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Automated MSP documentation software

Purpose-built for Managed Service Providers to automate client and system documentation

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A diagram showing the MPS lifecycle - due diligence, customer onboarding, projects and transformation, operational support and customer exit

Automated documentation for every stage of the MSP lifecycle

XIA Configuration keeps client records accurate from first assessment to final handover, helping MSPs deliver faster service, reduce risk, and build lasting trust.

Due diligence

Quickly assess IT environments

Evaluate prospective customers’ IT environments with precision before agreeing to support terms. Benchmark security against industry standards.

Automated discovery ensures you know exactly what systems, risks, and dependencies you’re taking on, helping you set realistic expectations and build trust from the start.

Four branded IT documentation covers for network switch, VMware, Windows Server, and Azure tenant systems.

Customer onboarding

Document client systems from day one

Accelerate the start of every new engagement with automated documentation that captures your clients’ IT environments from day one.

  • Build a complete, accurate record of systems, users, and assets
  • Generate branded documentation of IT environments
  • Use reports to give teams the visibility they need to deliver seamless support
  • Handle onboarding efficiently and consistently to reduce setup time
  • Eliminate surprises and establish trust with new customers right away

Projects & transformation

Guide migrations with clear, automated records

Confidently plan and deliver transitions away from legacy systems with automated reporting.

Automated records highlight dependencies, track progress, and provide clear visibility across complex projects, ensuring smoother migrations and successful digital transformation initiatives.

Illustration of a monitor showing a line chart and bar chart.

Operational support

Keep documentation current across servers, networks, and cloud services

Keep your clients’ environments running smoothly with documentation that evolves as they do.

  • Maintain accurate IT documentation across all your clients in one place
  • Support teams gain clarity to resolve issues fast and prevent downtime
  • Centralised information enables proactive service and reduces risk
  • Strengthen customer relationships with accurate, reliable documentation

Customer exit

Deliver complete records for a smooth handover

Provide departing customers with complete, professional documentation for a smooth handover.

Automated documentation ensure nothing is missed, making transitions to new providers or internal teams seamless, while reinforcing your MSP’s reputation for thoroughness and reliability.

Why MSPs rely on XIA Configuration to deliver reliable, automated IT documentation

From automation to compliance, XIA Configuration helps MSPs deliver accurate records, smoother onboarding, and audit‑ready reports.

Automate IT documentation

Always‑accurate client records, updated automatically – no manual effort required.

Multi-tenant dashboard

Manage all client environments from one clear, easy‑to‑navigate interface.

Asset tracking and discovery

Gain complete visibility of hardware, software, licenses, and users – all in one place.

Standardised documentation

Deliver consistent, branded documentation that reinforces your MSP’s professionalism.

Secure role-based access

Protect sensitive client data by giving the right people the right access.

Compliance-ready reports

Meet audit requirements and support security standards and best practices with ease.

Multi-tenant architecture for scalable MSP documentation

XIA Configuration’s multi-tenant architecture lets MSPs document multiple customer environments with clarity and control. Each client is isolated in its own container, enabling consistent, audit-ready documentation across diverse infrastructures.

Screenshot showing multi-tenant configuration in XIA Configuration Server
Multi-tenant architecture in XIA Configuration Server – each customer is isolated in its own container, enabling secure, scalable documentation for MSPs.

MSP documentation FAQ

Here are answers to the most common questions MSPs ask about documentation and automation.

What is MSP documentation?

MSP documentation is the structured record of your clients’ IT environments, systems, and processes. For Managed Service Providers, it forms the backbone of efficient service delivery – ensuring compliance, reducing risk, and speeding up onboarding and troubleshooting.

Effective documentation covers everything from network configurations and software inventories to client policies and lifecycle management.

Why MSP documentation is critical?

Technical documentation is the backbone of every Managed Service Provider. Without it, teams struggle with inefficiency, inconsistency, and lost knowledge that slows down service delivery. With clear, automated documentation, MSPs gain the foundation they need to scale confidently.

Why automate MSP documentation?

By automating MSP documentation, you can keep client and system records accurate and up to date, freeing your team from repetitive manual tasks and giving customers confidence in your service.

We have been using XIA Configuration Server for the last 4 months to document the servers and solutions that we've deployed at customers or just to document current state before we do upgrades. This allows us to create quality documentation that our customers are impressed with.

Inventorying a datacenter and documenting applications configuration, security patches, installed applications etc., is now so easy.

Andre Alexanian - Senior Principal Data Center Engineer at C1

Supported platforms & technologies

From cloud to on‑premises, your IT is documented and audit‑ready.

Getting started

Step 1

Download the free trial

Step 2

Install and scan your environment

Step 3

Explore features and generate documentation