Integration

Integrate FlexPoint + Microsoft Dynamics 365 Business Central

AR Automation Built for MSPs in the Microsoft Ecosystem

Why FlexPoint and Business Central?

The FlexPoint + Business Central integration unlocks end-to-end billing automation for MSPs, from invoice reminders to AutoPay and reconciliation.

Sync across your PSA & Business Central

Payments and invoice data sync across your PSA and Dynamics 365 Business Central through FlexPoint. Invoice status stays aligned across every system you rely on, without time consuming month-end processes.

Centralized payments across locations

Whether you manage one business or many, payment and invoice data syncs into Business Central through FlexPoint automatically. Get a centralized view of every transaction without manually consolidating records across clients or locations.

Collections that scale with your business

Every new client adds more invoices, more follow-up, and more reconciliation. FlexPoint handles billing volume on autopilot so your growth adds revenue, not administrative overhead.

The Difference

The Impact of Business Central and FlexPoint

See what changes when FlexPoint's AR automation connects to your Microsoft environment.
Excluded

Invoices created in Business Central require manual handling before clients receive them. Someone exports, reformats, and sends, then follows up when payment doesn't arrive on time.

Included

Invoices sync to FlexPoint automatically. Clients receive them through a branded Client Portal, reminders go out on schedule, and payments post back to Business Central without anyone touching them.

Excluded

Month-end means someone on your team reconciles payments against Business Central records by hand. The process gets slower every time your client count grows.

Included

FlexPoint matches payments to invoices and posts deposits to Business Central as they come in. By the time month-end arrives, the reconciliation is already done.

Excluded

Clients receive generic payment requests that look nothing like your business. The disconnect creates friction and slows payment down.

Included

Clients pay through a white-labeled Client Portal branded to your MSP, with full invoice history pulled from Business Central. Professional, consistent, and built around your brand.

Excluded

AutoPay doesn't exist for the billing structures MSPs actually run. Recurring contracts and tiered service agreements still require manual collections.

Included

FlexPoint's AutoPay handles collections automatically across your entire client base, including complex billing structures that Business Central doesn't collect on its own.

Excluded

Your finance team's capacity limits how fast you can take on new clients. More growth means more billing work they have to absorb.

Included

FlexPoint automates invoice delivery, payment reminders, and AutoPay across your client base. Revenue converts to cash faster with Same-Day ACH.

FAQs

Business Central and FlexPoint Integration

Get answers to the most common queries about integrating FlexPoint with Business Central, which can help streamline your MSP's financial processes.

How does the QuickBooks Online integration enhance FlexPoint's billing capabilities?

The integration automates the synchronization of invoices and payments between FlexPoint and QuickBooks Online, ensuring data consistency and reducing manual entry errors. This enhances the efficiency of billing cycles and financial reporting.

What are the requirements to integrate QuickBooks Online with FlexPoint?

You'll need an active QuickBooks Online account and administrative access in both FlexPoint and QuickBooks Online to enable the integration. The process involves simple steps within the FlexPoint integrations menu to connect your accounts.

Can I automatically reconcile transactions through the integration?

Yes, the integration includes automated reconciliation of transactions, which matches payments to invoices accurately, streamlining the reconciliation process and reducing the administrative burden on your finance team.

Is there support available if I encounter issues with the integration?

FlexPoint provides dedicated support for all integration-related queries and issues. You can access support through your FlexPoint dashboard or by contacting our customer support team directly.

How secure is the data shared between FlexPoint and QuickBooks Online?

Data security is a top priority; the integration uses advanced encryption protocols to securely sync data between FlexPoint and QuickBooks Online, ensuring that your financial information is protected at all times.

Why growing MSPs trust FlexPoint

80%
Faster payment processing times

Working with FlexPoint has been an incredible experience. The team is responsive, the platform works excellently, and our client experience has never been stronger.

Pileus Technologies
80 hours
Saved each month on billing tasks

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.

Fort Point IT
30%
Boost in operational efficiency

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.

Limetree Labs

FlexPoint is built for you.

Get paid 5x faster and simplify your billing today.