Billing Automation for Managed Service Providers — Xero, QuickBooks Online, and Your Own Stripe Account
Win! is revenue automation for any business that invoices through QuickBooks Online or Xero. MSPs are a natural fit — you send the same clients invoices every month and should never have to manually chase a recurring payment. Win! automates the entire collection cycle: autopay charges recurring invoices automatically, payment links cover one-off projects, and every payment reconciles back into Xero or QuickBooks within seconds. Starting at $85/month — a fraction of what ConnectBooster costs.
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The MSP billing problem — and the Win! solution
The MSP problem
You send the same clients invoices every month — and manually follow up every time one isn't paid.
Win! solves it
Autopay: clients save a payment method once. Every recurring invoice charges automatically, whether it's $500 or $5,000. No chasing. No late payments. No awkward calls.
The MSP problem
ConnectBooster is expensive and only works with PSAs like ConnectWise or Autotask.
Win! solves it
Win! connects directly to Xero or QuickBooks Online — no PSA required. If your billing lives in your accounting software, Win! is the right layer.
The MSP problem
Your larger clients expect NET 30, and they take NET 45 or NET 60 instead.
Win! solves it
Automated reminders fire on a schedule you control. Every reminder includes a Pay Now link — no friction, no login. Clients pay within 24 hours of a well-timed reminder.
The MSP problem
You absorb the credit card processing fee on every invoice — 2.5–3% adds up fast at scale.
Win! solves it
Win!'s surcharging engine passes the card fee to clients that pay by credit card. You keep every dollar of the invoice amount. ACH payments cost far less — and Win! supports both.
Built for MSP billing workflows
Autopay for MRR and project invoices
MSP clients pay monthly retainers and ad-hoc project invoices. Win! handles both: autopay for recurring charges, payment links for one-off work. One platform, two billing modes.
Your own Stripe account — you own the relationship
Win! uses Stripe Connect direct charges. Funds go straight to your Stripe balance. You own the card data (within Stripe's PCI scope), the payout schedule, and the customer relationship. Disconnect Win! and your Stripe account is still yours.
Client Intelligence — know which clients are about to be a problem
Win! tracks every client's average payment time, on-time rate, and payment trend. You see which clients are paying faster and which are sliding. Act before a slow-pay client becomes a bad debt.
Automated reminders that stop automatically
Reminders fire on a schedule you control — before due, day-of, 7-day overdue, 14-day overdue. The moment a client pays, all pending reminders are cancelled automatically. No accidental chasers after payment.
Xero and QuickBooks — Win! handles both simultaneously
Many MSPs have clients that use Xero and clients that use QuickBooks, or have their own books in one and client billing in the other. Win! connects to both at the same time. Every payment reconciles back to the correct invoice in the correct platform automatically.
Even if your business isn't listed here, Win! works with virtually any company using QuickBooks Online or Xero together with Stripe.
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Legal disclaimer: This page is provided for informational purposes only and does not constitute legal advice. Payment processing fees, settlement times, and ACH rules vary by processor and are subject to change. Consult your payment processor or legal counsel for guidance specific to your business.