MSP accounting software for accountants, under your firm’s brand

A single customer invoice can include monthly support, resold licences and a hardware refresh. Your reviewers split those lines into separate income accounts, and the matching distributor bills go to their own cost accounts. That separation is what lets an MSP owner see that support pays the bills while resale barely breaks even.

AI categorisation keeps vendor tools, cloud subscriptions and technician expenses coded the same way each month, which matters when an MSP pays for dozens of small software services. Bank reconciliation confirms customer payments, and the firm console shows each MSP’s close status and waiting review items.

• Separate recurring support, resale and projects
• Match distributor bills to resale income
• Code cloud and tooling subscriptions
• Report gross margin by revenue type

Some MSPs sell prepaid hours or annual contracts paid upfront. Your team records those receipts, and your firm decides how and when the revenue is recognised. Sales tax on resold hardware and software varies by location, and your firm and the client remain responsible for it.

IT owners who spin up a separate cybersecurity or cabling company can use higher plans with multi-entity books. Your firm can add unlimited staff with no per-seat charges, which helps when one reviewer understands licence resale and another handles project billing.

Each MSP runs on a published HelloBooks plan, and your firm discount applies to every client plan you manage. HelloBooks sends invoices only to your firm. You decide what an IT company pays for bookkeeping and margin reporting, and you bill it yourself.

Client data stays under your firm’s ownership and can be exported when an MSP is acquired, which happens often in this industry as larger providers roll up regional shops. Founding firms are being onboarded now, and technology-focused practices can put their own brand on the platform.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.