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MSPbots is partnering with Encore Strategic Consulting | Business Consulting Services as a provider of the peer group benchmarking platform. If you are interested in Encore Service, please reach out to Shawn to get started.

When you receive an invitation from Shawn to join a GAIN group, here are a couple of steps that you should follow to get started.

  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. 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  any questions about
    1. How to Use Accounting Mapping for Encore
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N O T I C E

MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!