Wise-Sync & Wise-Pay


Wise-Sync and Wise-Pay are the trusted platforms of over 500 partners worldwide, who rely on Wise-Sync to send their accounting data to the cloud and Wise-Pay to automate and streamline payment collection processes.

Wise-Sync synchronises accounting data between Autotask and cloud accounting software, Xero and QuickBooks Online. Together, Wise-Sync and Wise-Pay provide flexible merchant payment solution for Autotask.  Automating payment collection, management and reconciliation.

Integration Features

  • Simple Invoice Sync - Simple user interface to export invoices to your accounting package or re-sync with a click of a button
  • Global Tax Support - Variable tax mapping options
  • Record Validation - Invoice details are validated to ensure accuracy between systems
  • Live Sync Progress Updates - View the progress of your sync as it occurs
  • View Sync Results - Easily see the status of your invoice sync at a glance
  • Sync payments - Sync full payments on demand, for payments applied in your accounting package back to Autotask
  • Automatic Payments - Schedule payments to automatically debit on the due date from a bank account or credit card - simply by hitting the Sync invoices button
  • No Touch Reconciliation - Use clearing accounts and payment processing rules with gross settlements, and fees and surcharges invoiced separately to make reconciliation a breeze
  • Virtual Terminal - Setup a virtual Wise-Pay terminal link so any Autotask user can accept payments, at any time - event without an invoice!
  • Flexible Surcharges - Choose to on-charge or absorb the costs of accepting credit card payments. Easily manage surcharges, and override or vary the surcharge for Automatic Payments.
  • Prepayment Transactions - Take down payments and deposits for Autotask with ease, Wise-Pay automatically creates prepayment transactions in your accounting package.

Available in English

  • Beta Release (June 2018)
    • US
  • Public Release (August 2018)
    • UK
    • AU
    • NZ
    • CA