The Finance Ninja · Finance and billing teams

Cut through month-end billing with invoice data you can explain

Move with precision across Microsoft licences, Azure charges, managed-user counts and recurring services—without rebuilding the billing story across portals and spreadsheets.

Start free 30-day trial →Book a demo
Finance leader calmly reviewing billing reconciliation data in a modern MSP office
What finance gets Less month-end pressure. Cleaner evidence. Fewer manual updates.

Connect Microsoft and your PSA, map the billing rules during setup, then let Sync 365 automate ongoing reconciliation. Finance reviews the exceptions while the PSA stays the billing system of record.

Billing questions should not require a spreadsheet investigation

A Microsoft licence count is only one part of the invoice. Finance also needs to understand proration, Azure consumption and markup, managed-user quantities, custom recurring services, minimums, exclusions and customer-specific mappings.

Sync 365 brings those inputs into a reviewable reconciliation workflow. Your team can see what changed, which rule applied and which supported PSA record is being aligned before invoices go out.

Reconcile the whole billing storyReview Microsoft 365 licences, Azure charges, managed users and custom recurring services in context.
Keep evidence close to the changeFollow source counts, mappings and billing rules instead of reconstructing decisions after an invoice query.
Focus on exceptionsSpend review time on quantity drift, unusual changes and customer-specific rules rather than rechecking every line.

Set the rules once. Let reconciliation keep running.

1Connect once

Connect Microsoft billing data and the supported PSA records your team already uses.

2Map once

Define customer, agreement, proration, markup, minimum, exclusion and recurring-service rules during setup.

3Reconcile automatically

Sync 365 keeps checking source data against those rules; finance reviews exceptions and evidence. Update mappings only when the business rule changes.

Billing logic turns source counts into invoice quantities

The automation does more than copy a number. It applies the billing logic around that number so supported PSA records can stay aligned with what the MSP delivers.

Bill the recurring services attached to the user

Ten billable managed users can also mean ten managed support seats, ten backup seats, ten antivirus seats and ten web-filtering seats. Sync 365 can use one managed-user or filtered licence count to drive multiple related PSA lines, including customer minimums and split-billing rules.

This is where basic licence sync stops and billing reconciliation starts: the team reviews the count and the recurring-service logic that turns it into invoice quantities.

Finance and operations proof

See how DAS Health moved away from spreadsheet-heavy validation

Finance, procurement and operations needed a cleaner Microsoft billing story. Their case study shows how controlled reconciliation can improve shared visibility without replacing PSA invoicing.

Read the DAS Health storySee licence reconciliation

Choose the right next step

The 30-day trial includes Microsoft licence reconciliation, Azure, managed-user and custom recurring billing workflows, plus contact sync. Book a billing workflow demo for a guided tour and more advanced guidance on minimums, exclusions or PSA-specific rules—before or during your trial.

Book a finance workflow demoSee pricing

Finance workflow demo

Bring one invoice you need to explain

See how source counts, billing rules and supported PSA records can become one reviewable month-end workflow.The full trial includes every Sync 365 billing workflow and contact sync. Book a walkthrough for a guided demo and more advanced guidance on Azure, managed-user, minimum, exclusion or customer-specific billing rules.

Start free 30-day trial →Book a demo