If you're an MSP drowning in manual data entry between ConnectWise and QuickBooks, these five partners can help you get your financials in sync and your sanity back.
The State of MSP Financial Integration
Managed service providers run on a stack of tools—PSAs, RMMs, billing platforms, and accounting software. The problem? These systems often don't talk to each other. You end up re-entering data, chasing discrepancies, and spending hours reconciling invoices. QuickBooks is the financial backbone for many MSPs, but it's only powerful when connected to your PSA. That's where integration partners come in. They bridge the gap between your operational data and your books, so you can focus on delivering IT services instead of playing accountant. The right partner can automate time tracking, billing, and reconciliation, turning your financial workflow into a smooth, accurate process.
How We Evaluated These Partners
We looked at each partner's service scope, pricing clarity, and how well they fit the typical MSP's needs. For service scope, we considered whether they offer software, consulting, or both. Pricing clarity was about how transparent they are with costs. Local fit means how well they understand the US MSP market and its specific challenges. Each partner brings something different to the table—some focus on automation, others on expert guidance, and a few on full-service accounting. We weighed these factors to give you a balanced view of what each one can do for you.
Here's a quick look at the five partners we're covering. Each one has its own strengths, so you can see at a glance which might be the right fit for your MSP.
| Provider | Best For |
|---|---|
| Flexpoint | MSPs seeking a full automation platform for QuickBooks and PSA integration |
| Gozynta | Your Trusted MSP Partner | MSPs looking for a mix of software tools and expert consulting to streamline operations |
| ConnectWise Marketplace | MSPs who want to explore a wide range of certified integrations for ConnectWise products |
| Next Level Now | MSPs that want professional financial management and integration support |
| Hasenbank Accounting Services | MSPs that want a dedicated accounting partner to handle reconciliation and bookkeeping |
The Partners, Explored
#1 Flexpoint
A screenshot of the Flexpoint website.
Flexpoint is a modern integration platform built specifically for MSPs, focusing on syncing QuickBooks with your PSA and other tools. It automates the flow of billing data, invoices, and payments, so you don't have to manually transfer information between systems. The platform offers features like Sync, Send, Collect, and Process, which cover everything from syncing customer data to automating payment collections. Flexpoint also provides AI agents to help streamline workflows even further. If you want a comprehensive, automated solution that reduces manual work, Flexpoint is a strong contender. Their website is clear about their product offerings, though you'll need to book a demo for pricing details.
#2 Gozynta | Your Trusted MSP Partner
A screenshot of the Gozynta website.
Gozynta positions itself as a trusted advisor for MSPs from start-up to exit, offering both software products and consulting services. Their Mobius product connects ConnectWise Manage to QuickBooks Online, ensuring your financial data flows seamlessly without double entry. They also offer Tixt, a client texting solution that turns messages into tickets, and a Payments product to simplify how your customers pay you. Beyond software, Gozynta provides consulting, a Growth Program, and onboarding for ConnectWise PSA and HaloPSA. This makes them a one-stop shop for MSPs who want to streamline operations and get expert guidance. Their website is upfront about their mission—'Operating an MSP sucks. We're here to make it suck less.'—which resonates with many operators.
#3 ConnectWise Marketplace
A screenshot of the ConnectWise Marketplace website.
ConnectWise Marketplace is the official hub for integrations and add-ons that work with ConnectWise products. It's a directory where you can find certified integrations for PSA, RMM, and other tools, including QuickBooks integration solutions. The marketplace is curated, so you know the products have been vetted by ConnectWise. You can browse by business need, like Finance or Cybersecurity, to find tools that fit your stack. While it's not a single solution, it's a valuable resource for discovering new tools and comparing options. The downside is that you'll need to evaluate each integration individually to find the right fit for your MSP.
#4 Next Level Now
A screenshot of the Next Level Now website.
Next Level Now is a financial transformation firm that specializes in helping MSPs optimize their ConnectWise and QuickBooks integration. They offer controller, CFO, and accounting services, so you can outsource your financial management to experts who understand the MSP industry. Their team is adept at managing the integration to ensure accurate books and streamlined operations. They emphasize the benefits of integrating ConnectWise and QuickBooks, such as bridging the gap between project management and financial operations. If you want hands-on help with your financials, not just software, Next Level Now could be a good fit. Their website provides insights into their approach, but you'll need to contact them for pricing.
#5 Hasenbank Accounting Services
A screenshot of the Hasenbank Accounting Services website.
Hasenbank Accounting Services is an accounting firm with over 23 years of experience in the IT industry, specifically working with MSPs. They offer accounting, bookkeeping, vCFO services, and consulting, with a deep understanding of platforms like ConnectWise Manage, ConnectBooster, and Gozynta Mobius. Their focus is on eliminating manual reconciliation between ConnectWise and QuickBooks, so you don't have to play detective with your financials. They've built processes to keep your books accurate and current, and they work remotely with MSPs across the country. If you're tired of spending hours reconciling, Hasenbank can take that off your plate. Their website is clear about their services, but pricing is available upon consultation.
How to Choose the Right Partner for Your MSP
Start by identifying your biggest pain point. Is it manual data entry, reconciliation headaches, or lack of financial oversight? If you need software to automate the integration, look at Flexpoint or Gozynta. If you want expert guidance and consulting, Gozynta or Next Level Now might be better. If you'd rather outsource your accounting entirely, Hasenbank is a solid choice. Also, consider your budget and whether you prefer a one-time setup or ongoing support. Finally, think about your long-term goals—are you planning to scale, and will the partner grow with you? Take advantage of demos and consultations to see which one feels right for your team.
Automating Your Financial Workflow
The key to a smooth financial workflow is automation. Start by integrating your PSA with QuickBooks using a tool like Mobius from Gozynta or Flexpoint's platform. This ensures that invoices, payments, and customer data sync automatically. Next, set up automated payment reminders and collections to reduce late payments. Use a texting solution like Tixt to communicate with clients about billing issues, turning messages into tickets for follow-up. Finally, schedule regular reconciliations to catch discrepancies early. With the right automation, you can cut down manual work and keep your books accurate.
Bringing It All Together
Your MSP's financial health depends on how well your tools work together. Whether you choose a software solution, a consulting partner, or a full-service accounting firm, the goal is to reduce manual work and improve accuracy. Each of these five partners offers something unique, so take the time to evaluate which one aligns with your needs. Remember, the right partner can save you hours every month and give you peace of mind. So, pick one, get started, and watch your operations run smoother.