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    General Business automation

    SaaS Subscription Spend Audit Alerts

    A done-for-you everyday business automation built for the Finance Manager, connecting Slack, Airtable, and Google Sheets so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Every software subscription the company pays for gets pulled automatically each month from the corporate card statement and cross-referenced against an Airtable inventory of who owns each tool and how many seats are actually active according to the SSO login history in Okta.

    2. Any subscription with zero logins in the last sixty days, or any tool with more purchased seats than active users, triggers a Slack alert to the finance manager with the monthly cost of the waste spelled out in dollars.

    3. A running total of confirmed savings from cancelled or downsized subscriptions gets logged automatically to a shared Google Sheets dashboard that finance reviews at the end of every quarter.

    4. Software spend that used to creep upward unnoticed month after month finally gets a monthly gut check with real numbers attached.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Handled by hand, a finance manager spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It's the kind of work that quietly eats hours every week.

    With this automation

    • Invoices generated the moment a job or milestone completes
    • Polite, escalating payment reminders that run on schedule
    • Failed payment recovery for subscriptions and memberships
    • Expense, commission, and reconciliation work handled automatically