Product Highlights:

• “Incalculable” efficiency: With one-click automation, you can sync invoices, inventory, procurement (purchase orders), expenses, payments, and more - from cost savings of up to $50k a year, to slashing the financial admin time spent from 40hrs to just 3.5hrs/week, discover why MSPs are calling Wise-Sync “the missing piece.”
  
  
• Single-record batching: A term coined by the creator of Wise-Sync, a feature imitated but never copied to perfection, which allows you to revel in the unmatched capability to reverse any single record within a batch at ease - saving you significant time and energy from having to reverse the whole batch.
  
  
• Say goodbye to double handling (and $0.01 invoices): Sync your purchase orders to vendor bills and put an end to painful procurement as Wise-Sync automatically rounds and adjusts invoices to ensure financial validation is consistently achieved - the invoice provided will actually match the invoice in your PSA (so you no longer have to worry about those pesky $0.01 invoices).
  
  
• Data validation to give you confidence in your numbers: Wise-Sync prompts end-users to take action when recognizing something strange, with options to either ‘proceed with warning,’ ‘halt’ or ‘take no action’ - empowering users with the enhanced usability to find the answers you need. Wise-Sync is specially designed to eliminate data errors because we know how precious your time is.
  
  
• Auto-reconcile your company-paid expenses: Pre-configure ConnectWise expenses, and directly allocate to ‘Company Paid Expenses.' Simplify tracking prepaid expenses, and uncomplicated the reconciliation of petty cash and bank debit and corporate credit card expenses against general office expenses - you can learn more about this enhanced feature here.
  
  
• Wise-Sync scales with your business: The limit does not exist. Our platform grows with you, so you won’t ever need to worry about the minimum or maximum amount of invoices you can sync. So, whether you’re issuing 10 or 10,000 invoices a month, Wise-Sync scales with your business.

Enhanced features for ConnectWise PSA users:

Embrace cloud accounting and immerse yourself within the unsurpassed capability to seamlessly sync the following in ConnectWise PSA:

• Invoices: Auto-sync your accounts receivable invoices in Wise-Sync with granular detail, which facilitates the complete end user journey from your PSA straight to your accounting package. Wise-Sync doesn’t just provide the information, it departmentalizes it for you.
  
  
• Procurement (purchase orders): We simplify the process, eliminating item receipts, so you can sync straight to a vendor bill - saving you ample time you can refocus elsewhere.
  
  
• Inventory: Precisely manage your inventory assets by syncing movement (purchases, sales, transfers, and adjustments) to and from warehouses between ConnectWise PSA and your accounting package.
  
  
• Expenses: Drastically shorten your payment reconciliation cycle with our enhanced Expense Connect feature, which allows you to sync detailed expenses, directly allocate a payment to ‘Company Paid Expenses’ to linked bank (or credit card) accounts in Xero, pre-set ConnectWise expenses and auto-reconcile your corporate credit card expenses.
  
  
• Tracking codes: Boost your reporting power when you sync your revenue and expenses to tracking codes within your accounting package.
  
  
• Multi-currency: From whichever country an invoice is generated, now you’ll be able to sync your accounts receivable from ConnectWise PSA to your accounting package in the same currency.
  
  

Here at Wise-Sync, we listen to our customers. We’re constantly innovating to meet your business needs - watch this space for new updates coming soon or alternatively, feel free to chat to our team today.

Expert-led onboarding and consulting:

• Let’s get you on-board: No matter how simple or complex your implementation may be, our Customer Success Managers can help you through it. We won’t let you go on alone, we’re here for you - so unlike other integrations who will not charge for onboarding, we know the value of your time, which is why we do it for you - to make sure you’re all set-up in future (without any issues).
  
  
• One-on-one consulting: We offer expert-led consulting services to prioritize your business’ growth. Our product specialists can perform the enhanced set-up of your accounting systems to make sure you’re more efficient than ever before - for Jonathan Kendrick, CEO, DT Partners, “the knowledge you get from being a Wise-Sync customer, is probably the most valuable thing.”
  
  
• Customer support: We’re here for you - whenever, wherever you need us. We operate globally with a dedicated team available 24-5 to cater to a support plan that best suits your business needs, everywhere from standard support, to 24-7 priority SLAs. To date, we have a 97% customer satisfaction rate from 648 responses, with several customers saying, “Viva La Wise-Sync.”