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About

Neo Agent is an AI technician for managed service providers, built to work alongside the team inside the PSA. It reads the ticket, checks similar tickets, playbooks, and documentation, makes the call, runs the fix, and closes the loop. Neo is designed as a new kind of automation for MSPs: not a bigger rulebook, not fragile scripts, and not legacy RPA that requires constant mapping maintenance. Instead, it acts like a human L1 technician that joins the service desk, helping speed up ticket resolution, automate PSA and RMM workflows, and keep communications on-brand and consistent. Neo can analyze tickets, communicate with users, take action on behalf of the team, and execute workflows that are triggered or scheduled for repetitive tasks such as ticket triage, dispatching, and routine manual work. It integrates with PSA systems, RMM tools, documentation systems, marketplaces, Microsoft 365, and Azure to automate ticket management, synchronize client data, and more.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Managed service providers that need to automate ticket resolution, PSA/RMM workflows, and routine IT support tasks with AI

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$1,300 per month
Free Version Not Supported
Free Trial Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Neo Agent
Founded: 2023
United Kingdom
www.neoagent.io

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
CloudRadial

CloudRadial

Azurative

Categories

AI Agents Supported
AI IT Agents Supported
MSP Supported

Categories

MSP Supported

Integrations

Autotask PSA Supported
ConnectWise Automate Supported
Hudu Supported
IT Glue Supported
Microsoft 365 Supported
NinjaOne Supported
ServiceNow Supported
TimeZest Supported
ConnectBooster Not Supported
HaloPSA Not Supported
ITBoost Not Supported
LiveChat Not Supported
MSPCFO Not Supported
Microsoft Azure Supported
Microsoft Exchange Supported
Microsoft Teams Supported
N-able N‑central Supported
N‑able N-sight RMM Supported
OAuth Supported
Rewst Not Supported

Integrations

Autotask PSA Supported
ConnectWise Automate Supported
Hudu Supported
IT Glue Supported
Microsoft 365 Supported
NinjaOne Supported
ServiceNow Supported
TimeZest Supported
ConnectBooster Supported
HaloPSA Supported
ITBoost Supported
LiveChat Supported
MSPCFO Supported
Microsoft Azure Not Supported
Microsoft Exchange Not Supported
Microsoft Teams Not Supported
N-able N‑central Not Supported
N‑able N-sight RMM Not Supported
OAuth Not Supported
Rewst Supported
Claim Neo Agent and update features and information
Claim Neo Agent and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information