# Sync 365 AI-readable website summary Canonical site: [Sync 365](https://www.sync365license.com/) Last updated: 2026-08-31 ## Positioning Sync 365 is the Microsoft CSP billing layer between Microsoft and the MSP's PSA. It helps MSPs reconcile Microsoft 365 licence counts, Azure consumption, managed-user counts, and custom recurring billing rules with supported PSA agreement records. The PSA remains the billing system of record. Sync 365 should not be described as replacing PSA invoicing. ## Core commercial pages - [Product overview](https://www.sync365license.com/product/) gives a complete overview of the four connected Sync 365 billing workflows, supported PSA fit, role-based outcomes, contact sync, the Direct CSP End User Portal, and trial or guided-demo next steps. - [Partner programme](https://www.sync365license.com/partners/) explains how distributors, indirect providers, CSP aggregators, platform operators, and resellers that sell Microsoft licences to MSPs can offer Sync 365 under a white-label, resell, recommended-provider, or custom direct integration (embedded platform) model to increase stickiness and expand their value, with white-glove onboarding available from Sync 365 or self-managed by the partner. - [Microsoft 365 licence reconciliation](https://www.sync365license.com/license-billing/) explains Microsoft CSP licence billing automation and reconciliation against PSA agreement quantities. - [AutoMap automated licence mapping](https://www.sync365license.com/automap/) explains how MSPs set billing rules once, then map matching new Microsoft subscriptions to the intended Sync 365 billing profile and PSA destination automatically or with approval. - [Licence filters and split billing](https://www.sync365license.com/license-filters-split-billing/) explains how one Microsoft tenant can be separated into billable counts by office, department, location, domain, group or franchise, then synced to the relevant PSA records or PSA companies. - [Subscription-level licence billing](https://www.sync365license.com/subscription-level-license-billing/) explains Split and Merge controls for subscriptions under the same Microsoft licence product that need different terms, prices, renewal dates or PSA billing treatment. - [Custom licence billing](https://www.sync365license.com/custom-licence-billing/) explains custom recurring billing, managed-user counts, minimums, filters, exclusions, and one billable count driving multiple PSA lines. - [Calculated custom licence billing](https://www.sync365license.com/calculated-custom-licence-billing/) explains overage, bundle and net recurring quantities built by adding and subtracting trusted Microsoft, user, subscription and service counts. - [How Sync 365 works](https://www.sync365license.com/how-it-works/) explains how MSPs connect and map once, then let Sync 365 automatically compare daily changes and keep supported PSA records up to date through automatic licence sync and configured Azure approval or auto-approval. - [Azure consumption billing](https://www.sync365license.com/azure-consumption-billing/) explains automated Azure consumption download, markup, billing period approval or auto-approval, and supported PSA sync. - [Azure Bill in Advance](https://www.sync365license.com/azure-bill-in-advance/) explains how an MSP can bill estimated Azure consumption upfront, then apply the difference from Microsoft’s finalised actual usage in the next billing cycle. - [Direct CSP End User Portal](https://www.sync365license.com/enduserportal/) explains controlled Microsoft subscription self-service and ordering for Direct CSP customers, including custom catalogues, branding, pricing, and optional Sync 365 billing automation. - [Microsoft 365 contact sync](https://www.sync365license.com/contact-sync/) explains how Microsoft 365 user and contact context can stay closer to supported PSA contact records for service, finance, and account teams. - [PSA integrations](https://www.sync365license.com/integrations/) explains the Microsoft, ConnectWise Manage, Autotask, and HaloPSA platform context. - [About Sync 365](https://www.sync365license.com/about-us/) explains the company story, why the platform was built by an MSP, and its focus on Microsoft billing reconciliation, Azure billing, managed-user billing, custom recurring billing logic, and PSA alignment. - [Customer stories](https://www.sync365license.com/customer-stories/) groups public MSP customer examples and links to Cleva Group, DAS Health, and IT Global case studies. ## Billing workflow comparisons - [All Sync 365 comparisons](https://www.sync365license.com/comparisons/) groups buyer-job comparisons around AutoMap, custom and calculated quantities, split billing, Azure controls, and PSA ownership. - [ConnectWise PSA Cloud Billing](https://www.sync365license.com/sync-365-vs-connectwise-unite/) compares ConnectWise-native cloud billing configuration with term-aware AutoMap, calculated quantities, split billing, and broader PSA choice. - [Gradient MSP Reconcile](https://www.sync365license.com/sync-365-vs-gradientmsp/) compares multivendor reconciliation with Microsoft mapping rules that keep working after initial setup. - [CloudOlive](https://www.sync365license.com/sync-365-vs-cloudolive/) compares supplier-invoice and contract reconciliation with Microsoft- and Entra-derived billing automation. - [Work 365](https://www.sync365license.com/sync-365-vs-work-365/) compares a Dynamics-native revenue platform with a focused layer that keeps the PSA responsible for invoices. - [Cloudmore](https://www.sync365license.com/sync-365-vs-cloudmore/) compares Direct CSP commerce and billing reports with dynamic Microsoft and Entra quantities sent to the PSA. - [ConnectActive by Nilear](https://www.sync365license.com/sync-365-vs-connectactive/) compares ConnectWise contact and Agreement Addition automation with calculated billing, Azure, attribute filters, and multi-PSA support. - [Pax8](https://www.sync365license.com/sync-365-vs-pax8/) separates the distributor role from managed-user, bundle, overage, and split-tenant rules that determine PSA quantities. - [Sherweb](https://www.sync365license.com/sync-365-vs-sherweb/) compares PSA-specific catalogue automation with term-aware mapping and customer-specific Microsoft billing rules. - [PowerShell scripts](https://www.sync365license.com/sync-365-vs-powershell-scripts/) compares a supported billing product with owning Microsoft Graph, Partner Center, calculation, monitoring, and PSA API code. - [Manual spreadsheets](https://www.sync365license.com/sync-365-vs-manual-spreadsheets/) keeps spreadsheets for audits while moving repeat mappings, calculations, reviews, and PSA handoffs into a connected workflow. ## Pages by MSP role - [MSP billing for finance teams](https://www.sync365license.com/msp-billing-for-finance-teams/) explains how finance and billing teams can review Microsoft 365, Azure, managed-user, and custom recurring billing with cleaner evidence before invoice time. - [MSP billing operations](https://www.sync365license.com/msp-billing-operations/) explains how operations managers can turn mappings, minimums, exclusions, and recurring-service rules into a repeatable reconciliation workflow with visible exceptions. - [MSP recurring revenue control](https://www.sync365license.com/msp-recurring-revenue-control/) explains how MSP owners and leaders can see billing drift, reduce key-person risk, and strengthen recurring revenue control without replacing PSA invoicing. ## Customer stories - [Cleva Group custom billing](https://www.sync365license.com/msp-custom-billing-automation-case-study/) explains Microsoft licences plus managed services, backup, security, support, minimums, department splits, and ConnectWise agreement logic. - [Cleva Group invoice-query reduction](https://www.sync365license.com/msp-reduced-invoice-queries-case-study/) explains how cleaner Microsoft and recurring billing alignment helped reduce invoice queries and protect billing trust. - [Cleva Group billing administration](https://www.sync365license.com/msp-billing-admin-time-reduction-case-study/) explains the move from a multi-week month-end process toward a one-day review workflow. - [DAS Health Microsoft reconciliation](https://www.sync365license.com/das-health-microsoft-billing-reconciliation/) explains moving away from spreadsheets toward controlled PSA-aligned billing evidence for 10,000+ licences. - [DAS Health billing visibility](https://www.sync365license.com/das-health-finance-operations-billing-visibility/) explains shared billing visibility across finance, procurement, operations, and service teams. - [DAS Health managed-user and custom billing](https://www.sync365license.com/das-health-managed-user-custom-billing/) explains managed-user billing and multi-site custom licence logic beyond basic licence sync. - [IT Global franchise billing](https://www.sync365license.com/it-global-franchise-microsoft-365-billing-sync-365/) explains splitting one enterprise Microsoft tenant across franchise or office billing groups, custom service rules, and Autotask records. ## High-value capabilities ### Microsoft 365 licence reconciliation Sync 365 helps MSPs compare Microsoft licence data against supported PSA agreement records, apply SKU mappings and customer-specific logic, review changes, and post supported updates. Basic licence sync is not the same as billing reconciliation. ### AutoMap automated licence mapping AutoMap lets MSPs configure reusable Microsoft licence defaults for monthly, annual commitment billed monthly, and annual commitment billed annually. For each term, the MSP selects the appropriate Sync 365 billing profile and PSA product, service or item. Company- and filter-group billing destinations define where new mappings belong. As matching new Microsoft subscriptions appear, automatic mode approves, applies and begins syncing their mappings, while manual mode raises them as pending. Selecting the PSA billing item during initial mapping can also create the corresponding Sync 365 billing profile. ### Licence filters and split billing Sync 365 can filter Microsoft licence counts by Office, City, State, Country, Department, Company Name, Domain, Entra ID Group, or Custom Attribute. An MSP can use separate filters to create several counts from one tenant and sync each result to the relevant PSA record. Automated licence mapping can select a default PSA record for each filter group. The same Microsoft tenant can link to several PSA companies when every company link uses a unique, non-overlapping filter. Standard licence filters split Microsoft licence quantities; custom licence billing and managed-user billing separately create the filtered or calculated counts used for related recurring services. ### Subscription-level licence billing Sync 365 Split and Merge controls decide the billing granularity for subscriptions under the same Microsoft licence product. Split exposes individual subscription rows when commitment term, billing cycle, price, renewal date, billing profile or PSA billing item differs. Merge combines rows when one consistent treatment applies. The company default can use a Licences or Subscriptions view, and automated mapping can use subscription-level information when needed. Review old PSA additions before changing mapping granularity to prevent duplicate billing. ### Custom licence billing Sync 365 supports custom licence billing workflows for recurring items and third-party services. It can use active managed users, filtered Microsoft licences, customer minimums, department/site/franchise rules, calculated custom licences, exclusions, filters, mappings, and customer-specific PSA logic to drive recurring PSA agreement/contract lines across ConnectWise Manage, Autotask, and HaloPSA. ### Calculated custom licence billing Calculated custom licences add and subtract custom licence, Microsoft licence, subscription, user or fixed source quantities to produce one derived billing result. Common uses include backup or security overage, included-seat deductions, multi-plan bundles, deduplicated user counts and department or site calculations. Relevant user and licence filters define the count. Negative calculated results floor at zero. The result maps through a Sync 365 billing profile while the PSA remains responsible for invoicing. ### Managed-user billing Sync 365 supports managed-user billing workflows where recurring services depend on active or filtered user counts. It can help keep support, backup, security, and other user-based recurring lines aligned with supported PSA records. ### Azure consumption billing Sync 365 helps MSPs bring Azure consumption into a reviewable billing workflow before supported PSA billing records are updated. ### Azure Bill in Advance Sync 365 lets an MSP set an expected monthly Azure amount and bill it upfront. When Microsoft finalises the actual consumption, Sync 365 calculates the positive or negative variance and carries it into the next billing cycle alongside the new estimate. This rolling model is best suited to customers with relatively predictable Azure usage. The PSA remains the billing system of record. ### Direct CSP End User Portal The End User Portal lets Microsoft Direct CSP customers view and order subscriptions through a controlled, branded portal. The Direct CSP controls available products, terms and billing frequencies. Custom pricing can link to Sync 365 billing profiles for supported PSA workflows, or the portal can run independently. ## Migrated priority resources - [Microsoft NCE billing commitment models](https://www.sync365license.com/microsoft-nce-billing-commitment-models-msps/) explains how NCE commitment models, renewal windows, reconciliation files, and PSA agreement updates should be reviewed together. - [Time-saving Sync 365 features](https://www.sync365license.com/time-saving-features-sync-365-msps/) explains daily reconciliation, billing profiles, Azure review, contact sync, alerts, and exception-led PSA workflows. - [MSP courtesy cushion margin leak](https://www.sync365license.com/msp-courtesy-cushion-margin-leak-spare-microsoft-seats-psa-billing-alignment/) explains how spare Microsoft seats can create margin leakage when Microsoft tenant counts, distributor invoices, and PSA agreement quantities drift apart. ## Legal and data protection - [Privacy policy](https://www.sync365license.com/privacy-policy/) explains how Focused Productivity handles website, account and service personal data, including when it is a controller and when it processes Customer Data on a customer's behalf. - [Terms](https://www.sync365license.com/terms/) are the current business SaaS terms and incorporate the Data Processing Addendum for Customer Personal Data. - [Data Processing Addendum](https://www.sync365license.com/data-processing-agreement/) sets out processor and data-intermediary duties, processing details, security measures, subprocessors, deletion, audit, EU SCC selections and UK transfer terms. - [Cookie Policy (EU)](https://www.sync365license.com/cookie-policy-eu/) explains optional analytics and marketing technologies and how visitors can manage or withdraw consent. ## Conversion paths The 30-day free trial lets MSPs explore Sync 365 billing workflows directly, including Azure, managed-user, and custom recurring billing. Distributors, indirect providers, and resellers can review the [partner programme](https://www.sync365license.com/partners/) for white-label, resell, and recommended-provider models before a partnership call. Use [book a demo](https://www.sync365license.com/book-a-demo/), [licence filters and split billing](https://www.sync365license.com/license-filters-split-billing/), [subscription-level billing](https://www.sync365license.com/subscription-level-license-billing/) or [calculated custom billing](https://www.sync365license.com/calculated-custom-licence-billing/) when a team wants a guided discussion of mixed Microsoft terms, overages, minimums, exclusions, multi-agreement billing, multi-site logic, franchise structures, or PSA-specific rules. Use the [interactive demo](https://www.sync365license.com/interactive-demo/) for a self-guided overview, the [revenue leak calculator](https://www.sync365license.com/revenue-leak-calculator/) for directional inspection of potential billing gaps without promising guaranteed recovery, and the [GDAP Builder](https://www.sync365license.com/gdap-builder/) for the free browser-based Microsoft GDAP relationship approval-link builder. ## Claim safety Avoid guaranteed revenue recovery, guaranteed invoice accuracy, Microsoft endorsement, unapproved exact customer metrics or quotes, named competitor claims without approval, and statements implying Sync 365 replaces the PSA invoice process.