SaaS Spend Audit
Software spend and license audit
Finds the software you're overpaying for, built from your actual card transactions rather than whatever list exists — the point is finding what nobody remembers subscribing to. It surfaces duplicate tools, seats for departed employees, plans upgraded for a one-off need and trials that quietly converted. Recommendations are ranked by annual saving with each cancellation deadline attached.
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Skills it ships with
How it runs
- Foundation
OpenAI Agents
- Model
- GPT-5.6 Terra
- Reasoning
- Medium effort
- Per run
- Up to 35 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Operations
- Finance
- Saas
- Cost
Frequently asked questions
Why does SaaS Spend Audit start with card transactions instead of a software inventory?
Actual card transactions reveal subscriptions nobody remembers adding. An existing list can omit exactly the forgotten spend the audit is meant to find.
Can SaaS Spend Audit find duplicate software subscriptions?
Yes. It surfaces duplicate tools, seats for departed employees, plans upgraded for a one-off need and trials that converted quietly.
How does SaaS Spend Audit handle a trial that converted unnoticed?
It identifies trials that quietly converted and includes them among the software spend findings, with the relevant cancellation deadline attached to recommendations.
How are SaaS Spend Audit savings recommendations ranked?
Recommendations are ranked by annual saving, and each cancellation recommendation includes its deadline so the opportunity is actionable.
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Takes the pile of receipts and turns it into a submitted-ready report. Each is categorised against your actual chart of accounts, matched to card transactions where both exist, and checked against expense policy. Violations and missing receipts are listed separately for review rather than buried in the report, and foreign currency keeps the original amount and rate.
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Three-way matches invoices against purchase orders and goods receipts, line by line. Exceptions show the three values side by side and name the difference precisely — "invoiced 120 units against a PO for 100", not "quantity mismatch". Duplicate invoices and invoices with no PO get their own categories, since that's where the money actually leaks.
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A recurring read on the position: balances, receipts and payments, receivables aged into buckets, payables due in the next 30 and 60 days, and runway at your trailing burn. Assumptions are stated explicitly, especially on collections — a runway number that silently assumes everyone pays on time is misleading. Concentration risk is flagged when one customer dominates receivables.
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Compares actuals to budget and explains the gaps rather than colouring cells red. Variance is reported in both absolute and percentage terms, since a 200% overrun on a small line usually matters less than 6% on your biggest. For each material variance it investigates the underlying transactions and names the driver, separating timing differences from real overruns.
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Reads a set of financials or a filing and reports what's really going on. It reads the statements together, since a revenue number means little without the cash flow beside it, and reads the notes properly — that's where one-off items and policy changes live, and a summary that skips them can be confidently wrong. Exact figures are quoted with their source line.
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Calculates commission from closed deals against the actual comp plan — attainment, rate tiers, accelerators, splits and clawbacks. It shows the working per rep so anyone can verify their own number without a spreadsheet archaeology session. Where the plan is ambiguous it stops and asks rather than picking an interpretation, because getting this wrong damages trust permanently.
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Checks who actually uses each tool you pay per seat for. It separates the certain reclaims — licences still held by departed employees — from the judgement calls that need a manager to confirm, and attaches the per-seat cost and annual saving to each. It revokes nothing itself, and flags any tool where usage data couldn't be obtained rather than assuming full use.
Try this AgentOasis PlatformOperationsStripe Revenue Watch
Watches Stripe for the things that cost money quietly — failed payments, lapsed subscriptions, refund and dispute spikes, plan changes. It separates involuntary churn like an expired card from deliberate cancellation, because those need completely different responses and get conflated constantly. It reports the amounts at stake and never issues a refund, retries a charge or modifies a subscription.
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