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    Demo portal — Meridian Managed IT is fictional; every number is illustrative.
    Billing reconciliation

    Microsoft says one number. Pax8 says another. ConnectWise bills a third.

    The M365 tenant is what's actually in use, Pax8 is what Meridian pays, the ConnectWise agreement is what the client pays. This page forces the three to agree — reconciled nightly.

    $8,400/month in over-provisioned licenses.

    NCE seats bought through Pax8, SentinelOne slots, and Axcient agents assigned to nobody. The three-way reconciliation below lists each one with its assignment history — cancel or resell.

    14 endpoints managed free.

    Live in ASIO, missing from every ConnectWise agreement — mostly machines added mid-contract that never made it onto the addition. Recoverable revenue, and right now uninsured liability.

    Two clients billed for backup that is not running.

    Oak & Iron and BlueRiver pay for Axcient on machines where the agent is stale or absent. Fix the agents before a restore request finds this first.

    The three-way, by client (M365 seats, mixed SKUs)

    ClientM365 assignedPax8 billedOn CW agreementMeridian eats /moClient under-billed /moFix
    Beacon Freight & Logistics9610496$1,720$980
    Harbor Point Dental Group606762$1,540$760
    Oak & Iron Hospitality313634$740$380
    BlueRiver Home Services262927$560$420
    Crestview Orthopedics414545$620
    Lawson & Pratt CPAs273028$430$350
    Summit Title Co.191921
    Fairfield Community Bank626464$90
    Shelfware Meridian pays for: $5,700/moSeats delivered but not billed to clients: $2,890/mo

    The $8,400/mo orphaned-license finding = $5,700 M365 shelfware (itemized here) + $1,690 SentinelOne slots + $1,010 Axcient seats. The $2,890/mo of under-billed seats is separate — that one is revenue, not cost.

    Recovered vs. leaking — last 6 months

    MonthRecoveredStill leaking
    Feb$0$7,900
    Mar$0$8,100
    Apr$1,200$8,000
    May$2,600$8,200
    Jun$4,100$8,300
    Jul$6,800$8,400

    Recovery starts the month the systems get connected — the leak was always there; it just had nowhere to show up.

    What you're looking at

    This is the portal Automated Edge stands up for an MSP: every system connected — PSA, RMM, M365, accounting — this report generated from the real data, and the fixes automated. Yours runs on your own brain, your own database.

    See the MSP program