The report never goes stale. The leak never re-opens.
Standing automations on the connected systems — reconciliations, chasers, digests, and the renewal runway. Set once during the build; tuned monthly on the retainer.
Standing automations
M365 × Pax8 × ConnectWise seat truth; posts drift to Billing and flags audits
Opens tickets for machines >24h past a good Axcient copy; escalates >48h
Retries clean failures, collects logs, escalates real ones to the on-call tech
The one-page version of this portal, written in plain language for leadership
Finance page as a PDF with month-over-month movement and the leak tally
Auto-drafts each client’s quarterly pack from fleet, desk, and margin data; AM approves before send
Flags tickets closed outside their agreement’s scope while they’re fresh enough to invoice
Opens a reprice/CPI review session 90 days before each agreement renews — with the measured load attached
Every run is logged with what it read, what it changed, and what it sent. Turning one off is one click — they work for you, not the other way around.
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.