Built for the complexity of multi-cloud delivery

Layered contracts, shifting consumption, vendor licences that change every month - running a CSP business pulls finance, delivery, and account management in different directions, and generic tools weren't built to keep up. Halo unifies every contract, every line item, and every customer interaction in one place, so margin stops leaking between systems and your team can move from reconciling to advising.
Multiple contracts per customer, finally manageable
Track every contract a customer holds - CSP, infrastructure, professional services - against a single record, with revenue and cost visibility built in.
Margin you can actually see
Halo tracks revenue and related costs alongside the cost of time automatically, so profitability per contract is always in view.
Vendor billing, reconciled automatically
Ingest cloud usage data straight into Halo to convert vendor consumption into accurate customer invoices each month.
Tickets and assets in one view
Connect customer cloud assets, subscriptions, and support delivery together so engineers see the full estate when an issue lands.

I am a Cloud Solutions Provider and managing...

Cloud incident management

Centralise every cloud-related issue into a single ticketing view, whether it's a Microsoft 365 outage affecting a customer, a misconfigured Azure resource, or a backup failure. Use Halo's AI to triage issues, classify Tickets by cloud platform and severity, route them to the right team, and suggest a resolution based on real, historical data from across your customer base.

Tenant migrations and cloud projects

Plan and deliver tenant-to-tenant migrations, cloud buildouts, and platform rollouts inside Halo's Project Management feature. Each engagement runs to a structured plan with tasks, dependencies, and engineer assignments locked in from kick-off, and project leads watch every migration on one dashboard - what's progressing, what's blocked, what's go-live ready - with comms and notes anchored to the Project Ticket instead of buried in inboxes and shared drives.

Consumption and CSP billing

Automate the entire billing cycle for cloud subscriptions, reserved instances, and consumption-based services by ingesting usage data from your cloud vendors directly into Halo, so every monthly invoice reflects actual usage without manual reconciliation. Every recurring charge, one-off licence purchase, and overage lands against the customer in a single record, and billing queries become linked Tickets - not endless spreadsheet trails.

Contract and renewal management

Map every contract a customer holds - CSP commitments, reserved capacity, professional services retainers, third-party licences - to a single Customer record, with renewal dates, terms, and margin visible in one place. Account managers and finance see what's coming up for renewal, what's at risk, and where there's expansion opportunity, without rebuilding a view in a spreadsheet every quarter.

Vendor and supplier management

Manage your relationships with cloud vendors, distributors, and third-party software suppliers from inside Halo. Link Supplier Tickets to the Customer Tickets they relate to, so when a vendor escalation is in flight, the customer-facing team knows exactly where it stands without chasing emails.

All-inclusive Service Management

A centralised service desk
One system for every customer support request, regardless of which cloud platform or service it relates to.
Recurring and consumption-based billing
Automated invoicing for monthly subscriptions, reserved capacity, one-off purchases, and variable consumption, reducing manual work and billing errors.
Contract and asset tracking
Record every contract, licence, tenant, and cloud resource each customer holds and link them to their tickets and renewals.
Reporting and dashboards
Visibility into ticket volumes, team performance, SLA attainment, profitability per contract, and customer trends for both internal reviews and customer-facing reports.
Multi-vendor management
Track Suppliers and link Supplier Tickets to Customer Tickets so escalations stay visible end to end.
An integrated tech stack
Connect to your CSP portals, cloud vendor billing APIs, and the rest of your tools for a smooth, automated flow of information.

Leveraging Halo AI

Triage & Classification
Suggested Resolutions
Cost Insight

Ticket Triage and Classification

Halo's AI automatically categorises incoming Tickets by platform and service, sets the priority, and routes them to the right team based on content. A Microsoft 365 outage, an Azure billing query, and a Google Workspace permission issue all land with the right engineer without manual triage slowing things down.

Suggested responses and resolutions

Halo's AI surfaces relevant knowledge base articles or past resolutions of similar Tickets for the assigned Agent, speeding up first response times and reducing the time spent searching for answers to common cloud issues. Engineers dealing with recurring platform problems get the resolution history in front of them immediately, so they're not re-solving the same problem from scratch.

Cost and consumption insight

Halo's AI helps surface unusual consumption patterns and margin shifts across customer estates, so Account Managers can have proactive conversations before a bill shock arrives.

Frequently asked questions

FAQ Question 1
FAQ Answer 1
Can HaloPSA handle multiple contracts per customer, including CSP, infrastructure and professional services agreements? Yes. Halo lets you map every contract a customer holds, including Microsoft CSP, reserved capacity, infrastructure, professional services retainers and third-party licences, against a single customer record. Each contract carries its own terms, billing rules and renewal dates, while revenue, cost and margin are visible per contract automatically. --- Can we ingest consumption data from Microsoft, AWS or Google to automate customer billing? Yes. Halo ingests consumption and usage data from major cloud platforms and converts it into accurate customer invoices each month, including reserved instances, on-demand consumption and licence changes. Finance teams can eliminate the need to reconcile vendor bills against customer invoices in spreadsheets. --- Can we track revenue, cost and margin per contract automatically? Yes. Halo tracks revenue alongside related costs and the cost of engineer time automatically, so profitability per contract, per customer and per service line is always visible. There is no separate finance system to keep in sync, as everything is managed from the same record your service desk operates against. --- Can we manage multiple suppliers and link supplier tickets to customer tickets? Yes. Halo treats suppliers as first-class records, allowing you to manage relationships with cloud vendors, distributors and third-party software providers from within the same platform. When a supplier escalation is in progress, the linked customer ticket reflects the current status, ensuring customer-facing teams always have visibility without chasing email threads. --- Can we provide our customers with self-service portals that are unique to their needs and branding? Yes. Each customer can have their own self-service portal, branded to match their business and configured to display only the services, knowledge base articles and ticket types relevant to them. End users can raise tickets, track status and find answers independently without contacting your service desk directly. --- Do I have to pay extra for Halo's AI? No. Halo's AI features are included as standard with the platform. There are no separate AI add-ons, premium tiers or per-feature charges. Everything from ticket triage to suggested resolutions is available to every user from day one.