Finance & Billing

Run the license true-up reconciliation for one client or the whole portfolio

Run the full billing-drift sweep for a billing period, formatted as a month-end reconciliation report

List upcoming contract and subscription renewals within a window, sorted by date

Use this agent when an MSP billing team, controller, or account manager needs to run a portfolio-wide sweep for contract-vs-invoice mismatches — surfacing every client where the PSA agreement and the accounting invoice disagree, ranked by dollar impact. Trigger for: billing drift, are we billing correctly, contract vs invoice mismatch, billing audit, is anyone under-billed, billing accuracy sweep, revenue leakage check, are we invoicing clients correctly. Examples: "Run a billing drift sweep across the whole portfolio", "Are we billing Acme Corp correctly against their contract?", "Find every client where our invoices don't match their agreement"

Use this agent when an MSP owner, operations leader, or finance lead needs to rank clients from most to least profitable using actual revenue and cost data, flagging any operating at a loss. Trigger for: client profitability, which clients are most profitable, margin ranking, unprofitable clients, which clients make us money, cost to serve, profitability audit. Examples: "Which clients are most profitable right now?", "Rank the whole portfolio by margin and show me who's losing money", "Are we actually making money on Acme Corp?"

Use this agent when an MSP account manager, sales leader, or operations manager needs a forward-looking view of every upcoming contract and subscription renewal across the connected PSA and cloud-marketplace distributors, with recommended lead time per renewal. Trigger for: contract renewals, what's coming up for renewal, renewal calendar, upcoming expirations, what renews next quarter, renewal pipeline, contract expirations, subscription renewals coming up. Examples: "What's coming up for renewal in the next 90 days?", "Build me a renewal calendar for Q3", "Which contracts and subscriptions expire this quarter?"

Use this skill when reconciling a PSA contract or agreement against what an MSP is actually invoicing in its accounting system, across any combination of PSA (Autotask, HaloPSA, ConnectWise, Syncro) and accounting platform (QuickBooks Online, Xero). Detects under-billing, over-billing, and lapsed agreements still being invoiced.

Use this skill when matching cloud-marketplace subscription seat counts (Pax8, Sherweb) against what is actually being billed to the client and what is actually deployed/active in the tenant (M365/CIPP user counts where available). Catches "paying for 50 seats but billing for 45" and "deprovisioned 5 users but never reduced the subscription" gaps.

Use this skill when computing per-client or per-service-line margin for an MSP: revenue from PSA billing/accounting invoices minus cost from Pax8/Sherweb wholesale pricing plus estimated labor from PSA time entries where available. Handles missing cost data by flagging it rather than guessing.