Connected to the tools you already run.
XClause connects to your accounting, PSA and RMM tools. Clients and devices come in, clients and invoices go out, and every connector below says which way each record moves.
Every record, with its direction.
Client records move both ways, invoices go out, and device counts come in. Most reads run when you press Sync. NinjaOne device counts also refresh every 6 hours, and ConnectWise agreement additions are read nightly.
Clients move both ways
Import accounts from your PSA or accounting tool when you run a sync. Clients you create in XClause can go out to QuickBooks Online, Xero, FreshBooks, ConnectWise PSA, Autotask and HaloPSA. Client records are the one thing that travels in both directions.
Invoices flow out
Generate an invoice from a signed SOW's line items, then send it to QuickBooks Online, Xero or FreshBooks with invoice sync on. Xero and FreshBooks receive it as a draft for you to approve.
Device counts come in
NinjaOne counts refresh every 6 hours and SuperOps counts come in when you sync, so you can compare devices against the units each agreement covers. Counts are never written back to the RMM.
Billing scenarios XClause handles
What XClause does with billing once an agreement is signed.
An invoice drafted from the signed SOW
One line per managed unit at the agreed count and rate, with one-time fees kept on their own lines.
When the invoice is made
Made with one action from the contract, or created automatically when the last signature lands if you switch that on. It is emailed to the client on its own only if auto-send is on, and both settings start off.
Card and ACH payment through the client portal on Pro
3.6% + 55¢ per card payment, and 1.1% per ACH payment capped at $5.25.
Recurring invoices
Mark an invoice recurring and XClause drafts the next one on its date each period, and sends it to the client if auto-send is on.
Payment reminders
Sent before and after the due date, once you turn them on.
Managed unit counts in ConnectWise
Pushed onto ConnectWise agreement additions, after you map your ConnectWise products and switch it on.
It does not prorate a partial month, bill usage from RMM device counts, split an invoice into deposits or milestones, or create invoices in your PSA.
How a signed SOW becomes an invoice is laid out on signed contract invoicing, and what each connector reads and writes is on the PSA and RMM integrations page.
Accounting
Invoices go out to QuickBooks Online, Xero and FreshBooks, arriving as drafts in Xero and FreshBooks, and client records come in. All three send payment status back when you sync payments, and a sync can only mark an invoice paid, never undo a payment. Automatic invoice sync stays off until you turn it on.
QuickBooks
Clients and invoices out, payment status back when you sync
Xero
Clients both ways, invoices out as drafts, payment status back when you sync
FreshBooks
Clients both ways, invoices out as drafts, payment status back
PSA & RMM
Bring clients, contacts, sites and devices in from your PSA and RMM, so the SOW you sign is built on what you actually manage. Each connector's direction is spelled out on its guide.
ConnectWise
Clients and agreement additions in, new clients out, unit counts out if you switch it on
See the integrationNinjaOne
Device counts in, nothing written back
IT Glue
One-way data import
Distributors
Search the Ingram Micro catalog and see its pricing while you build an invoice or a SOW. Prices are a snapshot taken at search time, and XClause never places orders or writes anything to your Ingram Micro account.
Ingram Micro
Product search and pricing in, nothing written back
On the roadmap
Want one of these sooner? Tell us and requests shape the build order.
Need a different platform?
We build new connectors on request. Tell us which accounting, PSA, or RMM tool your team relies on and we will work with you to get it wired up.
Questions about accounting sync
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