Automate Your Azure Billing in HaloPSA

Sync 365 automatically pulls Azure consumption, applies your billing rules, and pushes billable lines into HaloPSA — with an approval step before anything posts.

Built for MSP billing teams who want accurate Azure invoices without manual steps.

Halo is great — manual Azure billing isn’t

If you’re exporting usage, cleaning spreadsheets, and manually building billable lines, you’re losing time and margin. Common issues we see:

  • Consumption missed or billed late

  • Inconsistent markup rules across accounts

  • Client disputes as they don’t understand the bill

  • “We’ll fix it next month” becomes a permanent process

What you get with Sync 365 + HaloPSA

Automated Azure consumption billing

Pull consumption automatically and translate it into billable items using your billing profiles.

Profit protection by default

Apply consistent markups and rules every cycle so margin doesn’t leak through manual handling.

Approval before posting to Halo

Review what will bill (by tenant/customer/service) before it syncs — no surprises.

Cleaner billing ops

Less admin time, fewer disputes, and faster close — without changing how your team uses HaloPSA.

How it works

Step 1: Connect Azure + HaloPSA
Step 2: Map tenants to Halo customers
Step 3: Apply billing profiles (markup/rules)
Step 4: Review → Approve → Sync into HaloPSA

Built for both Direct and Indirect CSPs

Direct CSP: Pull usage and bill using your rules.
Indirect CSP (Distributor): We support distributor cost pricing so you can calculate margin accurately — without workaround spreadsheets.

Indirect CSP Azure billing automation is where most tools fall short – this is a core use case in Sync 365.

Why MSPs use Sync365 for Azure billing

  • Reduce monthly billing admin time

  • Improve billing accuracy and consistency

  • Fewer disputes with customers (clear invoice descriptions)

FAQ

Q: Can we review before anything hits Halo?
Yes — nothing posts until you approve.

Q: Does this work for Indirect CSP through a distributor?
Yes — we support distributor cost calculation so margin and billing are accurate.

Q: How long does setup take?
Typically: connect, set billing profiles, map tenants, run a first approval cycle.

Q: Will it replace our current Halo process?
It keeps Halo as the source for billing — Sync 365 automates the Azure consumption side and pushes clean billable output into Halo.

 

Q: How does it help clients understand the invoice?
With multiple options on how you create an invoice description, Sync 365 can provide a simplified combined invoice description for the client.

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