Customer Stories

How DT Partners Processes 1000 Invoices a Month

Written by Eve Zaidan | Oct 3, 2020 1:13:10 PM

Digital Technology (DT) Partners is a leading provider of Dental IT support, and one of the United States’ biggest dental-specific Managed Services Providers. DT Partners provides IT security, solutions and 24/7 support for dental practices across the U.S.

Challenge

DT Partners had built their own PSA, which created just as many problems as it solved. The major “breaking point” for DT Partners was billing, and they needed a solution to their recurring contracts, which were mostly credit cards stored in Authorize.net.

Solution

The combination of ConnectWise Manage, Wise-Sync and Xero accounting provides DT Partners with an unrivalled financial forecast of up to 12 months out, while Wise-Pay proved the “missing piece," as it enabled DT Partners to switch their APIs over from their homegrown system into ConnectWise Manage and still retain their key data; DT Partners was able to keep the same credit cards saving them immense additional time from having to ask 500+ clients for a new credit card number - all within 30 days, allowing them to continue their revenue streams interruption-free when making the switch. 

Results

  • 1000 invoices a month
  • 400 / 1000 invoices are processed on the 1st of the month
  • Rear view FORECASTING
  • REAL-TIME accounting with INCREDIBLE accuracy