The platform · Built for Microsoft CSP resellers
Everything between the request and reconciled revenue.
One platform across Quote · Provision · Bill · Reconcile · Renew — a white-label customer portal in front, a governed commerce engine behind it, and an audit trail underneath all of it.
CSPify is built for Microsoft CSP resellers — not affiliated with Microsoft.
One record, five stages — approvals and audit at every step
Quote
Margin-safe quote, priced from your book
Draft
Provision
Queued with Dicker Data, confirmed before records move
Queued
Bill
Invoices that trace back to the quote
Sent
Reconcile
Matched against your ledger, drift flagged
Matched
Renew
On the register, reminders scheduled
Scheduled
One system — context carries across the pipeline
AI, where it helps
An assistant that knows your account — and asks first.
Not a chatbot bolted on. The portal assistant is grounded in your own account data, wired to the same governed services as the UI, and every side-effectful action waits for a human.
Answers from your data
Subscriptions, spend snapshot, upcoming invoices, invoice comparison, ledger search, renewals, quote status — with auth-gated deep links straight to the page in question.
Request → draft quote
Paste a free-text licence request. The assistant matches SKUs against the 26,000+ item catalog and prepares an Instant Quote draft — server-priced from your price book, never priced by the model.
Confirmation-gated & governed
Sending a quote approval email or requesting a provisioning draft requires an explicit yes, every time — with per-account entitlement, quotas and AI packs, prompt shielding, rate limits, and every tool call recorded in the audit trail.
MCP gateway. Bring your own AI agent: CSPify exposes a Model Context Protocol endpoint — OAuth-secured, rate-limited, tenant-scoped and fully audited — so external agents can work with quotes, invoices and subscriptions under the same rules as a signed-in user.
AI-assisted workflow, not an AI-branded platform: it drafts, you approve, everything is on the record.
01 · Quote
Margin-safe Microsoft 365 quotes.
The quote is where margin is made or lost. CSPify prices from your price book — not from memory — and labels every line so nothing leaks.
- 26,000+ SKU Microsoft catalog — searchable, with AUD and NZD price lists and customer price groups
- Price book cascade — platform, program, reseller and account margins applied in order; per-customer overrides where you need them
- Honest pricing model — sell = cost × (1 + margin); RRP is guidance with an over-RRP indicator, and an unpriceable line never silently quotes $0
- Margin floor warnings — lines below your configured floor are flagged before the quote moves
- Instant Quote & quote builder — from a fast draft to full line-item control, with suggested lines from the customer's history
- Change quotes — seat changes on a live subscription carried as a quote, with a server-computed price floor
- White-label quote PDF — your logo and terms, emailed for approval; multi-level approval workflow (self, reseller, program)
- Audit history — every edit, override, approval and send, logged
Replaces: QUOTES REBUILT FROM LAST MONTH'S SPREADSHEET → QUOTES IN MINUTES, MARGIN VISIBLE
02 · Provision
From approved quote to provisioned subscription.
An approved quote shouldn't die in an inbox. CSPify converts it to an order and hands it to the Dicker Data queue — payment-gated, confirmed, and impossible to double-run.
- Dicker Data provisioning queue — create, seat changes, suspend, resume, cancel, auto-renew and renewal options, all as queued operations with visible status
- Deferred-apply safety — local records change only after the provider confirms the outcome
- Idempotent retry — a retried job reuses the original idempotency key; it can never provision twice
- Payment-gated fulfilment — provisioning proceeds when payment clears, and a “paid but not provisioned” watchlist catches anything stuck
- Tenant onboarding — create or associate Microsoft tenants, with Microsoft Customer Agreement attestation captured in the flow
- Proration handled — mid-term adds and reductions credited to the day
- Notifications — provisioning success, failure and queue alerts, deep-linked to the subscription
Replaces: RE-KEYING QUOTES INTO DISTRIBUTOR PORTALS → APPROVED → QUEUED IN ONE STEP
03 · Bill
Billing that matches the math.
Proration, GST, price source — every invoice line traces back to the quote and the subscription. Fewer billing errors, fewer awkward credit notes.
- Billing runs — period billing generated on schedule, with document number series your accountant will recognise
- Accurate proration & GST — calculated per line, shown per line, with tax-exempt flags where they apply
- White-label documents — invoices carry your logo, terms and bank details, not ours
- Card payment available — customers can pay open invoices by card through Stripe checkout
- Credits & partial payments — account credit balances, partial allocations, and remittance evidence kept with the payment
- Collection discipline — invoice collection policies, overdue scans and reminder notifications
Replaces: 9PM GST DOUBLE-CHECKS → INVOICES THAT RECONCILE THE FIRST TIME
04 · Reconcile
Reconciled revenue, swept on schedule.
Month-end becomes a review, not an investigation. CSPify syncs your accounting data in, matches payments through an approved path, and flags drift against provider truth.
- Business Central sync — companies, customers, contacts, invoices and ledger entries sync in on schedule; your ledger stays the system of record
- Bank reconciliation loop — payments matched, approved, allocated — and only then does provisioning release
- Subscription drift detection — scheduled sweeps compare local records against distributor truth and flag mismatches for review
- Unmatched-payment triage — a short queue of exceptions instead of three exports and a VLOOKUP
- Reconciliation screens — billing reconciliation views built for review, with every flag traceable to its source records
Replaces: VLOOKUP ACROSS THREE EXPORTS → AN EXCEPTIONS QUEUE YOU CLEAR OVER COFFEE
05 · Renew
Renewals on the record.
Renewal is where CSP margin quietly erodes. CSPify keeps every renewal on a register with reminders scheduled ahead of the date.
- Renewals register — dates, terms and status across the whole portfolio, in one admin board
- Scheduled reminder alerts — a daily job raises renewal reminders ahead of time, deep-linked to the subscription
- Auto-renew & renewal options — managed as first-class Dicker Data operations, not a spreadsheet column
- Quote expiration scans — sent quotes past their expiry are closed out and notified, so the pipeline stays honest
- Spend alerts — account spend-threshold warnings before the bill becomes a surprise
Replaces: DISCOVERING RENEWALS ON THE DISTRIBUTOR INVOICE → A REGISTER WITH REMINDERS SET
The portal
A white-label portal your customers sign in to.
Every partner gets a branded customer portal on their own domain — a selling point your competitors can't match with a PDF and an inbox.
Dashboard & onboarding
Outstanding balance, tenants, active subscriptions, draft quotes — with a guided getting-started checklist.
Subscriptions & tenants
Per-tenant subscription views, plan changes, and Microsoft tenant onboarding with agreement attestation.
Quotes & approvals
Customers browse the catalog, raise instant quotes, and approve orders — self-approval where your policy allows it.
Invoices, payments & ledger
Invoice and payment history, card payment on open invoices, account ledger and trial balance views.
Reports
Spend snapshots for customers; portfolio overview, AR aging and operational alerts for resellers; program-level roll-ups above that.
Team & roles
Invite users with Admin, Billing owner, Subscription admin or Read-only roles — plus site-wide search and support cases.
Reseller staff get a managed-customer picker and audited “act as customer” with read-only enforcement.
Control
Built for review, not blind trust.
Approvals gate the workflow. The audit trail records it. That's the model a billing manager can defend.
- Approval workflow — multi-level quote approvals: self-approve where policy allows, reseller and program sign-off where it doesn't
- Quote audit history — versions, overrides, approvals, sends
- Payment approvals — bank-reconciliation allocations go through an approve step before provisioning releases
- Everything logged — every create, edit and delete on commercial records, with correlation IDs; “acting as” sessions labelled; AI and MCP tool calls audited
Draft → Review → Approved
Nothing sends, provisions, or bills without review.
Audit trail — a working day
| Time | Actor | Action | Status |
|---|---|---|---|
| 14:26 | R.PRASAD | APPROVED QUOTE #1043 → MERIDIAN HEALTH · $2,184.00 + GST MARGIN LABELLED · SOURCE: CONTRACT PRICE | Approved |
| 14:02 | K.LIM | SENT QUOTE #1042 → HARBOUR & FINCH · $1,417.20 + GST WHITE-LABEL PDF · EMAILED FOR APPROVAL | Sent |
| 13:58 | SYSTEM | BC INVOICE SYNC COMPLETE · 212 LINES · 0 ERRORS BUSINESS CENTRAL · SCHEDULED SYNC | Synced |
| 11:47 | SYSTEM | DRIFT FLAGGED · 36 BILLED VS 38 PROVIDER SEATS SUBSCRIPTION RECONCILIATION SWEEP · REVIEW | Flagged |
| 09:14 | J.TUI | ALLOCATED PAYMENT $951.72 → INV-1041 BANK RECONCILIATION · APPROVED ALLOCATION | Allocated |
| 09:02 | SYSTEM | RENEWAL REMINDERS SENT · 12 SUBSCRIPTIONS DEEP-LINKED TO EACH SUBSCRIPTION | Notified |
Illustrative day — the event types, approval gates and audit coverage are the real product
Security & data
Your customers' data, scoped and accounted for.
PARTNER
Your CSP practice
CUSTOMER
Each of your customers — isolated
CONNECTED TENANT
Their Microsoft 365 tenant — consented access only
One customer's data never touches another's.
CSPify handles the commercial workflow data of your CSP practice — quotes, subscriptions, invoices, reconciliation results. Access follows strict Partner → Customer → Connected Tenant scoping, enforced server-side on every API call, and every read that matters lands in the audit log.
Hard tenant isolation
Claims-based boundary enforcement plus policy checks on every API — proven by a dedicated adversarial isolation suite. Even platform admin accounts are denied portals they aren't granted.
Microsoft-native identity
OpenID Connect with PKCE, “Sign in with your Microsoft 365 account”, per-tenant sessions, anti-forgery everywhere.
Consented tenant access
Licence Health Check connections use a read-only, 30-day, revocable Microsoft GDAP relationship — approved inside Microsoft's own consent flow. We never see passwords.
Hardened by default
TLS everywhere, HSTS, strict Content-Security-Policy with per-request nonces. Hosted in Microsoft Azure, Australia East.
Human approval gates
AI output is always a draft or a suggestion. Sending, provisioning and billing require a person.
Engineering discipline
6,300+ automated tests, including governance suites that fail the build if a security control is weakened.
Formal certifications (e.g. SOC 2) are on the roadmap. We don't claim them today.
Deliberately narrow
What CSPify is not.
Focus is the feature. CSPify does one job — quote-to-bill for Microsoft CSP resellers — and leaves the rest to the tools you already trust.
- Not a generic MSP platform. Depth in Microsoft 365 CSP quote-to-bill, not breadth across every MSP workflow.
- Not a distributor replacement. Dicker Data stays your source of supply and cost. CSPify works alongside them — Dicker-only at launch, by design.
- Not a full accounting system. Business Central (or Xero, coming soon) stays the ledger of record; CSPify feeds it accurate documents and reconciles against it.
- Not a generic AI wrapper. AI assistance is wired into specific quote-to-bill jobs, behind approvals — not a chat box bolted on.
- Not hands-free. The platform automates the admin; your team keeps every decision. That's deliberate, and it's enforced in code.
See it on your own domain.
The fastest way to judge a platform is against real work. Start self-serve, load your price book, and put your next quote, invoice and renewal through CSPify.
Get started