FlexPoint Integrations Overview
Explore FlexPoint integrations and automation workflows
FlexPoint offers a wide variety of integrations designed to streamline payment operations, automate workflows, and reduce manual data entry.
- Connect accounting systems and ERP platforms
- Integrate PSA and billing platforms
- Automate invoice syncing and payment reconciliation
- Enable dual-sync workflows between platforms
Accounting Integrations
FlexPoint integrates with major accounting platforms including QuickBooks Online, QuickBooks Desktop, and Xero.
These integrations allow you to import invoices, sync payments, and manage customer records directly from your accounting platform.
ERP Integrations
FlexPoint integrates with ERP (Enterprise Resource Planning) platforms including NetSuite, Sage Intacct, and Microsoft Dynamics 365 Business Central.
ERP integrations help automate invoice management, payment posting, customer synchronization, and reconciliation workflows across your organization.
To learn more, click the logo of your system below:
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PSA Integrations
FlexPoint integrates with PSA (Professional Services Automation) platforms including ConnectWise, HaloPSA, Autotask, and SuperOps.
PSA integrations streamline operational workflows by syncing invoices, customer records, and payment statuses between systems.
Billing Platform Integrations
FlexPoint integrates with billing automation platforms including Datagate.
FlexPoint supports importing and displaying Datagate invoice PDFs. Once invoices begin syncing, FlexPoint can source the PDF directly from Datagate by navigating to Settings > General > Branding > PDF Source.
- Invoice data flow: Datagate → Accounting System → FlexPoint
- Invoice PDF flow: Datagate → FlexPoint
Dual Integration Full Sync
Dual Integration Full Sync enables FlexPoint to sync invoices between ConnectWise and your connected accounting system.
Full Sync is currently available for ConnectWise paired with QuickBooks Online or QuickBooks Desktop.
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