SOC billing for MSPs, with or without a PSA.
SOC Tally bills the SOC services you sell and the rest of each client’s contract. Invoices go to your PSA, or to your accounting software if you don’t use one.
What makes it hard.
SOC services aren’t priced like the rest of your contracts. And without a PSA, getting the numbers onto invoices is all on you.
- 01
Checking every dashboard
Gathering each client’s numbers, tool by tool.
- 02
SOC services priced differently
SOC services don’t bill like the rest of your contracts.
- 03
Billing tools that assume a PSA
If you invoice from Xero, QuickBooks or your ERP, you’re left doing it manually.
- 04
Missed billables
Work delivered that never reaches an invoice.
Billed on each client’s terms.
Your contracts
Each client’s terms. Set up once.
The month’s numbers
Collected from your tools, automatically.
The invoice
Sent to your PSA or prepared for your accounting software, ready to approve.
What you get.
The month’s numbers, collected
Gathered from your tools every month, automatically.
SOC services billed the way they’re sold
Each client’s SOC services billed as their contract is written.
Every line explained
Each line shows the count and the contract term behind it.
With your PSA or without one
Invoices go to your PSA, or are prepared for Xero, QuickBooks or your ERP. Nothing goes out until you approve it.
Nothing goes out until you say so.
Nothing goes out without you
Every invoice waits for your approval.
Every change on record
A full history of every change.
Each client kept apart
Every client’s data kept separate.
Only what billing needs
SOC Tally only uses the information it needs for billing.
Questions we get asked.
Do we need a PSA?
No. Invoices go to your PSA if you use one, or are prepared for Xero, QuickBooks or your ERP if you don’t.
We already use a PSA. Why SOC Tally?
SOC Tally bills your SOC services the way each contract is written, and sends the invoice to your PSA.
Can it bill SOC services?
Yes. SOC Tally started with SOC billing, so each SOC service is billed the way the client’s contract is written, alongside the rest of it.
Is SOC Tally only for MSSPs?
No. It bills MSP contracts the same way. Each client’s terms are set up once, and the month’s numbers are billed automatically.
Other ways in.
By contract
Simplify next month’s MSP billing.
Join the waitlist, and we’ll show you SOC Tally on contracts like yours.