IT & MSPs
Integration for IT service providers and MSPs
Connect ConnectWise, HaloPSA or Autotask to Sage, Xero or your ERP, so invoices, procurement and payments flow between service delivery and finance without a monthly re-keying marathon.
Sound familiar?
The problems we fix every day
Billing runs that take days
Every month, invoices are exported from the PSA and keyed into Sage or Xero one by one, while clients wait for their bills.
Clients and suppliers set up twice
Companies, contacts and suppliers live in both the PSA and the accounts, and slowly drift out of step.
Service teams can't see who has paid
Payments are recorded in finance but never make it back to the PSA, so account managers chase invoices that are already settled.
Margins hidden between systems
Agreements, projects and procurement costs sit in the PSA while invoices sit in the ledger, so profitability per client is guesswork.
How Zynk connects your PSA and your accounts
Your PSA is where the work happens: tickets, agreements, projects and procurement. Your accounting system is where the money is counted. Zynk keeps the two tightly in step, so each team keeps working in the system it knows while the records between them stay accurate.
- Clients and suppliers stay in sync. Companies, contacts and suppliers are matched between ConnectWise or HaloPSA and Sage, so nothing is set up twice and nothing drifts.
- Billing flows straight into the ledger. Unposted invoices, credit notes and agreement billing move from the PSA into Sage, Xero or your ERP with the right customer, nominal codes and tax treatment.
- Procurement lands where finance needs it. Purchase orders and supplier bills raised in the PSA arrive in accounts ready to match and pay.
- Payments come back to the PSA. Receipts recorded in finance return to ConnectWise or HaloPSA as invoice payments, so account managers can see who has paid.
- Batches are tracked on both sides. Accounting batches are marked as posted, so the PSA always knows what finance has already processed.
Every transfer is logged, and anything that fails is flagged with a clear reason before the next billing run. Zynk is low-code, so when your billing process changes, the integration changes with it, with minimal development time.
How Zynk helps
Solutions for it & msps
PSA integration
Link your professional services automation platform to Sage, Xero or your ERP, so invoices, purchases and payments flow between service delivery and finance automatically.
Read more →CRM integration
Link your CRM to your accounting, ERP and ecommerce systems so customers, orders and invoices stay in step, without re-keying data between teams.
Read more →ERP integration
Link Sage, NetSuite or Business Central to your ecommerce, CRM, warehouse and reporting tools, so orders, stock, customers and financials stay in step automatically.
Read more →Automated reporting
Connect Sage, Xero, Shopify and Google Analytics to the AI assistant you already use, and get live answers on sales, cash and invoices without exports or spreadsheets.
Read more →“Zynk are one of my favourite vendors to work with, and Zynk fills gaps that our customers need.”
Systems we connect
Works with the systems you run on
ConnectWise
HaloPSA
Autotask
Sage 50 UK
Sage 200
Sage Intacct
Xero
QuickBooks
NetSuite
Microsoft Dynamics 365 Business Central
HubSpotIT & MSPs FAQs
Which PSA platforms does Zynk integrate with?
Is there a ready-made ConnectWise to Sage integration?
Do payments sync back to the PSA?
Can Zynk handle procurement as well as sales invoices?
See how Zynk fits your business
Book a 20-minute call and we'll map out how Zynk connects the systems your business runs on.
Book a call