Microsoft Reconciliation for Indirect Resellers 

Finally Make Sense of M365 Billing 

Microsoft 365 billing is a maze. Different commitment terms. Different billing frequencies. Staggered renewals. Random price changes.

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Gradient MSP
PSA Synced: Feb 21, 2026
Sync Status
PF
Phil Flamingo

Microsoft Reconciliation

Default Effective Date: 1st day of the next billing period
NCE
Recommendations
Subscribed Users
Azure
CLEAR
Account
Microsoft Product
Commitment
Commitment End Date
Distributor Usage
Unassigned
PSA Usage
PSA Unit Cost
PSA Unit Price
Action
Biffco Enterprises
Microsoft 365 Copilot
Annual
03/21/2026
12
1
10
↑ 2
$29.75
↑ $0.25
$35
Subscription Details
Subscription ID
Product
Start
End
Payment
Commitment
Disti Unit Cost
Licences
3f8c2d91-7a4e-4b6a-9c1f-2d7e8b5a4c12
Microsoft 365 Copilot
01/10/2026
01/10/2027
Monthly
Annual
$30
12
Contract Line Items
ID
Contract
Service Name
Start
End
Effective Date
PSA Unit Price
Margin
PSA Unit Cost
Disti Total
PSA
Delta
1949
Microsoft NCE
Microsoft 365 Copilot(NCE - RT) - Mon - An
01/07/2026
01/07/2029
02/01/2026
$35
15%
$29.75
↑ $0.25
8
12
2
Big Kahuna Burger
Microsoft Entra ID P1
Monthly
02/04/2027
23
2
20
$8.80
↑ $3
$10.72
Big Kahuna Burger
Microsoft 365 Business Basic
Monthly
02/04/2027
19
2
18
$5
$6.50
Innovative Online Industries
Windows 365 Enterprise
Annual
09/15/2026
31
0
31
$41.20
$52
ISIS
Power BI Pro
Monthly
11/30/2026
14
1
13
$8.60
$11
Jack Burton Trucking
Microsoft Defender for Office 365
Annual
06/12/2027
27
0
27
$2.30
$3
Korben Dallas Taxi Service
Exchange Online Plan 2
Monthly
04/08/2027
42
3
39
$6.40
$8

This add-on cleans the mess, merges the data, and syncs it into your PSA perfectly. 

Why This Add-on Exists 

M365 billing is the most chaotic part of your billing process.

m365_why_1

There are dozens of M365 SKUs with different commitment terms 

Seemingly unlimited flavors of the same product. Each available to commit monthly, annually, or even multi-year. 

Each subscription with its own renewal timeline. 

m365_why_2

Payment frequencies don’t always match the commitment term 

Paid monthly for an annual commitment. Paid annually on an annual commitment. Paid monthly on a multi-year agreement.

It’s all over the place. 

m365_why_3

Price changes happen at different times for different clients 

Renewal date price increases. 
Mid-term price increases. 
Promos expiring at random.

Your billing system can’t keep up.

m365_why_4

And Distributor vs Microsoft data never tells the full story

Distributor: Accurate cost and payment terms, terrible user/license detail. 

Microsoft: Accurate user assignment & info, zero visibility on cost.

Works with these distributors
Ingram is natively connected to Gradient
Pax8 is natively connected to Gradient
TD Synnex is natively connected to Gradient

What This Add-on Fixes

01

Full SKU, License, and Term Mapping Across All Sources

Every license. Every commitment term. Every payment frequency. Every renewal date. Every assigned user.

Clean. Synced. Accurate.

02

Automatic Change Detection Across the Entire M365 Stack

We track every quantity change, license upgrade, downgrade, user assignment, add, and removal — whether it came through your distributor or directly through Microsoft.

If it feels like a miracle, then it probably is.

03

Real Cost Reconciliation with Margin Protection

When Microsoft or the distributor changes the price, you'll know immediately — and you can set automatic margin rules so price increases never erode your profitability again.

04

Unified Data Model (Distributor + Microsoft)

Distributor pricing and SKUs. Microsoft license assignment and term details. Contract dates, renewal timing and commitment periods. All into one clean dataset.

Accuracy you never had, and nobody else delivered.

05

Auto-Update Your PSA With Clean Data

License counts. Costs. Prices. Changes. Renewal updates. All synced into the PSA automatically, including immediate proration since we sync daily.

Clients get accurate invoices every time, with no surprises.

Microsoft Reconciliation

NCERecommendationsSubscribed UsersAzure
TO-DO ALL Group By: None ▾ APPROVE (0)
Columns
Account
PSA Service
Microsoft Product
Commitment
Payment
Expiry
Distributor Usage
Unassigned
PSA Usage
Distributor Unit Cost
PSA Unit Cost
Margin
PSA Unit Price
Account PSA Service Microsoft Product Payment Commitment Commitment End Date Distributor Usage Action
Search Search Search
Biffco IndustriesExchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly06/04/202623
Biffco IndustriesExchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly06/04/202623
Biffco IndustriesMicrosoft Entra ID P1[NCE - RT] - Mon - AnMicrosoft Entra ID P1MonthlyAnnual02/24/202618
Biffco IndustriesMicrosoft Entra ID P1[NCE - RT] - Mon - AnMicrosoft Entra ID P1MonthlyAnnual02/24/202618
Biffco IndustriesMicrosoft 365 Copilot[NCE - RT] - Mon - MoMicrosoft 365 CopilotMonthlyMonthly02/24/20266
Biffco IndustriesMicrosoft 365 Copilot[NCE - RT] - Mon - MoMicrosoft 365 CopilotMonthlyMonthly03/21/20266
AI Car Wash Ser…Exchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly02/04/20277
Distributor UsageUnassignedPSA UsageDistributor Unit CostPSA Unit CostMarginPSA Unit Price
23321
↑ 2
$30.50$30.25
↑ $0.25
16%$36
28225
↑ 3
$8.55$8.5520%$10.72
18321
↓ 3
$5$4.75
↑ $0.25
32%$7
24222
↑ 2
$8.55$8.5516%$10.22
636$16.50$16.25
↑ $0.25
21%$20.50
23121
↑ 2
$16$1616%$19
724
↑ 3
$8.55$8.5512%$9.72

Microsoft Integration Configuration

AuthenticationGDAP ReviewAccount MappingProduct MappingBilling Config
SAVESYNCDISCONNECT

Auto-Approval and Proration

Select how you would like each of the mapped services to be reconciled. Enabling Auto-Approve will immediately update changes to your PSA on any integration sync. Proration will be calculated on the date the new information was synced.

Microsoft Service CommitmentPaymentMargin Enabled Min Margin
Exchange Online (Plan 1) [New Commerce Experience]1-yearMonthly15 %
Exchange Online Protection [New Commerce Experience]MonthlyMonthly25 %
Microsoft Entra ID P1 [New Commerce Experience]MonthlyMonthly20 %

Subscription Details

×
Subscription IDProductStartEndPaymentCommitmentDisti Unit CostLicences
3f8c2d91-7a4e…Microsoft 365 Copilot01/10/202601/10/2027MonthlyAnnual$30.5023

Contract Line Items

IDContractService NameStartEndEffective DatePSA Unit PriceMarginPSA Unit CostDisti TotalPSADelta
6597Microsoft NCEMicrosoft 365 Copilot[NCE - RT] - Mon - An01/07/202601/07/202902/01/2026 📅$3615.97%$30.25
↑ $0.25
19232
ADJUST

Microsoft Integration Setup

×
Preparation
Authentication and Verification
Account Mapping
Product Mapping
5Settings and Customization
6Finish and Review

Settings and Customization

CANCELBACKNEXT

Auto-Approval and Proration

Select how you would like each of the mapped services to be reconciled. Enabling Auto-Approve will immediately update changes to your PSA on any integration sync. Proration will be calculated on the date the new information was synced.

SKU NameCommitPaymentAuto-ApproveEffective DateSet minimum margin
Microsoft 365 CopilotMonthlyAnnualImmediate (Proration) ⌄ 15 %
Microsoft 365 Business BasicMonthlyAnnualImmediate (Proration) ⌄ 15 %
Exchange Online (Plan 1) Non ProfitMonthlyAnnualStart of next billing period ⌄ 15 %
Microsoft 365 Business PremiumMonthlyMonthlyImmediate (Proration) ⌄ 15 %
Microsoft 365 Business PremiumMonthlyAnnualStart of next billing period ⌄ 15 %

01

Full SKU, License, and Term Mapping Across All Sources

Every license. Every commitment term. Every payment frequency. Every renewal date. Every assigned user.

Clean. Synced. Accurate.

Microsoft Reconciliation

NCERecommendationsSubscribed UsersAzure
TO-DO ALL Group By: None ▾ APPROVE (0)
Columns
Account
PSA Service
Microsoft Product
Commitment
Payment
Expiry
Distributor Usage
Unassigned
PSA Usage
Distributor Unit Cost
PSA Unit Cost
Margin
PSA Unit Price
Account PSA Service Microsoft Product Payment Commitment Commitment End Date Distributor Usage Action
Search Search Search
Biffco IndustriesExchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly06/04/202623
Biffco IndustriesExchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly06/04/202623
Biffco IndustriesMicrosoft Entra ID P1[NCE - RT] - Mon - AnMicrosoft Entra ID P1MonthlyAnnual02/24/202618
Biffco IndustriesMicrosoft Entra ID P1[NCE - RT] - Mon - AnMicrosoft Entra ID P1MonthlyAnnual02/24/202618
Biffco IndustriesMicrosoft 365 Copilot[NCE - RT] - Mon - MoMicrosoft 365 CopilotMonthlyMonthly02/24/20266
Biffco IndustriesMicrosoft 365 Copilot[NCE - RT] - Mon - MoMicrosoft 365 CopilotMonthlyMonthly03/21/20266
AI Car Wash Ser…Exchange Online [Plan 1][NCE - RT] - Mon …Exchange Online (Plan 1)MonthlyMonthly02/04/20277

02

Automatic Change Detection Across the Entire M365 Stack

We track every quantity change, license upgrade, downgrade, user assignment, add, and removal — whether it came through your distributor or directly through Microsoft.

If it feels like a miracle, then it probably is.

Distributor UsageUnassignedPSA UsageDistributor Unit CostPSA Unit CostMarginPSA Unit Price
23321
↑ 2
$30.50$30.25
↑ $0.25
16%$36
28225
↑ 3
$8.55$8.5520%$10.72
18321
↓ 3
$5$4.75
↑ $0.25
32%$7
24222
↑ 2
$8.55$8.5516%$10.22
636$16.50$16.25
↑ $0.25
21%$20.50
23121
↑ 2
$16$1616%$19
724
↑ 3
$8.55$8.5512%$9.72

03

Real Cost Reconciliation with Margin Protection

When Microsoft or the distributor changes the price, you'll know immediately — and you can set automatic margin rules so price increases never erode your profitability again.

Microsoft Integration Configuration

AuthenticationGDAP ReviewAccount MappingProduct MappingBilling Config
SAVESYNCDISCONNECT

Auto-Approval and Proration

Select how you would like each of the mapped services to be reconciled. Enabling Auto-Approve will immediately update changes to your PSA on any integration sync. Proration will be calculated on the date the new information was synced.

Microsoft Service CommitmentPaymentMargin Enabled Min Margin
Exchange Online (Plan 1) [New Commerce Experience]1-yearMonthly15 %
Exchange Online Protection [New Commerce Experience]MonthlyMonthly25 %
Microsoft Entra ID P1 [New Commerce Experience]MonthlyMonthly20 %

04

Unified Data Model (Distributor + Microsoft)

Distributor pricing and SKUs. Microsoft license assignment and term details. Contract dates, renewal timing and commitment periods. All into one clean dataset.

Accuracy you never had, and nobody else delivered.

Subscription Details

×
Subscription IDProductStartEndPaymentCommitmentDisti Unit CostLicences
3f8c2d91-7a4e…Microsoft 365 Copilot01/10/202601/10/2027MonthlyAnnual$30.5023

Contract Line Items

IDContractService NameStartEndEffective DatePSA Unit PriceMarginPSA Unit CostDisti TotalPSADelta
6597Microsoft NCEMicrosoft 365 Copilot[NCE - RT] - Mon - An01/07/202601/07/202902/01/2026 📅$3615.97%$30.25
↑ $0.25
19232
ADJUST

05

Auto-Update Your PSA With Clean Data

License counts. Costs. Prices. Changes. Renewal updates. All synced into the PSA automatically, including immediate proration since we sync daily.

Clients get accurate invoices every time, with no surprises.

Microsoft Integration Setup

×
Preparation
Authentication and Verification
Account Mapping
Product Mapping
5Settings and Customization
6Finish and Review

Settings and Customization

CANCELBACKNEXT

Auto-Approval and Proration

Select how you would like each of the mapped services to be reconciled. Enabling Auto-Approve will immediately update changes to your PSA on any integration sync. Proration will be calculated on the date the new information was synced.

SKU NameCommitPaymentAuto-ApproveEffective DateSet minimum margin
Microsoft 365 CopilotMonthlyAnnualImmediate (Proration) ⌄ 15 %
Microsoft 365 Business BasicMonthlyAnnualImmediate (Proration) ⌄ 15 %
Exchange Online (Plan 1) Non ProfitMonthlyAnnualStart of next billing period ⌄ 15 %
Microsoft 365 Business PremiumMonthlyMonthlyImmediate (Proration) ⌄ 15 %
Microsoft 365 Business PremiumMonthlyAnnualStart of next billing period ⌄ 15 %

What You Get That No One Else Offers 

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Most tools only sync Microsoft admin data

Which means no cost data and some of the ugliest data dumps you've ever seen. 

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Others only sync distributor data 

Which means no assigned user detail and limited contract term context. 

thumbs-up-gmsp-icon

Gradient syncs both 

Then merges and reconciles them. 
Then syncs it to your PSA, automatically!

Nothing else gives MSPs this level of accuracy or control. 

msft-graph-1

Never miss renewals

Stay on top of subscription expiration dates and auto-renewals with real-time tracking.

msft-graph-new-2

Avoid wasted licensing

Keep tabs on unassigned licenses across your clients and know exactly how many there are.

msft-graph-new-3

Protect your margins

Catch price increases in real-time and leverage built-in minimum margins to adjust on the fly.

GMSP-2026-Lines-4

Catch everything

See everything from license assignments and changes in counts or costs - nothing slips by.

Pair It With Reconcile for Total Billing Coverage

The Microsoft Add-on fixes the part of billing that creates the biggest, most expensive mess for you. 
Reconcile cleans up billing across the rest of your vendor stack.