The Missing Link in Billing Sync
As an MSP, you rely on tools like ConnectWise Manage to streamline your operations, automate processes, and most importantly, manage billing for your clients. Yet, despite the numerous SAAS applications that promise seamless integration with ConnectWise Manage, many of them fall woefully short when it comes to one crucial area: billing sync.
The Disconnect Between SAAS Vendors and MSP Billing Needs
One of the biggest frustrations MSPs face is the lack of comprehensive billing sync capabilities in their SAAS tools. Sure, these tools might sync basic data or service tickets, but when it comes to syncing billing information—like O365 licenses, RMM servers, workstations, or backup storage—many of them simply don’t deliver.
Why? Because the developers behind these tools often have never been in your shoes. They haven’t experienced the day-to-day challenges of managing billing within ConnectWise Manage, so they struggle to design a product that meets the real needs of an MSP. The result is a tool that might look good on paper but leaves you with more manual work, billing discrepancies, and a lot of frustration.
How Insight by eVelocityLabs Bridges the Gap
At eVelocityLabs, we’ve lived and breathed the MSP life. We know the pain points because we’ve felt them ourselves. That’s why we developed Insight—a tool that’s built specifically to address the billing challenges MSPs face every day.
Here’s how Insight solves the issues that other SAAS tools can’t:
- Comprehensive Billing Sync:
- O365 Users: Many MSPs bill their clients on a per-user basis, especially when managing services like Office 365. Insight makes this process effortless by automatically syncing the user counts from O365 directly into ConnectWise Manage. This ensures that your client’s billing reflects the actual number of users, helping you avoid underbilling or missing out on revenue due to manual errors.
- RMM Servers and Workstations: Insight pulls data from your RMM (e.g., Datto RMM) and syncs it with ConnectWise Manage. Whether you’re managing servers or workstations, Insight ensures that the correct quantities are reflected in your billing agreements. We can bill to any number of agreements on a per client basis.
- Backup Storage: MSPs often struggle to accurately bill clients for backup storage used. Insight tracks storage usage and syncs this information to ConnectWise Manage, so you never miss out on billing for the resources your clients are consuming.
- Flexible Agreement Handling:
- Insight allows you to sync billing counts to specific agreement types in ConnectWise Manage. This is crucial because agreement names can change, or agreements can expire and be replaced. Unlike other tools that might break when these changes happen, Insight automatically adapts, syncing with the new or updated agreements without missing a beat. However, when a client has multiple active agreements of the same type, Insight provides the flexibility to specify which agreement to sync to, ensuring that your billing remains accurate even in the most complex scenarios.
- Automatic Updates and Error Handling:
- Insight is designed to handle the complexities of billing sync without requiring constant manual intervention. If an issue arises—like when a client has multiple active agreements of the same type—Insight alerts you and provides actionable feedback, allowing you to address the problem before it disrupts your billing process.
- Scalability and Customization:
- As your MSP business grows, so too does the complexity of your billing. Insight’s modular design allows you to scale your billing processes effortlessly. You can create and apply Bill Policies and Bill Groups to manage multiple clients and agreements without overwhelming your billing team.
- Supporting Growth Through Acquisition:
- Growth through acquisition presents its own unique set of challenges, particularly when it comes to integrating and managing the billing processes of newly acquired companies. Each acquired MSP might have its own set of agreements, billing practices, and service offerings. Insight makes this transition smoother by allowing you to quickly standardize and consolidate billing practices across all entities. By applying consistent Bill Policies and syncing diverse agreements into ConnectWise Manage, you can streamline billing operations, reduce inconsistencies, and ensure that no revenue is lost during the integration process. This not only saves time but also provides the scalability needed to continue growing through acquisitions without the usual billing headaches.
Why Insight Is the Right Choice for MSPs
At the end of the day, your SAAS tools should be working for you—not the other way around. With Insight, we’ve taken our experience working in MSPs and built a solution that understands and solves the real challenges of billing sync with ConnectWise Manage. Whether you’re dealing with complex client agreements, multiple services, or simply want to automate your billing processes, Insight has you covered.
Stop Struggling with Billing Sync—Start Using Insight
If you’re tired of fighting with your current tools and want a solution that truly meets your needs, it’s time to give INSIGHT by eVelocityLabs a try. Say goodbye to billing headaches and hello to a more efficient, accurate, and scalable way of managing your client billing.
Contact Us Today to get started!
