BillRecon
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Quick start

From zero to your first number in five steps: connect a PSA, connect a vendor, match your clients, map your products, then read the Ledger.

BillRecon goes from zero to your first drift number in five steps. Everything here is read-only until you deliberately turn on write-back, so you can connect and explore without changing anything.

Before you start

  • A PSA with API access you can create a key in (for example HaloPSA). This is the billed side.
  • Admin or partner access to a vendor you resell (for example Microsoft 365 via a GDAP relationship or direct consent). This is the provisioned side.

The five steps

  1. Connect your PSA. From Connections, add your PSA with a least-privilege API key. See all connectors.
  2. Connect a vendor. Add Microsoft 365 (or another vendor) so BillRecon can read what each client actually has.
  3. Match your clients. In the Book, confirm which vendor customer belongs to which client in your PSA. A client only produces a number once it's matched.
  4. Map your products. Still in the Book, tie each vendor SKU to the product you bill it as. Use Auto-map for the obvious ones.
  5. Read your first number. The Ledger shows the signed net drift and lists every gap to work, as one statement.

It gets easier every month

Matching and mapping are one-time decisions that BillRecon remembers. After the first pass, a scheduled monthly run keeps your number current on its own. See the reconciliation workflow for the full picture.