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RuleCerta

How it works

How a RuleCerta audit works

Predictable, inspectable, and safe for production environments. ConnectWise PSA is the currently supported integration.

  1. 1. Connect an environment

    A workspace can hold several environments — production, test, or one per client. Each environment keeps its own read-only connector credentials (ConnectWise PSA today), connection status, and audit history so tenant data stays isolated.

  2. 2. Verify the connection

    Before an audit runs, the connection is tested and read access confirmed. Connector credentials are stored encrypted on the server and are never returned to the client UI.

  3. 3. Collect the minimum data

    We request only the configuration required for the audit — workflow rules with their triggers, events, conditions and actions. Least data, least privilege.

  4. 4. Freeze a snapshot

    Each completed audit is stored as a fixed snapshot: environment, analysis contract version, analysis engine version, coverage, and findings. Historical audits are not rewritten in place.

  5. 5. Analyse deterministically

    Versioned structural rules look for enabled workflows without actions or trigger signals, duplicate names, duplicate content, and unmapped-field coverage context.

  6. 6. Review, export, repeat

    Findings, relationship map, and audit-to-audit comparison in the app; a branded PDF for stakeholders; and evidence-backed history that tracks how findings evolve without modifying the source system.

Audit status lifecycle

An audit is never shown as complete when it is not. Statuses are explicit. Failed audits do not produce a valid report.

Failed
Partial
Completed with warnings
Complete

Where AI fits — and where it does not

Detection comes from the deterministic engine on a frozen snapshot. Optional AI can explain completed findings or summarize a report; it does not discover new findings and does not change audit truth.

Honest product boundaries

The audit stays read-only. Failed audits do not produce a valid report. Coverage depends on what the authorized ConnectWise PSA environment exposes. RuleCerta does not claim partnerships, certifications, or unsupported platforms.