Automation engineeredaround your MSP.

Turns PSA ticket activity into a consistent weekly management summary without manual spreadsheet assembly.

• Opened, resolved, and still-open counts
• SLA, reopen, and waiting-state metrics
• Category and client activity ranking

Surfaces open tickets that have breached or are approaching SLA, including high-priority unassigned and stale active work.

• Breached, critical, high-risk, and watch bands
• High-priority unassigned detection
• Stale active-ticket detection

Reviews new or untriaged tickets and recommends urgency, service category, destination team, and dispatcher action.

• Deterministic category and routing rules
• Security, impact, VIP, and information flags
• Current-priority alignment

Groups repeated incidents through exact deterministic signatures and transparent recurrence scoring for service-manager review.

• Fixed 30-day lookback
• Exact issue signatures and cluster keys
• Deterministic severity and ordering

Checks onboarding requests for missing information, possible duplicates, policy conflicts, and elevated access before provisioning.

• Identity and contact conflict checks
• Policy, privilege, and approval rules
• Fixed readiness-status precedence

Reconciles purchased subscriptions, assigned Microsoft 365 licenses, and PSA agreement quantities to expose billing and licensing drift.

• Distributor, assignment, and agreement reconciliation
• Used-not-billed and paid-unused detection
• Orphaned, terminated-user, and quantity-mismatch rules

Reviews offboarding requests for timing, completeness, approvals, and lingering access risk before an authorized administrator acts.

• Request completeness and timing checks
• Approval and ownership validation
• Access, session, mailbox, and license review prompts

Applies transparent severity, threat-state, endpoint, age, and risk rules to endpoint-protection alerts.

• Deterministic alert-risk scoring
• Endpoint and threat-state context
• Review, escalation, and no-escalation classification

Combines service, satisfaction, feedback, and missing-data signals into a consistent client-risk review.

• Transparent thresholds and point values
• Fixed status-classification precedence
• Operational and relationship-signal evidence

Collects, normalizes, and validates service, security, licensing, billing, asset, and client-success data for quarterly business reviews.

• Multi-source client normalization
• Completeness and freshness validation
• Deterministic readiness and risk priorities

Reviews privileged access, authentication, exclusions, external sharing, and governance evidence across Microsoft 365 tenants.

• Privileged MFA and administrator-concentration checks
• Conditional Access, legacy-auth, and guest review
• Forwarding, app-permission, and departed-user findings

Evaluates backup failures, recovery evidence, workload importance, ownership, and exceptions instead of treating a successful job as proof of recoverability.

• Failure-history and workload-priority rules
• Recovery-evidence and readiness checks
• Ownership, exception, and escalation classification

Calculates labor cost, recoverable revenue, agreement consumption, and unbilled overage to expose service-margin leakage.

• Time-entry and labor-cost calculation
• Agreement gross-margin and included-hours review
• Unbilled overage and recoverable-revenue detection

Prioritizes patch failures, vulnerabilities, unsupported software, pending reboots, and unresolved exceptions across managed endpoints.

• Age, severity, and asset-risk scoring
• Patch, lifecycle, reboot, and vulnerability rules
• Ownership, maintenance-window, and exception evidence

Reconciles endpoint inventory with EDR and protection agents to find missing, unhealthy, stale, unlicensed, or conflicting security-tool coverage.

• Inventory-to-agent reconciliation
• Health, telemetry, definition, and licensing checks
• Policy, exclusion, conflict, and high-risk asset rules

Reconciles invoices, payments, credits, disputes, and payment promises to surface overdue balances and collection risk.

• Invoice and payment reconciliation
• Broken-promise and dispute detection
• Risk-based review ordering

Reconciles purchase orders, receipts, vendor invoices, and approval evidence to identify exceptions before payment review.

• PO, receipt, and invoice matching
• Duplicate and mismatch detection
• Approval-evidence validation

Applies exclusions, consent controls, ICP-fit rules, and buying-intent evidence to create an explainable sales-review queue.

• Consent and exclusion controls
• ICP-fit and intent evidence
• Explainable readiness classification

Connects campaigns, leads, touchpoints, and opportunities to report qualified pipeline and supported closed-won revenue.

• Cross-source identity linking
• Qualified-pipeline calculation
• Attribution evidence and limitation checks

Reviews opportunities for stalled stages, missing engagement, overdue follow-up, proposal risk, ownership gaps, and decision dates.

• Stage-stagnation checks
• Engagement and follow-up validation
• Proposal, ownership, and date-risk rules

Finds missing or conflicting lead sources, broken campaign references, and overdue handoffs while reporting supported performance metrics.

• Lead-source integrity checks
• Campaign and handoff validation
• Evidence-gated ROAS and ROI calculation

Identifies complaint, bounce, authentication, suppression, unsubscribe, engagement, and abnormal-sending exceptions.

• Bounce and complaint thresholds
• Authentication and suppression checks
• Engagement and sending-pattern review

Correlates crawl, CMS, linking, search, analytics, and performance evidence to identify technical problems and content opportunities.

• Cross-source URL normalization
• Technical SEO exception rules
• Evidence-backed content opportunity checks

Identifies workload pressure, capacity, aging work, schedule variance, stale ownership, and team bottlenecks without ranking employees.

• Capacity and workload calculation
• Aging and ownership checks
• Service-flow exception classification

Finds stalled applications, missing ownership, overdue feedback, delayed updates, failed communications, and recruiting-data problems.

• Stage-age and follow-up checks
• Ownership and feedback validation
• Communication and data-quality exceptions

Detects appointment conflicts, missing coverage, unassigned visits, skill mismatches, availability problems, and scheduling gaps.

• Calendar conflict detection
• Coverage and availability validation
• Skill and priority matching

Converts verified vendor lifecycle and service-change notices into an evidence-backed brief showing products and client exposure.

• Source verification and capture
• Product and client exposure matching
• Evidence-backed review classification

Compares current and previous service metrics to identify meaningful deterioration in SLA, backlog, response, reopen, and satisfaction measures.

• Current-to-prior comparison
• Material-change thresholds
• Trend and anomaly classification

Combines financial, service, agreement, satisfaction, and risk evidence to prioritize accounts for human review.

• Cross-domain client normalization
• Transparent health classification
• Retention, remediation, and renewal priorities

Finds duplicate candidates, stale records, broken relationships, invalid ownership, and incomplete evidence without modifying data.

• Duplicate-candidate signatures
• Freshness and ownership validation
• Parent-relationship integrity checks

Converts supported document and message templates into structured previews while retaining source evidence for every field.

• Supported-template detection
• Field extraction with source retention
• Missing and conflicting evidence checks

Reviews pipelines, required checks, deployments, and release risks to identify failures, blocked releases, and insufficient readiness evidence.

• Pipeline failure detection
• Required-check and deployment validation
• Release-readiness risk classification

Identifies missing, stale, conflicting, or incomplete control evidence without declaring an organization compliant or secure.

• Evidence freshness and completeness checks
• Conflict and ownership validation
• Control-gap review classification

Transforms approved source material into briefs, outlines, and channel drafts while flagging unsupported claims and rights issues.

• Approved-source grounding
• Claim and statistic consistency checks
• Rights and accessibility review flags