Custom Operational Platforms for MSPs
When configuration isn't enough and off-the-shelf tools fall short, I build purpose-built platforms that change how your MSP operates. Why does that matter? Because every custom platform PaxRig builds is designed with forensic accounting precision. With a forensic accounting background that includes federal funding investigations alongside state and federal law enforcement, I bring an investigative lens to MSP operations that most consultants don't have. Every validation check, every automated workflow, every financial calculation is built by someone who knows exactly how money gets lost.
The reality
When You Need More Than Configuration
Every MSP starts with the same tools: ConnectWise, HaloPSA, QuickBooks, a handful of integrations. And for most, proper configuration is enough to get those tools working.
But some MSPs hit a ceiling. The workflows are too complex for native automation. The reporting needs go beyond what the PSA can generate. The billing reconciliation involves vendor formats and matching logic that no off-the-shelf tool handles. The integrations between systems need to do more than pass basic data back and forth.
That's when you need someone who doesn't just configure tools. You need someone who builds them.
Capabilities
What I Build
Workflow Automation Engines
End-to-end automated workflows that eliminate manual handoffs. Procurement processing, carrier billing reconciliation, collections management, and compliance monitoring, all with validation gates, audit trails, and error handling at every step.
14 automated workflows · 35-40 manual handoffs eliminated
Custom API Integration Platforms
Unified integration architectures that connect your PSA to everything: vendor billing systems, carrier platforms, financial tools, document management, and internal operational tools.
787+ API endpoints · 9 external service integrations
Financial Dashboards & Reporting
Real-time financial visibility that replaces spreadsheet rituals. P&L analysis, AR aging with collection automation, time entry analytics, and compliance monitoring. Processes 100,000+ transactions in under a second.
15+ dashboard views · 136x faster than manual reporting
Billing & Revenue Automation
Automated invoice processing, carrier billing reconciliation, and collections management. Smart parsing handles 9+ vendor invoice formats. Dunning automation sends personalized, aging-based collection emails.
87% faster invoice processing · ~12 days faster payment
Compliance & Security Frameworks
Automated monitoring against SOC 1, SOX 404, NACHA, and COSO frameworks with 35+ control checks. Enterprise authentication with SSO, MFA, and JWT. All credentials encrypted at rest.
4 compliance frameworks · 25+ automated controls
ConnectWise & HaloPSA Deep Integration
Not just API calls. Deep, bidirectional integration with ConnectWise Manage and Sell. Custom browser extensions that automate actions directly inside ConnectWise.
58+ CW Manage endpoints · 17 record types automated
Performance-Optimized Architecture
When standard tools are too slow, I build faster ones. Rust-powered calculation engines deliver 10-100x performance improvements. WebAssembly modules enable client-side processing.
10-100x faster processing · Rust + WASM optimization
Infrastructure Built to Grow
Modular architecture that grows with your business. Independent services that can be updated, scaled, or replaced without downtime. Containerized deployment with automated backups and enterprise-grade reliability.
14 microservices · 30-minute automated backups
Case study
Real Results: The First Build
The first custom platform engagement tells the story:
15+ hours/week manual matching
~2 hours/week, 100+ auto-validation checks per invoice
Full day monthly reconciliation
30 minutes, penny-precise ($0.01 tolerance)
Spreadsheet tracking, sporadic follow-up
Automated dunning, ~12 days faster payment
Manual exports, ~98 seconds per 100K rows
Real-time dashboards, ~720ms for 100K transactions
~5% error rate
<0.5% error rate (~90% reduction)
3 custom-built apps to compensate for PSA gaps
Zero. Proper configuration replaced all 3
3-5 per workflow
0-1 (35-40 total eliminated)
200+
200+ hours of capacity created, equivalent to 5 full-time positions
275,000+ lines of code. 14 microservices. 787+ API endpoints. 175 database tables. 29 user-facing features. Built solo in 4 months. Used daily by all 109 employees. Assessed at over $9 million in operational value. Created capacity equivalent to 5 full-time positions, enabling growth to $220K revenue per employee without proportional hiring.
Process
How It Works
Discovery & Architecture
I start with your operations, not your technology. What manual processes eat your team’s time? Where is data being re-entered, reconciled by hand, or tracked in spreadsheets? I map the workflows, identify automation opportunities, and design the architecture.
Build & Iterate
I build in rapid iterations. Working features within weeks, not months. Every component is tested, documented, and deployed incrementally.
Deploy & Train
The platform deploys into your environment: containerized, secured, backed up. Your team gets documentation and training. You own the platform. No vendor lock-in.
Evolve (Optional Retainer)
A managed retainer provides ongoing development, new integrations, compliance updates, and architecture improvements on a predictable cadence.
Fit check
Who This Is For
Custom platform engagements are right for MSPs that:
- Have 25+ employees and operational complexity that outgrows off-the-shelf tools
- Spend significant hours on manual data entry, reconciliation, or reporting
- Need integrations between systems that don’t talk to each other natively
- Have compliance requirements that need automated monitoring
- Want to eliminate entire manual workflows, not just speed them up
- Are ready to invest in infrastructure that pays for itself in operational savings
Not sure if you're there yet? Start with a PSA health check. I'll tell you whether configuration fixes solve it or whether you need something bigger.
What could PaxRig build for your MSP?
Book a discovery call and I'll assess whether a custom platform makes sense for your operation, or whether configuration fixes get you there first.