mConnect

Article Dean Dorton

Imagine this… A day at the office where you and your finance team don’t have to scurry around, trying to import and export critical data between multiple systems. What about this? You aren’t stuck behind your computer for countless hours, re-keying the same data over and over again in different systems.

If your business uses ConnectWise as your main CRM, you can now seamlessly integrate all the data with your accounting system- either MS Dynamics GP or Sage Intacct. Massey’s mConnect integrator tool makes this possible.

With mConnect, you have real-time integration between your operations system, ConnectWise, and your ERP. The solution empowers your accounting system and ConnectWise to work together by identifying and sharing customer-focused information, making it all customizable for your needs. All data is visible where you need it and when you need it.

mConnect helps businesses:

  • Keep invoices up-to-date by automating the collections process
  • Customize their needs and integrate only the records THEY want
  • Automatically synchronize customers, vendors, and products inside accounting
  • Import sales invoices, procurements, and expense reports.

“Without mConnect, system users would have to manually import and export data from each system in order to synchronize and share information between the accounting, sales, invoicing, order processing, receivables and inventory functions,” said Philip Massey, CPA and President of Massey Consulting.

“mConnect simplifies and automates these tasks, making information readily available and decreasing the possibility for errors that occur as a result of manual re-keying of data.”

Article Dean Dorton

mConnect: Automating the Sage Intacct and ConnectWise Integration Experience

Managed service providers, or MSP’s, work hard to provide their clients and customers with the best quality work and productive outcomes. As companies work hard to improve their operational functionality to increase efficiency and get the most value out of the company, programs such as those found in Massey Consulting’s Sage Intacct, ConnectWise and mConnect, is the key to keeping both of these goals in sight.

mConnect enables companies to avoid having to manually import or export information between their systems, facilitating an efficient workflow and bringing positive contributions to the company’s bottom line. mConnect bridges the gap between aspects of the business by synchronizing information between ConnectWise and either Sage Intacct or Dynamics GP. This is done in real time, and as a result, higher quality information is delivered at a faster rate.

Fields of application:

Accounting

When it comes to running accounting integrations on your system, mConnect can facilitate this operation automatically across accounts.
Also, it can capture additional relevant information that can be pertinent to the way you handle your accounting operations. Once an invoice has been verified and paid, mConnect will mark it down and make a note in your records.

Accounts Payable

Making payments and managing invoices is essential for every company and mConnect makes this efficient. With the mConnect customer portal, you can keep all invoices organized and up-to-date and be able to act upon actionable data from these invoices to make smarter acquisition and purchasing decisions. mconnect allows you to track all invoices from a specific point, giving you a better idea of your payments as a whole on a format that can be reviewed quickly resulting in a simplified payment process and much happier vendors.

Sales

The sales industry thrives on data, particularly when it comes to correctly handling customer data and quickly providing your sales department with accurate information, which increases the chances of closing deals and bringing in profit. With mConnect, all sales data can be processed and updated at a rapid rate, keeping employees in the sales department cognizant of changes and operations. This is bolstered by the accurate analysis of up-to-date information, as well as processing real-time sales numbers. As a result, mconnect leads to more reliable income forecasting and sales numbers, allowing every department to anticipate their next move more precisely.

Inventory

The benefits of mConnect for inventory purposes are primarily based on its ability to centralize all data to a single location. In this way, you can measure inventory directly and efficiently. mConnect enables you to create a more accurate outlook of your stock levels without using elaborate estimation methods.

Customer and vendor relationships

In the network that is the business world, most companies are a central point between their vendors and the customers and mConnect makes it more efficient to operate between these two polar opposite groups. The integration of the system is customizable, making interruptions between working with vendors and customers less common.

Along with this reduced friction comes the ability to completely map your fields in the ConnectWise system. This feature gives companies an added amount of agility when working with the customer and vendor relationships. mConnect also gives you the option of integrating only the most essential records of your choice allowing you to take control of your data and use it to improve your business.

Looking for More Information?

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Article Dean Dorton

Whether you just went paperless, or have been relying on the cloud for years to support your business, you understand that with multiple systems comes redundant re-keying.  You also know that with every duplicate manual entry, your company faces a greater potential for human error to erode the accuracy of your most critical data.

As experts in accounting and the cloud, we understand the pains of duplicate work and how it can wreak havoc in your reports, client relations, and audits.  In response to this common problem, the Massey team designed mConnect.

ABOUT mCONNECT

The mConnect solution unites two best-in-class cloud platforms, ConnectWise and Sage Intacct, by creating a seamless pathway for behind-the-scenes automated integration.  With mConnect, data can travel back and forth between ConnectWise and Sage Intacct quickly and effortlessly, which means your company saves time, reduces frustration, conserves resources, and ensures accuracy.

Some additional benefits of mConnect include:

  • Harness critical data and transfer it with one click.
  • Gather stock counts in real time, everywhere your team works.
  • Track invoicing quickly and accurately, as soon as an order is placed.
  • Up-to-date sales numbers anytime, anywhere.
  • Eliminate running your own integrations. mConnect does it for you.

mConnect’s customizable options allow for less manual entries and redundant filtering and synchronized or automatic data transfers. This means your team can do more, worry less and get the critical answers they need when they need them.

At this year’s IT Nation, happening November 8-10 in Orlando, FL, members from our team will be there to talk with other sponsors, presenters and attendees about mConnect’s features that showcase and uplift the two best-in-class cloud solutions.

Get the most you can from your cloud solutions in a way that will uplift your teams and make the best use of their time.

Let’s meet up at IT Nation, so we can show you everything that mConnect can do for you! Massey Consulting will be at Booth 704. Don’t miss out on our wonderful prizes- we will be giving away goodies each day, including 2 Amazon Echoes on Wednesday and Thursday!

Register now!

Article Dean Dorton

Every year, tech industry leaders from around the globe come together to share their knowledge and offer insights into the most up-and-coming solutions in the tech industry.

The IT Nation Conference, hosted by ConnectWise, draws partners, executives, consultants and leaders from a wide range of industries, large and small, to meet, learn, find solutions, and grow their businesses.

In our August 8 press release, we announced our sponsorship and demonstration. At the conference, we will be featuring our real-time integration product, mConnect, that works between your operating system, ConnectWise, and Sage Intacct to bridge the gap between software solutions.  This highly customizable integration solution creates a seamless pathway between platforms to streamline your company workflow, improve data accuracy, and reduce manual re-entry and productivity bottlenecks.

At the IT Nation Conference – a three-day event happening November 8-10 – members from our team of experts will be available to meet with IT Nation attendees to answer questions and offer personalized insights into how mConnect can help their company or organization.

“ConnectWise is one of our top customers and we enjoy being able to offer a solution that benefits their customers as well.” – Phillip Massey, President of Massey Consulting

Why Your Company Needs to Attend

At this conference, you will gain access to the most innovative tools available to uplift your company or organization – from onboarding to sales flow – learn how to get the most out of your software solutions, and get valuable takeaways for everyone in your company.

Every attendee and presenter can walk away with something valuable to bring back to their company or organization.

Other highlights of the event include unique opportunities to:

  • Network and collaborate with other ConnectWise and Sage Intacct users.
  • Discover vendors that can support and enhance your business growth.
  • Get answers to pressing questions about topics relevant to your industry.
  • Build relationships with partners, solutions experts or potential clients from around the world.
  • Find directly applicable tips and skills through sessions and labs, that support your specialty and extend beyond the software.

Whether you’re a business owner, in sales, operations or service, you can bring back shareable value to boost your company and support its growth. Register for ConnectWise’s IT Nation Conference, happening on November 8-10, 2017 in Orlando, FL.

We will see you there!

Article Dean Dorton

A quick Internet search will tell you that importing and exporting data can be a tiresome process that can bog down productivity, company-wide.

When businesses are working with multiple software solutions, often that means having to pull their people from important projects, time and again, to import and export data as new orders and client information travel through the pipeline. The whole tedious process can slow down your sales funnels, reordering schedules, and invoicing processes. It can also take time away from the other proactive tasks that help keep the company targeted on proactive growth. We see it even more during busy seasons or periods of rapid expansion and change.

For businesses to keep up with sales goals, client demands, and the competition, they need real-time data and accurate inventories. They need a system that can populate data between their various software solutions as fast as possible, whether it needs to go into the GL, against their inventory, or submitted for billing.

Finally, what businesses really need is for information to show up without having to pull someone away from other tasks to import it or export it.

Modern businesses using the cloud have a better option when it comes to managing data between cloud software solutions.  Our mConnect data transfer solution is an invisible liaison that bridges the gap between your Intacct and ConnectWise systems to automatically shuttle your most important data effortlessly between systems, to integrate only the data you want and need from ConnectWise to transfer into Intacct.

  • Customize your synchronization options for complete control over your data and how you use it.
  • Fortify your sales department with up-to-date information and sales numbers for reliable forecasting and informed sales strategy decisions.
  • Uplift accounting with more automatic processing with integrations and invoice processing for greater accuracy and improved efficiency.
  • Harness data with real-time visibility on just what you need to support your customers and work seamlessly with vendors.
  • Simplify collections, track invoicing and get invoices up-to-date automatically.
  • Sync inventory from a single location, to access stock counts from the field, with real-time visibility.

Are you ready to give your teams the tool they need to streamline your workday, and the transfer data of between systems? Our team of expert controllers and accountants understand the pains of transferring data to support financials. To uplift teams who are spinning their wheels to get critical information where it belongs, let us show you how mConnect can speed up importing and exporting to kick productivity into high gear.

Article Dean Dorton

When service businesses use the cloud for their accounting and sales processes, they often require more than one application to manage their data, however much of the same data needs to populate both systems accurately for the company to function and grow with accuracy and efficiency.  

Up to now, the transference of that data has rested on shoulders of individuals re-keying or manually transferring critical information to ensure the data gets to where it needs to go, be it on the PSA or ERP side.

This tedious transferring process interrupts other important tasks from happening, which weighs on time, accuracy, and productivity for everyone on board.

The key to maintaining the highest level of information integrity as it travels between cloud platforms is to streamline the data transfer process.

When you add in a bridging program like mConnect, to unite ConnectWise and Sage Intacct, the critical task of imports and exports in the cloud becomes effortless as data travels seamlessly and accurately between your two most critical best-in-class solutions.

Customizable options mean less manual and repeated filtering for your team. Transfers are automated to happen on your command, or on schedule, to fit your unique company requirements. Data options are synchronized to populate everything where you need it for impactful benefits in all areas of your business.  

By supplementing your systems with a powerful talking tool like mConnect, you free up your team to accomplish more in less time:

  • Mark invoices automatically as paid.
  • Bypass running integrations – mConnect takes care of the legwork.
  • See real-time sales numbers as quickly as you need them.
  • Track invoicing from a single point in time, anytime.
  • Harness critical data with just one click.
  • Map the fields you need from ConnectWise to any location in mConnect to sail over to Intacct.
  • Gather accurate stock counts from anywhere your team goes in the field.

This means your team can work confidently across platforms without waiting for someone to update and transfer information, or worrying about lacking critical data when meeting with clients.

You quickly free your team to work do what they do best, in the area of their expertise, and it puts you in driver’s seat of your company decisions. Meetings are more productive. Your team is more confident, and business continuity is strong.

If you currently use ConnectWise and Intacct for your service and accounting solutions, consider getting in touch with our team to discover how our integration tools can re-define importing and exporting to bridge the gap between your most needed business efficiency solutions and support the consistency and accuracy of your data.