Integrating with accounting platforms

PSA enables you to integrate with some of the most popular accounting platforms. These integrations automate the following functionality:

Initial data import

This functionality enables you to avoid initial routine data transfers from your accounting platform to the Cyber Protect Cloud platform and import key business data for further client billing with PSA. This key data includes customers, products, taxes, and ledgers.

Invoice data export

Every new invoice generated in PSA is exported to your accounting platform automatically with no manual actions required.

If the current supported integrations are incompatible with your platform, PSA enables you to deliver invoices to your accounting software via CSV or XML files.

To access the accounting integrations, go to Integrations. In the displayed left menu, select Automation > Accounting and Finance.