Automate your recurring business finances and step up from the manual excel workload.

Avoid time-consuming manual finance operational activities with intelligent billing & invoicing automation software. Get better visibility over accounts payable and track business health with real-time analytics.

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Drive more productivity to recurring business with billing and invoicing automation for your SaaS Finance Operation. Always be billing!

Boost operational and business efficiency

Manage flexible payment and credit hold terms, process refunds, and discounts, and grow your business by integrating your finance system with Work 365.

Improve visibility across business transactions

Schedule and automate invoicing customers on time, every time! Easily analyze and track business transactions, licenses sold, invoices generated, and payment collection with Work 365 intelligent reporting.

Automate invoicing to scale recurring revenue

Reduce manual financial operation efforts with an intelligent invoicing automation system to invoice correctly on time. Be it recurring, non-recurring, azure contract, or simply a license change log, Work 365 will auto-generate and auto-synch invoices within your accounting system without fail.

Get insights with a built-in dashboard & advanced reporting

Effortlessly manage subscription revenue and reconciliation with Work 365 reports on billing, receivable, and overall transactions. Improve revenue visibility with reports on dunning, overdue invoices, discounts, and refunds with multiple payment gateway support.

The Work 365 difference

Have complete control of your data

It’s your data. We don’t host your customer or pricing data

Simple, familiar pricing model

Pay for the value from the system and not by the size of your invoice

Built on the Dynamics 365 Platform

Bring your teams together! Leverage what you are already using

Built by people who understand your business

Used by hundreds of partner around the world

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Trusted by leading companies around the globe

The best way to manage a Microsoft CSP Practice

“With well over 100% YoY growth in our our CSP business, we have been forced to adapt quickly and continue to bring new billing and service management features to our customers. Since we were already using Dynamics as our CRM platform, selecting a billing and provisioning system based on Dynamics was an easy decision to make. The Work 365 system, however, is far more than CSP billing in CRM. It’s a completely built out and fully featured back end for a Microsoft CSP practice of nearly any size. It’s clear from the first day you begin onboarding that the folks behind this system are in the business themselves and have a perfect understanding of what matters most.”

- Mike Prachar

Great tool for Doing Microsoft Cloud Service Partner

“Work 365 is a great and innovative add-on for Dynamics 365 for Microsoft CSPs. It has all the features which enable CSPs to scale quickly with minimum resources. The support for Implementation is Exemplary. A must add-on for Dynamics 365 and Cloud business. Thanks a lot for superb support.”

- Gandhavadi Gopinath

Great Dynamics Integration

“As a direct CSP partner with Microsoft, we needed a tool to tie in the Partner Center with our Dynamics system AND integrate with QuickBooks online. This tool did it all for us! The onboarding team was great and guided us with implementation and customizations. Super easy and a great tool.”

- Jim Richardson

Great Solution for Managing our Subscriptions with ease!

“We recently switched to Work 365 from another online marketplace provider and we couldn’t be happier. We’re now able to easily and quickly get customers set-up, provisioned, notified, billed, and collected all from the Work 365 App. Making adjustments to subscriptions is easy and really quick, with a seamless connection to Partner Center. Payment set-up for our customer’s Credit Card and ACH is secure and so easy to do. We’ve been live for a week and have already.”

- Kyle Collins

A great solution that allows taking advantage of Partner Benefits

“Great solution that meets all the requirements that Microsoft requires and that allows us to succeed as a CSP partner. Great work team, from installation to support have helped us work with Work365.”

- Jesús Gilberto Verástegui Mancillas