One source of truth for the business
Tickets, time, contracts, rates, invoices, and reports live in the same data model — no nightly sync, no copy-paste.
Professional Services Automation
PSA that actually saves time, instead of demanding it.
Time captured automatically from work, customer profitability calculated in real time, and reporting tied to the tickets and contracts your team already works in.
Three principles that make this work.
Profit visibility per customer
Realized rate, gross margin, recurring vs project, and trend lines that update as work happens.
Projects without the spreadsheet
Track scoped work, milestones, and budget burn against an SOW — and convert overages to billable in one click.
Limitless capabilities, one product.
Customer profitability
Realized rate, gross margin, and trend lines per customer — live, not batch.
Time tracking
Timers on tickets and projects with automatic capture from connected work surfaces.
Projects & SOWs
Scoped work with budget, milestones, and burn alerts. Overages convert to billable in one click.
Approval workflows
Approve time, expenses, and invoices with audit logs and per-customer routing rules.
Reports & dashboards
Pre-built dashboards for technician utilization, SLA, profitability, and patch posture.
Role-based access
Granular RBAC over data and actions, with SSO via Auth.js v5 and per-tenant scoping.
In numbers
Live
Profitability per customer
Built-in
Time + invoicing
RBAC
Roles + audit
Zero
Nightly syncs needed
What pairs well.
MSA, SOW, rate cards, and Stripe — wired together.
Quote, sign, deliver, and invoice from one platform. Per-customer overrides on everything.
See Contracts & BillingTickets, SLAs, and a portal your customers actually use.
Modern ticketing with custom workflows, saved views, and a white-label client portal.
See HelpdeskOne trigger. Every device. Zero spreadsheets.
Smart groups, scheduled jobs, event-triggered automations, and run-on-many script execution.
See AutomationQuestions about PSA.
Does PSA require a separate seat?
No. Tickets, time, contracts, and billing are all part of the same seat license.
Can I import from ConnectWise or Autotask?
Yes — we have CSV-based importers for customers, contracts, and tickets, plus a guided migration path.
Does it integrate with QuickBooks?
Stripe is native; QuickBooks Online is on the integration roadmap.
Ready to try PSA?
See PSA in your environment.
Deploy your first agent in minutes. See the platform in action — book a walkthrough or kick the tires on a free trial.
Book a demo30-minute walkthrough. No sales pressure.