Coming soon. Agreement management is on the way.
What works today: contracts and their services read from your PSA, recurring revenue counted line by line, the MRR movement and churn report, customer groups and price increase notices. Creating and changing agreements in Current is not available yet; your PSA stays where agreements are managed, apart from a contract service line's units or price, which a workspace admin can change on Autotask and ConnectWise PSA.
What is MSP agreement management software?
MSP agreement management software tracks the recurring contracts a managed services provider has with each customer: what is covered, what it costs and when it renews. Current reads those agreements from your PSA today and turns them into revenue, churn and price changes you can act on.
What works today, on the contracts in your PSA
Every card below is live in Current now. Managing the agreements themselves in Current is the part still to come.
MRR in each service's own billing period
An annually billed line is divided by twelve and a monthly one is not, because each line is counted in its service's own billing period, not the contract's.
MRR movement and churn
A bridge of New, Reactivation, Acquired, Expansion, Contraction and Churn, with NRR, GRR, logo churn and the quick ratio, and a one-page Board view.
An investor view
Twelve-month NRR and GRR, compound monthly growth and cohorts, beside MSP benchmarks that cite their source.
Price increase notices with a CPI suggestion
Raise every recurring item by a percentage from one date, with the official CPI figure suggested for your currency's country; Current never writes a price to your PSA.
Customer groups for multi-site customers
Several PSA companies for one customer roll up as one, formed from the Autotask or ConnectWise PSA parent and suggested from HaloPSA.
Contract line edits that land in the PSA
A workspace admin changes a contract service line's units or price on Autotask or ConnectWise PSA, sees the monthly figure before and after, and Current reads it back from the PSA.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
Every contract and its services, read from your PSA
Current reads each customer's contracts and the services on them from your PSA and shows them on the company record.
On Autotask, when a service is removed from a contract, Current retires that line after a complete re-read of the contract, and brings it back if it returns. A workspace admin can change a line's units or price from Current on Autotask and ConnectWise PSA: the confirm screen shows the monthly figure before and after, the change is sent once, and the figures are read back from the PSA.
Recurring revenue counted in each service's own billing period
Current turns each contract line into monthly recurring revenue in that service's own billing period where your PSA records one, so an annual line is divided by twelve and a monthly one is not.
Bundled lines sold at no charge still count, and a line whose cost looks like a placeholder is flagged for someone to check. That MRR feeds the MRR movement and churn report, account profitability, the Whitespace grid of who buys what, and campaign audiences built by service.
See what works today on your own PSA data
Coming soon. The parts that work today are in every trial.
For the free trial: card up front. We email you the exact amount three days before the first charge, and you can cancel anytime during the trial.
MRR movement and churn, down to the line that moved
The MRR movement and churn report shows how recurring revenue moved over any period: New, Reactivation, Acquired, Expansion, Contraction and Churn.
Beside the bridge sit NRR, GRR, logo churn, the quick ratio and revenue per account; who left, shrank or grew, with the lines that changed; customers leaving soon and renewals at risk; and a one-page Board view. AI suggests a churn reason and a person picks it.
A price increase in one screen, with a CPI suggestion
Choose a percentage and a start date, 60 days out by default, and Current suggests the official CPI figure for your currency's country.
Prices are frozen when the notice is sent. AI writes one email, Current adds each customer's own price table, and a person edits it, sends a test and sends it. Tick the box at Send and one billing ticket goes to your PSA so Finance changes the prices there, on Autotask, ConnectWise PSA and Syncro. Current never writes a price to your PSA.
Customer groups for customers with several sites
A customer kept in your PSA as several companies rolls up as one customer in Current, so revenue and churn read by customer, not by site.
Groups form by themselves from the Autotask or ConnectWise PSA parent company, are suggested from HaloPSA, and are set by hand for Syncro. Reports offer a By customer view, and on Autotask a group is written back to the PSA's parent field.
AI in agreements, and where a person stays in control
AI writes words around figures Current has already worked out. It never changes a figure, and a person makes every choice it suggests.
| What Current does | What your team does | Limits |
|---|---|---|
| What Current doesSuggests a churn reason for a customer who left or shrank | What your team doesPicks the reason | LimitsNo money is sent to the model. |
| What Current doesWrites the summary of the MRR movement report | What your team doesReads it beside the figures | LimitsA sentence with a figure the report did not compute is dropped. |
| What Current doesWrites the one price increase email, and Current adds each customer's own price table | What your team doesEdits it and sends it | LimitsNo money and no customer names in the prompt. Current never writes a price to your PSA. |
The PSAs your agreements come from
Contracts and their services are read from the PSA you already run. What Current can change differs by PSA.
PSA
4 tools
- AutotaskContracts and services read, line units and price changed from Current, and customer groups written to the parent field.
- ConnectWise PSAContracts and services read, line units and price changed from Current, and customer groups formed from the parent.
- HaloPSAContracts and services read, with revenue from its recurring invoices, and customer groups suggested. Change lines in HaloPSA.
- SyncroContracts and services read, and customer groups set by hand. Change lines in Syncro.
On ConnectWise PSA and HaloPSA, writing a customer group to the PSA's parent field runs on test companies only until it is proven.
How agreements work with your PSA
Contracts come from your PSA, and your PSA stays the place agreements are created and changed. The one write is a contract service line's units or price, which a workspace admin can change from Current on Autotask and ConnectWise PSA.
| What | Direction |
|---|---|
| Contracts and contract servicesRead, apart from a service line's units or price, which a workspace admin can change on Autotask and ConnectWise PSAFrom your PSA | From your PSA |
| Recurring revenue (MRR)Worked out in Current from the contract linesStays in Current | Stays in Current |
| Price increase billing ticketOptional, ticked at Send, on Autotask, ConnectWise PSA and Syncro; Current never writes a price itselfTo your PSA | To your PSA |
| Customer groupsWritten to the parent field on AutotaskTo your PSA | To your PSA |
| Contract change tasks and ticketsThrough the billing handoffTo your PSA | To your PSA |
Supported PSAs: Autotask, ConnectWise PSA, HaloPSA and Syncro.
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
The questions MSPs ask first.
Can I manage agreements in Current today?+−
Not yet. Today Current reads your contracts and their services from your PSA, and your PSA stays where agreements are created and changed. The one exception is a contract service line's units or price, which a workspace admin can change from Current on Autotask and ConnectWise PSA. Agreement management in Current is on the way.
How does Current work out MRR from my contracts?+−
Line by line, in each service's own billing period where your PSA records one, as Autotask does. An annual service is divided by twelve and a monthly one is not, and the contract's billing period is used only for a line whose own period is unknown. HaloPSA revenue is read from its recurring invoices.
What happens when a service is removed from a contract in my PSA?+−
On Autotask, after a complete re-read of that contract, Current retires the line, so it stops counting toward MRR. If the line comes back in your PSA, Current brings it back.
Does a price increase notice change prices in my PSA?+−
No. Current sends each customer their notice with their own price table, freezes the prices when it is sent, and, if you tick the box at Send, opens one billing ticket in your PSA (Autotask, ConnectWise PSA or Syncro) so Finance changes the prices there. Current never writes a price to your PSA.
How does Current handle a customer with several sites?+−
As a customer group. Several PSA companies roll up as one customer, formed from the Autotask or ConnectWise PSA parent company, suggested from HaloPSA, or set by hand for Syncro, and reports show revenue and churn by customer.
Where do contracts show up in Current?+−
On each company record, in the MRR movement and churn report, in account profitability, on the Whitespace grid of who buys what, and in campaign audiences built by service.
Will agreement management cost extra?+−
No. Every module is included in the per-user price.
See Current on a real book of business.
The demo shows your contracts read from your PSA, recurring revenue counted line by line, the MRR movement report built on it, and a price increase notice with its CPI suggestion.