Business Operations
Finance, HR, and business process tools
This Business Operations category covers all the internal tools an MSP uses to run itself, beyond just managing clients. You'll find everything from finance and HR to general business process tools here. There are 611 products listed.
You'll find many different functions, particularly in areas like Accounting & Bookkeeping, which has over 200 products, and Billing & Invoicing with nearly 100. ERP Platforms offer a more centralized approach, with 11 options for integrating various business functions. Other areas, like Document Management Systems, focus on specific back-office tasks.
Many of these tools integrate with your core PSA. Dynamics GP Integration, for example, connects directly with ConnectWise PSA. However, none of these talk to Autotask yet, so budget for a manual export if that's your primary PSA. Look for products that also support Microsoft 365.
Consider CloudRadial ServiceAI, which uses AI and has a public API for service intelligence. HR Support Agent offers an AI agent to automate HR queries. SAP Business One provides an ERP solution. Asana handles project management. Formstack's E-Signature and Documents both manage document processes.