BillingBot is a robust middleware solution designed specifically for Managed Service Providers (MSPs). It automates and streamlines the invoicing process by integrating invoice data from distributors like Pax8. BillingBot applies necessary adjustments and seamlessly integrates these modified invoices into HaloPSA systems. This tool significantly reduces manual effort and increases accuracy in the billing process.

Developed by TechPulse, a Master MSP, BillingBot is a product born out of extensive industry experience. TechPulse’s deep understanding of MSPs’ unique invoicing challenges is evident in BillingBot’s design. It is tailored to cater specifically to the complex billing needs of MSPs, ensuring efficiency and precision.

At present, BillingBot integrates seamlessly with Pax8. However, future expansions are on the horizon. Plans include extending support to additional major vendors such as D&H, Ingram Micro Cloud Marketplace, Ingram Micro, Twilio, and TD Synnex, encompassing both hardware and software solutions.

BillingBot tackles intricate challenges in the HaloPSA Pax8 billing module, particularly in the areas of invoicing complexity and Azure charge reconciliation. HaloPSA’s limitation in handling diverse invoicing strategies from different software vendors is effectively addressed by BillingBot, which accurately processes every detail of Pax8 invoices and translates them into HaloPSA, ensuring precise billing.

BillingBot stands out in its ability to directly parse distributor invoices via API, going beyond mere license quantity tracking. It boasts a range of features to handle complex billing scenarios, such as cross-billing, on-the-fly invoice line modifications, and comprehensive product lifecycle management in HaloPSA. This leads to streamlined SKU creation and syncing with accounting integrations, reducing manual reconciliation efforts.

Azure billing, characterized by extensive microservice and arrear charge listings, is simplified by BillingBot. It offers options to condense numerous Azure arrear charges into a single line item or to completely omit these charges from invoices if they are covered by the MSP, thus making the reconciliation process more manageable.

BillingBot offers a range of benefits for efficient invoice management:

• Product Lifecycle Management: Automatically creates and syncs missing products in HaloPSA with third-party accounting systems.
• Versatile Billing Options: Includes cross-billing, item exclusion, client exclusion, and pre-posting invoice transformations.
• Invoice Parameter Modification: Allows for the collapsing of Azure lines, exclusion of specific items, and other manipulations for streamlined billing.
• “Set it and forget it” Functionality: Once set up, BillingBot autonomously processes incoming invoices.
• Bulk/Batch Invoice Posting: Efficiently manages individual or bulk client invoicing.
• Invoice Targeting: Can add to existing invoices or create new ones in HaloPSA.
• Reporting and Trending Data: Offers insightful analytics on profitability and revenue changes over time.