Dive Brief:
- Sherweb connected its cloud marketplace to HaloPSA’s professional services automation platform last week, expanding its back-office support for IT service providers. The integration replaces manual account reconciliations and daily syncs with real-time data, the companies said in an announcement.
- Purchases made through Sherweb, including services and licenses, flow directly into the PSA platform under the correct customer record, reducing billing errors that occur when subscription data changes faster than system updates, per the release.
- “One of our core value propositions as a CSP is that we’re a billing aggregator,” Rick Stern, senior director of platform at Sherweb, told Channel Dive. “That means making sure data flows correctly from Sherweb into whatever tools MSPs use to run their business.”
Dive Insight:
PSA platforms are where MSP operations eventually become invoices. If license counts, cloud consumption data or software subscription changes are delayed or wrong, the error usually shows up on the bill — and then in an uncomfortable client conversation.
Billing complexity is not new for MSPs, but it has become more difficult as clients use a mix of fixed-monthly contracts and pay-as-you-go services in hybrid cloud environments. Each license change must be tracked correctly. A delay of even one day can create reconciliation work, especially when an MSP is preparing invoices before the latest subscription changes have been processed.
The HaloPSA integration eliminates lag time, logging purchases and other billables as soon as they are generated.
“‘Native’ describes how deeply the integration is built,” Stern said. “It’s a direct, event-driven connection between Sherweb’s billing infrastructure and HaloPSA, not a middleware layer or scheduled data pull.”
With a daily sync, a license added, changed or canceled during business hours might not show up in a PSA until the following morning. Stern said the lag forces MSPs to log on to multiple platforms, cross-reference records and manually correct errors before invoices go out.
The integration also supports several billing scenarios MSPs commonly face — think pre-bill and post-bill invoicing, yearly Microsoft licenses billed monthly, bulk upfront payments and Azure subscription usage. Azure details, including meters, effective dates and consumption, flow into HaloPSA directly rather than requiring a separate reconciliation process.
“Most billing failures happen in the gap between when something changes and when that change actually shows up somewhere actionable,” Stern said. “This closes that gap, and then also goes a step further: errors are surfaced automatically before they become billing discrepancies, so MSPs are notified the moment something needs attention rather than discovering it when a client calls about a wrong invoice.”
Stern offered the example of an MSP managing a healthcare client on Microsoft 365 through Sherweb while using HaloPSA. If the client onboards 12 employees and offboards four mid-month, a scheduled-sync model would have required manually reconciling proration, tracking unmapped SKUs and correcting mistakes after an incorrect invoice has already gone out. Now, “every add and remove flows into HaloPSA in real time,” Stern explained. “Quantities update, proration calculates automatically and if a new SKU isn't mapped yet, the integration flags it in the activity log and notifies the MSP before the recurring invoice goes out. The problem gets caught and fixed at the source, not on the customer’s invoice.”
The integration further sharpens Sherweb’s channel strategy as it moves beyond its traditional CSP role. The company recently expanded into the UK, where HaloPSA is based, and secured a $125 million investment from Investissement Québec to fund global growth. Stern said Sherweb began conversations with HaloPSA about a year ago as the PSA provider, too, gained momentum, particularly in the UK.
“When we entered that market, our new partners were already using the platform, which made the alignment immediate and practical,” Stern said.
HaloPSA has been gaining ground in the PSA market as MSPs look for platforms that reduce manual service desk work and support more complex operations. Channel Dive sister company Omdia recently named the company one of its RMM and PSA platform leaders, noting its growth, specialist focus and AI features aimed at ticket forecasting, categorization and automated acknowledgments.
Sherweb, too, sees HaloPSA gaining traction among mid-market and growth-stage MSPs, the same segments Sherweb is targeting. The provider added to its engineering team and bulked up product innovation resources around PSA integrations, Stern said.
“Sherweb being the first CSP to build a native integration with HaloPSA is meaningful for partners evaluating PSA platforms,” Stern said. “It signals that the connection is built for how cloud-heavy MSP operations actually work. For Sherweb, it reinforces that we’re building the infrastructure MSP operations run on, not just selling licenses.”
