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Solution

ConnectWise PSA workflow audit software

RuleCerta is read-only ConnectWise workflow audit software for MSP and IT operations — a ConnectWise PSA workflow audit and ConnectWise workflow audit tool that inventories ConnectWise PSA workflow rules without writing to production.

What buyers look for in a ConnectWise workflow audit tool

Teams evaluating ConnectWise workflow audit software, a ConnectWise automation audit, or an MSP workflow audit software product usually need the same outcomes: see which ConnectWise workflow rules exist, run ConnectWise workflow rule analysis on a frozen snapshot, prove structural issues with evidence, and share a professional report. RuleCerta delivers a read-only ConnectWise workflow audit — including ConnectWise workflow configuration audit — through a least-privilege connector, a deterministic engine, and durable audit artifacts. Operators still searching under the historical name “ConnectWise Manage workflow rules” are covering the same PSA automation estate: RuleCerta’s supported connector is ConnectWise PSA (formerly Manage).

What the solution delivers

RuleCerta normalizes authorized ConnectWise PSA workflow configuration into one model, then runs versioned structural analysis as a ConnectWise workflow analysis tool on a frozen snapshot.

  • Inventory of ConnectWise PSA workflow rules with events and actions when present
  • Deterministic findings with source evidence
  • Relationship map for related workflows and configuration peers
  • ConnectWise workflow audit history and comparison across completed runs
  • Professional PDF reports for stakeholders
  • Optional AI explanations on completed results — never invented findings

Honest commercial boundaries

ConnectWise PSA is the currently supported connector. RuleCerta does not claim partnership or certification. Coverage is limited to configuration the authorized environment exposes through supported APIs. Product mode is read-only: no create, edit, disable, delete, or automatic remediation in connected systems. Failed audits do not produce a valid report. RuleCerta is not a live troubleshooting console for ticket symptoms — it is structural configuration audit software.

How pricing maps to the work

Teams can start with a One-Time Audit or choose a subscription plan based on environments, team size, audits, reports, and retention. Settlements are in USDC on Base. See the pricing page for the live catalog.

Frequently asked questions

Direct answers for buyers evaluating workflow rule audit.

Is RuleCerta only a consulting engagement?

No. RuleCerta is a B2B SaaS ConnectWise workflow audit tool. Customers connect their authorized environment and run audits in the product. Contact channels exist for evaluation conversations.

Does the platform write workflow changes back to ConnectWise?

No. The connector is read-only by design. There is no write path and no automatic remediation.

What does “Engine detects — AI explains” mean for buyers?

Structural detection is owned by the deterministic audit engine. Optional AI may explain completed findings or summarize reports. AI does not invent findings and customer data is not used to train models. The engine detects. AI explains.

Evaluate RuleCerta against your ConnectWise estate

Talk with us about a read-only ConnectWise PSA workflow audit that produces evidence-backed findings and professional automation audit reports.