How Sync 365 turns Microsoft billing data into PSA-ready records

Sync 365 is the CSP billing layer between Microsoft and your PSA. It does not replace the PSA invoice. It helps finance and operations teams turn Microsoft 365 licence counts, Azure charges, managed-user counts and custom billing rules into supported PSA agreement or contract updates.

1. Connect Microsoft, Azure and the PSA

Sync 365 connects Microsoft 365 licence data, Azure consumption sources and supported PSA platforms so the billing team is no longer reconciling from disconnected portals and spreadsheets. Common PSA paths include ConnectWise Manage, Autotask, and HaloPSA.

2. Map how your MSP actually bills

Billing profiles translate Microsoft and managed-user data into the quantities your MSP sells. That can include Microsoft 365 licences, support users, backup, antivirus, web filtering, security tools, customer minimums, department filters and agreement-specific rules.

This is where Sync 365 goes beyond basic licence sync. One trusted Microsoft or managed-user count can drive multiple related PSA lines, such as managed support, backup, antivirus and web filtering.

3. Reconcile daily instead of discovering drift at month end

Sync 365 surfaces adds, removals, reactivations, subscription changes, Azure usage and recurring quantity differences before they become invoice surprises. Basic licence sync stops at the count; billing reconciliation compares that count with the PSA records you bill from.

4. Sync licence changes automatically where configured

Microsoft 365 licence sync is designed to keep supported PSA agreement or contract quantities aligned automatically according to your configured mappings and billing profiles. That automatic sync is a strength of the app: the billing team should not have to manually approve every licence count update when the rules are already trusted.

Exceptions, customer-specific mappings and billing logic still matter. Sync 365 gives the MSP a controlled workflow for the rules that decide what should be billed and where it should appear in the PSA.

5. Review or auto-approve Azure consumption

Azure consumption has a different risk profile because usage amounts, markups, reserved instances, savings plans and customer billing preferences can change from month to month. Sync 365 can download Azure consumption, apply billing profiles and markup rules, then either hold billing periods for approval or auto-approve when consumption comes in, depending on how the MSP configures the workflow.

That gives MSPs a choice: review unusual Azure charges before posting, or use auto-approval for trusted recurring consumption workflows where the process should run with less month-end friction.

Where to go next

• Sync 365 product overview for all four connected billing workflows and the best next page for each.
• Microsoft CSP licence billing for automatic licence reconciliation and proration.
• Custom licence billing for one count driving multiple recurring PSA lines.
• Managed-user billing for support, backup, security and user-based service quantities.
• Azure consumption billing for automated consumption download, markup, approval and PSA sync.
• PSA integrations for the platforms Sync 365 commonly fits around.