Software spend review
Inventories software spend from bills and finds unused seats, duplicates and cheaper plans.
How to use it
The steps, in order, from getting it to the first result.
Connect billing and the identity provider.
Run the inventory.
Work the savings list with each owner.
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.
Skills it uses
Spreadsheets
Creates, reads and edits Excel spreadsheets.
Word documents
Creates, reads and edits Word documents.
Connects to
Ramp
Brex
NetSuite
Pull financials and post entries with approvals.
Okta
Inherit identity and group permissions for every run.
Built on
- Data sources. Answers from connected documents with the source cited.
- Drive. Files it produces land in your workspace Drive.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.