Integrate FlexPoint + Autotask
Simplify payments, speed up operations beyond your PSA
Why FlexPoint and Autotask?
Turn payment processing into a hands-off, client-friendly experience with the FlexPoint + Autotask integration.
Remove manual data
re-entry
Details from invoices and payments sync between Autotask and FlexPoint automatically, so your team never has to copy and paste again.
Deliver a seamless payment experience
Let clients choose pay with ACH, credit card, or financing inside a branded, white-label portal that feels like an extension of your brand.
Automate deposit reconciliation
FlexPoint matches payments to the right invoices automatically, so your financial records stay clean and accurate with minimal oversight.
How it Works
From setup to reconciliation, the integration works quietly in the background so you can focus on client work
Create an API user in Autotask with the correct permissions, then plug the Resource ID, public key, and private key into FlexPoint’s integration settings. Once saved, the connection begins syncing right away.
Continue billing as you normally would. Every eligible invoice automatically sends payment data to FlexPoint in the background.
FlexPoint securely processes payments and reconciles them against invoices, using your accounting integration to keep your books accurate.
Check payment statuses and settlement details in FlexPoint, while Autotask reflects the most up-to-date payment information for your team.
Frequently Asked Questions: Autotask and FlexPoint Integration
Trusted by hundreds of service providers
80% faster payment processing
“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”
Save 80 hours each month on billing tasks
"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."
Boost operational efficiency by 30%
"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”
Increase automatic payments by 20%
"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."
3x faster payment processing
"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.”
$10k reduction in annual credit card fees
"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”
