PSA billing integration
Autotask PSA billing reconciliation for Microsoft CSP workflows
Use Sync 365 to reconcile Microsoft 365 licences, Azure consumption, managed-user counts, and custom recurring services before supported Autotask PSA contract records are updated.
For MSPs using Autotask PSA as the billing system of record. Sync 365 sits between Microsoft, Azure, managed-user counts, custom recurring services, and the contract records your team invoices from.
Where Autotask PSA billing drifts
Billing drift appears when source counts and PSA billing records stop matching. Common gaps include Microsoft 365 licence adds, reactivated users, SKU changes, Azure consumption, support seats, backup seats, security tools, customer minimums, and department or site splits.
How Sync 365 fits
Sync 365 pulls the billing source data, applies billing profiles and customer-specific rules, highlights differences for review, and updates supported Autotask PSA contract records after approval. The PSA remains the system of record.
Supported billing workflows
- Microsoft 365 licence reconciliation.
- Azure consumption billing and markup review.
- Managed-user billing for support, backup, web filtering, antivirus, EDR, and security services.
- Custom licence billing where one billable count drives several recurring PSA lines.
- Minimums, exclusions, filters, mappings, and customer-specific rules.
- Review before supported contract services and quantities are updated.
What to confirm before setup
Before setup, confirm which customers, tenants, billing profiles, contract records, custom licence rules, Azure billing behaviours, and review steps need to be enabled. PSA behaviour varies by configuration, so complex workflows should be validated in a billing workflow demo.
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We'll help show where your billing drifts — and how the rules can help close the gap.