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.
Microsoft Reconciliation
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.
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.
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.
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.
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



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
Columns
| Account | PSA Service | Microsoft Product | Payment ▲ | Commitment | Commitment End Date | Distributor Usage | Action ▼ | |
|---|---|---|---|---|---|---|---|---|
| Search | Search | Search | ||||||
| Biffco Industries | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 06/04/2026 | 23 | ▾ | |
| Biffco Industries | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 06/04/2026 | 23 | ▾ | |
| Biffco Industries | Microsoft Entra ID P1[NCE - RT] - Mon - An | Microsoft Entra ID P1 | Monthly | Annual | 02/24/2026 | 18 | ✓ ▾ | |
| Biffco Industries | Microsoft Entra ID P1[NCE - RT] - Mon - An | Microsoft Entra ID P1 | Monthly | Annual | 02/24/2026 | 18 | ✓ ▾ | |
| Biffco Industries | Microsoft 365 Copilot[NCE - RT] - Mon - Mo | Microsoft 365 Copilot | Monthly | Monthly | 02/24/2026 | 6 | ▾ | |
| Biffco Industries | Microsoft 365 Copilot[NCE - RT] - Mon - Mo | Microsoft 365 Copilot | Monthly | Monthly | 03/21/2026 | 6 | ✓ ▾ | |
| AI Car Wash Ser… | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 02/04/2027 | 7 | ▾ |
| Distributor Usage | Unassigned | PSA Usage | Distributor Unit Cost | PSA Unit Cost | Margin | PSA Unit Price |
|---|---|---|---|---|---|---|
| 23 | 3 | 21 ↑ 2 | $30.50 | $30.25 ↑ $0.25 | 16% | $36 |
| 28 | 2 | 25 ↑ 3 | $8.55 | $8.55 | 20% | $10.72 |
| 18 | 3 | 21 ↓ 3 | $5 | $4.75 ↑ $0.25 | 32% | $7 |
| 24 | 2 | 22 ↑ 2 | $8.55 | $8.55 | 16% | $10.22 |
| 6 | 3 | 6 | $16.50 | $16.25 ↑ $0.25 | 21% | $20.50 |
| 23 | 1 | 21 ↑ 2 | $16 | $16 | 16% | $19 |
| 7 | 2 | 4 ↑ 3 | $8.55 | $8.55 | 12% | $9.72 |
Microsoft Integration Configuration
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 ↑ | Commitment | Payment | Margin Enabled ↓ | Min Margin |
|---|---|---|---|---|
| Exchange Online (Plan 1) [New Commerce Experience] | 1-year | Monthly | 15 % | |
| Exchange Online Protection [New Commerce Experience] | Monthly | Monthly | 25 % | |
| Microsoft Entra ID P1 [New Commerce Experience] | Monthly | Monthly | 20 % |
Subscription Details
×| Subscription ID | Product | Start | End | Payment | Commitment | Disti Unit Cost | Licences |
|---|---|---|---|---|---|---|---|
| 3f8c2d91-7a4e… | Microsoft 365 Copilot | 01/10/2026 | 01/10/2027 | Monthly | Annual | $30.50 | 23 |
Contract Line Items
| ID | Contract | Service Name | Start | End | Effective Date | PSA Unit Price | Margin | PSA Unit Cost | Disti Total | PSA | Delta |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6597 | Microsoft NCE | Microsoft 365 Copilot[NCE - RT] - Mon - An | 01/07/2026 | 01/07/2029 | 02/01/2026 📅 | $36 | 15.97% | $30.25 ↑ $0.25 | 19 | 23 | 2 |
Microsoft Integration Setup
×Settings and Customization
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 Name | Commit | Payment | Auto-Approve | Effective Date | Set minimum margin |
|---|---|---|---|---|---|
| Microsoft 365 Copilot | Monthly | Annual | Immediate (Proration) ⌄ | 15 % | |
| Microsoft 365 Business Basic | Monthly | Annual | Immediate (Proration) ⌄ | 15 % | |
| Exchange Online (Plan 1) Non Profit | Monthly | Annual | Start of next billing period ⌄ | 15 % | |
| Microsoft 365 Business Premium | Monthly | Monthly | Immediate (Proration) ⌄ | 15 % | |
| Microsoft 365 Business Premium | Monthly | Annual | Start 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
Columns
| Account | PSA Service | Microsoft Product | Payment ▲ | Commitment | Commitment End Date | Distributor Usage | Action ▼ | |
|---|---|---|---|---|---|---|---|---|
| Search | Search | Search | ||||||
| Biffco Industries | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 06/04/2026 | 23 | ▾ | |
| Biffco Industries | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 06/04/2026 | 23 | ▾ | |
| Biffco Industries | Microsoft Entra ID P1[NCE - RT] - Mon - An | Microsoft Entra ID P1 | Monthly | Annual | 02/24/2026 | 18 | ✓ ▾ | |
| Biffco Industries | Microsoft Entra ID P1[NCE - RT] - Mon - An | Microsoft Entra ID P1 | Monthly | Annual | 02/24/2026 | 18 | ✓ ▾ | |
| Biffco Industries | Microsoft 365 Copilot[NCE - RT] - Mon - Mo | Microsoft 365 Copilot | Monthly | Monthly | 02/24/2026 | 6 | ▾ | |
| Biffco Industries | Microsoft 365 Copilot[NCE - RT] - Mon - Mo | Microsoft 365 Copilot | Monthly | Monthly | 03/21/2026 | 6 | ✓ ▾ | |
| AI Car Wash Ser… | Exchange Online [Plan 1][NCE - RT] - Mon … | Exchange Online (Plan 1) | Monthly | Monthly | 02/04/2027 | 7 | ▾ |
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 Usage | Unassigned | PSA Usage | Distributor Unit Cost | PSA Unit Cost | Margin | PSA Unit Price |
|---|---|---|---|---|---|---|
| 23 | 3 | 21 ↑ 2 | $30.50 | $30.25 ↑ $0.25 | 16% | $36 |
| 28 | 2 | 25 ↑ 3 | $8.55 | $8.55 | 20% | $10.72 |
| 18 | 3 | 21 ↓ 3 | $5 | $4.75 ↑ $0.25 | 32% | $7 |
| 24 | 2 | 22 ↑ 2 | $8.55 | $8.55 | 16% | $10.22 |
| 6 | 3 | 6 | $16.50 | $16.25 ↑ $0.25 | 21% | $20.50 |
| 23 | 1 | 21 ↑ 2 | $16 | $16 | 16% | $19 |
| 7 | 2 | 4 ↑ 3 | $8.55 | $8.55 | 12% | $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
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 ↑ | Commitment | Payment | Margin Enabled ↓ | Min Margin |
|---|---|---|---|---|
| Exchange Online (Plan 1) [New Commerce Experience] | 1-year | Monthly | 15 % | |
| Exchange Online Protection [New Commerce Experience] | Monthly | Monthly | 25 % | |
| Microsoft Entra ID P1 [New Commerce Experience] | Monthly | Monthly | 20 % |
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 ID | Product | Start | End | Payment | Commitment | Disti Unit Cost | Licences |
|---|---|---|---|---|---|---|---|
| 3f8c2d91-7a4e… | Microsoft 365 Copilot | 01/10/2026 | 01/10/2027 | Monthly | Annual | $30.50 | 23 |
Contract Line Items
| ID | Contract | Service Name | Start | End | Effective Date | PSA Unit Price | Margin | PSA Unit Cost | Disti Total | PSA | Delta |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 6597 | Microsoft NCE | Microsoft 365 Copilot[NCE - RT] - Mon - An | 01/07/2026 | 01/07/2029 | 02/01/2026 📅 | $36 | 15.97% | $30.25 ↑ $0.25 | 19 | 23 | 2 |
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
×Settings and Customization
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 Name | Commit | Payment | Auto-Approve | Effective Date | Set minimum margin |
|---|---|---|---|---|---|
| Microsoft 365 Copilot | Monthly | Annual | Immediate (Proration) ⌄ | 15 % | |
| Microsoft 365 Business Basic | Monthly | Annual | Immediate (Proration) ⌄ | 15 % | |
| Exchange Online (Plan 1) Non Profit | Monthly | Annual | Start of next billing period ⌄ | 15 % | |
| Microsoft 365 Business Premium | Monthly | Monthly | Immediate (Proration) ⌄ | 15 % | |
| Microsoft 365 Business Premium | Monthly | Annual | Start of next billing period ⌄ | 15 % |
What You Get That No One Else Offers
Most tools only sync Microsoft admin data
Which means no cost data and some of the ugliest data dumps you've ever seen.
Others only sync distributor data
Which means no assigned user detail and limited contract term context.
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.
Never miss renewals
Stay on top of subscription expiration dates and auto-renewals with real-time tracking.
Avoid wasted licensing
Keep tabs on unassigned licenses across your clients and know exactly how many there are.
Protect your margins
Catch price increases in real-time and leverage built-in minimum margins to adjust on the fly.
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.
