Show notes
Victor Lopez on Fixing Broken MSP Financial Plumbing with AITodd interviews Victor Lopez, a former attorney and private credit professional at Blue Owl Capital who co-founded Flexpoint after seeing how clunky MSP financial tools were. Victor traces his "aha" back to Blue Owl financing Thoma Bravo's 2018 acquisition of ConnectWise, which led him to question why PSAs mix ticketing/project work with invoicing while still requiring separate accounting software.They discuss how most AI talk in the MSP industry centers on service delivery, but Victor argues owners should also apply AI to operations like accounts receivable/payable, collecting and making payments, payroll, and other non-revenue tasks that often fall on owner-operators (especially in sub-$1M MSPs). Victor describes AI agents, including voice AI for overdue invoice calls, and emphasizes human-in-the-loop controls, segmenting which customers are contacted, and escalation to a human to protect relationships while improving efficiency and owner quality of life.This episode is brought to you by Opsleader Pro. A place for MSP owners and managers to get the systems and tools they need to build a stable and growing MSP. Part group coaching, part peer group, everything you need to run a successful MSP.00:00 Meet Victor Lopez01:20 From Law to Flexpoint02:02 ConnectWise Deal Spark02:57 Why PSA Billing Exists05:35 AI Beyond Tickets08:13 Operational AI Wins14:09 Agentic AI for AR16:50 Join Opsleader17:26 Controls and Oversight22:09 Voice Agents Calling Clients28:27 Owner Time and Quality32:20 Wrap Up and Takeaways((((((((((((
