# mConnect Reviews
**Vendor:** Dean Dorton  
**Category:** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)
## About mConnect
With mConnect, you can easily synchronize information between your ERP system and ConnectWise PSA (formerly ConnectWise Manage). mConnect is automated and highly customizable so it fits the unique needs of your business. This powerful solution provides your team with the information and tools they need to build stronger, more satisfying, and more profitable relationships. Connect the dots between ConnectWise and Sage Intacct/Microsoft Dynamics: Synchronize Your Data- Synchronize information about vendors, customers, payments, and more into your accounting software seamlessly after initial set-up. Automate Your Process- Automate the transmission of data between your software solutions–with absolutely no buttons to push. Information like customer and vendor data is transferred instantaneously from ConnectWise PSA to your accounting software. Inform Your Business- Transfer data in real-time to help you make timely, informed decisions for your business, giving you the information you need to change tactics or directions, instead of waiting for scheduled reports. Bolster Your Workflow- Tailor mConnect to fit into your workflow by establishing field mapping specific to your business needs. Select Your Data- Set the parameters for what data your company needs to transfer and when. Track Your Profit- Create dashboards for product lines in your accounting solution to determine profitability.






- [View mConnect pricing details and edition comparison](https://www.g2.com/products/mconnect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+06%3A03%3A12+-0500&secure%5Bsession_id%5D=52a8c1fb-f9b7-48d3-94d5-fd88f183b0a3&secure%5Btoken%5D=a1d3bfc1d85e06e148b195b9839943051f3e8bfa980f9035e8d08bf47a84303d&format=llm_user)

## mConnect Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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