Available integration guide
ConnectWise Billing Reconciliation for MSPs
BillingReconcile supports ConnectWise as a read-oriented source for billing review. MSP teams can review company, agreement, agreement-addition, recurring-service, product, and invoice quantities beside PSA billing context before deciding whether a difference needs action.
What ConnectWise contributes to billing review
ConnectWise can provide psa billing context for recurring billing review. The useful comparison depends on the services your MSP sells and which supported records are available to the connected account.
BillingReconcile keeps source evidence and billed quantities together for review. It does not treat every difference as proof that an invoice is wrong.
Data categories that may be reviewed
Companies and customer context
Agreements and agreement additions
Recurring services and products
Invoice or billed quantities
Common differences worth investigating
A connected source count increased while a ConnectWise agreement addition did not
A recurring service represents the wrong source product or coverage category
A company does not clearly correspond to the customer account in another source
A recent quantity change falls on the opposite side of the billing-period cutoff
A review-first sequence
- 1
Connect the supported PSA and operational source with appropriate authorization.
- 2
Confirm that the customer account and billed service correspond across systems.
- 3
Compare the billed quantity against the relevant source count.
- 4
Investigate timing, mapping, lifecycle, and agreement context.
- 5
Have an authorized person decide whether billing, mapping, or source data should change.
Human review and read-only boundaries
BillingReconcile's current reconciliation workflow is read-oriented. It organizes comparisons and supporting evidence without silently changing invoices or third-party records.
A person who understands the agreement and billing policy remains responsible for the final decision.
Connector scope
Available ConnectWise records vary by vendor plan, account configuration, permissions, and API changes. BillingReconcile confirms the data needed for the agreed billing model during onboarding. Product-specific setup instructions remain in the signed-in Help Center.
Related guides
Continue the billing review workflow
FAQ
Questions MSP teams ask
Discuss ConnectWise billing reconciliation
Review the quantities your MSP bills, the supported records available from the source, and the onboarding scope with BillingReconcile.