What is MSP billing handoff software?
MSP billing handoff software makes sure that what sales sold reaches billing, so a new contract or a changed agreement is set up in the PSA before the first invoice. Current adds that step to every won quote and shows the margin of every account beside it.
What stands out in billing and finance
Rules that keep sold work from slipping past billing, and figures that tell you what each account should cost. Everything here is live today.
A billing owner on every won quote
Every converted won quote gets a Billing step and a required owner, Finance first, with a contract task that cannot be completed until each recurring charge is ticked.
The price that hits your target margin
Each account shows its price-to-target: the monthly cost to serve divided by one minus your target margin, so a renewal starts from a number.
Revenue split three ways
Recurring, project and one-time revenue are kept apart, and the verdict, cost to serve and effective rate judge the recurring part alone.
Labor never billed twice
Each project picks one labor method, fixed fee, time and materials or already covered, and labor is never sent to your PSA as a charge.
Four quoting tools, one list
Won quotes from ScalePad Quoter, ConnectWise CPQ, HaloPSA and Kaseya Quote Manager (Autotask only) land in one list, each turned into a project with a dry run first.
A Finance seat that reads money only
The Finance role reads cost rates, margin, contracts and billing items for every company, and changes nothing but the billing work assigned to it.
Price increase notices
Raise recurring prices from one date with a CPI suggestion, and tick a box at Send for one billing ticket to your PSA for Finance; Current never writes a price itself.
A notice for every win
One notice per person per win, with MRR, one-time, term and total contract value, and the figures only for people allowed to see them.
- the oldest win Current announces; older wins stay quiet
- 72 h
- wins at once, after which notices fold into one summary
- 5
- lines one price increase billing ticket can carry
- 20,000
A billing owner and a Billing step on every won quote
When a won quote becomes a project, Current adds a Billing step and requires a billing owner, so changing the contract is somebody's named task.
With a project, a Contract/Agreement Update task is added with one checklist item per recurring charge, and it cannot be completed until every item is ticked. Without one, Current opens an internal ticket in your PSA on that customer, on the board your admin chose.
Won quotes from four quoting tools, turned into work
Won quotes from ScalePad Quoter, ConnectWise CPQ, HaloPSA and Kaseya Quote Manager land in one list, and the win quote wizard turns each into a project.
The wizard always runs a dry run first, then one Create project & sync. One-time items become project charges in your PSA, the opportunity moves to its converted stage, and on Autotask the signed quote PDF is copied onto the contract task. Labor follows the one method the project picks: fixed fee, time and materials, or already covered.
See it on your own PSA data
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.
Account profitability from the hours you really spend
Each company shows its margin, its cost to serve, the effective hourly rate it pays and the price it needs to reach your target margin, worked out from its contracts and the time your team logs.
Recurring revenue is counted in each service's own billing period where your PSA records one, so an annual contract is not divided as if it were monthly. Revenue splits into recurring, project and one-time, and the verdict judges the recurring part alone. A number Current does not have is named as missing, never assumed.
Contract changes requested from the company page
Request contract change on a company page sends billing a ticket in your PSA that says what needs to change.
The Finance role reads money for every company and works its own billing tasks, and writes nothing else, so billing can see what it needs without editing sales records.
- SOC 2 Type II audited
- Built by an MSP, for MSPs
- Your PSA stays the source of truth
AI in billing and finance, and where a person stays in control
Billing runs on rules, not AI. AI writes two things, and a person decides both.
| What Current does | What your team does | Limits |
|---|---|---|
| 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. |
| 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. |
The quoting tools and PSAs billing works with
Won quotes come in from the quoting tool you use, and billing work goes out to your PSA.
Quoting tools
4 tools
- ScalePad QuoterWon quotes into the wizard, with their charges.
- ConnectWise CPQWon quotes into the wizard, with their charges.
- HaloPSA quotesWon quotes into the wizard, with their charges.
- Kaseya Quote ManagerWon quotes into the wizard, with the sales order, payments and fulfilment. Autotask workspaces only.
PSA
4 tools
- AutotaskBilling tasks and tickets, project charges, the signed quote on the contract task, and billed items for the revenue split.
- ConnectWise PSABilling tasks and tickets, and project charges.
- HaloPSAWon quotes into projects. The billing ticket is not available for HaloPSA.
- SyncroBilling tickets and billed items for the revenue split.
How billing works with your PSA
Your PSA sends the invoices and keeps the contracts. Current makes sure the changes reach it and reads back what each account earns.
| What | Direction |
|---|---|
| Contracts and the services on themRead, apart from a contract service line's units or price, which a workspace admin can change from Current on Autotask and ConnectWise PSAFrom your PSA | From your PSA |
| Billing tasks and contract change ticketsTo your PSA | To your PSA |
| Project charges added in CurrentAutotask and ConnectWise PSA, once your admin turns writing onTo your PSA | To your PSA |
| Billed items, for the revenue splitAutotask and SyncroFrom your PSA | From your PSA |
| Time and cost ratesCost rates from your PSA where it publishes them; otherwise an admin enters them in CurrentFrom your PSA | From your PSA |
Current never creates, edits or voids an invoice. A workspace admin can change a contract service line's units or price on Autotask and ConnectWise 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.
Does Current send invoices?+−
No. Your PSA stays the billing system and sends the invoices. Current never creates, edits or voids an invoice. A workspace admin can change a contract service line's units or price on Autotask and ConnectWise PSA. Current makes sure what was sold reaches billing, with a billing owner and a Billing step on every won quote it turns into work.
Who becomes the billing owner on a won quote?+−
Whoever your admin set as the default, or the only Finance user if there is one. The wizard requires an owner before it finishes, and the billing task is assigned to them in Current and in your PSA.
Does Current create fixed-fee contracts and milestones in my PSA?+−
It guides your team through them rather than creating them by itself. The project records its labor method (fixed fee with milestones, 50/50 by default, time and materials, or already covered), Current walks through setting up the contract and milestones in your PSA, and Finance marks a milestone ready to bill. Labor is never sent to the PSA as a charge.
How do I know which customers are profitable?+−
Open the company in Current. Its account profitability is worked out from its contracts, read from your PSA, and the time your team logs against it, priced at your cost rates. It shows margin, cost to serve, the effective hourly rate and the price that reaches your target margin.
Who can see cost rates?+−
Tenant admins and the Finance role. Account executives see account-level margin for companies they can view, never the cost rate of a person, and cost never appears on a quote.
What can the Finance role do?+−
Read money for every company: contracts, margin, billing items and ticket time. It works the billing tasks assigned to it and can request a contract change, and it writes nothing else.
Which quoting tools work with the billing handoff?+−
ScalePad Quoter, ConnectWise CPQ, HaloPSA quotes and Kaseya Quote Manager, which works with Autotask workspaces only. Every won quote from them lands in one list for the win quote wizard.
Does billing cost extra?+−
No. Every module is included in the per-user price.
See Current on a real book of business.
The demo turns a won quote into a project with its Billing step and billing owner, then opens a company to show what that account earns you and the price it needs.