Customer stories

Customer stories from MSP billing teams

See how MSPs use Sync 365 to remove spreadsheet-heavy Microsoft billing reconciliation, align PSA agreement quantities, automate custom recurring billing, and make invoices easier to trust.

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Billing reconciliation needs more than a source count. These customer stories show how Sync 365 helps MSPs and Microsoft CSPs turn Microsoft billing data, managed-user counts, custom recurring rules and PSA agreement logic into billing evidence their finance teams can use.

Explore customer outcomes

Browse real examples of how MSPs use Sync 365 to solve different billing problems — from 10,000+ Microsoft licence reconciliation to custom recurring billing, invoice confidence, month-end administration and franchise-style billing. Each story keeps the original problem-solved headline visible, so you can jump straight to the customer outcome that matches the workflow you are trying to fix.

Cleva Group logo
Cleva GroupConnectWise billing logic for Microsoft 365, backup, security, support and recurring services.
Microsoft licences + custom recurring billingHow Cleva Group automated billing for Microsoft licences, managed services, backup, security and supportCustom billing became the differentiator when one user count needed to drive multiple ConnectWise agreement lines.
  • 25 of 30 lines controlled
  • Minimums and department splits
  • Beyond licence sync
 Invoice trustHow Cleva Group reduced invoice queries from 30+ per month to just 1–2Cleaner billing alignment gave customers fewer reasons to question recurring invoice quantities.
  • 30+ to 1–2 queries
  • Billing trust protected
  • ConnectWise aligned
 Month-end adminHow Cleva Group reduced Microsoft billing administration from weeks to a single dayA manual multi-week billing process moved toward a repeatable review workflow.
  • Weeks to one day
  • Review instead of rebuild
  • Recurring services included

Cleva Group shows why basic licence sync is not enough for MSPs that bill support, backup, antivirus, web filtering, security tools and customer-specific recurring services from the same user or licence counts.

DAS Health logo
DAS HealthMicrosoft billing visibility for a healthcare-focused MSP and Microsoft Direct CSP managing 10,000+ licences.
Microsoft billing reconciliationHow DAS Health removed manual Microsoft licence reconciliationDAS Health moved high-volume Microsoft billing away from spreadsheets and toward PSA-aligned billing evidence.
  • 10,000+ licences
  • Spreadsheets removed
  • Finance visibility
 Finance and operations visibilityHow DAS Health built a cleaner Microsoft billing process for finance, procurement, and operationsA shared billing story helped finance, procurement, operations and service teams trust the same evidence.
  • Cross-team visibility
  • Exception review
  • Cleaner billing evidence
 Managed-user and custom billingHow DAS Health evaluated Sync 365 for managed-user billing and multi-site licence logicThe team needed managed-user counts, department and office logic, filters, exclusions and customer-specific recurring rules.
  • Managed-user counts
  • Multi-site logic
  • Custom licence rules

DAS Health highlights the implementation lesson for larger MSPs: clean SKU mappings, naming conventions and customer billing structures before treating Microsoft billing automation as a business system.

IT Global logo
IT GlobalFranchise-style Microsoft 365 and recurring-service billing into Autotask from one central tenant.
Franchise billingHow IT Global automated complex franchise Microsoft 365 billing with Sync 365One enterprise Microsoft tenant needed to be split across offices, franchises, service rules and Autotask billing records.
  • One tenant, many destinations
  • Filtered billing profiles
  • Autotask alignment

What these stories have in common

  • Microsoft licence reconciliation is the start, not the finish. Mature MSP billing workflows also need custom recurring billing, managed-user logic, minimums, exclusions, filters and customer-specific rules.
  • The PSA stays the billing system of record. Sync 365 sits between Microsoft and the PSA so agreement or contract quantities can stay closer to what the MSP actually delivers.
  • Custom licence billing is often where value shows up. One Microsoft or managed-user count can drive related lines such as support, backup, antivirus, web filtering and security services.
  • Clean data matters. SKU mappings, names, billing profiles and customer structures need to be clear before automation can be trusted.

Want to see how this applies to your MSP?

Book a walkthrough or try the interactive demo if you need to reconcile Microsoft 365 licences, Azure consumption, managed-user billing or custom recurring services across supported PSA workflows.

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Customer quotes

What MSPs say about Sync 365

★★★★★
"In the first week using Sync 365, we discovered over $600/month we weren't billing our customers. This is worth every cent."
AB
Anthony B.Technical Services Manager
★★★★★
"It just works. When our requirements change they implement quickly. It saves us an unmentionable amount of hours each week and we're more profitable than ever."
PM
Paul M.Director, GP Support
★★★★★
"Sync 365 made our billing faster, more accurate and much easier to trust. It cut invoice queries and turned a manual process into something repeatable."
CF
Chris F.Operations Director, Cleva Group

Billing workflow demo

See how this would work in your MSP

Walk through your PSA setup and the billing scenarios most likely to create drift.Bring your Microsoft licence, Azure consumption, managed-user, and recurring-service billing rules into a demo. We’ll compare them with your PSA agreement quantities, show where drift appears, and outline how Sync 365 would help keep the right lines aligned.

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