Victor Lopez on Fixing Broken MSP Financial Plumbing with AI

Todd 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 Lopez

01:20 From Law to Flexpoint

02:02 ConnectWise Deal Spark

02:57 Why PSA Billing Exists

05:35 AI Beyond Tickets

08:13 Operational AI Wins

14:09 Agentic AI for AR

16:50 Join Opsleader

17:26 Controls and Oversight

22:09 Voice Agents Calling Clients

28:27 Owner Time and Quality

32:20 Wrap Up and Takeaways