Billing reconciliation
Compare vendor usage, licenses, and PSA agreements. Surface mismatches and prepare corrections for review.
Automation for your MSP
Everything connected. The groundwork is done.
Once your systems are connected, 90% of the groundwork for automation is already in place: the connections, access controls, estate data, and context about your MSP. We work with you on the last mile: the playbooks, rules, and verified write skills that turn a workflow into a dependable automation.
- 01
Connections
Your systems, already connected.
- 02
Context
Your clients, estate data, and access controls.
- 03
Playbooks
The workflow we design and test together.
- 04
Approved action
Verified skills, scoped permissions, and human approval.
The work you want off your plate
Start with the work you want off your plate.
These are workflows we can design with you. We confirm the available tools and permissions for each request before enabling any write capability.
Ticket triage
Classify and prioritize incoming work, suggest routing, and prepare the next steps using client and device context.
Your workflow
Recurring checks, reporting, onboarding steps, or a process unique to your MSP. Bring the request; we assess its systems, permissions, and feasibility together.
Built and verified together
Built for your dedicated EdgeKeeper Server.
Automation and requested write skills become available on a dedicated EdgeKeeper Server. We work with you to vet the request, create the playbook, test the workflow, and verify the write skills before anything is enabled for your MSP.
A dedicated server is the foundation. Each requested capability is reviewed and enabled individually, with its permissions and approval gates intact.
Define the outcome
Agree the systems, inputs, expected result, and approval owner.
Vet the playbook
Review the steps, required access, and what happens if a step fails.
Test and verify
Validate proposed behavior and requested write skills before rollout.
Approve and run
Enable only the agreed scope. Retain permission gates, human approval for specific write calls, and the audit trail.
A shared library, included
What we build for everyone is included.
Dedicated-server customers get access to the playbooks and automations we create for everyone at no extra cost. As that shared library grows, you benefit from what we build across the community. Each automation still goes through the permissions and checks needed for your environment.
Bring your next idea
Tell us what you want to automate.
Walk Brian through the work, the systems involved, and the result you want. We’ll work out what it takes to build and verify it together.