MSP Billing Automation

Once a MSP reaches the "Growth" maturity level of business, they quickly find out that true growth requires maximizing automation to reduce their management overhead. Companies will turn to their PSAs built-in automation pieces to maximize efficiency. Sometimes, however, these tools are lacking, especially when it comes to billing automation with, say, Connectwise Manage Agreements. Of all the ways to mess up your business as you scale, not being paid correctly for your services has to be at the top of your list.

PSA Automation

MSPs live and work out of their PSA, whether that is Connectwise Manage, Autotask, Halo, or any of the other tools out there. By having solid automation partners, you can:

  • Stop manually updating line item quantities in your invoicing platform
  • Reduce time required to get accurate (or what you think is accurate) billing
  • Eliminate human error
  • Get paid for your services on-time

Invoice Preview

Keeping a finger on the pulse of cash-flow is very important for any business, let alone an MSP. With our methods, you can get a preview of your outgoing invoices by referencing your current line item quantities and comparing them to your previous month, you can:

  • Help plan your next month's expenses
  • Look for invoice variance and errors before your customers see them
  • Notice trends with your customers

Vendors Supported

While some MSP vendors do have billing automation, some may not always work for how you deliver services to your customers, or not at all. In these instances, you have a couple of options: ignore the problem or do things manually. We give you a third option, and support and maintain automations with these (and more) vendors:

  • Pax8
  • Appriver (.csv upload)
  • Connect To Teams (.csv upload)
  • Cylance
  • Documo
  • Egnyte (.csv upload)
  • iLand
  • It Glue
  • MSP Backups
  • OIT
  • ProofPoint
  • Veeam Service Provider Console
  • Wasabi
  • WP Engine
  • Any vendor with an API!

Automation Success Story

A current partner, frustrated with their manual billing procedures, decided to do something about it. By leveraging automation, they realized they were underbilling their clients by more than a quarter of a million dollars a year. Not only did their gross revenue go up, their net profit increased more by eliminating all the manual processes they had related to billing!

Contact us today!