The Flag of the United States of America

Get A Streamlined Solution For Connectwise Manage To Xero

connectwise xero integration

CloudBanking provides a detail-focused integration between ConnectWise Manage and Xero Online Accounting. Avoid manual entries and errors by seamlessly integrate all your accounting data to Xero as a single record batch or bulk with the press of a button. CloudBanking promotes automation which can save your business time and money while improving proficiency and customer satisfaction. 

At CloudBanking, we enable businesses of all sizes to improve efficiency in transacting their ConnectWise Manage data to Xero. Not just any ‘Sync’, our system validates and ensures all recording steps are completed. Furthermore, it provides the accuracy of data posted, increasing operational efficiency and reducing administration cost. 

We have several subscription plans for you to select. Once you have decided on an ideal plan for your business, please sign up, and we will assist you with the onboarding process with CloudBanking. We have a dedicated support team to ensure a smooth onboarding and error-free sync. 

Check out our Process here.

Key Features: 

  • Seamlessly Integrate All Accounting Data – Sync all detailed data, including Invoices, Payments, Procurements, Inventory and Expenses, without missing out on any details left behind.   
  • Secure Integration – CloudBanking Integration process does not require any software to install and maintained for data transmitting. The CloudBanking API fully supports your Business for Payment and data synchronization.  
  • Built for smooth cash flow –  CloudBanking verifies every record and will notify if there arises any issue when the process does not meet our compliance check. 
  • ConnectWise Certified and Tested – CloudBanking works directly with the ConnectWise API team. Therefore, we can demonstrate the importance of the continued flow of financial data to your accounting platform Xero.  
connectwise xero

Choose CloudBanking for ConnectWise Xero Integration 

  • Onboarding Process with no cost: No matter how complex or straightforward your implementation may be, our support team will help you through it. Our dedicated team is here for you. In addition, unlike other integrations, we will not charge any amount for onboarding. We value your time, which is why we do it for you – to make sure you’re all set up to go on board without any issues. 
  • Product Demo and Consultation: We offer expertly led consulting services to prioritize your business’ growth. Our support team will verify the enhanced setup of your accounting systems to make sure our service is more efficient than ever. Before we start the processing, we will present a live demo to familiarise you with our system.  
  • Customer support: Our customer support team is here for you – anytime and anywhere. Our dedicated support team is available globally to provide you with assistance at any time. We are reliable and devoted to giving you peace of mind. 

Start Synchronizing today. Start your free trial here. 

inquiry

    © Copyright 2020 CloudBanking Ltd. All Rights Reserved.

    ecommerce pricing comparison table

    pricing comparison table

    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.