BillRecon documentation
How BillRecon finds the gap between what your vendors have provisioned and what your PSA is billing, and what to do about it.
BillRecon is the reconciliation workspace for MSPs. It reads what your vendors have provisioned (the seats, devices, and services a client actually has) and what your PSA is billing for, lines the two up for every client and product, and shows you each place they don't match, as a dollar figure you can act on.
It is read-only by default. Connecting a vendor or a PSA only lets BillRecon read. Nothing is written back until you choose to turn write-back on.
How it reads every line
For each product, BillRecon looks at four things in the same order, everywhere in the app:
Vendor → Billed → Delta → Dollars
The vendor count is what the client actually has (the authoritative side). The billed count is what your PSA charges. The delta is the difference between them. The dollars are what that delta is worth each month. When a delta means money you can recover, it stands out as found money; informational figures like margin sit a step quieter so they never get mistaken for it.
One net number that always adds up
Your Ledger shows a single net figure: over-billing nets against under-billing, so you see the true position at a glance. Each client's total adds up to that number, so it always reconciles.
Start here
- Connect a vendor so BillRecon can read what's provisioned.
- Connect your PSA so it can read what you bill.
- Walk the reconciliation workflow: match your clients, map your products, then work the list.
See all connectors for the full list and setup guides.
What the gaps look like
Every difference BillRecon finds falls into one of five drift types, each with a plain explanation and a clear next step. When you're ready to fix one in your PSA, write-back does it for you behind a set of safety limits you control.
Explore more
Beyond the core loop:
- The Ledger: your net-drift number and every gap behind it, as one period statement.
- The Book: every client and product, matched across every connected tool.
- The license matrix: each person, each product, assigned against billed.
- Device reconciliation: catch stale agents and offboarded users across your tools.
- Renewals: trim unused seats before an annual term locks them in.
- Margin and pools: pricing and buying lenses over the same lines.
- Notifications and Settings: stay posted and set up your workspace.
New here? Start with the Quick start.