The Smooth Operator · MSP operations managers
Make billing a repeatable process, not a monthly rescue
Connect and map your billing workflow once, then let automation keep supported PSA records aligned while the team focuses on exceptions.
Do the setup work once: connect the systems and map the customer rules. Sync 365 then automates the ongoing reconciliation so the team can manage exceptions instead of repeating the whole process every month.
Make the complicated rules visible
MSP billing becomes fragile when customer-specific decisions live in separate spreadsheets, scripts and team members' memories. A handover, customer change or unusual invoice can turn the process into a rescue operation.
Sync 365 gives operations a controlled reconciliation layer for Microsoft 365 licences, Azure billing, managed-user counts and custom recurring services. The PSA remains the system of record; Sync 365 helps keep supported billing records aligned.
Set it up once. Keep billing moving.
Connect Microsoft, Azure where supported, managed-user data and the PSA records already used for billing.
Set customer, agreement, SKU, markup, minimum, exclusion and recurring-service rules during onboarding.
Sync 365 reconciles source counts and billing logic against supported PSA records on an ongoing basis. The team reviews exceptions and changes a mapping only when the underlying rule changes.
Go beyond one Microsoft count
Basic licence sync may copy a Microsoft quantity into one PSA line. Operations teams usually manage more: support, backup, antivirus, web filtering, security tools, customer minimums, office splits and other recurring services.
With Sync 365, one billable managed-user or filtered licence count can drive several related PSA lines. That can help reduce duplicated maintenance while preserving the billing logic each customer needs.
See a multi-week month-end process move toward a one-day review
The Cleva Group billing administration story shows what changes when an MSP replaces repeated manual reconciliation with a more focused review workflow. The result is specific to that customer, not a promised benchmark.
Bring the awkward customer first
A demo is the fastest route when your workflow includes split billing, minimum commitments, excluded users, Azure markup, custom recurring items or PSA-specific agreement behaviour.
Operations workflow demo
Test the workflow against a real billing scenario
Bring one customer with awkward mappings, minimums, exclusions, custom services or PSA agreement rules.See how Sync 365 can turn the process into visible steps, reusable logic and an exception-led review.