards
Create datasets with our visual builder, add widgets to dashboards, and share insights with your team.
$ apex-bi entities --all
14 Halo PSA entity types supported
Full coverage of your Halo PSA data. Build datasets that join across entities for deep cross-functional insights.
$ apex-bi pricing --list
Simple, transparent pricing
Start free. Upgrade when you need more power. No hidden fees.
Starter
Free 14-day trial to explore Apex BI
- Up to 3 dashboards
- Up to 10 datasets
- 2 users included
- 1,000 synced entities
- 60-minute data refresh
Professional
For growing MSPs who need real-time insights
or $119/mo billed annually
- Unlimited dashboards
- Unlimited datasets
- 10 users included
- Unlimited synced entities
- 15-minute data refresh
Enterprise
For large MSPs needing advanced capabilities
- Everything in Professional
- Unlimited users
- 5-minute data refresh
- Embedded dashboards
- Custom branding / whitelabel
Ready to transform your MSP data?
Start your free 14-day trial today. Connect your Halo PSA instance and build your first dashboard in minutes.
No credit card required · Connect your own Halo PSA API credentials · Your data stays yours