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Get Real-Time Data Sync With Cloudbanking!

Seamlessly integrate Connectwise with Xero

Are you manually recording your accounting task from ConnectWise to Xero? Well, now it’s time to put it on autopilot mode and tack back control of your finances. 

Spend less time entering numbers and fixing manual errors and get more time to grow your business and gain productivity to what matters. CloudBanking provides the industry’s first reliable and user-friendly integration to sync your accounting data between ConnectWise Manage and Xero accounting. With a built-in payment platform, CloudBanking offers a flexible integrated solution for integrating accounting and payment automation. All you need to do is- create an invoice in ConnectWise Manage and Sync it with Xero via the CloudBanking dashboard. CloudBanking provides an ultimate solution to achieve ConnectWise Synchronisation. Our expert team offers onboarding service and consultation with no set-up fee or hidden fee- our service team will work closely with your business to provide sync success.  

Product Description: 

1. Efficiency

With just a click of a button, you can sync invoices, expenses, procurement, expenses and payments. It helps you to save the cost and time you spend on manual data recording.  

2. Set once and Forget

Sync your accounting records and put an end to painful data entry as CloudBanking automatically adjusts invoices to confirm the achievement of financial validation. In addition, the invoice uploaded will automatically match the invoice in Xero, so you do not need to worry about synching. 

3. Data Validation

CloudBanking requests the end-users to respond when something strange is recognised- empowering users to take action immediately. One of the key objectives of CloudBanking is to eliminate data errors and provide a smooth synchronisation process.  

4. Subscription Scale for your Business

With no limit in syncing invoices, our platform provides a different subscription for your business, so you do not need to worry about the number of invoices to sync. Whether you issue 20 or 2000 invoices a month, CloudBanking balances with your business. In addition, you have the control of upgrading or downgrading your plans with complete visibility into all actions of the company. 

Benefit for ConnectWise Manage Users: 

Hold your Xero accounting and engage yourself with the unbeaten feature to seamlessly sync in ConnectWise Manage. CloudBanking is focused on providing the following benefits to ConnectWise Users: 

1. Sync Invoices

Auto-sync all your invoices in the CloudBanking dashboard and enjoy a complete end-user journey with grainy detail from your purchase and sales agreement straight to your accounting software. 

2. Expenses

Minimise your payment reconciliation cycle with our Expense Connect feature, and sync your detailed expenses in Xero. Pre-Set ConnectWise expenses and auto-reconcile your business expenses. 

3. Procurement

Simplify the process, eliminating item receipts and sync straight to your supplier bill. It helps you focus on productive activity- saving you ample time. 

4. Payment

With CloudBanking payment processor, never miss a pending collection and reconcile your client’s credit card or bank account, so you get paid on time. You would never need to chase a payment again as CloudBanking integrated payment solution to ConnectWise Manage. 

Here at CLoudBanking, we listen to our customers. As a result, we’re constantly innovating to meet your business needs – watch this space for new updates coming soon. 

Our Expert Team Support Onboarding

  • Let get you onboard: No matter how complex or straightforward your implementation may be, our Customer support team can help you through it with zero onboarding fee. We won’t let you go on alone, and we’re here for you – so unlike other integrations who charge a considerable amount for onboarding, we know the value of your time and money, which is why we do it for you – to make sure you’re all set-up with no issue. 
  • Customer support: Our support team is available for you when you need us. We are focused on operating globally with a dedicated team to cater to a support plan that best suits your business needs.  

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Why CloudBanking Is a Reliable solution for MSPs 

Our company director, Andrew Formosa, realised the gap of not being able to sync between ConnectWise and Xero accounting. He looked for few options in the market, but most of them were overpriced and limited opportunities. So he created CloudBanking for Syncing Connect-Wise Manage to Xero with a built-in payment processor with multiple payment gateway options.  

Now we have the most reliable integration solution between ConnectWise Manage to Xero and multiple payment processors, so you can use your payment processor and use CloudBanking as a Gateway. 

Our dedicated team is constantly developing new features while listening to your necessities. We work hard to ensure seamless sync to empower your business with a flexible solution stack for continuous cash flow and greater efficiency at a good value for money. 

Put a full stop to an unmanaged workflow with our real-time sync. So, what are you waiting for? Let’s begin Syncing.  

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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 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 industry.

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 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.