The challenge: billing accuracy at scale
For MSSPs juggling security licensing, hardware deliveries, monitoring alerts and hundreds of client records, small gaps add up fast. A missed shipping charge, a licence that no longer matches the invoice or a device sitting on the wrong client can all quietly leak revenue.
For e-Coast Systems, auditing that data across every client meant hours of manual cross-checking between Autotask, invoices and vendor cloud dashboards.
The solution: an AI auditor connected to Autotask
Using Recursyv AI, e-Coast Systems connects their corporate AI (in this case Claude) directly to its Autotask service desk. The team can now run audits, triage tickets and surface sales insights across every client through natural-language prompts in their corporate LLM.
They can even upload screenshots of invoices or cloud dashboards and have Recursyv AI audit them against Autotask data across all of their clients, catching billing gaps before they become lost revenue.
What e-Coast audits with a single prompt
- Billing and licensing audits: checks licence counts against invoices and vendor cloud dashboards uploaded as screenshots, across every client.
- Delivery and shipping charge audits: finds unbilled deliveries in seconds. “Check all delivered items for the last 60 days and list the tickets without a shipping charge.”
- Smarter ticket triage: merges monitoring alerts for the same issue, such as a firewall and access point offline, and assigns them to the right client instead of the internal e-Coast account.
- Cleaner client data: confirms configuration items are active and on the right client, flags CIs with a missing or incorrect device type and combines redundant contacts.
- Instant cross-client search: answers questions that span account hierarchies. “Search any client with parent organization X and find any tickets related to Y.”
- Stock and marketing insights: suggests stock minimums from last quarter and year-over-year sales, and which products and services to market this quarter.
The results: unparalleled visibility of enterprise data
By turning hours of manual cross-checking into a handful of prompts, Recursyv AI is helping e-Coast Systems bill accurately for every licence, delivery and site visit, avoid revenue leakage, keep client data clean and plan stock and marketing from real sales history.