Bumblebee

Build, Manage, Resell
AI Automation

Bespoke automation for MSPs, live in 30 days — built on your stack and owned by you.

The Bumblebee platform running a Monthly Service Review Report workflow

QBR Reporting Automation

Turn scattered MSP data into client-ready reports

The problem

The client story is spread across your PSA, RMM, Microsoft 365, and security stack. Account managers spend hours gathering and reconciling the data, yet the finished QBR can still bury your value under ticket counts and technical detail.

What Bumblebee builds

Bumblebee connects the tools already in your stack and builds a scheduled workflow that produces a branded, client-ready QBR with business impact, trends, risks, and recommended next steps.

The MSP outcome

2 hrs

saved per client, per quarter

NORTHBEAM
MANAGED IT · SECURITY
Ticket Trends
3 / 3
Section 03
Ticket Trends
§03

Support volume over six months, including work raised automatically by monitoring and work requested by users.

Opened in June
12
six-month low
Still open
1
at period close
Past target
1
vendor blocked
Open critical
0
nothing critical
Tickets Opened — Six-Month View
21
Jan
18
Feb
20
Mar
16
Apr
15
May
12
Jun
Down 43% from the January peak and 20% month over month.
Where June's Tickets Came From
Raised by monitoring
67%
Raised by a person
33%
What the trend says
June is the quietest period on record. Recovered capacity can now move to security improvements and planned refresh work.
NORTHBEAM
MANAGED IT · SECURITY
Secure Score
1 / 3
Service Review · Extract
Security & Service Snapshot
Prepared for
Brightwater Logistics
Period
June 2026
Secure score
57%
Open critical
0
Section 01
Microsoft Secure Score
§01
Tenant Secure Score
57%
Moderate
156 of 273 available points · +2 vs. May
Rolling Three-Month Trend
53%APR55%MAY57%JUN
CriticalDevelopingModerateStrongExcellent
Where this leaves you
The tenant continues a steady four-point climb. The highest-yield configuration items will be prioritized for the next service call.
Client-ready report

Billing & Revenue Audits

Protect MSP revenue before billing errors reach the client

The problem

Revenue leakage hides in the gaps between vendor invoices, PSA contracts, time entries, bill rates, and ticket classifications. Service managers spend hours checking the work manually, yet costly discrepancies can still reach the client or go unbilled.

What Bumblebee builds

Bumblebee turns your billing rules into an automated audit workflow that reconciles vendor charges, validates time entries and bill rates, identifies incorrectly classified T&M work, and sends only genuine discrepancies to a manager for review.

The MSP outcome

0.5%

revenue recovered per month

Bumblebee Orchestrator

One audit per client

128 client audits
run in parallel

Shareable audit report

Human-reviewed before action

Zoom in

Inside one client audit

Billing accuracy workflow

Auto-runs monthly
1

Pull billing context from PSA

Contracts, tickets, time entries and bill rates

PSA API
2

Pull invoice from distributor

Licenses, quantities, pricing and prorations

Pax8 API
3A

Audit line items

Compare vendor charges to PSA contracts.

QuantityPriceProration
3B

Audit time entries

Validate labor against client billing rules.

Bill rateWork typeT&M
4

Send genuine discrepancies for review

Every flag includes the amount, source and reason

3 flagged

Microsoft 365 User Onboarding

Automate onboarding without ignoring client-specific rules

The problem

User onboarding looks repeatable until every client has different licenses, groups, naming conventions, mailboxes, and permissions. Technicians repeat the same steps while managing exceptions that create security gaps and downstream tickets when missed.

What Bumblebee builds

Bumblebee builds a multi-tenant Microsoft 365 workflow that starts from your PSA, applies each client’s provisioning rules, configures the user, and writes the results back to the ticket for human verification.

The MSP outcome

10 min

manual labor saved per user

Complete Microsoft 365 user onboarding workflow in Bumblebee
Complete workflow
Zoomed license procurement decision node written in natural language
Zoomed decision node

Security Posture Reporting

Turn security posture into a prioritized roadmap

The problem

Answering “How secure are we?” requires evidence from identity, endpoint, patching, backup, and security tools. Gathering it manually takes time, and a list of findings still leaves the client unsure what to fix first.

What Bumblebee builds

Bumblebee builds an on-demand workflow that gathers the evidence and generates a branded security posture report with scores, gaps, priorities, and recommended next steps.

The MSP outcome

On demand

for one client or your entire client base

SENTINEL
SECURITY ADVISORY
Remediation Roadmap
3 / 3
Section 03
How Sentinel Can Help
§03

Managed services mapped directly to identified control gaps, with the achievable posture modeled after remediation.

Current overall
78.4%
today's posture
Projected overall
87.2%
after remediation
Gap coverage
100%
2 of 2 controls
GVIDPRDERSRC
Govern
GV
87.5%
Identify
ID
75%
Protect
PR
95.8%
Detect
DE
95.8%
Respond
RS
78.8%
Recover
RC
90%
Recommended roadmap
Near term
Complete the asset inventory and retire unsupported devices.
Next
Document and test recovery priorities and RTOs.
SENTINEL
SECURITY ADVISORY
Security Posture
1 / 3
Section 01
Security Posture at a Glance
§01

Scores shown by NIST CSF v2.0 Function. The outer ring marks the recommended 80% maturity target.

GVIDPRDERSRC
Aggregate Score
78.4%
Moderate
Across six NIST Functions
Govern
GV
87.5%
Identify
ID
74.7%
Protect
PR
95.8%
Detect
DE
95.8%
Respond
RS
78.8%
Recover
RC
41.7%
Key strengths
Protect · 95.8%
Detect · 95.8%
MFA registration
94%
47 of 50 users registered
Critical gap
Recover · 41.7%
Recovery actions need definition and testing.
Branded for your MSP

Native integrations with your stack

From PSA and RMM to Security — we maintain the integrations so you don't have to.

PSA

Autotask
ConnectWise
HaloPSA
Syncro
Atera
Rev.io

RMM

NinjaOne
Datto RMM
N-central
ImmyBot
PIA

Documentation

IT Glue
Hudu

vCIO

MyITProcess
KQM
Customer Thermometer
CrewHu
ScalePad

Backup

Acronis
Datto Backup
Axcient
Unitrends

Security

Bitdefender
Huntress
Sophos
Datto EDR
RocketCyber
SonicWall

Exposure

Tenable
ConnectSecure
Dark Web ID
SaaS Alerts
Field Effect

Compliance

KnowBe4
Purview
Apptega

Email

EasyDMARC
dmarcian

Productivity

Microsoft 365
Google Workspace
CIPP

CRM

HubSpot
Dynamics 365
Zoho One

Finance

QuickBooks
Pax8
Sherweb

Don't see your tool? We ship new integrations in about a week.

How Bumblebee delivers automation in 30 days

Four steps from “we want to adopt AI” to “it's running in production”

Step 01

Discover

Start by learning about operational bottleneck

Tell us where your team is losing hours — or let us run an automated assesment in your environment. We'll map the highest-leverage automation opportunities in your stack.

Step 02

Shadow

Observe the way you already run your business

Once we agree on scope, we sit alongside your team and document the manual process end-to-end — every tool, every decision, every edge case — so the automation matches reality.

Step 03

Build

Our team builds the automation with you team

We design, build, and iterate the automation on the Bumblebee platform until it runs reliably in your environment. We help you navigate the edge cases as they come up.

Step 04

Hand off

You own the automation — and the knowledge.

We give you the keys: working automation in production, full visibility into how it's built, and the knowledge to maintain it, tune it, or build the next one yourselves.

From kickoff to production in 30 days

Typical engagement
Week 1Week 2Week 3Week 4
Discover
Shadow
Build
Hand off

Built with you, owned by you

Most platforms hand you a tool and a login. We hand you working automation — built alongside your team, on a platform you can keep extending after we're done.

Software Platform

Hosts and runs every automation we ship for you. You stay in control — every workflow, integration, and approval governed in one place.

  • Hosts and runs every workflow we ship — no infrastructure for your team to manage
  • Full audit trail and role-based access — see who ran what, when, and on which data
  • PSA, RMM, M365, and 40+ integrations governed and credentialed in one place
  • SOC 2 Type II compliant, HIPAA-ready, ISO/GDPR in progress

Starting at $250/mo for 500 automation runs

Explore the platform

Professional Service

We learn how your MSP runs today, then build workflows that match your process — not generic templates retrofitted to your business.

  • Process discovery first — we learn your runbooks, SLAs, and client-specific exceptions
  • Custom workflows built around the way you already do business — not generic templates retrofitted to it
  • Live iteration in your environment with your data — no ‘throw it over the wall’
  • Ownership transfer at handoff — code, configuration, and how-to docs

Starting at $3,000 for one automation live in 30 days

Schedule a consultation

Platform you can trust

SOC

SOC 2 Type II - Compliant

We are SOC2 Type II compliant. The most recent audit was completed in April 2026.

What customers say

“The nicest feature is the ability to quickly assess the feasibility of automating something. Bumblebee knows so much about the integrations that it's really great at offering revisions to my proposal before implementing.”

Joel Burgess, CEO, BullerTech

“Bumblebee is, quite frankly, very good at what they do. Outcomes are consistently brilliant. One would be foolish not to work with them. Highly recommended, obviously.”

Brandon Bischoff, Director of Cybersecurity Operations, Rhodian Group

“What amazed me most about Bumblebee was how easy it was to explain the automation I wanted and watch it build and improve it across our connected tools. It saves us time, cuts down repetitive work, and helps us work smarter every day.”

Jaime Rodriguez, MSP Owner, Dallas

Bumblebee's
Founding Story

Hexi was a senior software engineer at Amazon Web Services as of 2024. One day, he grabbed coffee with his best friend's dad, who was on the founding team of BitTitan. The coffee chat turned into a 4-hour conversation about the past, present and future of MSPs. Hexi was shocked to learn about an IT world outside the cloud. If Cloud is the backbone of enterprise, MSPs are the backbone of America's small medium businesses. Soon after, Hexi moved to San Francisco to immerse himself in the technology innovation, with the ambition of bringing the AI Innovation to every MSP. Bumblebee was born.

Today, Hexi leads a team of automation engineers who work directly with MSPs — shadowing their operations, building automation alongside their techs, and handing it back when it's running.

Hexi, Founder & CEO of Bumblebee

Frequently Asked Questions

Have Questions? We're Here to Help!

Reach out to our support team for any queries or assistance.

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Bring us the manual work that's holding your team back.

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