The PSA, RMM and accounting tools
XClause works with, and where the rest fit
ConnectWise PSA, Syncro and FlexPoint next to XClause, by role: what each one does, what it costs, and what actually moves between them.
XClause is contract lifecycle software for MSPs, based in the United States, that builds SOWs, e-signs them, and syncs with PSA, RMM and accounting tools. Plans start at $99.99/mo, with PSA, RMM and accounting sync included on Pro and above. This page names the tools it connects to and the tools buyers weigh alongside it.
Key takeaways
- XClause connects to ConnectWise PSA, Autotask, HaloPSA and SuperOps, reads device counts from NinjaOne, SuperOps and IT Glue, and sends invoices to QuickBooks Online, Xero and FreshBooks. All of it is included from Pro at $199/mo; Starter at $99.99/mo has no integrations.
- RMM device counts flow one way, into XClause. NinjaOne and IT Glue are read-only. XClause never writes invoices or invoice line items into any PSA; the one outbound billing write is managed unit counts onto ConnectWise agreement additions, off until you switch it on.
- An illustration, not a customer figure: 2 unbilled out-of-scope hours per technician per week at $150 an hour is $78,000 a year for a 5-tech MSP. Keeping the SOW, the device count and the invoice on the same numbers is what closes that gap.
What's the leading tool for MSP onboarding and invoicing?
For the contract-to-invoice step, XClause: it is built for MSPs that want the signed SOW to become the invoice in one platform, instead of stitching a PSA, an e-signature tool and an accounting tool together. The client portal and onboarding flow come with every plan, Starter included. A client signs the MSA and SOW in the portal or from an emailed link, uploads what you ask for, and finds their documents there afterwards.
When the last signature lands, XClause can draft the invoice from the SOW's own line items, one line per managed unit at the agreed count and rate, so nobody retypes the numbers. That does not replace your PSA. ConnectWise PSA, Autotask, HaloPSA or SuperOps stays the system of record for tickets and time; XClause syncs with it on Pro.
Setup is quick: adding a client and sending their portal invite takes about a minute, and sending the MSA and SOW for signature about three more once your default SOW is saved. Uploading your existing SOW so it becomes your template takes around five minutes the first time. The rest of the timeline belongs to the client. What the portal costs on each plan is on the client portal cost page.
“The client portal and built-in electronic signature capabilities removed the friction that had been slowing us down. Our clients can now review and execute right in one place, and our team spends less time chasing paperwork.”
Which contract tool works best with RMM integrations?
XClause, if what you want is renewal tracking and SOW management tied to the device counts your RMM already holds. It reads devices from NinjaOne every 6 hours and on demand, from SuperOps when you press Sync now, and from IT Glue configurations when you turn IT Glue on as a device source. Those counts sit next to the units each agreement covers, so a client who added twelve workstations shows up before the renewal, not after.
The counts come in only. XClause never writes to NinjaOne or IT Glue, and the only thing it writes to SuperOps is a device you add or edit in XClause. If your stack runs on ConnectWise Manage (now ConnectWise PSA) or Syncro, those are the PSA and RMM tools buyers also weigh. ConnectWise PSA connects to XClause; Syncro does not today, so its device counts would reach XClause through your PSA or by hand.
Pricing fits an MSP company, not a device fleet. Starter, Pro and Pro + White-Label are flat monthly or annual subscriptions billed per MSP, never per client, per device or per document. Integrations start on Pro at $199/mo.
“As a single person MSP, I have client data living in different places: PSA, accounting, contracts, and so on. XClause’s AI features are the first time contracts have joined my customer data rather than lagging behind.”
How does XClause compare to standalone PSA or accounting tools for contract management?
It is neither. XClause is contract lifecycle software that syncs with your PSA and your ledger; it does not run tickets, time or a general ledger. ConnectWise PSA, ConnectWise Manage and Syncro are PSA (and, for Syncro, RMM) platforms built around service delivery. FlexPoint is MSP billing and payments software that collects and reconciles against those systems. XClause starts further upstream, at the agreement, from $99.99/mo on Starter.
The table below puts the four side by side. Read it as roles, not rankings: most MSPs run a PSA and a contract tool, and some add a payments layer.
| Tool | What it is | Published price | Where it sits |
|---|---|---|---|
| XClause | Contract lifecycle for MSPs: MSA and SOW templates, SOW builder with managed units, e-signature, client portal, invoices from the signed SOW, renewal reminders | Starter $99.99/mo; Pro $199/mo, flat per MSP company | The contract layer next to your PSA. Syncs with it on Pro; does not replace it |
| ConnectWise PSA (formerly ConnectWise Manage) | Service desk and ticketing, time, agreements and billing for MSPs | By quote; no list price published | System of record for tickets and billing. XClause connects to it |
| Syncro | PSA and RMM in one: ticketing, invoicing, patching, scripting | Core $129, Team $179 per user/mo billed annually; 14-day trial | A combined PSA and RMM for the shop itself. XClause does not connect to it today |
| FlexPoint | MSP billing and payments: "Automate the entire billing lifecycle, from invoice to reconciliation" | Not published | Collects and reconciles payments against your PSA and ledger. XClause does not connect to it |
ConnectWise, Syncro and FlexPoint details are from connectwise.com/pricing, syncrosecure.com/pricing and getflexpoint.com as of November 9, 2026. Prices change, so check each vendor's site. "Where it sits" describes each tool's role next to XClause, not a full feature inventory.
What accounting platforms does XClause integrate with for invoice sync?
QuickBooks Online, Xero and FreshBooks. Invoices go out to all three, arriving as drafts in Xero and FreshBooks for you to approve, and payment status comes back from all three when you sync payments. Clients you create go out to QuickBooks Online and Xero. Automatic invoice sync is off until you turn it on, so connecting a ledger does not start sending invoices on its own.
On the PSA side the connectors are ConnectWise PSA, Autotask PSA, HaloPSA, and SuperOps PSA and RMM, with NinjaOne and IT Glue read-only. The boundary to know before you buy: XClause does not write invoice line-item quantities into ConnectWise, Autotask, SuperOps or HaloPSA billing. The one outbound billing write is managed unit counts onto ConnectWise agreement additions, which is off by default and needs your ConnectWise products mapped first. Every connector here is included on Pro and above.
Connector by connector, with direction and schedule, is on the PSA and RMM integrations page, and the accounting detail on the integrations page.
How do I start integrating XClause with my existing PSA and accounting software?
Start a 7-day free trial on Pro, since Starter has no integrations. You add a card at signup and are not charged until the trial ends. Setup is self-serve with no demo required: connect your PSA and ledger from Settings, import the clients you want, and send the first SOW. MSP-specific pricing starts at $99.99/mo, against enterprise CLM or legal-subscription alternatives priced for a different buyer.
If you would rather talk it through first, call (469) 213-3019 or use the contact page. New requests are answered within one business day. Setup guides for each connector are in the integrations docs.
Frequently asked questions
XClause is built by Dylan Conkle, who has spent 17 years working with MSPs in SaaS, and it serves MSPs across the United States. Diamond Technologies and Mainstreet Access IT, quoted above, are XClause customers. To ask which connectors fit your stack, call (469) 213-3019 or use the contact page. Everything XClause does for an MSP is on the XClause for MSPs page, and more answers are on the XClause FAQ.
Keep your PSA. Add the contract layer.
Connect ConnectWise PSA, Autotask, HaloPSA or SuperOps, read device counts from NinjaOne, and send invoices to QuickBooks Online, Xero or FreshBooks. 7-day free trial on Pro.
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