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PSA + RMM, one database Worked by an AI team

PSA and RMM in one platform, with the workers included.

Ticketing, quotes, billing, and a service catalog live in the same system as monitoring, patching, and remote access. One database, no sync job, and an AI team that works the queue and the paperwork under approvals you hold.

02 The seam

Two products, one sync job, and everything that falls in the gap.

At almost every other vendor, the work and the bill come from two different companies.

The RMM watches the fleet and fixes what breaks. The PSA tracks the ticket, drafts the quote, and sends the invoice. In most stacks those are two products from two companies, connected by a sync bridge that runs on its own schedule and its own assumptions about what a "ticket" or a "time entry" even is. A technician logs time in the RMM; the bridge is supposed to carry it to the PSA, and on a bad day it carries it late, drops it, or writes it twice.

Nobody notices the gap until the invoice run comes up short.

Unbilled hours

Time entries that never survive the sync: the work happened, and nobody gets paid for it.

Double data entry

The same ticket, the same time, the same parts, logged once for the fix and again for the bill.

Two invoices for your own tooling

An RMM subscription and a PSA subscription, billed separately, for what is one motion of work.

03 The whole loop

Ticket to invoice, one motion.

One ticket, tracked from the moment it opens to the moment it's paid, in the same record the whole way.

  1. 1

    Ticket in

    A request lands in the queue: from your customer, an alert, or a technician. One number, one record, no separate intake system.

  2. 2

    AI works it

    The operator investigates and resolves within its risk tier: reads run free, low-risk fixes auto-execute and log, anything impactful stops for approval.

  3. 3

    Time and parts land on the ticket

    Logged as the work happens, not re-keyed afterward: the timer and the parts list are the billing record, not a separate one.

  4. 4

    Quote drafted from the catalog

    If the ticket turns into a project or an upsell, the AI drafts the quote from your priced catalog, with your markups already applied.

  5. 5

    You approve

    Nothing bills itself past this point. A person reviews the quote and the time behind it and says yes before anything goes out.

  6. 6

    Invoice goes out

    Generated from the same ticket, the same numbers, the same system: no export, no re-entry, no second invoice to reconcile against the first.

Resolved is nice. Invoiced is better.

05 What we don't claim

Where a dedicated PSA still goes deeper.

We built the PSA to close the seam with the RMM, not to out-feature every dedicated PSA on the market.

A mature, standalone PSA still goes deeper on payment processing and accounting integrations than Breeze does today. Breeze takes payment through your own connected Stripe account, recorded straight onto the invoice with no platform fee, but there's no ACH, no multi-gateway routing, and no live sync to QuickBooks or Xero yet. If your billing depends on those, a dedicated PSA is still the more capable tool on that specific axis.

What Breeze's PSA does have: it's the one an AI team can run end-to-end, inside the same system as your RMM, with no sync job between the fix and the invoice. That's the trade we made on purpose. See how it holds up against Syncro, Atera, or running an RMM and a PSA as separate tools.

See the whole loop run on a real fleet

Ticketing, quotes, billing, and the catalog ship in every Breeze deployment, worked by the same AI team that patches and monitors the fleet. Book a call to see the approval flow live, or start the cloud beta today.