Autotask PSA
Use Flowgear's pre-built connector to integrate with Autotask PSA
Product description
Autotask PSA is a business management platform specifically designed for technology solution providers - integrating CRM, Service Desk, Contracts, Projects, Billing, Reporting and more.
Automate the flow of information between Autotask PSA and your accounting software.
Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!
Frequently used with
Ingram Micro Odin
Sage Business Cloud Accounting (Sage One)
Popular examples and use cases
Process invoices & credit notes | Manage products | Use the Autotask Reference field to identify the periods to which an invoice or credit note values should be accrued
Benefits of using this connector
- Keep financial information in sync
- Automate billing transactions, customer updates
- Manage your collection process, credit notes and write-offs in your accounting system
- Schedule sending of original invoices and credit notes from Autotask, and statements from accounting system
- Enable the account management team to plan quarterly business reviews with customers
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