Platform Features

Built for How IT Teams Actually Work

Not another PSA that forces you to change your workflow. Solidlio adapts to your processes with flexible modules, deep integrations, and AI that learns from your team.

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Smart Ticketing That Learns

A complete ticketing system with SLA management, automatic escalation rules, and AI-powered intelligence that improves with every resolution.

  • AI categorization and priority prediction
  • SLA tracking with breach alerts and escalation
  • Time entries with billable/non-billable split
  • Custom fields, templates, and workflow automations
  • Email-to-ticket and Teams channel integration
  • Duplicate detection and merge capability
Dashboard showing ticket management interface

Asset Lifecycle Management

Track every device, license, and service from procurement to retirement. Encrypted credential vaults and monitoring integration keep everything in one place.

  • Full hardware and software inventory
  • Icecat product data enrichment
  • Encrypted credential vault per asset
  • Zabbix monitoring integration
  • Warranty tracking and lifecycle alerts
  • QR code labels and barcode scanning
Server room with organized rack-mounted hardware

Billing, Contracts & Commissions

Automated invoicing with QuickBooks integration, contract lifecycle management, and commission tracking for your sales team.

  • Two-way QuickBooks Online sync
  • AI invoice extraction from PDFs
  • Recurring and usage-based billing
  • Contract templates with auto-renewal
  • Sales commission rules and reporting
  • Multi-currency support (CAD, USD, EUR)
Financial dashboard with charts and metrics

ITIL-Aligned Change Management

Structured change requests with AI risk assessment, approval workflows, and complete audit trails for compliance.

  • AI-powered risk scoring and analysis
  • Multi-level approval workflows
  • Rollback planning and feasibility assessment
  • Change calendar with conflict detection
  • Post-implementation review tracking
  • Full audit trail for compliance
Workflow diagram showing change approval process

And That's Just the Start

Every module is connected. Knowledge feeds into tickets. Assets link to contracts. Everything rolls up into reports.

Knowledge Base

RAG-powered knowledge base with article versioning, access controls, and AI search that surfaces relevant solutions during ticket work.

Project Management

Kanban boards, Gantt charts, task dependencies, and time tracking connected to your client organizations and billing.

Portal Hierarchy

Four-level portal system: Platform Admin, MSP, Organization, and Customer. Each with its own dashboard, permissions, and white-label branding.

Purchasing & Catalog

Product catalog, purchase orders, vendor management, and approval workflows. Marketplace integration for self-service ordering.

Scheduling & Calendar

Resource scheduling, on-call rotations, calendar views, and Microsoft 365 calendar sync for your entire team.

Reports & Analytics

Real-time dashboards, SLA compliance reports, revenue analytics, and executive roll-up reporting across your entire MSP portfolio.

Deep Integrations, Not Just Connections

Microsoft 365, Azure, Teams, QuickBooks, Zabbix, GLPI, and more. Bi-directional sync, not one-way webhooks.

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See It in Action

Start with the free tier -- full access to the platform with no credit card required.

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