LICENSING INTEGRATION

Licenses, on demand. Billing, accurate.

Neo provisions licenses through Pax8 during onboarding, reconciles them on offboarding, and keeps your billing accurate, all inside your normal ticket flow.

01Capabilities

What Neo does with Pax8.

01
PROVISION

License on demand

During onboarding, Neo picks the right SKU, assigns it through Pax8, and confirms before the user's first login.

02
RECONCILE

Offboarding cleanup

On offboarding, Neo removes the license, reconciles the billing, and closes the loop in the PSA.

03
BILLING

Accurate to the seat

Every license change posts back to the PSA so your invoices reflect reality, not last month's state.

02Workflows

Concrete work Neo handles in Pax8.

NEW HIRE

New hire provisioning

Reads the role, checks the client's template, assigns the right tier through Pax8, confirms in M365.

TRUE-UP

Monthly true-up

Cross-references Pax8 to M365 to your PSA agreements, flags mismatches for a single review.

UPGRADE

Seat upgrades

User requests a higher tier, Neo checks policy, upgrades, and logs the change for billing.

OFFBOARD

Offboarding reclaim

Removes the license, reclaims the seat, reconciles in Pax8 and the PSA.

03Setup

Live in under an hour.

Connect, configure, go. No code, no long implementation.

01

Connect Pax8

Authenticate with a Pax8 API account. Neo inherits exactly the permissions you grant.

02

Map your agreements

Neo links Pax8 products to your PSA agreements so billing stays aligned.

03

Go live

Your onboarding tickets start fulfilling license requests end-to-end. No more manual provisioning.

FAQ

Questions about the Pax8 integration.

Will Neo buy licenses I didn't approve?+

Only with Write permission on your approved SKUs. You can require tech approval for each purchase if you prefer.

Does Neo support Pax8 bundles?+

Yes. Your Pax8 product catalog is the source of truth. Neo picks from what you've set up.

How does Neo handle multi-tenant MSP accounts?+

Neo scopes by Pax8 company, so licenses flow to the correct customer every time.

Ready to wire up Pax8?

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