When it comes to managing critical functions in an IT company such as ticketing, sales, invoicing and marketing, you can always rely on Autotask, a PSA platform that has been designed specifically for this purpose. Although Autotask helps to improve efficiency and streamline business operations, it is necessary to integrate your PSA solution with business tools like accounting software, CRM and remote monitoring and management (RMM).
Autotaskintegration with accounting software can work wonders to simplify your invoicing process. It is a known fact that Autotask enables you to send invoices in just a few mouse click. However, when it comes to receiving payments, a lot of manual work is involved. This is because payment is given via check, which is then matched to the invoice. This is time consuming and cumbersome, particularly when you get large number of checks every month. No wonder, most companies hire accountants to handle the manual task related to payment collection.
If you want to eliminate the manual work involved in matching checks against respective invoices, simply integrate your Autotask with accounting software like QuickBooks. Integration allows your customers to make payments online easily. This in turn increases your chances of getting payment faster, in turn helping to improve cash flow.
Also, once the payments are made, your accounting software gets automatically updated. So by implementing Autotask integration, you really don’t have to ask customers to send checkbooks to make payments. Other benefits include ability to transfer and synchronize purchase orders and inventory from Autotask to accounting tool.
AutotaskPSA integrations with CRM tools like Salesforce can play a key role in streamlining your business operations. This will allow you to view customer related data in the Autotask interface. Moreover the data in both the systems will be in sync. This means any changes made in one system will be automatically updated in the other.
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