CloudBanking Platform provides seamless integration between ConnectWise Manage and Xero Accounting Software. It allows you to sync all your accounting data, including invoices, expenses, procurements, and payments from Connectwise manage to Xero account with the click of a button. In just a few clicks, CloudBanking lets its users enjoy a simplified and automated payment reconciliation process.
Integration
ConnectWise Manage
Features:
Seamlessly transfer your accounting information from ConnectWise to Xero, including invoices, payments, expenses, and procurement. Enable fail-over protection to automatically route traffic to a backup payment processor even if the primary processor cuts you off. Avoid additional cost for payment collection and integrate with 150+ payment processor.
Sync accounting information from ConnectWise to Xero seamlessly, including invoices, payments, expenses, and procurements. Accept credit cards or Bank direct debits and give your customers the convenience to use payment options they prefer.
CloudBanking provides an all-in-one system with ConnectWise to Xero integration and payment collection built-in. Don't pay for two separate systems.
You can use CloudBanking as a gateway only and use one of our 150+ payment processor integrations.
Enable failover protection to automatically route traffic to a backup payment processor even if the primary processor cuts you off. Avoid Vendor Lock and handle complex recurring payment and billing scenarios.
Support
Currently this vendor is not Certified under ConnectWise Invent. Please reach out directly to the vendor for integration implementation and/or support.
User Reviews
Haydon Spencer, Spencer IT
We tried Cloud Banking for three months after moving to Connectwise Manage before switching to Wise-Sync. Although the team are friendly and helpful, we never got the sync working without issue during this time. Although the solution looked good, we feel it is not ready for market.
Date: 12/9/2021 10:45 PM
Was this review helpful?YesNo
(0/0)
Share your thoughts with other Partners
Only registered users can write reviews. After signing in, we'll redirect you back here.