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The best Autotask project management integrations

Autotask stays your billing system of record. These four tools layer scheduling, capacity, and critical-path planning on top of it.

Chad McDonald
Written by the Current MSP team · Reviewed by Chad McDonald, Chief Technology Officer (CTO), ITPartners+
Last updated July 28, 2026

Autotask is excellent at what it's built for: billing, contracts, tickets, and time. It's the financial system of record for thousands of MSPs, and you shouldn't want to move that. Where teams add tooling is project operations depth — real dependency scheduling, capacity planning, critical path, and client-facing visibility that a billing-first module was never designed to deliver. The right answer isn't to replace Autotask; it's to integrate the right layer on top of it.

This roundup covers the four integrations MSPs most often layer on Autotask for project management. Each connects to Autotask and adds something the native module doesn't, and each solves a slightly different problem — so the goal is to match the integration to your actual constraint rather than to install all of them.

Why layer on Autotask instead of replacing it

  • Your billing, agreements, and financial history stay in one authoritative place — no risky PSA migration.
  • Technicians keep entering time where they always have, and it still lands on the invoice.
  • You add only the capability you're missing — scheduling, capacity, or a portal — without paying for a whole new platform.
  • A good two-way integration keeps Autotask and the layer in sync, so you're not double-entering data.

The best Autotask project management integrations

Current

Current connects to Autotask as a two-way integration — the same two-way sync it offers for ConnectWise and Halo PSA — with two modes. In synced mode, Autotask remains the billing source of truth and Current owns scheduling — start and end dates, criticality, and milestones — while native time entry flows back to Autotask billing. In current-native mode it makes no PSA calls at all, which is handy for internal or cross-department work. On top of the sync you get a native critical-path engine, dependency- and PTO-aware scheduling, an interactive dependency map with what-if scenarios, Kanban and Gantt views, a portfolio roll-up, and a partner portal with database-level financial isolation. It's the broadest layer here — it also brings CRM and a QBR/SBR module — at one transparent price with every integration included.

Proxuma

Proxuma is a focused Autotask overlay built specifically for resource-capacity planning. It pulls PTO and holidays from Outlook and shows where your engineers are over- or under-booked across the coming weeks, so you can commit to dates you can actually hit. As of 2026, per vendor documentation, it is Autotask-only and doesn't include a critical-path engine or a client portal — making it the right integration when capacity, not schedule risk, is your constraint.

Moovila

Moovila is the most mature critical-path engine in the MSP market, with RPAX risk scoring and automatic schedule recasting, and it integrates with Autotask. It's the deepest option for pure schedule-risk analytics — quantifying how a single slip cascades to your delivery date. Two things to weigh: as of 2026, per vendor documentation, MSP-grade PSA sync typically lives in a higher-priced or contact-sales tier, and there's no financially isolated partner portal.

TopLeft

TopLeft adds Kanban and dispatch boards on top of Autotask (and ConnectWise), giving service and project work a visual, board-first layer. It's popular with teams that want to see and drag work across columns rather than model dependencies in a Gantt. Think of it as a visualization and workflow layer rather than a critical-path planner — a strong fit when the missing piece is real-time visual flow.

Choosing the right layer

Start from your bottleneck. If you need modern, unified project delivery with native critical path and a partner portal that hides financials, Current is the most complete layer over Autotask. If you need to know who has bandwidth, Proxuma is the sharpest capacity tool. If deep schedule-risk math is the whole point, Moovila is the benchmark. If your team just wants a clean board view, TopLeft delivers that. In every case Autotask keeps doing what it does best — the billing — while the integration handles the delivery work it was never built for.

Sources

  1. 1.Datto Autotask PSAKaseya / Datto
  2. 2.MoovilaMoovila

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