Product

OverviewWhat needs you todayBilling & ReconciliationContract vs delivery vs invoiceService AssuranceBackup and endpoint coverageProfitabilityMargin per client and agreementVendor CostsPrice rises and unbilled costsClients & RenewalsRenewals and client reviewsMonthly ReviewCheck invoices before they go outOutcomes & ReportsVerified results for clientsAsk RevteinAnswers with sourcesAutomation · ScalePlaybooks and approvals

Company

Integrations

Works with the stack you already run.

Revtein reads your PSA, RMM, backup, security, licensing, cloud cost and accounting tools. It sits on top of them and never replaces them.

New to connecting tools?

Five simple steps, one system at a time. No need to connect everything on day one.

How to connect
Available connect from the appImport first CSV or Excel today, direct connection plannedPlanned not open yet

PSA

Agreements, recurring billing and tickets. The contract side of every billing check.

HaloPSA logo
HaloPSAPSA

Reads: Clients, contracts, agreed prices and tickets.

Available
ConnectWise PSA logo
ConnectWise PSAPSA

Reads: Agreements, additions and tickets.

Available
D
Datto AutotaskPSA

Reads: Contracts, services and tickets.

Available
Syncro logo
SyncroPSA

Reads: Customers, contracts and recurring invoices.

Available

Accounting

Issued invoices and credit notes. Proof of what was really billed.

Xero logo
XeroAccounting

Reads: Invoices and invoice lines you sent.

Available
QuickBooks Online logo
QuickBooks OnlineAccounting

Reads: Invoices and invoice lines.

Available
MYOB Business logo
MYOB BusinessAccounting

Reads: Invoices and invoice lines.

Available

RMM

Managed devices and agents. What you deliver, compared with what you bill.

NinjaOne logo
NinjaOneRMM

Reads: Managed devices per client and their policies.

Available
Datto RMM logo
Datto RMMRMM

Reads: Managed devices per site.

Available
N-able N-central logo
N-able N-centralRMM

Reads: Managed devices per customer.

Available
N-able N-sight RMM logo
N-able N-sight RMMRMM

Reads: Managed devices per client.

Available
A
AteraRMM

Reads: Agents per customer.

Import first
ConnectWise Automate logo
ConnectWise AutomateRMM

Reads: Agents per client and location.

Import first
ConnectWise RMM logo
ConnectWise RMMRMM

Reads: Managed endpoints per company.

Import first

Backup

Protected machines and backup status. Whether each client gets the backup they pay for.

Datto BCDR logo
Datto BCDRBackup

Reads: Protected machines and backup jobs.

Available
Acronis Cyber Protect logo
Acronis Cyber ProtectBackup

Reads: Protected workloads and storage use.

Available
Veeam Service Provider Console logo
Veeam Service Provider ConsoleBackup

Reads: Protected workloads and backup jobs.

Available

Security

Protected endpoints. Security coverage compared with the contract.

SentinelOne logo
SentinelOneSecurity

Reads: Endpoint agents and when they last checked in.

Available

Licensing and distributors

Licence counts and what they cost you. Licences billed against licences bought.

Microsoft 365 logo
Microsoft 365Licensing

Reads: Licences assigned per client tenant.

Available
Pax8 logo
Pax8Licensing

Reads: Subscriptions and what they cost you.

Import first
I
Ingram MicroLicensing

Reads: Subscriptions and their cost.

Import first
Dicker Data logo
Dicker DataLicensing

Reads: Subscriptions and their cost.

Import first

Cloud costs

Cloud consumption and its cost. Margin on resold cloud.

AWS costs logo
AWS costsCloud costs

Reads: Cloud costs per client account.

Available
Microsoft Azure costs logo
Microsoft Azure costsCloud costs

Reads: Cloud costs per client subscription.

Available

Documentation

Configurations and assets as supporting evidence for a case.

IT Glue logo
IT GlueDocumentation

Reads: Organisations and configurations.

Available
Hudu logo
HuduDocumentation

Reads: Companies and assets.

Available

CRM and contracts

Deals, renewal dates and signed terms as context for renewals.

HubSpot logo
HubSpotCRM and contracts

Reads: Deals and renewal dates.

Available
DocuSign logo
DocuSignCRM and contracts

Reads: Signed agreements and their terms.

Planned

On the roadmap

Under evaluation for later releases. Not available yet.

Kaseya BMSRoadmapHuntressRoadmapSophosRoadmapCove Data ProtectionRoadmapSherwebRoadmapTD SYNNEXRoadmap

Status shown for the pre-launch workspace. Read depth, write-back support and permissions are confirmed per integration and per operation at launch. Revtein never presents a capability as available if it is not.

What each connection tells you

Read first. Write only when it is safe.

Declared per provider

For every tool and operation, Revtein states what it reads, whether it can write back, the permissions needed, how it verifies, and the known limits.

Writes only when safe

A change happens only when the connector supports it, you authorized it, and the result can be verified. Uncertain outcomes are checked before any retry.

Import when there is no connector

CSV and Excel imports are checked row by row, you review them before use, and they keep their provenance as file evidence.

app.revtein.com/app/sources
Revtein Data Sources catalog listing integrations by category

Integration questions

Do I need all these integrations to start?

No. Revtein starts with one question: where do you manage customers, contracts and recurring services? Usually that is your PSA. Add your RMM and accounting next, and each new source unlocks more checks.

Can Revtein write back to my PSA?

Where a connector supports it and you have authorized it, yes. For HaloPSA, for example, Revtein can set a recurring invoice line quantity or price. Where it cannot, you get a guided manual fix and Revtein verifies the result.

What does Import first mean?

The direct connection is not open yet. You can bring the same data in with a CSV or Excel export, which Revtein checks row by row and labels as evidence from a file upload.

Is my tool missing?

Tell us on the early access form. The roadmap is shaped by the PSA and tools our early users run.

Tell us which tools you run.

Reserve early access and tell us your PSA and stack. It helps us prioritize what we connect first.

7-day free trialNo credit cardRead-only until you approve changes