Your PSA tracks the ticket. Nobody tracks the delivery. That gap is where client relationships end.
Certio Stack is the project governance layer that lives between your PSA and your delivery reality — structured approval gates, AI-generated runbooks, and client-ready evidence trails attached at every stage.
Limited spots — founding members get lifetime pricing and direct product input.
The gap no one talks about
ConnectWise and Autotask weren’t built for project execution.
Your PSA is designed for reactive work — tickets come in, work gets logged, invoices go out. That workflow runs fine for break-fix. It breaks the moment you hand your team a multi-tenant M365 migration or a complex onboarding.
There is no approval gate. No structured runbook. No record of who made which decision and why. Engineers improvise. Steps get skipped. When a client calls after something went wrong, you spend the post-mortem reconstructing the story from Slack threads and memory — because your PSA never tracked the delivery.
The risk isn’t one bad migration. It’s that every project you run without a governance layer is a liability — chargeback exposure, scope creep you can’t document, and client-visible failures that could have been caught in a preflight check.
Certio Stack closes the gap. It sits alongside ConnectWise, Autotask, or HaloPSA and adds the execution layer they don’t have: agentic discovery, automated risk quantification, AI-generated project plans and runbooks, and a full governance trail your team follows and your clients can see.
Built for the projects that matter most
Governance for high-consequence MSP delivery
The MVP is purpose-built for Tenant-to-Tenant Microsoft 365 migrations — the project type where the cost of an undocumented decision is highest. Agentic discovery uncovers risk before work begins. AI generates the plan and runbooks. Every step is documented so engineers follow a standard and clients have full accountability.
Agentic discovery
Automated preflight scans surface tenant configuration risks before a single mailbox moves.
AI-generated runbooks
Project plans and step-by-step runbooks built from your environment data, not a generic template.
Full governance trail
Every approval gate, decision log, and execution record — attached to the project, ready for client review.
Currently in private pilot. Next project types in build: Intune device migrations, server consolidations, network standardization projects.
Founding MSP cohort
We’re forming a small cohort of MSPs to build this with.
Best fit: MSPs running 15–100 engineers, executing M365 tenant-to-tenant migrations or other high-consequence client projects, and who have felt the cost of a project that went sideways without documentation.
Lifetime founders pricing
Your rate locks at founding-cohort level and never increases — regardless of how the product evolves or what we charge future customers.
Direct product influence
Monthly design partner calls, roadmap input, and feature prioritization. The cohort shapes what gets built next — not a product manager's assumption.
White-glove first project
We run hands-on with you through your first T2T migration on Certio Stack. Your team learns the platform; we make sure the governance trail is airtight.
Early access to new project types
Intune, server, and network migration modules ship to founding cohort members first — months before general availability.
Private founding community
A private Slack with the other founding MSPs — peers who are solving the same delivery accountability problems and willing to share what works.
Cohort is limited. We review applications and reach out within a few business days.
Zero improvisation
Every step follows a generated runbook, not an engineer's memory.
Evidence at every stage
Approval records and decision logs attached to the project — not reconstructed after the fact.
Built for operator reality
Not demo theater. Designed by people who have been inside MSP delivery operations.
Common questions from MSP operators evaluating migration delivery platforms
Do I need to replace my PSA to use Certio Stack?
No. Certio Stack runs alongside ConnectWise, Autotask, or HaloPSA. It fills the governance layer those tools don't have — project execution structure, approval gates, and evidence trails — without touching your ticketing or billing workflows.
What does founding cohort access actually include?
Lifetime locked pricing, hands-on onboarding for your first T2T migration, monthly product calls with direct roadmap input, early access to new project types as they ship, and a private community with the other founding MSPs.
What project types does Certio Stack support today?
The MVP is built for Tenant-to-Tenant Microsoft 365 migrations. Intune device migrations, server consolidations, and GWS-to-M365 are in active development and will ship to founding cohort members first.
How is this different from using project boards in ConnectWise?
Project boards in PSAs are manual — your team has to build the structure, document decisions, and remember to log everything. Certio Stack generates the project plan and runbook from your environment data, enforces approval gates, and attaches governance evidence automatically. The discipline is in the platform, not the engineer's habits.
What does the M365 tenant-to-tenant migration workflow cover?
Agentic discovery scans both tenants and surfaces configuration risks before work begins. The platform generates a scoped project plan and step-by-step runbooks tailored to your environment. Approval gates track decisions throughout. The result is a full governance trail your team followed and your client can review.
Is there a working product or is this a waitlist?
There is a working product in private pilot. The founding cohort is the next structured access layer — we're selectively onboarding MSPs so we can deliver the white-glove first-project support that founding membership includes.
Ready to stop running projects on institutional memory?
Apply now and we’ll be in touch within a few business days.
Apply to the founding MSP cohort