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Companial Integration

Companial billing, unified in one revenue operations platform.

Bring your Companial subscriptions, customers, products, and invoices into Work 365, then run billing and reconciliation from the same engine as the rest of your business.

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See how it works
Two-way syncNative to MicrosoftMulti-currency
Companial data syncing into Work 365
Companial icon — replace with real logo
CompanialSubscriptions, invoices, products
Synced
↓ Reconciled in Work 365
Work 365 icon — replace with real logo
Work 365Reconcile, price, invoice
Processing
↓ Invoice generated automatically
✓
Your customersAccurate, on-time billing
Billed
1Native connector
2-waySync direction
0Manual re-entry

Two-Way Sync

Customers, subscriptions, changes, products, and provider invoices flow between Companial and Work 365. Supported changes made in Work 365 are sent back.

Reconcile with Confidence

Companial provider invoices import each cycle and match against your customer billing, so the numbers you invoice on hold up.

Native to Microsoft

Built on the Microsoft Power Platform. Your billing lives where your business already runs.

Multi-currency by Default

Bill partners across regions in their own currency from a single Work 365 instance.

What syncs

Every entity between Companial and your billing, connected.

Work 365 syncs the full subscription lifecycle with Companial, not just a one-time import.

Customers and accounts

Match Companial accounts to your CRM accounts for clean billing relationships.

Subscriptions and changes

New subscriptions, seat changes, renewals, cancellations, suspension, and reactivation. No manual entry.

Products and catalog

Companial product and subscription data sync so your catalog and billing stay aligned.

Markup, pricing and currency

Your pricing applies to every Companial line, with currencies matched to your CRM automatically.

How it works

Set up once. Runs every billing cycle.

Four steps in the Work 365 Admin Hub. Once live, data syncs automatically each cycle.

Step 1

Connect

Add Companial as a provider in Admin Hub with your credentials.

Step 2

Sync

Match accounts to your CRM and pull all active subscriptions and products.

Step 3

Reconcile

Companial charges match against customer billing, with markup applied.

Step 4

Bill

Accurate customer invoices generate automatically on your schedule.

Proof

What billing automation looks like when it works.

300%
CSP revenue growth, flat headcount

Innovia Consulting grew CSP revenue while keeping the same operations team in place.

Innovia Consulting
15,000+
subscriptions managed

“Work 365 brings standardisation irrespective of who the supplier is.” Paula McTeer, Head of Finance Operations, TSG

TSG
One
consolidated customer invoice

Subscriptions from Companial and every other provider feed a single billing engine and a single invoice.

Work 365 platform
Common questions

Frequently asked questions

Does Work 365 integrate with Companial?+

Yes. Work 365 connects with Companial to sync customers, subscriptions, products, and provider invoices. Supported subscription changes made in Work 365 are sent back to Companial.

What can I manage for Companial subscriptions?+

Subscription actions including seat changes, suspension, reactivation, cancellation, and renewals for supported Companial products. Supported functionality may vary by product, region, and provider configuration.

Can I run Companial alongside other distributors?+

Yes. Work 365 supports multiple distributors in one instance, including Ingram Micro, Pax8, TD SYNNEX, Crayon, and Companial. Subscriptions from every source feed one billing engine and a single consolidated invoice.

How does reconciliation work with Companial?+

Companial provider invoices import each cycle and match against your customer billing with your pricing and markup applied, so you can invoice accurately without manual re-entry.

Is the Companial integration included with Work 365?+

Yes. The Companial integration is included with Work 365, which starts at $699 per month. No separate connector license is required.

The wider platform

Companial is one connector in a full revenue and operations platform

The Companial integration is one piece of Work 365, the revenue and operations platform for Microsoft CSP partners.

CSP Billing and ReconciliationAutomated invoicing, margin pricing, and reconciliation across every provider you sell through.Explore →
Provisioning and SubscriptionManage subscriptions, terms, and renewals across direct and indirect business in one place.Explore →
Engen self-serviceGive customers a storefront for upgrades, renewals, and seat changes without raising a ticket.Explore →

The Companial integration is included with Work 365, which starts at $699 per month. No separate connector license is required.

Companial subscriptions. Work 365 billing. One connected platform.

Book a 30 minute walkthrough and see the Companial integration live, from subscription sync to customer invoice generation.

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