How do you find the SaaS spend you're quietly wasting?
A SaaS spend audit AI Employee that reconciles recurring card and bank charges against your subscription register every week and flags duplicate tools, unused seats, price hikes, and shadow IT. It recommends only. It never touches a subscription.
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SaaS spend sprawls quietly. A team trials a tool and keeps paying after the trial ends. Two teams buy overlapping products without knowing it. A vendor raises its price and the invoice just changes. A card gets charged for something that was never logged anywhere. The two records that would catch this (what's actually being charged and what's supposed to be) live in different places and drift apart. The bank feed shows every recurring charge; the subscription register shows what finance thinks it's paying for. A quarterly spend review catches some of it, but it's a point in time snapshot done by hand, and three months is a long time for a duplicate tool or a stale renewal to keep charging. A tool bought on a personal card during a trial never makes it into the register; a price increase shows up as a bigger number on the same line, easy to miss next to a hundred others. Anything faster than quarterly means someone doing the same manual comparison every week, which doesn't happen, because nobody has a spare afternoon every week.
Each week the SaaS spend audit AI Employee reads recurring card and bank charges from the bank feed, reads the subscription register you keep in Sheets, and reconciles the two: duplicate or overlapping tools, seats that look unused, price hikes since the last time it checked, renewals coming up soon, and shadow IT (charges with no matching row in the register at all). It posts what it finds to Slack, remembering what it already flagged so the same unresolved item doesn't repeat every week. It never touches a subscription. It only ever recommends.
See exactly how the work gets done.
Runs weekly, remembering what it already flagged
A scheduled run fires every week, carrying a ledger from week to week rather than starting fresh. That's what lets it remember which subscriptions it has already flagged and what it recommended last time, so a duplicate tool that's still unresolved gets one line in the digest, not a new alert every week.
Carries your audit rules
What counts as a duplicate, an unused seat, a meaningful price hike, or a renewal worth flagging travels with it as a skill: the matching logic between a bank charge and a register row, the threshold for a price change worth reporting, and the format of a recommendation. Tune a threshold and it's a change to the skill, not a one off instruction.
Reads the systems, with permissions you set
It reads recurring charges from the bank feed (the card and bank feed, grouped into recurring merchants over a trailing window) and the subscription register from Sheets (what finance believes it's paying for, and at what price), and posts the weekly digest to Slack. It has no write access to the bank feed or the register. It cannot add a line, remove one, or change a price. Credentials stay in memory, never written to disk, never exposed to the model.
Recommends only, never cancels
It recommends cancellations, downgrades, and consolidations. It never cancels, pauses, downgrades, or otherwise modifies a subscription or a payment method itself. That decision, and the click that executes it, stays with a named human.
Posts the weekly digest
Each week's message lists what's new (a fresh shadow IT charge, a price that just moved, a renewal coming up) and what's still open from a prior week, without repeating anything unchanged. Every line carries the evidence (the charge, the register row, or the absence of one) and a suggested action. The finance team decides what to actually cancel or renegotiate.
Runs in your environment
Every run is isolated inside your own infrastructure, reaching only the bank feed and the register it's scoped to; your data never leaves it, and only the Slack digest leaves the run.
Permissions you set
The bank feed and Sheets credentials connect with permissions you set, held in memory, injected at run time, never written to disk or exposed to the model.
Recommend only
It has no write access to the bank feed, no billing API, and no way to cancel, downgrade, or pause a subscription. Its entire output is a Slack message with a suggested action; a named human does anything that changes a subscription.
No repeat noise
A ledger persists across weeks, so an unresolved finding gets one entry, not a new alert every run. Only new or changed waste is reported as new.
You own the rules
Its persona, its audit rules, and its per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
The comparison that used to require someone opening a spreadsheet next to a bank statement now runs every week without anyone starting it, and only reports what's new or unresolved. The AI Employee reads the charges and the register; the finance team decides which recommendation to act on.
Every week
Charges reconciled against the register on schedule
Recommend only
Nothing is ever canceled or changed automatically
5 waste signals
Duplicates, unused seats, price hikes, renewals, shadow IT
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
How do AI Employees process invoices the moment they land?
Extracts every invoice, matches it against POs and prior invoices, flags duplicates and overcharges, and routes for approval. It records, it never pays.
×How does YP get month end close started before your team sits down?
Walks the close checklist monthly, reconciles Billing revenue against the ledger, flags anomalies and missing docs, and posts the open items to Slack. It assembles and flags; a named human closes the books.
×How do AI Employees recover failed payments before they become churn?
Works every failed invoice through a fixed escalation ladder of smart retry, reminder, update card, and final notice, alerts the revenue team on Slack, and stops the instant it's paid. It never cancels a subscription, issues a credit, or refunds; those stay with a named human.
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