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
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