Wise-Sync

Wise-Sync is a software tool that automates invoicing and payment collection for businesses running professional services automation systems. It connects ConnectWise Manage or Datto Autotask PSA with Xero or QuickBooks Online, replacing manual data entry between them. The listing states that data is encrypted in transit and that accounting data is not kept on its servers.

What Wise-Sync offers

• Invoice automation — invoices move between the service system and the accounting package without retyping.
• Payment automation — payments are matched back to the accounts they settle.
• PSA integration — works with ConnectWise Manage and Datto Autotask PSA.
• Accounting integration — works with Xero and QuickBooks Online.

Who it works with

Any business that uses one of those service systems together with Xero or QuickBooks Online, such as managed service providers.

Key facts

• Security: data encrypted in transit; accounting data not stored on its servers
• Related product: a ConnectWise page presents a payment product called WisePay