PSA License Reconciliation
Your PSA is the source of truth for what you sold. The vendor portal is the source of truth for what you delivered. ProgressIn keeps them in sync so your invoices are always accurate.
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What it is
PSA license reconciliation is the process of matching contract quantities inside HaloPSA, ConnectWise, Autotask, Syncro or Kaseya BMS against the actual seat counts you provisioned with the vendor. ProgressIn automates the comparison and flags every drift.
Why it matters
- PSA quantities drift the moment a customer adds a user.
- Without reconciliation, your billing engine is invoicing fiction.
- Service desks add licenses faster than account managers update contracts.
Common problems
- Help desk provisions a seat without a sales-side update
- Contract terms not aligned with vendor billing cycles
- Bulk SKU changes that never reach the PSA
- Multi-currency contracts with stale FX rates
How ProgressIn solves it
- Direct API connections to HaloPSA, ConnectWise, Autotask and Syncro.
- Continuous diff between PSA contract quantity and vendor seats.
- Suggested contract updates with one-click apply.
- Historical drift report for any customer or product.
Benefits
- Always-accurate PSA contracts
- No more invoice disputes
- Cleaner QBR data
- Fewer manual ticket workflows
Frequently asked questions
Which PSAs does ProgressIn support?
- HaloPSA, ConnectWise Manage/PSA, Autotask, Syncro and Kaseya BMS today, with more added regularly.
Will ProgressIn modify my PSA contracts automatically?
- Only when you approve. ProgressIn surfaces suggested changes and you choose what to apply.
Can it handle white-labeled SKUs?
- Yes. Map your custom SKUs once and ProgressIn remembers them across syncs.