TechAlign

TechAlign helps MSPs streamline client assessments, automate recommendations, and deliver professional QBRs from a single, centralized platform.

Overview
Integration
Support

TechAlign

The all-in-one technical alignment platform built for MSPs.

What It Is

TechAlign is a SaaS platform that gives MSPs and vCIOs a centralized workspace to handle the entire client lifecycle. From initial assessments to quarterly business reviews, everything is managed in one place.

The Problem It Solves

MSPs manage dozens of client relationships, each with unique infrastructure gaps, evolving risks, and ongoing project roadmaps. Without a unified platform, that work gets scattered across spreadsheets, slide decks, shared drives, and email threads. This makes it incredibly difficult to deliver consistent, professional reviews at scale.

TechAlign eliminates that friction. Instead of stitching together generic tools, providers get a single platform designed specifically for the MSP workflow, combining structured assessments, recommendation tracking, budget planning, and polished QBR delivery.

Core Capabilities

Technical Assessments: Conduct structured, adjustable cadence reviews across all client environments using a repeatable, verifiable process.

Smart Recommendations: Automatically generate prioritized IT project recommendations and executive summaries from your assessment data, provided by an AI hosted within a dedicated, enterprise-isolated Azure environment.

Business Reviews: Produce professional QBR presentations featuring findings, roadmaps, recommendations, and budget plans that are ready to share with clients.

Recommendation History: Track every single recommendation across review cycles. See what was approved, deferred, or rejected so nothing falls through the cracks.

ConnectWise Integration: Sync client data directly from your PSA to eliminate double entry and keep records current.

The Value

TechAlign transforms how MSPs engage with clients. Instead of spending hours manually preparing reports and hunting down historical notes, your team can focus on delivering strategic guidance and building client trust.

For vCIOs and alignment engineers: A structured workflow that makes every review consistent, defensible, and professional.

For MSP leadership: Complete visibility into every client relationship, recommendation, and decision, backed by full audit trails and role-based access controls.

For your clients: A crystal-clear picture of where they stand, where they are headed, and why your recommendations are worth the investment.

TechAlign: Turn technical assessments into trusted client partnerships.

TechAlign connects directly to your ConnectWise environment to automatically pull your customer data, contacts, devices, and agreements. This eliminates manual data entry and ensures your portal stays perfectly in sync with your PSA.

Supported Platforms

ConnectWise PSA: Built for teams still running ConnectWise PSA
ConnectWise Asio: Built for teams on the newer unified PSA and RMM platform.

Key Features

Customer and Contact Sync

This feature automatically imports your ConnectWise companies as customers in TechAlign. Contacts sync on a per-customer basis.

Agreement to Budget Mapping

Your ConnectWise billing agreements map directly to budget line items inside TechAlign. The portal intelligently categorizes them into buckets like M365 licenses, security services, and managed services based on agreement names and billing cycles. This gives you a ready-made budget foundation for every QBR.

Device and Asset Sync (Asio only)

Endpoints managed in ConnectWise Asio sync as assets in TechAlign. This includes IP addresses, operating systems, and other device info giving your vCIOs a live view of the customer environment.

QBR Opportunity Export

Once a QBR recommendation is approved, TechAlign pushes it back into ConnectWise as a new sales opportunity. It automatically lands in the right pipeline stage, so your sales team never misses a beat.

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Details

Overview

TechAlign

The all-in-one technical alignment platform built for MSPs.

What It Is

The Problem It Solves

Core Capabilities

Technical Assessments: Conduct structured, adjustable cadence reviews across all client environments using a repeatable, verifiable process.

Business Reviews: Produce professional QBR presentations featuring findings, roadmaps, recommendations, and budget plans that are ready to share with clients.

Recommendation History: Track every single recommendation across review cycles. See what was approved, deferred, or rejected so nothing falls through the cracks.

ConnectWise Integration: Sync client data directly from your PSA to eliminate double entry and keep records current.

The Value

For vCIOs and alignment engineers: A structured workflow that makes every review consistent, defensible, and professional.

For MSP leadership: Complete visibility into every client relationship, recommendation, and decision, backed by full audit trails and role-based access controls.

For your clients: A crystal-clear picture of where they stand, where they are headed, and why your recommendations are worth the investment.

TechAlign: Turn technical assessments into trusted client partnerships.

Integration

Supported Platforms

ConnectWise PSA: Built for teams still running ConnectWise PSA
ConnectWise Asio: Built for teams on the newer unified PSA and RMM platform.

Key Features

Customer and Contact Sync

This feature automatically imports your ConnectWise companies as customers in TechAlign. Contacts sync on a per-customer basis.

Agreement to Budget Mapping

Device and Asset Sync (Asio only)

Endpoints managed in ConnectWise Asio sync as assets in TechAlign. This includes IP addresses, operating systems, and other device info giving your vCIOs a live view of the customer environment.

QBR Opportunity Export

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

GlassHive

ConnectWise Certified

GlassHive is a web-based application for MSPs that makes sales and marketing simple and fun -- and integrates with ConnectWise PSA.

Avalara

ConnectWise Certified

Automated tax compliance for managed service providers

Avalara helps MSPs eliminate manual tax work, reduce audit risk, and scale confidently with AI-powered automation that integrates seamlessly with ConnectWise.

INFIMA

TimeZest

ConnectWise Certified

Automated scheduling solution designed for MSP's

Sxipher

CrushBank

ConnectWise Certified

The CrushBank Data and AI platform uses artificial intelligence and machine learning to transform IT support.

Intermedia

ConnectWise Certified

Intermedia makes it easy and profitable for any MSP to offer advanced cloud communications and collaboration solutions that allow customers to take a full office communications suite on the go.

TechAlign

TechAlign

What It Is

The Problem It Solves

Core Capabilities

The Value

Supported Platforms

Key Features

Customer and Contact Sync

Agreement to Budget Mapping

Device and Asset Sync (Asio only)

QBR Opportunity Export

Currently this vendor is not Certified under ConnectWise Invent.

Categories:

Integrations:

Details

Categories:

Integrations:

Overview

TechAlign

What It Is

The Problem It Solves

Core Capabilities

The Value

Integration

Supported Platforms

Key Features

Customer and Contact Sync

Agreement to Budget Mapping

Device and Asset Sync (Asio only)

QBR Opportunity Export

Support

Currently this vendor is not Certified under ConnectWise Invent.

Customers Also Viewed