Sync 365 product overview

Microsoft billing reconciliation built around how MSPs bill

Connect Microsoft 365, Azure billing data, managed-user counts and custom recurring rules with supported PSA records. Sync 365 automatically compares what you deliver with what your PSA is set to bill, then keeps supported records up to date using your configured sync or approval controls. Your PSA remains the system of record.

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MSP finance specialist reviewing four connected billing data streams before PSA reconciliation

Sync 365 is the CSP billing layer between Microsoft and the MSP's PSA. It brings licence reconciliation, Azure consumption, managed-user counts and custom recurring billing logic into one controlled workflow. That gives finance, operations and leadership a clearer path from source data to supported PSA billing records.

One product, four connected billing workflows

Start with the source data, apply the billing logic your MSP uses, then align the supported PSA record that feeds the invoice.

01Microsoft CSPMicrosoft 365 licence reconciliationCompare licence adds, removals, reactivations, SKU and NCE changes, and proration with PSA quantities.Explore licence billing → 02Cloud consumptionAzure consumption billingProcess Azure usage, billing profiles and markup, then approve or auto-approve according to configuration before PSA posting.Explore Azure billing → 03User-driven servicesManaged-user billingUse active managed-user counts, filters and exclusions to align support, backup and security services.Explore managed-user billing → 04Beyond Microsoft licencesCustom licence and recurring billingMap a trusted count to multiple recurring lines with minimums, splits and customer-specific rules.Explore custom billing →

Billing reconciliation needs more than a source count

Basic sync can copy a licence count. MSP billing reconciliation also needs the rules around that count: proration, minimums, exclusions, filters, Azure markup, customer mappings, and department, site or franchise splits.

For example, 10 billable Business Premium users can also mean 10 managed support users, 10 Microsoft 365 backup seats, 10 antivirus seats and 10 web filtering seats. Sync 365 can use one trusted count to drive those related PSA agreement or contract lines while applying the rules for that customer.

Explore custom licence billingSee managed-user billing

Connect and map once. Let Sync 365 handle the repeat work.

1Connect

Link Microsoft billing sources, customer tenants and supported PSA records.

2Map

Set licence mappings, billing profiles, filters, exclusions, minimums and customer rules.

3Compare automatically

Sync 365 applies your rules and compares the latest Microsoft, Azure and user-driven quantities with the PSA, calculating any updates needed.

4Keep the PSA up to date

Licence changes sync automatically where configured; Azure can follow your approval or auto-approval workflow.

Exact record behaviour depends on the PSA, billing workflow and configuration. Sync 365 applies the configured logic without replacing PSA invoicing.

See the detailed workflowWatch the interactive demo

Built to fit the PSA your MSP already uses

Sync 365 supports billing workflows across ConnectWise Manage, Autotask PSA and HaloPSA. Your PSA remains the system of record for customer, agreement or contract, billing history and invoice data.

ConnectWise Manage logoConnectWise Manage Autotask PSA logoAutotask PSA HaloPSA logoHaloPSA

Review integrationsValidate your PSA workflow

More ways to connect the customer workflow

Licence filters and split billingSplit one Microsoft tenant into separate site, department, franchise or billing-entity counts and sync each one to the relevant PSA record.
Automated licence mappingReuse Microsoft licence and commitment-term defaults, select company and filter-group billing destinations, and configure automatic or pending approval per company.
Subscription-level billingSplit or merge subscriptions when the same Microsoft licence name hides different terms, prices, renewal dates or PSA billing items.
Calculated custom billingAdd and subtract trusted counts to create overage, bundle and net recurring quantities without rebuilding the rule each month.
Azure Bill in AdvanceBill a sensible Azure estimate upfront, then carry the positive or negative difference from actual usage into the next billing cycle.
Microsoft 365 contact syncKeep Microsoft user and contact context closer to supported PSA records for service, finance and account teams.
End User PortalGive Direct CSP customers controlled Microsoft subscription visibility and ordering through a branded self-service portal.

Clearer billing control for every role

Finance and billing teamsReconcile licences, Azure charges, managed-user counts and recurring services with cleaner evidence for month-end and invoice queries.
Operations managersTurn mappings, minimums, exclusions and customer rules into a repeatable process with visible exceptions.
Owners and leadershipSee where delivered licences and services drift from what the PSA is set to bill, so Sync 365 can help improve control over recurring margin.
MSPs and Microsoft CSPsKeep Microsoft billing and PSA quantities aligned without turning the billing process into another system of record.

See finance and operations visibilityCalculate potential revenue leakage

Customer proof, kept in context

“In the first week using Sync 365, we discovered over $600/month that we were not billing our customers. This is worth every cent!”

Anthony B, Technical Services Manager

Results vary by MSP and billing environment. See how other teams reduced billing administration, handled invoice queries and automated customer-specific recurring billing without treating individual results as an expected average.

Read customer storiesSee pricing

Start a full trial, or get a guided walkthrough

The 30-day free trial lets you explore Sync 365 directly, including Microsoft licence reconciliation, Azure, managed-user and custom recurring billing workflows, plus contact sync. Book a demo for a guided product tour and more advanced guidance on complex minimums, split billing, multi-site logic or PSA-specific rules—before or during your trial.

Start your 30-day free trialBook a billing workflow demo

Inside Sync 365

See the MSP billing control centre in action

A live dashboard turns licence movement, mapping coverage, time saved and margin signals into one operational view for finance and service teams.

Sync 365 dashboard showing licence changes, mapping coverage, hours saved, gross profit and licence utilisation
A billing control centre built for MSP visibilityTrack licence movement, mapping coverage, hours saved, notifications, gross profit and utilisation before month-end.

Choose the right next step

Find the billing gaps in your own workflow

Explore every Sync 365 billing workflow and contact sync in the trial, or book a guided demo for advanced guidance on calculated services, mixed Microsoft subscriptions, multi-site billing or PSA-specific rules.The full 30-day trial is available without a credit card. Your PSA remains the billing system of record.

Start free 30-day trial →Book a demo