Every license.
Sourced. Costed. Audited.
Clario reads every M365 SKU across every tenant, assignment, price, source (Pax8 / Microsoft direct / Unknown), term (NCE Monthly, Annual Monthly, Annual Upfront), renewal date, and flags dormant, over-licensed, and disabled-but-paid-for seats automatically.
- Source attribution: PAX8, Microsoft direct, or unknown
- Dormant insights: Reclaimable seats before renewal
- Partner revenue: Margin shown next to every SKU
- Branded CSV export: For client review and audits
The Copilot opportunity hidden in every tenant.
Track per-user Copilot activity across Teams, Word, Excel, PowerPoint, Outlook, OneNote, Loop, and Copilot Chat / Web. Catch unlicensed Free-tier usage that's ready to convert. Discover the AI agents running inside the tenant via Copilot Studio.
- Per-app utilization: Last-used and weekly counts
- Unlicensed usage: Free Copilot Chat / Web flagged
- Agents discovery: Copilot Studio AI agents
- Copilot Updates feed: Summarized for your AMs
The true security posture Microsoft Secure Score can't show.
Microsoft Secure Score caps at what your purchased license can achieve. Clario's Fortify Score shows the true potential when using Microsoft Integrated Security across every tier, and tells your team which license upgrade closes which gaps. It's the same upgrade path that unblocks the Copilot rollouts customers can't justify without the security floor underneath them.
- Fortify vs Microsoft: Side-by-side scoring security reality
- License Tier Progression: See what each tier unlocks: Basic → BP → BP+Defender Suite → E3 → E3+Defender → E5
- Category breakdown: Identity, Device, Data, Apps, Guest Users, EOL Operating Systems
- Email Security + Beyond 365: SPF / DKIM / DMARC checks · backup, MDR, browser protection
Upsell motions AI surfaced. Ranked, scripted, ready.
Every customer's upsell potential broken into four lanes: License Path (tier upgrades), Security & Risk (Defender / Entra add-ons), Beyond 365 (backup, MDR, browser protection), and Cross-Tier Attach (Copilot, Teams Phone). Each motion comes with seat count, monthly + annual price, score impact, and a plain-English talk track. AI expansion and security uplift sit in the same queue because they're the same conversation.
- 4 motion categories: License Path · Security & Risk · Beyond 365 · Cross-Tier Attach
- Score impact per move: "+18 points to Secure Score" attached to every recommendation
- Plain-English talk tracks: No jargon, explanations your AM can paste into a customer email
- Per-seat / per-tenant: Calculated against current plan and active users
Every renewal date, ranked by risk.
NCE, distributor subscriptions, standalone add-ons, mapped onto one timeline. Each renewal carries a risk score from usage trend, contact recency, and competing-vendor signals. Pre-renewal playbooks hand you QBR-ready slides and talking points 90 days out.
- Distributor subscription sync: Live status, term dates, auto-renew flags
- Risk scoring: Usage decline · admin contact gaps · NCE term changes
- Pre-renewal playbooks: AI drafts QBR slide content, talk tracks, and Word audits 90 days out
Your Pax8 portfolio, in a single console.
Every customer, every subscription, every Azure consumption line, pulled live from Pax8 with revenue, cost, and margin sitting next to each row. Catch unutilized Azure reservations and savings-plan waste before they hit your bottom line.
- Customer-level P&L: MRR, last invoice, projected, margin %
- Subscription changes: Increases / decreases · last 30 days
- Azure consumption: 12-month retail trend, MoM margin
- Unutilized commitments: RI + SP waste per customer
The Microsoft catalog, without leaving Clario.
1,800+ SKUs filtered by Microsoft 365, Defender Suites, Purview, Copilot, Dynamics, Teams, Windows, and more. Every product shows partner cost, suggested retail, and your margin for Month-to-Month, Annual Monthly, and Annual Upfront NCE terms, then one-click order through your Pax8 portal.
- Smart filters: Category, type, family
- NCE pricing tiers: M2M, Annual Monthly, Annual Upfront
- Vendor + Pax8 SKUs: Drop straight into a quote
- One-click order: Cart hands off to Pax8
AI powered analyst as your Microsoft expert.
Ask anything from 'show me my top renewal risks' to 'what is the best license for a small business', it reads your full Clario data, cites the rows it used, and hands off into Word, Excel, PowerPoint, or a Pax8 cart. Built on Anthropic Claude, Sonnet for deep analysis, Haiku for quick lookups.
- Cited answers: Every claim links back to a row, signal, or tenant
- Workflow handoff: One click to an AI License Analyst who creates customer-ready Word, Excel, and PowerPoint documents
- Two-model speed: Claude Sonnet for analysis, Haiku for quick-report flows
Based on the last 30 days of M365 activity, Pax8 catalog availability, and Fortify Score context, here are the top candidates by ARR uplift:
- Geysir Health · +34 candidates · 142 BP seats +$10.2K ARR
- Akureyri Schools · +42 candidates · A1/A3 path +$9.4K
- Velkomin Co. · re-onboard 18 dormant +$5.4K
- Hofði Capital · 12 heavy Excel/PowerBI users +$3.6K
- Thingvellir LLP · fresh tenant · greenfield discovery
Every tenant gets a storefront. Automatically. Custom-tailored.
When a Microsoft 365 tenant connects to Clario, a storefront is provisioned for that customer automatically, branded as your MSP, populated with their licenses, secure score, Copilot usage, and a curated Microsoft catalog. Tailor every detail per customer, then hand them the URL. Google Workspace catalog parity is on the roadmap.
- Auto-provisioned: Every new tenant → a storefront, ready to brand
- Custom per customer: Title, logo, support URL, custom path
- Live customer dashboard: Licenses, Secure Score, Copilot, always current
- Order + Manage actions: Customer self-service orders flow to your Pax8 cart
Word. Excel. Executive summary. PowerPoint.
Every Clario analysis renders as a four-tab report, Word for the audit, Excel for the data, an executive summary for the C-suite, and a PowerPoint of QBR-ready slides to drop into your own deck. Generated, branded, and ready to send to the customer.
- Word Report: Multi-section license + security audit
- Excel Data: Source-of-truth data export
- Executive Summary: One-page C-suite narrative
- PowerPoint: Drop-in QBR slides, your branding
Velkomin Co.
1. Executive Summary
This comprehensive analysis of Velkomin Co.'s Microsoft 365 environment evaluates 110 user accounts (110 licensed) and identifies opportunities for cost optimization, security enhancement, and licensing compliance. Our two-tier licensing strategy leverages Microsoft's bundle approach to provide comprehensive security while optimizing costs.
| Metric | Current | Recommended | Impact |
|---|---|---|---|
| Licensed Users | 110 | 95 | 15 reduced |
| Active Users | 95 | 95 | — |
| Monthly License Cost | $4,212.00 | $4,160.00 | -$52.00 savings |
| Annual License Cost | $50,544.00 | $49,920.00 | -$624.00 savings |
| License Cleanup Savings | — | $330.00/mo | $3,960.00/yr |
| Compliance Violations | 3 | 0 | 3 resolved |
| Violation Remediation Savings | $1,035.00/mo | $0 | $12,420.00/yr resolved |
| Total Net Impact | — | — | -$1,087.00/mo savings |
2. The Big Picture
Velkomin Co. currently operates a mixed Microsoft 365 environment with 110 user accounts (110 licensed). This analysis reveals significant opportunities for optimization through license cleanup, security standardization, and strategic bundling.
One model for the patterns. Your team for the judgment.
Clario uses Anthropic Claude, Sonnet for deep analysis, Haiku for quick lookups, anchored to a structured knowledge graph of every customer, license, subscription, and Pax8 catalog entry. Every answer cites the row it came from.
Sources
M365 Graph, Pax8 portal, Microsoft Partner Center, Defender, Entra, Purview, Copilot Studio.
Knowledge graph
Every customer, user, license, subscription, signal, typed, linked, and dollarized.
Claude analysis
Sonnet for full reports & QBR content; Haiku for ⌘K palette and fast iteration.
Cited outputs
Every claim references the underlying row, your team verifies, never trusts blind.
Read-only. Audited. Yours to revoke.
Clario connects with Microsoft Graph read-only scopes and Pax8 OAuth. We never make changes inside your Microsoft 365 Admin Center, license changes are recommended by Clario and executed by your team in Pax8 or M365 directly. SOC 2 Type II in progress.
Read-only by default
Graph scopes limited to read. Pax8 access via OAuth with encrypted tokens.
Account isolation
Account-based tenant isolation. Role-based access: admin, order_user, standard, viewer.
Encrypted at rest
Pax8 tokens encrypted with per-tenant keys. PostgreSQL with row-level security.
Auditable AI
Every AI response includes the rows and signals that informed it. No black-box answers.