Finance Dashboard - Kaseya BMS

Finance & Billing

Finally. A Finance & Billing Solution for Today’s MSP

Simplify billing by automatically creating invoices from time entry and expense reports, and integrating with accounting software like QuickBooks®.

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BMS Finance and Billing

Stay on top of Your Finances - Bills & Invoices

Kaseya BMS is the Next-Gen billing & invoicing solution, that is built on a modern mobile platform that provides:

  • Fast deployment of new services
  • Web-based access anywhere, any time
  • Virtually unlimited scalability
  • Flexible reporting
  • Open integration with major RMM and accounting systems


Finance module includes specialized dashlets highlighting important financial concerns.

  • Revenue by Client
  • Revenue Still To Invoice Current Month
  • Contracts Expiring Next 90 Days
  • Roles and rates for your employees
  • Work types
  • Services and their unit price
  • Expense categories for employee billing

Billing & Invoicing

Kaseya BMS lets you bill your clients on time, based on:

  • Expenses added to a ticket or project
  • Recurring Service Contracts
  • Fixed Price Contract Milestones (ex – Deposit or Final Project Payment)
  • Retainer Hour Contracts (some call them Block Hours) and more.


Kaseya BMS Invoices feature lets you manage all your invoices:

  • Add additional information to Line items or a Note on Invoice
  • Adjust Quantity or Unit Price
  • Apply a Discount – a dollar or percentage amount
  • Attach Receipts (that flowed through the system to final invoice)
  • Add any additional attachments

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Service Desk
Service Desk
Billing & Finance
Billing & Finance
Project Management
Project Management
Time & Expense Tracking
Time and Expense Tracking