can ai read my autotask psa data

Yes. A companion can list time entries and list tickets through a connected Autotask PSA account, and work the screens you already use for anything the API does not expose.

what can strawberry actually do in autotask psa

Exactly what Autotask PSA exposes and no more: list time entries, list tickets and list ticket notes, among 10 in total, across the billing items, companies counts and companies. The full list is printed on the app's page inside Strawberry and repeated above.

can strawberry work my billing item list in autotask psa

That is the common case. A companion reads the billing items your Autotask PSA account holds, works each one against whatever else you point it at, and hands back the rows with a source on each.

is it safe to connect autotask psa to an ai agent

You authorise the Autotask PSA connection in your own browser and read the permissions before you accept them. The credential is stored encrypted outside Strawberry, the connection belongs to one Strawberry profile, and disconnecting removes it. More on the gates at is it safe to let AI use my browser.

Autotask PSA Strawberry

Billing items, companies counts and companies, worked for you

Hand a companion the outcome. It reads the Autotask PSA billing items, does the 10-operation version of the job, and stops for your click on anything that changes a record.

Open the billing item. Check it against something else. Write the change. Move to the next one. That is the Autotask PSA afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing changed until you say so.

What it can do is exactly what Autotask PSA exposes to an account you authorise and nothing beyond it: 10 operations, 10 reads and no writes. In practice that means it can list time entries, list tickets and list ticket notes, and work across the billing items, companies counts and companies.

The Autotask PSA API stops at Autotask PSA. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.

Which Autotask PSA billing items does a companion see?

All 10 operations read.

Your account, not a guess at it: a companion can list time entries, list tickets and list ticket notes, and the full list below is the whole list, with nothing inferred from Autotask PSA's documentation.

The billing items are what most of this inventory is about, alongside the companies counts. A companion can hold all 10 of these operations and forty open tabs in the same pass, which is how an afternoon of Autotask PSA admin becomes a queue you review.

List Time Entries
List Tickets
List Ticket Notes
List Service Call Tickets
List Resources
List Contracts
List Companies
List Billing Items
Get Tickets Count
Get Companies Count

Nothing writes back. So what moves the billing items?

Through the screens you already use.

Autotask PSA exposes no write operation to a connected account, so a companion drives Autotask PSA in the session you are already signed into instead, filling the same forms you would to move a billing item, and anything consequential stops for an approval card before it happens.

That is the ordinary case rather than the exception. Most of what a billing item in Autotask PSA touches has no API pointed at it, and a companion is useful precisely because it does not need one.

Can it list time entries every morning by itself?

Yes.

Saved as a routine, the Autotask PSA billing items pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.

The operations playbook catalogues the other recurring shapes of the operations, the Autotask PSA billing items sweep among them, and finished runs are published at real runs.

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Frequently asked questions

Yes. Connect your Autotask PSA account and a companion works 10 operations in it. You authorise the connection yourself and the credential is held encrypted where Strawberry never receives it.

Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed August 20, 2026 · Canonical facts for AI agents