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Be Customer Zero Built and proven on Microsoft Power Platform Customer Zero Power Platform
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About Work 365

We build the operating system for Microsoft CSP revenue, so accuracy scales as fast as you do.

Work 365 is the revenue and operations platform for modern Microsoft CSPs, unifying subscription, usage, and services billing on the Microsoft Power Platform.

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Founded 2018Reston, VirginiaPart of IOTAP25+ countriesSOC 2 audited
$1.2B+
Billed annually
100,000+
Active subscriptions
25+
Countries
2018
Operating since
Why we exist

Work 365 was born out of our own need. As a Microsoft Cloud Solution Provider ourselves at IOTAP, we needed to scale and grow recurring revenue, and went looking for an application that would:

  1. Give us a holistic view of the customer relationship
  2. Give us access and control over our own data
  3. Price itself in a way that reflects the value it delivers
  4. Allow for extensions and modifications, putting control back with the user
  5. Put the customer at the center

When we couldn't find it, we built it ourselves, and released Work 365 in early 2018. Today our team is global, made up of people who bring technical expertise and client empathy in equal measure, with a touch of nerdy humor. The cloud keeps revolutionizing how technology businesses operate; Work 365 exists to help IT companies scale with it.

Work 365 connects with Partner Center, PSA systems, accounting platforms, and Power Platform apps, delivering transparency and control across the entire revenue lifecycle.

We built the platform we wished we'd had when we were running a CSP business ourselves.

Founding team, IOTAP

Our mission is to be the leading provider of business solutions for companies generating revenue through a recurring subscription model.

Who we are

For our customers and users, we deliver:

✓

Business transformation opportunities to sell and bill for products and services the way partners want to

✓

A platform and culture built for scale and growth

✓

Better customer experiences, end to end

✓

Value created by growing recurring revenue

✓

Job satisfaction for our team, by removing mundane, repetitive work

What sets us apart

Specialized where it counts, at CSP scale.

Deep Microsoft specialization

We are not a generic billing platform. Work 365 is built specifically for Microsoft CSPs and multi-stream cloud partners, native to the Power Platform with deep alignment to Partner Center, Dynamics 365, and Microsoft's evolving licensing model.

A unified revenue engine

From catalog management to subscription lifecycle, Azure usage, renewals, pricing, and customer experience, your entire revenue ecosystem runs through a single operational backbone.

Proven scale and maturity

With more than $1.2B in revenue billed annually across 100,000+ active subscriptions, Work 365 is proven in some of the world's most complex CSP environments.

Partnership beyond software

We deliver more than a platform. We partner through onboarding, best practices, training, billing operations as a service, and continuous alignment to Microsoft's roadmap.

Enterprise ready, without the complexity

Power Platform native architecture, extensible workflows, secure integrations, audit trails, analytics-ready data, and total control over your own environment.

Aligned to Microsoft's roadmap

As Microsoft's commerce, licensing, and AI capabilities evolve, Work 365 keeps pace, so your operations stay current with the platform you build on. See our technology.

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Browse integrations
Our history

From operators to platform.

A brief history of how Work 365 came to run inside some of the world's most complex CSP environments.

2018
Founded inside IOTAP
Built by operators who had run CSP businesses themselves, on the Microsoft Power Platform from day one.
2019 to 2022
Deepening the platform
Native integrations with Partner Center, Dynamics 365 Business Central, Customer Engagement, and Finance and Operations.
2023
SOC 2 audited
Independent audit of security controls, formalizing the trust enterprise finance and security teams require.
2024
Recognized on the Inc. 5000
Growth driven by partners scaling their CSP operations on Work 365 across 25+ countries.
2025
Infinity Group named Microsoft Partner of the Year
A Work 365 customer earned Microsoft Frontier Partner recognition and Partner of the Year for Business Central, running its revenue operations on our platform. Read the story →
Today
$1.2B+ billed annually
Across 100,000+ active subscriptions, with over a million subscription charges processed every year.
What drives us

We think of ourselves as CABEG heads.

Pronounced "cabbage." Five commitments that shape every roadmap decision, every customer conversation, and every hire.

C

Courage & Confidence

Act with courage and confidence, even when the easy path is to stay quiet.

A

Accountability

Ownership for our personal and professional selves, no hand-waving.

B

Be Fair

Fair in all our dealings, with customers and each other.

E

Empathy

Consideration for the impact and influence we have on others.

G

Growth Mindset

Growth-minded, always. We keep learning, shipping, and raising the bar for our partners.

There you have it, CABEG. We throw a (virtual) CABEG at each other to remind ourselves of these values.

Security & trust

Built to pass enterprise security review.

Enterprise finance and security teams need evidence, not adjectives. Work 365 runs inside your own Microsoft environment and inherits the controls of the Microsoft cloud.

✓

SOC 2 audited

Independently audited controls. Reports available to evaluators on request under NDA.

✓

Your data in your tenant

Work 365 does not host your customer or billing data, so residency and ownership stay with you.

✓

Access governance

Role-based access and GDAP-aware delegated administration.

✓

Full audit trails

Every revenue event and change is logged, traceable by finance and audit teams.

✓

Microsoft-grade identity

Identity, encryption, and compliance inherited from Microsoft Entra ID.

✓

Proven at scale

$1.2B+ billed annually, 100,000+ active subscriptions, one platform.

SOC 2Inc. 5000Built on Microsoft Power PlatformData residency in your tenant
Global by default

Built to operate across borders.

Work 365 supports partners operating across multiple entities, geographies, and currencies.

United StatesCanadaUnited KingdomNetherlandsEuropean Union25+ countries total

Multi-currency, multi-entity, and multi-language, with 7 languages supported out of the box.

How we support you
✓

Region-based customer success. Named CSMs aligned to your region and time zone.

✓

Live Office Hours and masterclasses. Direct access to product experts, every week.

✓

Guided onboarding and implementation. Structured go-live, not a hand-off to docs.

✓

Billing operations as a managed service. Run your billing with us, or have us run it for you.

Who it's for

Built for every seat at the table.

For CTOs

Unified revenue data, predictable automation, and a foundation ready for AI.

Learn more →
For licensing & billing

Accurate subscription management, consistent pricing, and streamlined renewals.

Learn more →
For finance leaders

Close revenue leakage, simplify reconciliation, and accelerate billing cycles.

Learn more →
For security & compliance

SOC 2 controls, data residency in your tenant, scoped access, and full audit trails.

Learn more →
For executives

A scalable platform aligned to Microsoft's roadmap and the modern CSP operating model.

Learn more →
Time to value

Scale your cloud services, on a predictable clock.

2wks
To deploy
30days
To see results
3mo
To ROI
Social proof

Trusted by leading Microsoft partners.

“Removing manual, error-prone processes plugged revenue leakage by 2 to 3%. We recovered the cost in the first three months.”
GadellNet
“We grew our CSP business 300% without adding headcount. Work 365 gave us the operational backbone to scale.”
Innovia Consulting
“It is not just about having a tool that works. It is about having one that works exactly how we need it to.”
Heartland Business Systems
InnoviaGadellNetInfinity GroupHeartland

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Read customer stories
Customer story

From a billing fix to a Microsoft Frontier Partner.

Infinity Group modernized its CSP billing on Work 365, moved off its previous tool, and kept growing without adding headcount. Running its revenue operations on a Power Platform foundation, Infinity Group became its own Customer Zero for AI and earned Microsoft Frontier Partner recognition, and was named Microsoft Partner of the Year for Business Central in 2025.

Our billing manager retired, and we did not have to replace her. We can now grow revenue through Work 365 without increasing headcount.
Infinity Group UKMicrosoft Frontier Partner · runs indirect via Pax8
See the Frontier Partner storyRead the case study
Microsoft Partner of the Year
Business Central, 2025
Microsoft Frontier Partner
AI-first partner recognition
Grew without adding headcount
Displaced its prior billing tool
Customer Zero for AI
Adopted first, then advised its own customers
Our team

A team built for impact.

Work 365 operates at the intersection of product innovation, operational rigor, and deep Microsoft ecosystem expertise. Our leadership brings decades of combined experience across cloud transformation, subscription operations, and enterprise implementation.

Leadership name
Chief Executive Officer
Leadership name
Growth & Go-to-Market
Leadership name
Product & Engineering
Leadership name
Customer Success

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FAQ

Questions enterprise teams ask.

Where does my data live?+
Your customer and billing data stays in your own Microsoft environment. Work 365 runs on the Microsoft Power Platform inside your tenant, so residency and ownership stay with you. See our technology for the full architecture.
Is Work 365 secure and audited?+
Yes. Work 365 is SOC 2 audited and inherits Microsoft cloud security, with role-based access, GDAP-aware delegated administration, and full audit trails. The current SOC 2 report is available to evaluators on request under NDA.
What is Work 365 built on, and do I need Dynamics 365?+
Work 365 is built on the Microsoft Power Platform and runs as a standalone Power App, so Dynamics 365 is optional, not required. It integrates deeply with Dynamics 365 Business Central, Customer Engagement, and Finance and Operations when you use them. See integrations.
Which countries and currencies does Work 365 support?+
Work 365 supports multiple currencies, languages, and regions out of the box, with 7 languages and partners operating across more than 25 countries.
How do you support enterprise customers?+
With region-based customer success managers, live Office Hours and masterclasses, guided onboarding and implementation, and billing operations as a managed service. Talk to our team.
How large is Work 365?+
Work 365 is trusted with more than $1.2B in revenue billed annually across 100,000+ active subscriptions, and is part of IOTAP, operating since 2018.
Join us / Get started

We're expanding across engineering, customer success, product, and go-to-market.

Whether you're an experienced professional or early in your career, we'd love to hear from you. If you'd rather see Work 365 in action, we're happy to show you around.

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