Connect Service Operations with Business Central

Service management and financial operations often run in separate systems. These teams end up entering the same information multiple times, reconciling data manually, and waiting longer to bill completed work.

TaskCentral is a native two-way connector between AutoTask PSA and Microsoft Dynamics 365 Business Central, connecting service execution with financial operations. It results in a more connected workflow where service activity can flow naturally into financial operations.

Successful MSP Deployments

0 +

Faster Billing Cycle

0 %

Less Manual Effort

0 %

Data Accuracy

0 %

Connect Your Service and Business Central

Service tickets, project details, and employee time entries may remain in AutoTask PSA while financial teams work in Business Central. TaskCentral can create duplicate data entry, delay billing, and limit visibility across operations and finance. This task management software also helps these service and finance teams with a two-way automated synchronisation.

Ticket Synchronization

Connect service tickets between AutoTask PSA and Business Central to keep relevant service information aligned with the financial workflow.

Project Synchronisation

Synchronise project information between AutoTask PSA and Business Central to maintain consistent project data across service and finance teams.

Time Entry Synchronisation

Transfer time entries into Business Central to support financial processing, billing, and accurate tracking of service work.

Automated Data Flow

It reduces repetitive manual entry by directly moving relevant information automatically between AutoTask PSA and Business Central.

Faster Billing

Connect service execution data with financial workflows. It helps teams reduce delays and complete work toward billing faster.

Our work management software, TaskCentral, creates a connected workflow between AutoTask PSA and Microsoft Dynamics 365 Business Central. It allows service and finance teams to work with synchronized information instead of maintaining separate data sets.

TaskCentral helps create a more streamlined path from service execution to financial operations.

Connect service tickets with Business Central processes.
Synchronise the project across the service and financial systems.
Transfer time entries for financial processing and billing.
Automate information flow between connected systems.
Maintain connected operational and financial data.

Connect Tickets, Projects & Time with Your ERP

TaskCentral brings the operational information created by service teams into the financial workflow, later used by businesses. Whether teams are managing service tickets, working on projects, or recording billable time. TaskCentral can help connect all this information across systems.

Connect Service Tickets

It keeps the ticket information aligned with downstream financial processes.

Synchronise Projects

Maintain connected project information across service and finance.

Transfer Time Entries

Move recorded service time into the financial workflow without repeated manual entry.

Improve Service-to-Finance Visibility

TaskCentral provides the operational and financial team with a more connected view of the workflow being delivered and its financial impact.

The TaskCentral Advantage

TaskCentral is designed to reduce the operational gaps created when PSA and ERP systems operate independently. By connecting AutoTask PSA with Business Central through two-way synchronization. Teams can spend less time entering and reconciling information manually.

Two-Way Synchronisation

It keeps the relevant information moving between AutoTask PSA and Business Central rather than relying on one-directional data transfer.

Native Business Central Integration

Connects service operation directly with Microsoft Dynamics 365 Business Central workflows.

Reduced Manual Data Entry

Automate repetitive information transfers and reduce the need for teams to enter the same data in multiple systems.

Faster Billing Cycles

It connects service activity and time information with financial workflow to help accelerate the path from completed work to billing.

Ready to Connect Service and Finance?

Bring your service and financial workflow together with TaskCentral by DynaSum. It will reduce manual data entry, improve visibility across teams, and help move completed service work into billing more effectively.

See how TaskCentral can connect your tickets, projects, time entries, customers, and invoices in one streamlined workflow.

FAQs

1. What is TaskCentral?

TaskCentral is a service-to-finance integration solution by DynaSum. It connects AutoTask PSA with the ERP environment. It also synchronizes important operational information such as tickets, projects, and time entries.

2. What problem does TaskCentral solve?

TaskCentral addresses the gaps created between the service and finance systems that operate separately. It reduces the need for employees to manually transfer information and helps create a connected workflow between these two teams.

3. What information does TaskCentral synchronise?

TaskCentral by DynaSum focuses mainly on service information, including tickets, projects, and time entries. It allows important operational data to move into the financial workflow automatically.

4. Does TaskCentral provide two-way synchronization?

Yes, TaskCentral is designed as a two-way connector, allowing relevant information to move forward between connected systems. It helps maintain more consistent data.

5. How does TaskCentral reduce manual work?

TaskCentral automates the transfer of relevant information between the service and financial system. This reduces duplicate data entry and the administrative efforts required to keep the information synchronized.

6. Can TaskCentral improve billing?

Yes. By connecting service activities and time entries with financial workflow, TaskCentral helps create a smoother process from completed service work to billing.

Still have questions?

We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.