Why FlexPoint and Autotask?
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.
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
Link FlexPoint to Autotask
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.
Send invoices through Autotask
Continue billing as you normally would. Every eligible invoice automatically sends payment data to FlexPoint in the background.
Process & reconcile in FlexPoint
FlexPoint securely processes payments and reconciles them against invoices, using your accounting integration to keep your books accurate.
Real-time payment status updates
Check payment statuses and settlement details in FlexPoint, while Autotask reflects the most up-to-date payment information for your team.
Autotask and FlexPoint integration
How quickly does data sync between Autotask and FlexPoint?
The connection updates almost instantly, so invoice and payment records are always aligned.
Is the Autotask and FlexPoint integration complicated to set up?
Not at all. Follow our setup guide, which walks you through connecting FlexPoint with Autotask's API.
Which payment methods are supported for the Autotask and FlexPoint integration?
You can accept ACH, credit card, and financing, as well as apply surcharges where allowed, all customizable to your client needs.
Can I set up automatic payments for the Autotask and FlexPoint integration?
Yes. FlexPoint lets you set up and customize AutoPay rules so you never have to chase down a payment.
Working with FlexPoint has been an incredible experience. The team is responsive, the platform works excellently, and our client experience has never been stronger.
From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation. It's also reassuring knowing our clients approve of them as much as we do.
FlexPoint changed the game for us by bringing all of our complex billing operations under one roof. It was the perfect fit, and we're now poised for greater future growth with a trusted partner by our side.