Automation for Managed Service Providers
Connect your PSA, RMM, documentation, quoting, and accounting tools so billable time stops leaking, tickets stop duplicating, and your team stops re-keying data across systems.
Challenges We Solve
These are the most common challenges facing managed service providers. Click “See the solution” on any card to see how we fix it.
Unlogged Billable Time
Techs do RMM and remote work that never makes it into a PSA time entry, quietly eroding realization and revenue every week.
Automated Time Capture
We connect RMM and remote-session activity to your PSA so billable work becomes a time entry on the right ticket and agreement automatically — recovering realization that used to leak.
Manual Ticket-to-Invoice Reconciliation
Someone re-keys closed tickets and agreements from the PSA into QuickBooks or Xero every billing cycle, with errors and delays baked in.
PSA-to-Accounting Sync
Closed tickets, agreements, and usage flow from ConnectWise PSA or Autotask into QuickBooks or Xero on a schedule, with mapping and validation so invoices match reality without manual reconciliation.
Alert Storms & Duplicate Tickets
RMM alerts flood the PSA as duplicate, unowned tickets, burying real incidents and burning service-desk attention on noise.
Alert Deduplication & Routing
Incoming RMM alerts are deduped, correlated, and routed into the PSA as single owned tickets — so storms collapse into one actionable item instead of fifty.
Re-Keyed Onboarding Data
New clients and assets get hand-entered across PSA, RMM, IT Glue or Hudu, and email security — slow, inconsistent, and out of sync the moment it's done.
Onboarding Data Propagation
Create a client or asset once and we propagate company, contact, and asset records across PSA, RMM, IT Glue/Hudu, and email security so every system agrees from day one.
Common Managed Service Providers Workflows
See how we automate the workflows that matter most to your business—from understanding to implementation.
Unlogged RMM Work to Billable PSA Time Entry
Technicians run scripts, patch, and resolve issues through the RMM and remote tools, but much of that work never gets logged. This workflow captures session and task activity, matches it to the right ticket and agreement, and creates a reviewable time entry in the PSA automatically.
Turn remote and RMM work that techs actually do into accurate, billable PSA time entries so realization stops leaking
Workflow Steps
Capture Activity
RMM task, script run, or remote-control session completion is detected with technician, device, and duration
Match to Ticket & Agreement
Activity is matched to the right company, ticket, and billing agreement using device and contact mapping
Create Time Entry
A draft time entry is created on the ticket with duration, work type, and notes
Flag for Review
Entries that can't be confidently matched are flagged to a tech or dispatcher instead of being dropped
SlackMicrosoft TeamsEmailApprove for Billing
Reviewed entries are marked billable and roll into the agreement for the next invoice cycle
Data That Flows Through
Outcomes
Implementation Options
This workflow can be built on any of these platforms. Click to see implementation notes:
Ready to automate these workflows for your business?
Discuss Your WorkflowsReady to Transform Your Managed Service Providers?
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Contact UsFrequently Asked Questions
Which PSA and RMM platforms do you work with?
We work with ConnectWise PSA and Autotask PSA, and RMM platforms including Datto RMM, NinjaOne, and N-able. We built both Autotask's and ConnectWise's official Zapier apps and have 9+ years on both REST APIs, so we know these systems deeply — not just at the surface.
Do you replace our PSA, RMM, or documentation tools?
No. Our philosophy is connect, don't replace. You keep ConnectWise or Autotask, your RMM, and IT Glue or Hudu — we build and manage the connections between them so data flows correctly and billable work doesn't leak.
Can you sync our PSA with QuickBooks or Xero?
Yes. We sync closed tickets, agreements, and usage from ConnectWise PSA or Autotask into QuickBooks or Xero with mapping and validation, so invoices match what your team actually delivered without manual reconciliation.
We want to use AI agents in our service desk — can you help?
AI agents are only as good as the data underneath them. We make sure your PSA, RMM, and documentation are synced and trustworthy first, so any AI you layer on top is acting on accurate, current data instead of hand-keyed records.