Free scorecard for MSPs

Is your MSP's PSA ready for AI?

AI agents and assistants can only work as well as the PSA underneath them. Twelve statements, about four minutes: find out whether your Autotask (or other PSA) data, processes, access and governance are ready for AI to do real work, and what to fix first.

Start the scorecard
  • PSA data, queues and routing
  • Time, billing and revenue leakage
  • Access, audit and AI governance
Answer for how things are today, not how you'd like them to be. It's a mirror, not a test. Better still, have each leader take it separately and compare: the statements you disagree on are usually the best place to start.

PSA data quality

1Our PSA has no duplicate or placeholder companies and contacts.
2Every company, contract and configuration item has an owner and is kept current.

Queues and routing

3Each queue clearly states what belongs in it, and what doesn't.
4Priorities and issue types describe the business impact and the actual work, so tickets route the same way whoever triages them.

Time and billing

5Billable time is logged on the right ticket and contract within a day.
6We review unbilled work and block-hour overage every month before invoicing.

Knowledge

7Runbooks and client documentation are written down where a tool can read them, not just in technicians' heads.

Access and audit

8Each person's PSA access is limited to what their role needs, including API and integration users.
9We would know who changed what in our PSA, and when, if a person or tool made a mistake.

AI governance

10We have a staff AI use policy and approval rules for any AI that changes client data or billing.

Integration and use

11Our PSA and core tools are connected through APIs or MCP, not copy and paste.
12Our team uses AI assistants for real PSA work today, not just experiments.
0 of 12 answered

Close the gaps

Most of these gaps are what PSARelay was built for

PSARelay is middleware between your team's own AI (Claude, ChatGPT or another assistant) and Autotask. It's open source to self-host, or hosted by GDS Technology from $150/month per MSP.

  • PSA data quality: safe merges and bulk clean-up of duplicate and placeholder records
  • Time and billing: revenue-leakage reports for unbilled work and block-hour overage
  • Access and audit: every person works as themselves, with role-based permissions and an audit trail
  • AI governance: read-only mode and approval before AI changes anything
  • Integration and use: connects any MCP-compatible AI assistant straight to Autotask
See PSARelay at psarelay.com

Want a full picture first?

AI Risk Assessment: fixed scope, fixed price

$495

Covers your AI use, data exposure, access, policy and insurer readiness, with a written report and a 90-day roadmap. Credited toward your first project or plan if you go ahead within 60 days.

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Send your scorecard and we'll set up a free 20-minute review: what your score means, the quickest wins, and whether the AI Risk Assessment or PSARelay makes sense for you.

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