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ConnectWise by Wise-Sync

Sync your accounting data between ConnectWise Manage or Datto Autotask PSA to Xero with Wise-Sync - and put your manual accounting tasks on autopilot.
Overview

Our industry-first integration empowers you to sync your accounting data between ConnectWise Manage or Datto Autotask PSA and Xero (all without lifting a finger). Coupled with our integrated payment automation platform, Wise-Pay, together they offer the highest-integrated solution for accounting and payment automation - so you can finally take back control of your finances and know where your business stands.

Utilize a single source of truth, the trusted platform for over 700+ MSPs worldwide, with processes defined to streamline your accounting practices in your PSA; Wise-Sync’s supplier invoice process seamlessly delivers the real-time financial information you need into Xero - so you can get the most out of your PSA investment.

With no lock-in contracts or hidden fees, Wise-Sync seamlessly transforms your existing financial processes into accurate, up-to-the-minute reports you can count on, so you can finally put an end to painful double handling. Save time, money, and energy when you embrace financial automation and experience the greater financial efficiency you need to get ahead - it’s simply no stress and no mess because when you become a Wise-Sync customer -

You’ll never be left alone. Wise-Sync’s dedicated team of industry professionals provide onboarding and consulting services second to none - they’re there every step of the way (until you don’t really need them anymore, it’s actually that easy after they run you through how it all works).

Explore all features of ConnectWise by Wise-Sync
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ConnectWise by Wise-Sync + Xero

Key Features

  • Single-record batching: A term coined by the creator of Wise-Sync, a proprietary feature that allows you to revel in the unmatched capability to reverse any single record within a batch at ease, without having to reverse the whole batch - saving you significant time and energy from having to apply bulk changes.
  • Say goodbye to double handling (and $0.01 invoices): Sync your purchase orders to vendor bills and put an end to painful procurement - 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: If you’re a ConnectWise Manage user, you can pre-configure expenses and directly allocate to ‘Company Paid Expenses.' Simplify tracking prepaid expenses, and uncomplicate 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 - Wise-Sync is built for expansion.
  • “Incalculable” efficiency: The combination of your PSA, accounting package, and Wise-Sync, is a cost “that pays for itself” - discover why MSPs are calling Wise-Sync “the missing piece.”

Reviews & ratings

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BH
Bryan Hall
Posted
Wise-Sync is a great company, support and very responsive. Paul MacNeill personally has been fantastic with our implementation and subsequent support when needed.
LO
Lisa O'Callaghan
Posted
We have used Wise-Sync and have found them to exceed our expectations on every contact. Their team go above and beyond to ensure they are providing their information in a way that is comprehensive and very easy to follow. I would highly recommend their interface with ConnectWise to Xero and their team for implementing this. Paul, Nemia & Bec - great job and thanks so much!!
DB
Damian Ball
Posted
Great Product, great support that fills a real gap in linking Xero with Connectwise. Paul, the owner of the company helped me out of a bind late at night on a Saturday, and I'm very grateful!
Additional info

App details

Added in 2013

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthrough

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