Autotask PSA

Autotask PSA

Datto, a Kaseya company
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About

Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies in need of an advanced PSA software

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Datto, a Kaseya company
Founded: 2007
United States
www.datto.com/products/autotask-psa

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
ConnectWise PSA

ConnectWise PSA

ConnectWise
CloudRadial

CloudRadial

Azurative

Categories

AI PSA Supported
MSP Supported

Categories

MSP Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Not Supported
Portfolio Management Not Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Auvik Supported
BrightGauge Supported
ConnectBooster Supported
ConnectWise Automate Supported
CrewHu Supported
Domotz Supported
Hudu Supported
ITBoost Supported
Liongard Supported
NinjaOne Supported
Quoter Supported
Rewst Supported
Simplesat Supported
TimeZest Supported
Zendesk Supported
Axis LMS Supported
HaloPSA Not Supported
MyBig5 Supported
QuickBooks Online Supported
audIT Supported

Integrations

Auvik Supported
BrightGauge Supported
ConnectBooster Supported
ConnectWise Automate Supported
CrewHu Supported
Domotz Supported
Hudu Supported
ITBoost Supported
Liongard Supported
NinjaOne Supported
Quoter Supported
Rewst Supported
Simplesat Supported
TimeZest Supported
Zendesk Supported
Axis LMS Not Supported
HaloPSA Supported
MyBig5 Not Supported
QuickBooks Online Not Supported
audIT Not Supported
Claim Autotask PSA and update features and information
Claim Autotask PSA and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information