Back to the marketplace

Software spend review

By Context Template Finance

Inventories software spend from bills and finds unused seats, duplicates and cheaper plans.

Deliverables produced by an agent in the workspace
Deliverables produced by an agent in the workspace
Live workspace demo

What it does

Reads the card and bill exports and the identity provider's app list. It builds one inventory of every subscription, matches seats to active users, flags overlap between tools, and drafts the savings list with the evidence behind each line.

How to use it

  1. 1Connect billing and the identity provider.
  2. 2Run the inventory.
  3. 3Work the savings list with each owner.

Built from

Workspace features

  • Data sourcesAnswers from connected documents with the source cited.
  • DriveFiles it produces land in your workspace Drive.

More in Finance

Models, reporting, spend and the numbers behind decisions.

Board pack desk

Assembles the monthly numbers, charts and commentary into the board pack.

By Context Template

Get

Deal sourcing

Pipeline against your thesis

By Context Agent

Get

Due diligence

Data rooms at deal speed

By Context Agent

Get

Financial modeling

LBO, DCF, sensitivities

By Context Agent

Get

Investor reporting

Quarterly updates & attribution

By Context Agent

Get

Risk management

Exposure monitoring & alerts

By Context Agent

Get

Due diligence

CDD summaries under deadline

By Context Agent

Get

Financial modeling

Scenario models from source data

By Context Agent

Get

Budget planning

Forecasts & allocation models

By Context Agent

Get

Reporting

Board-ready consolidation

By Context Agent

Get

Runs inside your perimeter, under your permissions.