Service desk and ticket management
Autotask provides a complete service desk with queues, SLAs, workflow rules and time entry, refined over many years of MSP use.
Corei reads each incoming ticket, matches client and asset, proposes priority and category, and shows its reasoning. Technicians get drafted notes and checked time, and routine tickets can be resolved end to end when you allow it.
Dispatch
Autotask's dispatcher tools let coordinators schedule resources against tickets and projects.
Corei ranks technicians on proven skill from closed work, sizes bookings from similar tickets, and removes unsupported reasons so dispatchers see only evidence-backed suggestions.
AI capabilities
Most PSA vendors now ship AI features, including Kaseya. Review Kaseya's current documentation for Autotask's AI scope in your plan.
Corei is designed around AI from the record system up: intake, dispatch, notes, reporting and routine resolution, each with Shadow, Approval or Auto trust modes, and each action logged with its reason.
Projects, quoting and procurement
Autotask covers projects, quotes and contracts. Corei adds interactive quotes with dynamic terms, a digital sales room, scope-creep detection and procurement that drafts purchase orders from signed quotes.
Billing and reporting
Autotask supports recurring contracts and accounting integrations. Corei continuously matches vendor costs to agreements to find missed billing, and builds live gauges from plain-English requests. Corei never issues, voids, credits or collects on its own.
RMM relationship and integrations
Autotask's biggest structural advantage is its pairing with Datto RMM and other Kaseya tools. Corei is not an RMM; it integrates with your monitoring, security and Microsoft 365 tools so you can choose them independently.
Migration considerations
Corei's initial sync and two-way tandem sync are built first for ConnectWise PSA. If you're on Autotask, bring your data, history and contract timing to the demo so we can map the migration honestly.
Security
Corei uses SOC 2-aligned controls today, and its SOC 2 Type II attestation is in progress (see the security page). Ask any vendor for its current attestation reports.