Phin has partnered with Gradient MSP to make billing reconciliation and accountability easy!
If you connected this integration prior to April 2025, you will need to disconnect this integration from the Phin portal and initiate it from the Gradient portal.
Currently, Phin bills our MSP clients on the first of each month based on the utilization of our product for each of the connected companies. As part of this process, Gradient will be pulling usage data from Phin.
This is where Gradient MSP steps in! Gradient MSP connects to your PSA (see list of available PSAs here: https://www.meetgradient.com/billing-reconciliation) and helps manage your billing reconciliation process. Once enabled, the Phin/Gradient MSP integration will send accurate billing numbers to Gradient MSP’s Billing Dashboard. Here you can view Phin’s usage metrics for the previous month and then forward this data directly to your PSA!
“No tab chaos. No revenue left on the table. Just getting paid for everything you do – and without spending days to figure it out” (Gradient MSP).
Billing Reconciliation
Once the integration is enabled, Gradient will sync its billing data on the first of every month. Gradient is relaunching the integration for a smoother, more consistent experience, with flexible syncing options for on-demand or scheduled syncs. From the billing portal in Gradient MSP, you will be able to see the new billing numbers for each company. You can expect the usage numbers to be accurate for the previous month’s data starting the first day of the month at 8 AM EST.
Guide
In this guide, we will walk through how to set up the Phin/Gradient MSP integration. For this process, you will need to first onboard with Gradient MSP (https://www.meetgradient.com/).
Setting Up Gradient
Refer to Gradient documentation for setting up this integration:
Directions to set up the integration