Who uses KweliTrak
Six playbooks ship with the platform — pick one and you're running an engagement in 15 minutes. Each carries the right checklist, sections, scoring weights, and seed findings. Or build your own.
Onboard new clients in 30 days. Pull M365 + RMM data, score posture, ship a branded report — without leaving the app.
Buy-side IT diligence with a 60-day playbook. Key-person risk, tech-debt, vuln exposure, and closing conditions — surfaced for the partners on closing day.
Pre-audit gap analysis with framework control mapping, evidence upload, and a tokenised read-only portal for your external auditor.
Pen-test scoping, IR readiness, BCP/DR reviews. Atlas answers cross-portfolio questions; continuous monitors fire alerts to Slack when scores drift.
Run your own MSP-as-a-service. Generate sub-tenant invite links, inherit branding to child orgs, manage SSO, and bill through one master account.
Recurring health checks, vendor risk reviews, and your own MSP's SOC 2 / ISO posture — with the same engagement workflow you use for clients.
Every pack is fully customizable — adjust sections, scoring weights, compliance mappings, and report templates. Or start from scratch and build your own assessment type to fit your exact workflow.
Platform Capabilities
Collect. Score. Comply. Collaborate. Report. Everything you need in a single platform.
Six assessment sections cover every layer — network infrastructure, servers, endpoints, software inventory, security posture, and findings.
Ask portfolio questions in plain English (“critical findings across all my clients last 30 days”). One-click report drafter writes the executive summary, key risks, and next steps from your engagement's real data.
Weighted scoring per engagement, plus between-assessment monitors that alert when scores drop, new critical findings land, or remediation falls overdue.
OAuth install, /kweli slash command for portfolio queries, and Acknowledge buttons on alert messages that round-trip back to the app.
Pre-built templates seed the right checklist, sections, and findings. SOC 2 readiness, MSP intake, M&A diligence, CMMC L2 — pick one and you're running in 15 minutes.
Microsoft Secure Score → auto-findings. ConnectWise + Datto pull companies and devices into your asset records.
Audit, estimate, and proposal portals render with each client's logo and primary color — not yours.
Threaded discussion on findings, engagements, proposals, estimates. @mention teammates; notification + Slack delivery.
Phone-first capture for on-site work. Camera evidence, IndexedDB queue, auto-sync when back online.
Workflow
The fast path: pick a playbook, pull in data, review with your team, and let AI draft the deliverable.
Start from SOC 2 readiness, MSP intake, M&A diligence, CMMC L2 — or your own. Seeds the right checklist + sections.
M365 Secure Score → auto-findings. ConnectWise / Datto sync assets. Field mode lets the on-site auditor capture photos offline.
@mention teammates on findings. Reviewers approve sections. Continuous monitors and Slack alerts surface drift before delivery.
One click writes the executive summary, key risks, and next steps. Export the branded PDF and ship the per-client portal link.
Pricing
Start free. Upgrade when you're ready.
For solo consultants kicking the tires.
Small MSP or consultant with a real book of business.
Established MSP running multiple lines of business.
Reseller, multi-brand, or 50+ client operation.
Stop juggling spreadsheets, documents, and tools. One platform for assessments, audits, and compliance — get started in under five minutes.
Start Free Assessment →No credit card required · Free plan includes 5 assessments