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SYNC CONNECTWISE TO XERO SEAMPLESSLY
DELIVER SEAMLESS PAYMENT EXPERIENCE
SYNC CONNECTWISE TO XERO SEAMPLESSLY
SYNC CONNECTWISE TO XERO SEAMLESSLY

SYNC CONNECTWISE
TO XERO SEAMLESSLY

Sync accounting information from ConnectWise
to Xero seamlessly, including invoices, payments,
expenses, and procurements.

DELIVER SMOOTH PAYMENT EXPERIENCE

DELIVER SMOOTH
PAYMENT EXPERIENCE

Avoid chasing payments and long hours of invoice reconciliation while getting paid on time.

ADD ANY PAYMENT PROVIDER YOU WANT

ADD ANY PAYMENT
PROVIDER YOU WANT

Integrate with CloudBanking and obtain access to 150+ payment processors.

SYNC CONNECTWISE TO XERO SEAMPLESSLY
SYNC CONNECTWISE TO XERO SEAMPLESSLY
DELIVER SEAMLESS PAYMENT EXPERIENCE
SYNC CONNECTWISE TO XERO SEAMPLESSLY

SYNC CONNECTWISE
TO XERO SEAMPLESSLY

Sync accounting information from ConnectWise to Xero seamlessly, including invoices, payments, expenses, and procurements.

ADD ANY PAYMENT PROVIDER YOU WANT

ADD ANY PAYMENT
PROVIDER YOU WANT

Integrate with CloudBanking and obtain access to 150+ payment processors.

DELIVER SEAMLESS PAYMENT EXPERIENCE

DELIVER SEAMLESS
PAYMENT EXPERIENCE

Avoid chasing payments and long hours of invoice reconciliation while getting paid on time.

FEATURED ON:

The official logo of the ABC News | CloudBanking
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SYNC YOUR INVOICES FROM CONNECTWISE TO XERO

2 WEEKS

FREE TRIAL

when you sign up for
CW-xero sync with a
payment processor

pricing plan

CloudBanking provides a simple pricing plan. So you don’t have to worry about extra fees and hidden charges.

Basic Plan

(0- 45 invoices)

/month

Business Plan

(46- 150 invoices)

/month

Ultimate Plan

(151+ invoices)

/month

SIGN UP PROCESS

1

SIGN UP WITH US

Create an account in our portal for free

2

SET UP IN MINUTES

Enrol your payers by sending a one-time invitation

3

TAKE PAYMENTS

Accept payments in all forms fast and secure

4

USE YOUR PREFERRED PAYMENT GATEWAY

Obtain access and send payment to 150+ processors.

5

SYNC YOUR CONNECTWISE MANAGE

Sync accounting information from ConnectWise to Xero seamlessly

6

SYNC UP

Let our system reconcile all the data for you.

the

cloudBanking

difference

ALL-IN-ONE
PAYMENTS PLATFORM

Accept new payments, convert more sales, reduce costs, and review consolidated reports in one place.

DEEP VERTICAL
EXPERTISE

Manage by highly experienced professionals so you can ensure high-quality customer experience all the time.

SMARTER
TECHNOLOGY

Integrate the latest technology that offers game-changer solutions for seamless payment experience.

FULLY SECURED AND
PCI-COMPLIANT

Feel secured with our platform, known for being fully compliant with established data safety and privacy measures.

END-TO-END
PAYMENTS SOLUTION

Offer the widest selection ofpayment solutions, which makes it a trusted end-to-end cash flow solution provider.

END-TO-END
PAYMENTS SOLUTION

Offer the widest selection ofpayment solutions, which makes it a trusted end-to-end cash flow solution provider.

MULTIPLE PAYMENT
GATEWAY

Ensure on-going compliance and automatically route traffic to a backup processor if the primary processor is down.

SYNC CONNECTWISE
MANAGE TO XERO

Sync ConnectWise Manage to xero and view each sync status at a glance; whether that’s a pending or a successful sync.

CLIENT’S

TESTIMONIALS

Harley Turner
testimonial quotation

"If you need ConnectWise Manage and Xero to work together, there isn't a better way to do it! The team at CloudBanking embody what being a trustworthy service provider is. They handhold during implementation, are fantastic with support, take on board suggestions and help with all queries! We had to re-implementation recently due to restructuring, and whilst daunting, it couldn't have gone better with their help and consulting. We have been using CloudBanking for six months and wouldn't look elsewhere."

Harley Turner
Switch Connect
Olivia Taylor
testimonial quotation

"I installed CloudBanking with Xero around five months ago, and it is already paying great dividends in our financial accuracy and debt collection. It removes the pain out of the ConnectWise integration. We are currently using the invoices, payments and expenses functions. I can't recommend this product enough; it saves you so much time not doing the low-value finance tasks. The CloudBanking team are great, too. As a result, we have held four person-days a month and have also streamlined our processes."

Olivia Taylor
Data Switch
Winston King
testimonial quotation

"CloudBanking has been a great support that fills a real gap in linking Xero with Connectwise. Andrew, Formosa helped me out to setup the system with no cost, and I'm very grateful! I found a couple of "popular" options but CloudBanking caught my eye with more features and local support. I would highly recommend their interface with ConnectWise - Xero integration and their assistance for setup and getting everything mapped correctly. "

Winston King
GenTech Inc.
Harley Turner
testimonial quotation

"If you need ConnectWise Manage and Xero to work together, there isn't a better way to do it! The team at CloudBanking embody what being a trustworthy service provider is. They handhold during implementation, are fantastic with support, take on board suggestions and help with all queries! We had to re-implementation recently due to restructuring, and whilst daunting, it couldn't have gone better with their help and consulting. We have been using CloudBanking for six months and wouldn't look elsewhere."

Harley Turner
Switch Connect
Olivia Taylor
testimonial quotation

"I installed CloudBanking with Xero around five months ago, and it is already paying great dividends in our financial accuracy and debt collection. It removes the pain out of the ConnectWise integration. We are currently using the invoices, payments and expenses functions. I can't recommend this product enough; it saves you so much time not doing the low-value finance tasks. The CloudBanking team are great, too. As a result, we have held four person-days a month and have also streamlined our processes."

Olivia Taylor
Data Switch
Winston King
testimonial quotation

"CloudBanking has been a great support that fills a real gap in linking Xero with Connectwise. Their team helped me out to setup the system with no cost, and I'm very grateful! I found a couple of "popular" options but CloudBanking caught my eye with more features and local support. I would highly recommend their interface with ConnectWise - Xero integration and their assistance for setup and getting everything mapped correctly. "

Winston King
GenTech Inc.
CloudBanking Testimonial Desktop
testimonial quotation

"CloudBanking has been a great support that fills a real gap in linking Xero with Connectwise. Their team helped me out to setup the system with no cost, and I'm very grateful! I found a couple of "popular" options but CloudBanking caught my eye with more features and local support. I would highly recommend their interface with ConnectWise - Xero integration and their assistance for setup and getting everything mapped correctly. "

Winston King
GenTech Inc.
testimonial quotation

"I installed CloudBanking with Xero around five months ago, and it is already paying great dividends in our financial accuracy and debt collection. It removes the pain out of the ConnectWise integration. We are currently using the invoices, payments and expenses functions. I can't recommend this product enough; it saves you so much time not doing the low-value finance tasks. The CloudBanking team are great, too. As a result, we have held four person-days a month and have also streamlined our processes."

Olivia Taylor
Data Switch
testimonial quotation

"If you need ConnectWise Manage and Xero to work together, there isn't a better way to do it! The team at CloudBanking embody what being a trustworthy service provider is. They handhold during implementation, are fantastic with support, take on board suggestions and help with all queries! We had to re-implementation recently due to restructuring, and whilst daunting, it couldn't have gone better with their help and consulting. We have been using CloudBanking for six months and wouldn't look elsewhere."

Harley Turner
Switch Connect
Let’s boost your revenue through the power of payment automation.

inquiry

    433 N. Camden Drive, 6th Floor,
    Beverly Hills, CA 90210 USA

    415.223.8459
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    DEVELOPERS

    © Copyright 2021 CloudBanking Ltd. All Rights Reserved.

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    ACCOUNTING SERVICES

    Run fast, accurate, and automated accounting processes through Cloud Banking’s white label portal for accountants. Simply ask your customers to log on to your dashboard so you can download all their statements and reports—making it easier for you to do their taxes. Likewise, you can make sure that our platform can help you streamline everything from financial consolidation to compliance reporting and audits.

    Our innovative payment solutions can easily be integrated into your existing accounting, invoicing, and billing software so you can get paid faster and more secure. Interested? Start by talking to one of our business specialists today.

    HIGH RISK

    Are you in the high-risk vertical market? Getting tired of looking for a reliable payment solution for a high-risk industry? Don’t worry! CloudBanking got you covered.

    We understand that banks and low-risk providers may instantly turn down merchant accounts who they deem industries with a history of high chargebacks, irregular high ticket sales, or that are highly regulated. Thus, finding a high-risk payment processing solution that keeps high-risk businesses running efficiently might be a daunting, frustrating process. This is all the more true for the CBD oil industry. However, CloudBanking understands that your business model works for you. We believe in your business’ desire to help the community and we’re committed to providing top-rated services.

    Thus, we go the extra mile to ensure your business’ security and efficient cash flow. We provide tailored solutions and features because we understand your unique needs. You can now offer your customers a smooth and seamless journey with our innovative payment solution for high-risk industries.

    HEALTH AND WELLNESS

    Focus on what matters most to your business—your customers. And allow CloudBanking to take care of your payments. Our payment solution for the health and wellness industry will be your trusted partner in improving your customer experience. With our innovative platform engineered to accept all kinds of payments and provide the security, you need; we can guarantee you streamlined business operation.

    In the ever-changing global marketplace, make your business at the forefront of innovation to give your customers the best customer experience. Trust that our payment solution for health and wellness is here to help you meet your customers’ expectations while improving your cash flow. Contact us today to experience the difference.

    FIELD SERVICES

    Are you one of the small or mid-sized businesses in the field service industry having trouble collecting payments? And are you tired of all the waiting and hassles? Then, it’s time for you to adopt a phone- and cloud-based payment solution for field services that will improve your cash flow and accuracy. Allow your field services staff to accept payment on-site so they can focus on the next job.

    Level up in the game field by offering a cutting-edge payment solution for field services that will assist you in meeting your needs and improving your bottom line. Contact us to know how we can be your trusted partner in getting paid faster and secure.

    RETAIL

    The retail environment has evolved rapidly in the past years. To keep with the pace and increase your bottom line, you need to integrate a platform providing a full suite of card payment systems that fully satisfies the needs of you and your customers. CloudBanking’s payment solution for retail industry is here to help you stay in the game and be more competitive.

    Powered with the latest technology, our credit card processing solutions allow retailers to accept any form of card payments such as credit cards, debit cards, and EMV-compliant cards. Our payment solution for retail industry can help you effortlessly manage your point-of-sale transactions while you boost your retail sales.

    PROFESSIONAL

    CloudBanking offers a customized payment solution for professional services companies, such as law firms, insurance agencies, and accounting firms. Our platform is designed to provide you a safe, convenient, and secure way to accept your service fees and lessen the administrative cost related to payment processing.

    We understand that your business’ payment processing needs are unique. So you can’t just rely on any payment processing platform to manage your cash flow. You need a trusted partner to receive payments fast, secure, and easy. Enjoy this hassle-free process when you integrate our payment solution for the professional services industry.