Quote-to-bill automation · For Microsoft CSP resellers
Quote any Microsoft licence in seconds. Get paid before you provision.
CSPify is the white-label platform for Microsoft CSP resellers: your branded customer portal on your own domain, draft quotes priced from your own price book in seconds, and a payment gate that collects before anything provisions. The assistant drafts. You approve.
Month-to-month · cancel with 30 days' notice — trying CSPify costs one month, not a contract. Built for partners in the Microsoft Cloud Solution Provider (CSP) program — the program's indirect resellers. CSPify is independent, not affiliated with Microsoft.
Works alongside your distributor, Microsoft and your ledger — it never replaces them
Xero export is coming soon. Not affiliated with or endorsed by Microsoft, Dicker Data, Stripe, or Xero.
The cost of running CSP quote-to-bill by hand.
You're live in the Microsoft CSP program and transacting every month. The workflow works — until quotes eat the afternoon, proration goes wrong at the customer's expense, and month-end becomes an investigation.
Quotes built by hand.
Licence requests arrive by email and portal. Every quote starts again from a distributor price list and last month's spreadsheet. SOURCE: INBOX + XLSX
Proration by calculator.
Mid-term seat changes worked out by hand. One wrong date and the invoice is wrong — and the customer finds it first. RISK: CREDIT NOTES
Renewals as surprises.
Renewal dates live in a spreadsheet nobody owns. The first real warning is the distributor invoice. NOTICE: 0 DAYS
Reconciliation in days.
Distributor records, your ledger and your invoices never quite match. Month-end is a VLOOKUP investigation across exports. MONTH-END: DAYS
Quote-to-bill
One platform. Five jobs. Every step on the record.
CSPify runs the commercial workflow around Microsoft 365 subscriptions end to end — Quote · Provision · Bill · Reconcile · Renew — with one continuous, audited record from the request to reconciled revenue.
01 — Quote.
Instant quotes and a full quote builder, priced from your own price book — platform, program, reseller and account margins cascade down, GST is calculated per line, and every price carries its source.
- PRICED FROM YOUR BOOK — SELL = COST × (1 + MARGIN) · RRP IS GUIDANCE, NEVER THE SELL
- MARGIN + GST PER LINE — PRICE-SOURCE LABELS ON EVERY LINE · NO SILENT DISCOUNTS
- BELOW-FLOOR WARNING — LINES UNDER YOUR MARGIN FLOOR ARE FLAGGED BEFORE THE QUOTE MOVES
02 — Provision.
Approved quotes convert to orders and join the Dicker Data provisioning queue. Local records only change after the provider confirms — and a retried job can never provision twice.
- DEFERRED-APPLY SAFETY — NOTHING MUTATES UNTIL THE DISTRIBUTOR CONFIRMS
- IDEMPOTENT RETRY — SAME KEY, ONE JOB · NEVER DOUBLE-PROVISIONED
- WATCHLIST — “PAID BUT NOT PROVISIONED” CAN'T SLIP THROUGH
03 — Bill.
Billing runs generate invoices with proration credited to the day and GST correct per line — on white-label documents that carry your brand and your bank details.
- PRORATION TO THE DAY — MID-TERM CHANGES CREDITED EXACTLY
- WHITE-LABEL DOCUMENTS — YOUR LOGO, YOUR TERMS, YOUR BANK DETAILS
- CARD PAYMENT AVAILABLE — STRIPE CHECKOUT ON OPEN INVOICES
04 — Reconcile.
Business Central customers, invoices and ledger entries sync in. Bank payments are matched, approved and allocated — and only then does provisioning release. Scheduled sweeps flag drift between your records and provider truth.
- MATCH → APPROVE → ALLOCATE — ONE APPROVED PATH FOR EVERY PAYMENT
- DRIFT DETECTION — LOCAL RECORDS VS PROVIDER TRUTH, SWEPT ON SCHEDULE
05 — Renew.
Every subscription sits on the renewals register with reminder alerts scheduled ahead of the date — and auto-renew and renewal options are managed through the distributor, not a spreadsheet.
- RENEWALS REGISTER — DATES, TERMS AND STATUS IN ONE PLACE
- SCHEDULED REMINDERS — DEEP-LINKED ALERTS BEFORE THE DATE, NOT AFTER THE INVOICE
Context carries across the pipeline — nothing is re-keyed
The product
See it at work.
Five jobs, one record. Each pillar takes the admin you'd otherwise do by hand — and hands clean data to the next.
Quote
Margin-safe Microsoft 365 quotes, drafted in minutes.
- Price book cascade — platform, program, reseller and account margins applied in order
- Instant Quote plus suggested lines from the customer's own history
- Margin, GST and price-source labels on every line — no silent discounts
- White-label quote PDF, emailed for approval in one flow
- Full quote audit history — who changed what, when
Provision
From approved quote to provisioning queue.
- Approved quotes convert to orders and queue with Dicker Data
- Deferred-apply safety — records change only after the provider confirms
- Idempotent retries — a stuck job can be retried, never duplicated
- Status per subscription: queued, in progress, provisioned
Bill
Invoices that match the math.
- Billing runs with proration credited to the day
- GST per line, with tax-exempt flags where they apply
- White-label invoice documents with your bank details
- Card payment on open invoices via Stripe — plus credits and partial allocations
Reconcile
Reconciled revenue, not best guesses.
- Business Central customers, invoices and ledger entries sync in on schedule
- Bank payments: match → approve → allocate, then provisioning releases
- Subscription drift detection — local records vs provider truth
- Unmatched-payment triage instead of a 300-row eyeball
Renew
Renewals before they surprise you.
- Renewals register across the whole portfolio — dates, terms, status
- Reminder alerts scheduled ahead of every renewal, deep-linked to the subscription
- Auto-renew and renewal options managed through Dicker Data
- Quote expiration scans keep sent quotes honest too
Every plan covers all five pillars
The numbers
Real platform. Real numbers.
26k+
Microsoft SKUs in the live catalog
AUD + NZD price lists · customer price groups
35
supervised background jobs
sync, billing runs, renewal alerts, reconciliation sweeps
6300+
automated tests guarding the platform
including dedicated security-governance suites
100% of AI-suggested actions gated behind human approval
Platform facts from the live codebase and catalog snapshot, verified 2026 — not projections.
First partner live
Running a real licensing practice — today.
“CSPify runs our whole practice — our public site, our Licence Health Check funnel, and the portal our customers sign in to, all on our own domain. Quotes come from our price book, provisioning goes through our distributor, and every action lands in the audit trail. Our customers get a portal the big players can't match.”
Pasifik Cloud — Pacific-region Microsoft licensing partner · the first partner live on CSPify
Branded public site
Their own marketing site and lead funnel, served by CSPify on their own domain.
Customer portal
Authenticated portal — subscriptions, quotes, invoices, payments, team access — under their brand.
Full workflow
Catalog, price book, quoting, provisioning, billing and reconciliation on one audited platform.
AI, where it helps
AI-assisted workflow. Not an AI wrapper.
An account-aware assistant ships inside the portal — grounded in your own data, gated by real governance, and never allowed to act alone.
Ask your own account
Subscriptions, spend snapshot, upcoming invoices, invoice comparison, ledger search, renewals — answers from your account data, with deep links to the real pages.
From request to draft quote
Paste a licence request and the assistant matches SKUs against the catalog and prepares an Instant Quote draft — always server-priced from your book, never priced by the model.
Approval-gated & governed
Side-effectful actions wait for an explicit yes — 100% of AI suggestions are approval-gated — with per-account entitlement, quotas and AI packs, prompt shielding, and a full audit of every tool call.
Speaks MCP too. Connect your own AI agents to CSPify's MCP gateway — OAuth-secured, rate-limited, and fully audited.
Assistant availability is controlled per account by plan and AI governance settings.
Security & data
Enterprise discipline, by default.
Built for partners who answer to customers, auditors, and Microsoft. Every claim here is enforced in code and covered by tests — not a brochure promise.
PARTNER — Your CSP practice
CUSTOMER — Each of your customers
CONNECTED TENANT — Their Microsoft 365 tenant
Data is scoped Partner → Customer → Connected Tenant. One customer's data never touches another's.
Hard tenant isolation
Server-side boundary enforcement on every API call — proven by a dedicated adversarial isolation test suite.
Microsoft-native sign-in
OpenID Connect with PKCE, including “Sign in with your Microsoft 365 account”. Per-tenant session isolation.
Human approval gates
AI drafts and suggests. People approve. Nothing sends, provisions, or bills without review.
Audit trail on everything
Every create, edit and delete on commercial records is logged — and “acting as” sessions are labelled in the trail.
Encryption & hard headers
TLS everywhere, HSTS, and a strict Content-Security-Policy with per-request nonces.
Australian data residency
Hosted in Microsoft Azure, Australia East.
Compliance roadmap: formal certifications (e.g. SOC 2) are on the roadmap — we don't claim them today.
The difference
Manual workflow vs CSPify.
Same customers, same distributor, same ledger. A different operating layer.
| Workflow step | The manual way | With CSPify |
|---|---|---|
| Quoting | Rebuilt from last month's spreadsheet and a distributor PDF | Drafted from the catalog, priced from your book |
| Margin & price source | Gut feel; discounts go silent | Margin, GST and price-source labels on every line |
| Provisioning | Re-keyed into distributor portals | Approved → queued with Dicker Data, confirmed before records move |
| Billing | Proration by hand; GST checked twice, late | Billing runs — proration and GST correct per line |
| Reconciliation | Three exports, a VLOOKUP, days | Business Central sync, matched payments, drift flags |
| Renewals | Discovered on the distributor invoice | Register + reminders scheduled ahead of the date |
| Accountability | “Who sent that?” — inbox archaeology | Every action audited, with correlation IDs |
Same distributor. Same ledger. Fewer hours, fewer errors.
Pricing
Simple AUD pricing. No surprises.
Every plan covers all five pillars and the white-label portal. Pick the size that fits your book — self-serve, month-to-month during early access.
Starter
For small resellers replacing spreadsheet quotes.
$149/mo AUD · + GST
- Instant quotes & quote builder
- Price book with margin & GST labels
- White-label customer portal
- Renewals register & alerts
- Email support
Most chosen
Growth
For partners quoting and billing Microsoft 365 every week.
$299/mo AUD · + GST
- Everything in Starter
- Dicker Data provisioning queue
- Business Central sync & reconciliation
- AI assistant + MCP gateway
- Priority support
Pro
For larger resellers running a partner program of their own.
from $499/mo AUD · + GST
- Everything in Growth
- Your own branded partner program
- Program-level approvals & reports
- Priority support, same-day
Self-serve signup provisions your workspace automatically · optional done-with-you onboarding available
Questions
Fair questions.
Is CSPify a replacement for Dicker Data?
No. Your distributor stays your source of supply and cost. CSPify works alongside them — approved quotes queue with Dicker Data, and confirmations flow back before any local record changes.
Does anything happen without my approval?
No. Quotes go through an approval workflow before they send, provisioning is payment-gated, and AI suggestions wait for explicit human confirmation. Every approval lands in the audit trail.
Does it replace Business Central or Xero?
No. Business Central stays your ledger of record — customers, invoices and ledger entries sync into CSPify for reconciliation. Xero export is coming soon.
What do my customers get?
A branded portal under your domain: their subscriptions and tenants, quotes they can approve, invoices and payment history, team access with roles — plus notifications that deep-link back to the right page.
Is this an AI product? What does it do unsupervised?
CSPify is quote-to-bill automation with AI assistance built in, not an AI wrapper. The assistant answers from your own account data and can prepare drafts — and it does nothing unsupervised: every side-effectful action waits for your confirmation and is audited.
Pick a plan. Check out. It's yours.
Pick a plan, check out with Stripe, and your workspace provisions automatically — no sales call. Quote-to-bill automation for Microsoft CSP resellers · cspify.com · @getcspify · Australia
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