ConnectWise License Reconciliation

ProgressIn connects directly to ConnectWise PSA and reconciles every contract against vendor seat counts and your accounting system. No CSVs.

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What it is

A native ConnectWise integration that syncs companies, agreements and additions, then cross-checks them against Microsoft 365 CSP, Google Workspace, Adobe and other vendors. Discrepancies appear with one-click invoice fix.

Why it matters

  • ConnectWise agreements drift the moment users are added.
  • Manual additions are the #1 source of underbilling.
  • Vendor true-ups hit before you reconcile.

Common problems

  • Agreement additions not updated after onboarding
  • White-labeled SKUs not mapped
  • Currency mismatch between vendor cost and agreement price

How ProgressIn solves it

  1. OAuth into ConnectWise PSA in minutes.
  2. Sync companies, agreements and additions every 6 hours.
  3. Cross-check against vendor seats and flag every delta.
  4. Push corrected additions back to ConnectWise on approval.

Benefits

  • Always-accurate ConnectWise agreements
  • Faster invoice close
  • Proven MRR recovery

Frequently asked questions

Does ProgressIn modify ConnectWise data?

Only when you approve. All updates require explicit confirmation and are fully audited.

Which ConnectWise products are supported?

ConnectWise PSA (Manage). ConnectWise CPQ data can be imported on request.

How long is setup?

Under 30 minutes via OAuth.

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