Available integration guide
Petra Security Billing Reconciliation for MSPs
BillingReconcile supports Petra Security as a read-oriented source for billing review. MSP teams can review per-tenant monthly billable-user quantities and reporting-date context beside PSA billing context before deciding whether a difference needs action.
What Petra Security contributes to billing review
Petra Security can provide tenant usage context for recurring billing review. The useful comparison depends on the services your MSP sells and which supported records are available to the connected account.
BillingReconcile keeps source evidence and billed quantities together for review. It does not treat every difference as proof that an invoice is wrong.
Data categories that may be reviewed
Petra and Microsoft tenant IDs
Monthly billable users and total licensed users
Service, paused state, billing status, and proration context
Common differences worth investigating
Reported monthly billable users differ from a PSA service quantity
A paused, trial, or NFR tenant needs billing-policy review
The source reporting date differs from the invoice period
A review-first sequence
- 1
Connect the supported PSA and operational source with appropriate authorization.
- 2
Confirm that the customer account and billed service correspond across systems.
- 3
Compare the billed quantity against the relevant source count.
- 4
Investigate timing, mapping, lifecycle, and agreement context.
- 5
Have an authorized person decide whether billing, mapping, or source data should change.
Human review and read-only boundaries
BillingReconcile's current reconciliation workflow is read-oriented. It organizes comparisons and supporting evidence without silently changing invoices or third-party records.
A person who understands the agreement and billing policy remains responsible for the final decision.
Connector scope
Available Petra Security records vary by vendor plan, account configuration, permissions, and API changes. BillingReconcile confirms the data needed for the agreed billing model during onboarding. Product-specific setup instructions remain in the signed-in Help Center.
Related guides
Continue the billing review workflow
FAQ
Questions MSP teams ask
Discuss Petra Security billing reconciliation
Review the quantities your MSP bills, the supported records available from the source, and the onboarding scope with BillingReconcile.