What the walkthrough covers
A useful Sync 365 demo should cover the way your MSP actually bills.
- Microsoft licence reconciliation walkthrough
- Azure consumption billing and markup discussion
- Managed-user and custom licence billing examples
- ConnectWise Manage, Autotask PSA, or HaloPSA fit
What to bring
Bring the billing workflow you want to fix first: stale Microsoft licence counts, Azure CSV handling, recurring managed-user lines, custom licence rules, minimums, exclusions or PSA invoice queries.
- Your PSA platform
- How you bill Microsoft 365 and Azure today
- Recurring services tied to user or licence counts
- Any customer-specific billing rules
See billing reconciliationReview how Sync 365 compares Microsoft data with supported PSA billing records before invoice time.
Talk custom billingAsk how one Microsoft or managed-user count can drive support, backup, security and other recurring lines.
Validate PSA fitDiscuss ConnectWise Manage, Autotask PSA, or HaloPSA without replacing the PSA as the billing system.