Autotask Billing Accuracy

ProgressIn connects to Autotask PSA and continuously verifies that every contract service maps to a real, billed vendor seat.

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What it is

A native Autotask integration that reconciles contract services and units against Microsoft CSP, Google Workspace, Adobe and accounting records — surfacing every discrepancy before invoice run.

Why it matters

  • Autotask contract services drift over time.
  • Manual fixes do not scale past 20 customers.
  • Billing accuracy directly drives gross margin.

Common problems

  • Contract services with stale units
  • Pricing not refreshed after Microsoft NCE changes
  • Add-on SKUs missing from contract

How ProgressIn solves it

  1. OAuth into Autotask in minutes.
  2. Sync contracts, services and unit counts every 6 hours.
  3. Cross-check against vendor portals.
  4. Generate corrected invoice lines for finance.

Benefits

  • Accurate Autotask contracts
  • Recovered MRR
  • Faster month-end

Frequently asked questions

Which Autotask modules are used?

Companies, contracts, contract services and billing items.

Will ProgressIn update Autotask automatically?

Only on approval, with a full audit trail.

How long does setup take?

Under 30 minutes.

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