For managed service providers
MarginTrueUp reconciles what you buy (Pax8, Ingram Micro), what's deployed (Microsoft 365), and what you bill (ConnectWise) — SKU by SKU, client by client — so you stop eating unbilled seats and bill exactly what you deploy.
No credit card. Connect one distributor and see your first gaps.
Client detail
Acme Industrial Supply
At risk / mo
$1,596
Purchased
116
Deployed
97
Billed
109
| SKU | Pur. | Dep. | Bill. | Flag |
|---|---|---|---|---|
| Microsoft 365 Business Premium | 48 | 44 | 41 | Leak |
| Exchange Online Plan 1 | 26 | 19 | 26 | Over-prov |
| Defender for Endpoint P1 | 30 | 22 | 30 | Overpaying |
| Microsoft Teams Phone | 12 | 12 | 12 | OK |
We spent too many quarter-ends cross-checking distributor invoices against tenant seat counts against PSA agreements — and found thousands in unbilled licenses months too late. MarginTrueUp is the tool we wished we had.
Works with the stack you already run
Pax8, Ingram Micro, Microsoft 365 and ConnectWise — connected in minutes, per organization.
Automatic buy-vs-deploy-vs-bill matching across every client, every product, every month.
See every gap, bill what you deploy, and trim the seats nobody is using.
How it works
For every client and every SKU, MarginTrueUp lines up the cost you were charged, the seats actually assigned in the tenant, and the quantity on the invoice. Where those three disagree, you get a flag — and the exact dollars behind it.
You paid the distributor for seats that never reached an invoice. This is cash out the door.
The client is invoiced for more than is actually assigned — a credibility risk at renewal.
Seats sitting idle in the tenant. Trim them at the next term and stop paying for air.
Bought, deployed and billed agree. Nothing to chase on this line.
Click any figure — portfolio, client, or SKU — and trace it to the source record: distributor subscription, PSA agreement addition, and the named users holding each assigned license. Export it as CSV or a client-ready PDF.
Push the assigned-user list straight onto the invoice line — preview the before/after diff, confirm, and every run is logged. Your clients see exactly who they're paying for.