How It Works
Two simple ways to get from license data to actionable savings. Pick the path that works best for you.
Choose Your Path
Path A: Connect Your Tenant
Connect your Microsoft 365 tenant
Go to M365 Tenants and click "Register Tenant." You'll be redirected to Microsoft to grant read-only access. A Global Admin approves once, and you're connected.
We pull your data automatically
License data syncs right away and refreshes every 24 hours. You'll see all your licenses, costs, users, and Microsoft Secure Score on a live dashboard.
Run a report with one click
Hit "Run Report" from the tenant dashboard. We generate a CSV from your live data, create a project, and run the AI analysis automatically — no manual export needed.
Download your reports
Same professional Word and Excel reports as the CSV path. Executive summary, savings breakdown, security findings, and a prioritized action plan — all ready to share.
What does "read-only access" mean?
We can only view license and user data — we can never change, delete, or modify anything in your Microsoft 365 tenant. Your data stays safe.
Both Paths Give You the Same Results
No matter how you get your data in, you'll receive the same professional reports and AI-powered insights.
Cost Savings
Exact dollar amounts you can save by optimizing licenses
Security Findings
Disabled accounts, admin gaps, and risk items
Optimization Plan
Specific actions ranked by savings impact
Word Report
Executive summary ready for client meetings
Excel Workbook
Detailed data across 4 sheets for deep dives
AI Chat
Ask follow-up questions about your analysis
Extra Benefits of Connecting a Tenant
When you connect directly to Microsoft 365, you also get a live monitoring dashboard with these features:
Live License Dashboard
See all licenses, how many are assigned vs. available, and total costs at a glance.
Microsoft Secure Score
Your tenant's security score pulled straight from Microsoft, updated automatically.
Automatic Daily Sync
Data refreshes every 24 hours so your dashboard is always current.
User Directory
Browse all licensed users with search, filtering, and one-click CSV export.
Ready to Optimize Your Licenses?
Start your free trial and get your first license analysis report in minutes.