A one-hour SaaS spend audit for small businesses

Most SMBs are paying 20–40% too much for SaaS because nobody has looked in a while. This one-hour audit surfaces the waste and gives you a plan.

Step 1: pull the data (15 min)

Export the last 12 months of card and bank statements. Filter for recurring vendors. You'll get a list of 20–100 line items.

Step 2: classify (20 min)

For each vendor: (a) do we still use it? (b) who is the owner? (c) what does it cost annually? Anything you're not sure about is the interesting bucket.

Step 3: find the contracts (15 min)

For each vendor, find the signed contract or order form. Ask sales for a copy if you don't have it. Upload to your register.

Step 4: act (10 min)

Cancel the obvious waste (usually 3–8 items). Flag the rest for renewal review. Set reminders before each notice deadline.

Frequently asked

How much do businesses typically save?
A first audit commonly turns up 10–30% in immediate cancellations, plus additional savings from renegotiation at renewal.
Should I do this quarterly?
Yes. Monthly is overkill; annual is too infrequent.

Track 10 contracts free. Then $29/year for unlimited.

AI extracts the terms and reminds you before every deadline. Upgrade when you need unlimited contracts, chat and MCP.

Track 10 contracts free

See pricing · Check one contract free

Related guides