The Big Boss · MSP owners, managing directors and CEOs
Protect recurring margin with billing you can see and trust
Start with your own numbers, see where delivered services drift from PSA billing, and give the team an automated process that keeps working after setup.
Connect Microsoft and the PSA, map the billing rules once, then automate the ongoing reconciliation. Leadership gets visibility into exceptions without replacing the PSA invoice process.
Estimate where stale counts may be affecting recurring revenue
The revenue leak calculator provides a directional estimate based on your inputs and stated assumptions. It does not promise recovery. Use the result to decide which billing workflow deserves a closer review.
Recurring margin leaks between delivery and the invoice
Microsoft and Azure costs can change before the related PSA quantity or charge is updated. Managed-user services can drift away from active support counts. Customer minimums, exclusions, office splits and custom recurring services add another layer of billing logic.
Sync 365 sits between those source systems and the PSA. It helps the team reconcile what the MSP delivers with what supported PSA records are set to bill, then follow a controlled route to update them.
Set up the logic once, then automate the repeat work
The team connects the source systems and maps customer, agreement, minimum, exclusion, split and recurring-service rules during setup. Sync 365 then applies that logic to ongoing reconciliation, with review and approval behaviour depending on platform and configuration. Mappings only need attention when the underlying commercial rule changes.
Control more than Microsoft licence revenue
Licence adds, removals, reactivations, SKU changes and proration.
Consumption, markup, billing periods and approval paths.
Support, backup, security and user-based recurring services.
Minimums, exclusions, filters, splits and one count driving many lines.
A scalable process still keeps people in control
Sync 365 does not replace the PSA or turn every billing change into an invisible update. Licence updates can sync automatically where configured, while Azure and other workflows can use review, approval or auto-approval depending on platform and configuration.
The leadership outcome is visibility: the team can explain how a source count became a billing quantity and where exceptions need attention.
Book a leadership demo or start a full trial
The full trial includes Microsoft licence reconciliation, Azure, managed-user and custom recurring billing workflows, plus contact sync. Book a leadership demo for a guided tour, a conversation about your revenue risks and more advanced guidance on multi-site, minimum, exclusion or PSA-specific rules—before or during your trial.
Leadership billing review
See where recurring revenue control breaks down
Bring a Microsoft, Azure, managed-user or custom recurring billing scenario and trace it from delivery to PSA record.Use the revenue leak calculator for a directional estimate, or book a walkthrough to validate the rules behind your result.