BillingReconcileData Explorer
Billing & Invoices
Billing & Invoices is where your reconciliation work becomes actionable. This page brings together reconciled invoices, discrepancy details, flagged services, and inactive seats so your team can understand billing impact and decide what needs attention.
The main section: Reconciled invoices
The reconciled invoices table is the main working area on this page. It gives you a client-by-client view of how PSA-side billing compares to integration-side usage.
Common columns include seat count, service count, discrepancy count, discrepancy amount, and billing cycle details. These help your team quickly identify which clients need review and how large the impact may be.
Filters and discrepancy types
Filters help narrow the table to the exact issues you want to investigate. You can filter by integration or by discrepancy type depending on whether you are focusing on a particular connector or a particular class of billing issue.
In plain terms, calculated discrepancies are based on hard values the platform can directly derive from connected data. Estimated discrepancies rely on logic the platform uses when an exact value is not available. Unmapped discrepancies refer to integration-side usage that does not have a matching PSA-side billing item. Unaccounted discrepancies usually point to usage that was not captured by any current mapping rule.
Opening a client for full detail
Clicking a client opens a deeper breakdown of the reconciliation. This is where users can see which PSA billing services were mapped to which integrations, how the system count was derived, the invoiced quantity, the unit rate, and the dollar value of the revenue impact.
The detail view also helps distinguish between hard values pulled directly from the PSA and values that were estimated by the platform. Tooltips and inline descriptions are there to clarify these fields and make review easier for accountants, operators, and service teams.
Supporting tabs inside the detail view
The integrations tab shows which systems are contributing data for that client. The seats tab helps validate the underlying usage records. The services tab shows what the client is being billed for on the PSA side.
Taken together, these tabs make it much easier to understand whether an issue is caused by sync freshness, client mapping, service mapping, or a real billing gap.
Flagged services
Flagged services highlight billing items that need review for reasons such as missing unit price, inconsistent pricing on the same invoice, or other validation concerns. These flags help catch issues before they quietly distort billing review.
Inactive seats
Inactive seats surface usage records that have not been active for an extended period, such as more than three weeks. This helps identify billable items that may no longer reflect real usage.
How most teams use this page
- Filter for the most important discrepancy type or integration.
- Open the highest-impact clients first.
- Use the detailed breakdown to understand why the discrepancy exists.
- Adjust client mapping or service mapping if setup is the root cause.
- Use the findings to guide billing review, credits, or follow-up actions.