The combination of ConnectWise, Wise-Sync and Xero accounting, has instantly given us the ability to get our numbers in real-time with incredible accuracy. Now I can run every department as its own unit… it’s changing our business completely.
DT Partners had developed their own PSA internally, a homegrown system which they’d spent almost eight years developing. When they finally released this PSA, it had caused just as many problems as it solved.
Here, the major “breaking point” for DT Partners was billing, whereby they were almost convinced that “no one could solve all of [their] billing needs.” The other primary challenge was finding a resolution to their recurring contracts.
“We’re not a typical MSP in a lot of ways. We have a lot of small clients where most have 10 employees, but we manage between 5-600 of them,” says Jonathan Kendrick, CEO, DT Partners.
Due to managing such a vast amount, the majority of contracts were credit cards stored in Authorize.net; the payment platform DT Partners had utilised for their homegrown system. They were hesitant to switch and lose these credit card profiles.
DT Partners came to Wise-Sync for professional counsel surrounding the best accounting package for their business and instead, both the “phenomenal support” and knowledge they received was key to “changing their business completely.”
Since becoming a Wise-Sync and Wise-Pay customer, we were able to move DT Partners from their homegrown system into ConnectWise, and from QuickBooks Desktop to Xero accounting also, while “Wise-Pay” proved “the missing piece.”
"We also had one other challenge, and that was, recurring contracts. We’re not quite a typical MSP in a lot of ways. We have a lot of small clients, so where a typical MSP might have 30 or 40 clients, and they may have 200 employees a piece or 100 employees - a lot of ours have 10 employees, but we manage between five and six hundred of them. So, lots of transactions, lots of contracts to generate etc., and so, a lot of our contracts were credit cards stored in Authorize.net, so that was the payment platform that we had utilised for our homegrown system -
And the missing piece was actually, not necessarily Wise-Sync, but it was Wise-Pay and Wise-Pay’s ability to allow us to switch our APIs over from our system into ConnectWise [Manage] and keep those same credit card profiles so we didn’t have to go back to our 500+ clients and ask them for a new credit card number - all within 30 days, and to not stop our revenue streams, so really, the initial missing piece for us was Wise-Pay, and that started a whole new road of things that would come that actually ended up being a huge benefit for us."
Now, DT Partners attributes having real-time accounting, rear view forecasting, and being able to run each department as its own business and business unit, to the combination of ConnectWise, Wise-Sync and Xero accounting.
On a monthly average, DT Partners processes 1000 invoices across 35 accounts and attains a definitive overview of their books within just five days, whereby 400 of these invoices are processed on the first day of the month.
To top their success, Wise-Pay has allowed DT Partners to switch their APIs over from their system into ConnectWise and retain all 500 of their clients’ credit card profiles within a mere 30 days - all without stopping their revenue streams.
Overall, DT Partners states this process “started a whole new road of things that actually ended up being a huge benefit,” while “the knowledge you get from being a Wise-Sync customer, is probably the most valuable thing.”
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