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  1. Sign up for MSPbots.ai at https:://app.mspbots.ai
    1. If you don't have a Microsoft AAD account, please follow these instructions: Sign up with MSPbots without Microsoft Office 365 Account
    2. For data security-related questions, please check https://mspbots.ai/home/data-security/
  2. Link your account software at https://app.mspbots.ai/Integrations, currently, MSPbots support 3 accounting software integrations.
    1. Quickbooks Online Integration Setup
    2. Quickbooks On-Premise Integration
    3. Xero Integration Setup
  3. Add Shawn as the Consultant so he can access your account, make sure you assign him the Admin and Financial Role
    1. Consultant Management Feature
  4. Finish the accounting mapping, if you have  have any questions about the mapping, please reach out to Shawn.  
    1. How to Use Accounting Mapping for Encore
  5. Accept the invitation from your email, you should be able to see your group in the peer group section.

FAQ:

  1. My trial expired, what should I do?
    1. Your access to integration, GAIN-related reports, peer groups, and dashboards are remain free for you.