Integrations
Works with the stack you already run.
Revtein reads your PSA, RMM, backup, security, licensing, cloud cost and accounting tools. It sits on top of them and never replaces them.
Five simple steps, one system at a time. No need to connect everything on day one.
How to connectPSA
Agreements, recurring billing and tickets. The contract side of every billing check.
Reads: Clients, contracts, agreed prices and tickets.
AvailableReads: Agreements, additions and tickets.
AvailableReads: Contracts, services and tickets.
AvailableReads: Customers, contracts and recurring invoices.
AvailableAccounting
Issued invoices and credit notes. Proof of what was really billed.
Reads: Invoices and invoice lines you sent.
AvailableReads: Invoices and invoice lines.
AvailableReads: Invoices and invoice lines.
AvailableRMM
Managed devices and agents. What you deliver, compared with what you bill.
Reads: Managed devices per client and their policies.
AvailableReads: Managed devices per site.
AvailableReads: Managed devices per customer.
AvailableReads: Managed devices per client.
AvailableReads: Agents per customer.
Import firstReads: Agents per client and location.
Import firstReads: Managed endpoints per company.
Import firstBackup
Protected machines and backup status. Whether each client gets the backup they pay for.
Reads: Protected machines and backup jobs.
AvailableReads: Protected workloads and storage use.
AvailableReads: Protected workloads and backup jobs.
AvailableSecurity
Protected endpoints. Security coverage compared with the contract.
Reads: Endpoint agents and when they last checked in.
AvailableLicensing and distributors
Licence counts and what they cost you. Licences billed against licences bought.
Reads: Licences assigned per client tenant.
AvailableReads: Subscriptions and what they cost you.
Import firstReads: Subscriptions and their cost.
Import firstReads: Subscriptions and their cost.
Import firstCloud costs
Cloud consumption and its cost. Margin on resold cloud.
Reads: Cloud costs per client account.
AvailableReads: Cloud costs per client subscription.
AvailableDocumentation
Configurations and assets as supporting evidence for a case.
Reads: Organisations and configurations.
AvailableReads: Companies and assets.
AvailableCRM and contracts
Deals, renewal dates and signed terms as context for renewals.
Reads: Deals and renewal dates.
AvailableReads: Signed agreements and their terms.
PlannedOn the roadmap
Under evaluation for later releases. Not available yet.
Status shown for the pre-launch workspace. Read depth, write-back support and permissions are confirmed per integration and per operation at launch. Revtein never presents a capability as available if it is not.
What each connection tells you
Read first. Write only when it is safe.
Declared per provider
For every tool and operation, Revtein states what it reads, whether it can write back, the permissions needed, how it verifies, and the known limits.
Writes only when safe
A change happens only when the connector supports it, you authorized it, and the result can be verified. Uncertain outcomes are checked before any retry.
Import when there is no connector
CSV and Excel imports are checked row by row, you review them before use, and they keep their provenance as file evidence.

Integration questions
Do I need all these integrations to start?
No. Revtein starts with one question: where do you manage customers, contracts and recurring services? Usually that is your PSA. Add your RMM and accounting next, and each new source unlocks more checks.
Can Revtein write back to my PSA?
Where a connector supports it and you have authorized it, yes. For HaloPSA, for example, Revtein can set a recurring invoice line quantity or price. Where it cannot, you get a guided manual fix and Revtein verifies the result.
What does Import first mean?
The direct connection is not open yet. You can bring the same data in with a CSV or Excel export, which Revtein checks row by row and labels as evidence from a file upload.
Is my tool missing?
Tell us on the early access form. The roadmap is shaped by the PSA and tools our early users run.
Tell us which tools you run.
Reserve early access and tell us your PSA and stack. It helps us prioritize what we connect first.