Free tools for HaloPSA and Autotask

Bulk-fix recurring billing without clicking into every invoice or contract. Free, no account needed.

HaloPSA

Recurring Line Review

Every recurring invoice line flagged for review, across all clients, in one list. Tick and approve in bulk.

Recurring Item Manager

Pick a catalogue item and see every recurring line using it. Spot price and cost drift and fix it in bulk.

Recurring Margin Audit

Find recurring lines billed below cost, not billed at all, or under your target margin.

Autotask

Contract Service Manager

Pick a service and see every contract using it. Spot drift from the catalogue and adjust prices in bulk.

Subscription Billing Audit

Compare what each subscription costs you with what you bill. Fix cost and price drift in bulk.

Add-ins

Outlook add-in Halo + Autotask

See the sender's open tickets, add emails to tickets, or raise new ones from Outlook.

How it works

Connect with an API account for HaloPSA or Autotask.
Pick a tool. It reads your recurring billing and shows what needs attention.
Tick the records, preview every change, then apply it.

Your credentials are encrypted into a browser session cookie that expires after 8 hours or when you close the browser. They are never written to a database or logs. Use a dedicated API account with only the permissions these tools need.