Who it's for
Built for Microsoft CSP partners.
You're an established indirect reseller — live in the Microsoft CSP program, transacting through Dicker Data, billing through Business Central or Xero, and running the commercial workflow in spreadsheets today. CSPify is the quote-to-bill layer for the work your team already does every day.
Hundreds of active M365 subscriptions · Dozens of customer tenants · Monthly distributor transactions · Renewals in a spreadsheet
Two ways in
Sell licences — or just manage them.
The same engine serves two kinds of teams. Pick the one that sounds like yours.
Commercial CSP resellers & MSPs
You sell Microsoft 365 for margin.
- Margin-aware quoting from your own price book
- A white-label portal your customers sign in to
- Provisioning through Dicker Data, payment-gated
- Billing, reconciliation and renewals on one record
IT departments & licence managers
You manage licences and costs for your own organisation.
- One register of subscriptions across your tenants
- Quotes and orders with an approval trail your auditors will like
- Renewal reminders before the invoice lands
- Spend visibility without margin noise
Personas
Pick your chair.
Four roles, one shared week. See what changes when the platform sits underneath the work.
The owner / commercial director
Usually: also owns the distributor relationship
You sign the invoices and wear the risk.
- Margin decided on gut feel
- Renewal revenue forecast in your head
- Portfolio questions answered by inbox search
Before
| margin | gut feel |
| quotes priced | from last month's list |
| portfolio view | inbox search |
| accountability | “who sent that?” |
With CSPify
| margin | labelled + floor-warned |
| quotes | priced from your book |
| portfolio view | register + reports |
| accountability | every action audited |
Reconciled revenue you can stand behind.
The operations / licensing lead
Usually: owns the price book and the distributor queue
You turn requests into quotes all day.
- SKU lookups, ten times a day
- Proration math by hand
- The same quote, rebuilt, again
Before
| request → quote | 35 min, by hand |
| SKU match | manual |
| proration | calculator + hope |
| handover to provisioning | re-keyed |
With CSPify
| request → draft quote | minutes, you approve |
| SKU match | catalog + suggestions |
| proration | handled to the day |
| handover | approved → queued |
Less manual admin. More actual operations.
The billing manager
Usually: owns the ledger and the month-end
Month-end is a reconciliation marathon.
- Three exports, one VLOOKUP, no confidence
- GST checks at 9pm
- Credit notes for last month's mistakes
Before
| exports to match | 3 |
| rows to eyeball | 300+ |
| drift found by | the customer |
| payment allocation | manual, unapproved |
With CSPify
| ledger data | synced from BC |
| exceptions | short triage queue |
| drift | flagged by sweeps |
| allocation | match → approve |
Fewer billing errors. A shorter month-end.
The account manager
Usually: owns the customer relationship and renewals
Customers expect answers in minutes.
- Quotes that take two days
- Renewals discovered on the distributor invoice
- Price conversations with no numbers
Before
| quote turnaround | 2 days |
| renewal notice | 0 days |
| upsell | guesswork |
| price confidence | low |
With CSPify
| quote turnaround | same meeting |
| renewal notice | scheduled reminders |
| upsell | lines from history |
| price confidence | margin + source |
Fast answers, margin-safe quotes, no renewal surprises.
Your stack
Runs alongside the tools you already transact with.
No rip-and-replace. CSPify slots between your distributor, Microsoft, and your ledger — and removes the manual layer in the middle.
Distributor · Provisioning & sync
Approved quotes queue as provisioning operations. Subscriptions and contract prices sync back — records change only after Dicker confirms.
Microsoft · Consented tenant reads
Licence Health Checks run over a read-only, 30-day, revocable GDAP connection — consented in Microsoft's own flow, per tenant.
Accounting · Ledger of record
Customers, contacts, invoices and ledger entries sync in on schedule. Your ledger stays yours — CSPify reconciles against it.
Payments · Signup & card
Self-serve signup checkout (card or AU bank debit) and card payment on open invoices. CSPify never sees card details.
Identity · Sign-in
Work-account SSO — your team and your customers sign in with their Microsoft 365 accounts. OpenID Connect with PKCE, per-tenant sessions.
Accounting · Coming soon
Xero export is on the roadmap. Until then, Xero shops keep their ledger as-is — CSPify's documents are export-clean.
The manual layer — removed
- QUOTE SPREADSHEET V27_FINAL(2).XLSX
- PRORATION CALCULATOR TAB
- RENEWALS.CSV
- “DID WE BILL THAT?” INBOX SEARCH
- MONTH-END VLOOKUP
CSPify works alongside your distributor — it doesn't replace them. Not affiliated with Microsoft, Dicker Data, Stripe, or Xero.
Straight answers
Not for you if…
CSPify is deliberately narrow. We'd rather you self-select out here than churn in month two.
Not for you if…
- You sell mostly non-Microsoft licensing — our depth is Microsoft 365
- You want a full accounting system — keep Business Central or Xero, we'll reconcile against it
- You want a generic MSP platform — CSPify is deliberately narrow: quote-to-bill for Microsoft CSP resellers
- You need a distributor other than Dicker Data today — we're Dicker-only at launch, by design
- You need SOC 2 on paper today — certifications are on the roadmap, and we won't pretend otherwise
Built for you if…
- You're a published Microsoft CSP indirect reseller transacting through Dicker Data
- You manage hundreds of Microsoft 365 subscriptions across dozens of tenants
- Quoting, billing and renewals eat your team's week
- You bill through Business Central (or Xero — export coming soon)
- You want your customers on a branded portal under your domain
- You want approvals and an audit trail, not another dashboard
Built for your stack. Running on this site.
Bring your real quotes, your real subscriptions and your real month-end — and run them through CSPify on a month-to-month plan. If you're earlier in the journey than we built for, the who-it's-for list above will tell you honestly.
Get started