FAQ
Frequently Asked Questions
Everything you need to know about MSP billing reconciliation, why vendor billing and PSA billing drift apart, and what to expect when you run the check.
How it works
What is MSP revenue leakage?
MSP revenue leakage is recurring income that should be billed to clients but is not, usually because vendor quantities, agreements, and PSA billing lines drift apart over time. Your PSA only reflects what was entered into it, so if the vendor side changes and nobody updates billing correctly, revenue can slip through.
How does Leakage Finder work?
Leakage Finder compares vendor or distributor billing exports against PSA billing exports. It normalizes client and product names, matches exact and likely equivalents, and shows which recurring items are unbilled, under-billed, mismatched, or orphaned so your team can review them before invoices go out.
How accurate is the fuzzy matching?
The matching engine uses a 0.35 score threshold on Fuse.js. Every fuzzy match shows a confidence score and a normalization trail so you can see why a match was accepted and what still needs review.
How long does a reconciliation take?
Usually a short upload-and-review workflow. The exact timing depends on file size, but the point is to get from two exports to a review list quickly enough to use it during the monthly billing cycle.
CSV formats & integrations
What CSV formats are supported?
Leakage Finder auto-detects common ConnectWise, Autotask, Kaseya BMS, and general billing column aliases, with manual mapping for custom exports. Both CSVs need Client Name, Product Name, and Quantity. PSA Unit Price is optional. If it is absent or blank, quantity matching still works and the workspace discloses a $15-per-license fallback before the audit runs so you can replace it with your own estimate. Explicit $0 prices remain $0. After upload, a privacy-safe compatibility receipt confirms field coverage, row counts, and price coverage without including row values.
What files do I upload?
Upload one vendor or distributor billing export and one PSA billing export. The vendor file should show what seats, licenses, or subscriptions you are being charged for. The PSA file should show what clients are actually being billed for. Upload two exports. See what is missing.
Do I need a PSA integration?
No. Leakage Finder currently works from CSV exports, so you do not need to connect a live PSA integration to run a reconciliation. Export the billing data your team already reviews, upload both files, and inspect the discrepancy list.
Which PSA tools are supported?
Any PSA that can export billing data as CSV. This includes ConnectWise Manage, Datto Autotask, Kaseya BMS, HaloPSA, Syncro, SuperOps, and Atera. Client name, product name, and quantity are required; unit price is optional.
What if I already use Gradient, ConnectWise, or Zomentum?
Keep using them. Leakage Finder is a focused vendor-vs-PSA reconciliation check that can sit alongside a PSA, quoting tool, billing tool, or existing finance workflow. The output is a review queue showing unbilled licenses, under-billed items, quantity mismatches, and orphaned records.
Which vendor sources are supported?
Any vendor or distributor that exports billing or license data as CSV is a candidate. Common MSP sources include Microsoft Partner Center and distributors such as Pax8, Ingram Micro, TD SYNNEX, and Sherweb.
Pricing & account
Is there a free plan?
Yes. Free includes 3 audits on your own CSV data with no card. You see the leakage total and first 3 findings, while the interactive product tour remains fully open with no sign-in.
How does the 30-day trial work?
New paid customers receive 30 days of full Starter or Pro access. Stripe collects a card when the trial starts, but nothing is charged until it ends. Cancel from Billing before day 30 to avoid a charge. The introductory trial is available once per customer.
Can I cancel anytime?
Yes. Subscriptions are month-to-month and can be cancelled from your account settings at any time. Your account reverts to the free tier at the end of the billing period.
Are prices in USD or CAD?
All prices are in Canadian dollars (CAD). Starter is $49 CAD/month. Pro is $149 CAD/month.
Will this change my PSA?
No. Leakage Finder is designed as a review-and-approve check, not a blind writeback tool. It shows the mismatches, the likely revenue impact, and the rows that need attention so your team can decide what should change.
Security & privacy
Is my billing data secure?
Saved audit results are stored in Supabase with row-level security policies scoped to the signed-in user. CSVs are parsed in the browser and the app stores structured reconciliation results, not raw CSV files as uploads. User data is not sold.
Review security and data handlingIs this a security or data leakage tool?
No. Leakage Finder handles billing leakage, not cybersecurity incidents or leaked files. It compares vendor billing exports against PSA billing data to find missed recurring revenue before invoices go out.
Buyer concerns
Our PSA already handles billing. Why would we need this?
Your PSA handles the billing records you put into it. It does not know when vendor quantities changed, a SKU was renamed, or an agreement drifted unless someone updated those billing lines correctly. Leakage Finder acts as a check on the systems by showing the gap between vendor exports and PSA billing before invoices go out.
We are too small for this. Is it still worth doing?
Often yes, because it only takes a few missed recurring items to matter. The Free plan is there so you can validate the gap on your own exports before committing to a monthly workflow.
Setup sounds like a pain. What is actually involved?
It is not a giant implementation project. You sign in, upload a vendor or distributor export and a PSA billing export, review the flagged rows, and decide what to correct. The workflow is built to fit into billing review, not replace your PSA.
What if I find gaps and have to explain them to clients?
The output gives you a line-item review with client, product, quantity, and dollar impact. That makes it easier to explain a billing correction as a reconciliation issue you found and fixed, rather than a vague price change.
Read the billing correction playbookHow often should MSPs reconcile vendor billing?
Monthly is the strongest default, ideally before your billing cycle closes. That gives you time to correct PSA billing, confirm the fix, and recover revenue already earned before the invoice goes out.
Still have questions?
Email us at support@leakagefinder.com or inspect the sample audit before you upload your own data.