About Wise-Sync
WisePay is a payment automation and financial integration platform tailored for managed service providers and service-based businesses, designed to streamline the entire invoice-to-cash lifecycle.
WisePay is a payment automation and financial integration platform tailored for managed service providers and service-based businesses, designed to streamline the entire invoice-to-cash lifecycle. It connects Professional Service Automation tools with accounting systems like Xero and QuickBooks Online, enabling seamless synchronization between invoicing, payment collection, and financial records. Its centralized dashboard provides real-time visibility into accounts receivable and payment status, while features such as payment autopilot, customizable client notifications, and unified sync-and-pay functionality reduce manual workload and improve cash flow management. As the official payment integration for ConnectWise PSA, WisePay offers deep ecosystem alignment, ensuring that financial data is updated instantly once transactions are completed. The platform demonstrates strong performance and reliability, having processed over $1.1 billion in payments, supported by secure infrastructure and high-speed synchronization capabilities. Its web-based deployment ensures accessibility across operating systems, making it easy to integrate into existing workflows.
Pros & Cons
- Clean, visually pleasing platform design makes navigation and daily use more enjoyable.
- User-friendly interface enhances accessibility and reduces complexity for routine tasks.
- Frequent invoicing issues disrupt operations, requiring repeated troubleshooting.
- Sync failures sometimes prevent invoices from being sent at all.
- System errors occasionally trigger duplicate invoices, overwhelming customers with multiple emails.
Features
Key features
Seamlessly automates the entire payment lifecycle specifically for the ConnectWise ecosystem.
Syncs invoices and payments automatically with accounting systems to eliminate double-entry errors.
Allows businesses to set specific terms and tailored notifications to optimize individual cash flow requirements.
Provides real-time, in-depth financial visibility to help service-based businesses scale with confidence.
Combines the legacy Wise-Sync functionality with WisePay to manage the entire invoice-to-cash lifecycle in one tool.
Additional features
Streamlines the creation and delivery of invoices to reduce manual administrative workloads.
Provides an all-encompassing solution for collecting payments through various integrated processors.
Keeps invoices in sync between PSAs and accounting packages to ensure financial accuracy.
Features customizable alerts to remind payers of upcoming or overdue invoices.
Offers live data insights into the accounts receivable status and overall business liquidity.
Connects effortlessly with accounting systems, quoting software, CRMs, and PSAs.
Supports over 140,000 registered payers within a secure and trusted ecosystem.
Focuses on slashing the time and money spent per invoice handled by the business.
Manages every step from the initial quote and invoice to the final cash reconciliation.
Experience a highly secure payment environment backed by ConnectWise technology.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Wise-Sync
WisePay is a payment automation and financial integration platform tailored for managed service providers and service-based businesses, designed to streamline the entire invoice-to-cash lifecycle.
Wise-Sync Details
Wise-Sync's In-App Market Place
Does Wise-Sync have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
AUD ($), CAD ($), EUR (€), GBP (£), NZD ($), USD ($)
Pros & Cons
- Clean, visually pleasing platform design makes navigation and daily use more enjoyable.
- User-friendly interface enhances accessibility and reduces complexity for routine tasks.
- Frequent invoicing issues disrupt operations, requiring repeated troubleshooting.
- Sync failures sometimes prevent invoices from being sent at all.
- System errors occasionally trigger duplicate invoices, overwhelming customers with multiple emails.
Wise-Sync's Alternatives
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Portus Platform
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