Your first month-end check

The first check usually takes the longest, because Sinculate needs you to match products once. After that, most months are a quick review.

1. Map your products

Sinculate lists every product it found on the vendor side that it can't yet match to a PSA item. For each one, choose the PSA item it's billed as. See Map products to PSA items.

Tip

Start with the products on the most clients. Mapping your Microsoft 365 plans and main security product usually covers most of your seats.

2. Review the gaps

Open the reconciliation report. Gaps are sorted by monthly dollar value, biggest first. See Read the reconciliation report.

3. Fix what's real

Some gaps are mistakes on the invoice. Others are on purpose, such as seats you include for free. Fix the first kind and mark the second kind as expected. See Fix a billing gap.

4. Check again before invoice day

Counts move during the month. Sinculate tells you when something changes, so look again a day or two before your invoices go out.