Access and data
Define the required data, client permissions and connections to verify.
Network in preparation
Neoo Partner Network: Support your customers. Build their solutions. Grow your business.
Consulting, deployment, managed services and Forge projects: build an offer around your customers. The model preserves your role as their partner of record as they become more autonomous. Apply to agree the scope and terms together.
- Consulting and deployment
- Contract-based services
- Forge projects
- Application review
- Application
- Role review
- Agreed pilot
- First outcome
01 / more than a reseller programme
Several revenue streams around the same client.
Separate software subscriptions, usage, one-off projects and recurring support. A service is recurring only when its contract says so. Distribution rights and commercial terms are agreed after qualification; no revenue is guaranteed.
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Licences and account continuity
- Value created
- Partner of Record relationship
- Billing
- Neoo licence
- Recurring
- According to the chosen subscription
- Service
- Guidance billed separately
- Consumption
- According to the offer and its options
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Marketplace modules
- Value created
- Publication in preparation
- Billing
- Terms to be agreed
- Recurring
- No revenue entitlement
- Service
- Project to assess
- Consumption
- Rules to confirm per module
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Services and guidance
- Value created
- Migration, setup, training and support
- Billing
- Fees set by the partner
- Recurring
- With a service contract
- Service
- Yes
- Consumption
- No
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Forge development
- Value created
- Design, build and maintenance
- Billing
- According to build contract
- Recurring
- Only with a separate maintenance contract
- Service
- Yes
- Consumption
- Separate Forge usage terms
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Forge, AI and automation
- Value created
- Workflows and usage to scope
- Billing
- Under the partner contract
- Recurring
- According to agreed terms
- Service
- Setup possible
- Consumption
- Yes
02 / partner of record
Your customer relationship grows with Neoo.
Neoo builds the platform. The Solution Partner develops the customer’s business. This model guides the network in preparation; activation and terms are agreed in the partner contract.
Client
Partner of Record
RenewalsAdded usersChangesModulesForge and AI
A partner of record
The Partner of Record is the partner assigned to the customer account. The model provides for that attribution to continue across renewals, added users, upgrades, modules and Forge or AI consumption, including self-service, under the contract. Neoo does not approach the account directly to bypass its partner. Customers remain free to request a change.
Forge, with customer choice
Three paths are planned: build independently with Forge, build with a Solution Partner, or request delivery on an agreed quote. With the customer’s permission, complex requests can become consulting, integration or development opportunities for their partner of record.
Your services, your offers
Build a managed offer around Neoo: support and follow-up, optimisation and automation, tailored projects, or integrations and governance. You set your own consulting and service fees; Neoo takes no commission on these services. Define scope, responsibilities and billing in your proposal.
Accounting firms and Client Connect
The model separates the firm’s software from Neoo Client Connect, the workspace for collaborating with its clients on documents, messages, requests and approvals. This access is not a full Neoo Business licence. CRM, sales, inventory and business management needs require a separate upgrade, supported by the partner of record.
Co-design with accounting firms
The founding firms programme centres on product design, professional feedback and qualified pilots. Client Connect access and any trial credits are agreed for that scope; full Business licences are not automatically provided free of charge. A firm may collaborate or explore distribution, with clear responsibilities and continuity for its existing partner.
Terms agreed together
Partner levels depend on skills, customer acquisition, onboarding, support and ongoing account management. Distribution, Forge and AI usage, and Marketplace publishing terms are discussed privately after qualification. Applying activates no economic entitlement and guarantees no revenue.
03 / choose your role
Which role fits your expertise?
Explore the roles to prepare your application. This selector explains their scope; it does not activate a status, distribution rights or client access.
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01 · The most common role
Solution Partner
The Partner of Record is the partner assigned to the customer account. The model provides for that attribution to continue across renewals, added users, upgrades, modules and Forge or AI consumption, including self-service, under the contract. Neoo does not approach the account directly to bypass its partner. Customers remain free to request a change.
Scope to agree
- Advice and offer selection
- Distribution terms
- Client relationship follow-up
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02
Integrator and operator
Deploy, migrate, configure and support clients over time.
Scope to agree
- Licences
- Onboarding
- Migration
- Training
- Support
- Projects
- Enhancements
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03
Forge Builder
Explore an application or business extension with Forge. Delivery, operation and any future publication are separate scopes to agree.
Scope to agree
- Build
- Maintenance
- Publication to assess
- Services
- Adaptations
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04
Technology Partner
Explore data exchange between your technology and Neoo. Compatibility, permissions, operation and any distribution must be validated for the project.
Scope to agree
- Licences
- Transactions
- Connectors
- Services
- Distribution
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05
Master Operator
Structure and operate an industry, sector or territory.
Scope to agree
- Industry scope
- Coordination of contributors
- Support responsibilities
- Contractual terms
Do you want to structure and operate an entire industry, sector or territory? Discover the Master Operator role
04 / from need to project
The proposed journey from need to deployment.
An indicative journey to agree with the client. Marketplace publication and distribution to other companies are separate projects, not automatic next steps after deployment.
Describe the need and expected outcome with the client.
Check what the Neoo offer already covers.
Scope a Forge extension only if needed.
Agree the price, access and responsibilities.
Test the agreed scope and a manual fallback.
Prepare deployment after client approval.
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01Need described
02Neoo coverage checked
03Forge extension scoped
04Scope agreed
05Tested with fallback
06Ready to deploy
Illustration of the indicative journey · fictitious example
05 / a connected economy
The planned model connects Marketplace, Forge and Demand Exchange.
Marketplace in preparation
Marketplace
An installable module catalogue in preparation; publication and distribution need to be scoped with Neoo.
Forge Exchange
Capability reuse is part of the planned model; availability and validation need confirmation for each project.
Demand Exchange
Needs can be explored jointly; estimates and co-funding remain subject to agreement.
Your expertise
MarketplaceForge ExchangeDemand Exchange
06 / trust
Clear responsibilities before launch.
Use these points to scope the proposal, not as a promise of certification, support levels or hosting shared by every offer.
Follow-up and support
Specify who handles which tasks, with agreed channels and hours in the contract.
Changes and exit
Agree changes, any maintenance, data return and the end of the service.
07 / first project
Start with a concrete client need.
Present your expertise and a case to assess: a first quote, a shared process or a business extension. Applying starts qualification, without automatic admission, sandbox access, certification or revenue.
Describe the need and your contribution
Qualify the role and scope
Agree a proposal and a pilot
Review the first outcome before expanding
Want to turn your expertise into a software offering under your own brand?
From idea to SaaSQuestions before you apply.
Which costs should my offer distinguish?
Public software prices are separate from your services. Distinguish subscriptions, any usage charges, initial fees and one-off projects. Support or maintenance is recurring only when a contract says so. Partner terms are agreed after qualification.
Is a Forge project automatically published on Marketplace?
No. Marketplace is in preparation. Delivery for a client, operation and any future publication or distribution are separate scopes to assess and agree. An application does not activate them.
What happens to the partner when customers use Neoo independently?
The Partner of Record model provides for continued attribution across renewals, upgrades and self-service consumption under the contract. Customers may request a change; Neoo does not bypass the partner to take over the account.
Can I set my own service prices?
Yes. You set your consulting, integration, training and support fees. Neoo takes no commission on these services. Software components and each party’s obligations remain identified in the offer.
How does Forge preserve customer choice?
The planned paths allow customers to build independently, work with their Solution Partner or request delivery on a quote. Access and request sharing remain subject to customer permissions.
Does Client Connect include Neoo Business?
No. The Client Connect model covers collaboration with the accounting firm. Full Neoo Business management is a separate offer, supported by the partner of record.
How do I join the network?
Partner levels depend on skills, customer acquisition, onboarding, support and ongoing account management. Distribution, Forge and AI usage, and Marketplace publishing terms are discussed privately after qualification. Applying activates no economic entitlement and guarantees no revenue.