Extend the CloudBilling Engine

From invoices to insights

The CloudBilling Engine processes your billing data with full accuracy and traceability. Datasets make that data available to your entire organisation. Build dashboards, automate reporting, and make decisions based on data you can trust.

Get in touch Explore the CloudBilling Engine

Sound familiar?

Your invoices go out on time. Your billing process runs. But when someone asks “what's our margin on customer X compared to last quarter?” or “which product category is growing fastest?”, the answer takes hours of exporting, combining, and cross-referencing.

Billing data is some of the richest information your business produces. It ties revenue directly to customers, products, and time. But when that data is locked inside invoices and scattered across systems, it can't do the work it should.

You end up building spreadsheets to answer questions that your data already knows the answer to.

Datasets change that.
They give you direct access to your complete billing data, clean, structured, and ready to query.

Your billing data, outside the invoice

Datasets give you direct access to everything in CloudBilling, consolidated into a clean, analytics-ready data warehouse. Not just invoice totals, but every line item, every pricing rule result, every customer and every product. Every change in CloudBilling is immediately synced to the dataset and available when the sync is finished. You connect with any tool that supports Microsoft Entra ID authentication, from Power BI to Python scripts to custom integrations.

What you can do with it:

Financial reporting and forecasting

Track revenue, margin, and cost over any time period. Break it down by customer, product, region, or service line. Use historical patterns to forecast future revenue and spot seasonal changes.

Invoice validation at scale

When you process hundreds or thousands of invoices per billing cycle, checking them one by one is not realistic. Datasets lets you run reconciliation checks across your entire portfolio. Flag anomalies, detect outliers, and verify that source data matches billed amounts.

Customer and product analysis

See which customers are growing, which are declining, and where your margin pressure comes from. Identify cross-sell opportunities by comparing product adoption across similar customer segments.

Integration with other business systems

Combine billing data with your CRM, ERP, or support systems to get a cross-functional view. Match invoices against contracts. Link support ticket volume to product profitability. Track cash flow against billing cycles.

Custom dashboards and automated reporting

Build exactly the reports your stakeholders need. Finance wants margin by customer. Sales wants growth by segment. Operations wants billing cycle performance. One dataset serves them all.

Customer reports

Raise transparency with your customer to a new level. Build invoice reports for your customers to expand, filter, and analyse the items they buy from you.

"A lot of MSPs don't trust their own data. There's failures in it, things are named differently across systems, usage is never registered properly. We transform and match everything in CloudBilling, and customers tell us: we trust your data. It becomes the single source of truth. What's in CloudBilling is what's correct, what the actuals are."
Th Thijs van Hofwegen Commercial Director, CloudBilling

The single source of truth for your billing

MSPs work with data from many sources. When your BI dashboards, financial reports, and customer analyses are all built on the same verified foundation, the conversations change.

  • Stop debating whether the numbers are right
  • Start acting on what they tell you
  • One verified foundation for all analytics

Built for your BI stack

Datasets are a SQL Server-based relational data warehouse, hosted and maintained by CloudBilling. You connect to it using any tool that supports Microsoft Entra ID authentication.

Common setups

Power BI is the most popular choice. CloudBilling includes ready-made Insights reports that give you immediate visibility into revenue, margin, cost, and usage patterns.

Beyond that, you can connect with Python, SQL tools, custom applications, or any BI platform that supports standard database connections. The data is yours to query however you need.

See the full dataset documentation
SQL Server Data Warehouse
Power BI Power BI Python Python SQL tools SQL Tools Custom apps Custom Apps
what's in the warehouse
Lineitems Products Invoices Invoice statuses Customers Ledger accounts Metadata Date dimensions

Part of CloudBilling

Datasets are available as an add-on for all CloudBilling customers.

The CloudBilling Engine handles your billing process: data ingestion, resource mapping, pricing rules, invoice generation, and approval. Datasets extend that by giving you direct access to the underlying data warehouse. If you're not yet using CloudBilling, the Engine is where it starts.

  • Automates your billing process
  • Connects to cloud providers and distributors
  • Generates accurate invoices
  • Full traceability
Explore the CloudBilling Engine

Frequently asked questions

What is the difference between Datasets and the standard CloudBilling dashboard?

The CloudBilling dashboard gives you an operational view of your billing runs, invoices, and customers. Datasets give you the full underlying data warehouse, so you can build your own reports, dashboards, and integrations tailored to your specific needs.

Do I need technical skills to use Datasets?

That depends on what you want to do. The ready-made Insights reports work out of the box with no setup required. If you want to build custom dashboards in Power BI or connect via SQL, some technical knowledge helps. Our team assists with setup and best practices.

How is the data kept in sync?

The dataset uses event-based synchronisation. Every change in CloudBilling, whether it’s a new invoice, a pricing rule update, or a customer change, is reflected in the data warehouse.

Can I give my customers access to their own data?

Yes. Customer Portals is an additional service that filters the Insights reports to show only that customer’s usage and billing data. Your customers get their own view without seeing anyone else’s information.

What tools can I use to connect?

Any tool that supports Microsoft Entra ID authentication. Power BI is the most common choice, but Python scripts, Visual Studio SQL Server extension, and other BI platforms work as well.

Is Datasets a separate purchase?

Yes. Datasets are available as an add-on for CloudBilling customers. Contact our team for pricing based on your environment and requirements.

Can we see our margin per customer and per product?

Yes. Vendor cost, usage, the contractual price and your pricing rules sit in the same dataset, so revenue, cost and margin can be reported per customer, per product and per service. That is also how you catch the slow version of the problem: a price agreed three years ago that no longer covers what the vendor charges you today. The figures are there to report on, and to act on before the next renewal.

Powered by billing automation since 2012

See what your billing data
can tell you

Talk to our team about enabling Datasets for your CloudBilling environment. We'll help you connect your BI tools, set up your first reports, and start making decisions based on data you can trust.

Get in touch Explore the CloudBilling Engine