Flow 079 · Subscription audit

Find the money leaking out one subscription at a time.

Most small businesses pay for tools nobody uses, the same tool twice, and renewals nobody remembered. This flow reads your statements, lists every subscription, flags duplicates, unused seats, price rises and renewals coming up, and drafts the cancellations. You decide what goes. It never cancels anything on its own.

Try it below. Sample company: Larkspur & Co. (fictional).

Subscription auditFinance · sample company
Demo
Pick what happens next

What lands with your team

Costs creep up a few dollars at a time, so nobody notices until margins are thin. This flow makes every recurring charge visible, puts renewals on the calendar weeks ahead, and turns “we should really check our subscriptions” into a 15-minute decision.

0subscriptions found
0monthly savings you approved ($)
0cancelled without approval

Sample company and sample numbers, for illustration.

How it works

Starts when
Once to run the first audit, then monthly, and whenever a new recurring charge appears.
Runs automatically
Reading card and bank statements or your accounting feed; grouping recurring charges by tool; matching seats to actual logins where available; flagging duplicates, unused seats, trials that converted and price rises; a renewal calendar with 14-day warnings; drafting cancellation steps.
Where AI helps
Recognizing messy merchant names, spotting tools that do the same job, and writing the plain-language summary.
Where you’re in charge
You approve every cancellation and downgrade, and the tool owner is asked first. The flow has read-only access and never logs in to cancel anything.

What stays with a person

  • Deciding what to cancel, keep or downgrade
  • Asking the team before removing a tool they rely on
  • Doing the cancellation, or approving someone to
  • Anything involving contracts or notice periods

What’s included

  • A one-time audit of the last 3 months of charges
  • A living list of every subscription, its owner and its renewal date
  • Flags for duplicates, unused seats, converted trials and price rises
  • 14-day renewal warnings
  • Drafted cancellation steps and messages
  • A monthly one-page spend summary
  • Runs on: QuickBooks or Xero, bank or card exports, Google Workspace or Microsoft 365 admin, Slack or Teams, Google Sheets
Build size M · medium

Questions teams ask

Does it need my bank login?
No. It reads exports or a read-only accounting connection. It never stores card numbers and can’t move money or cancel anything.
What if we still need a tool it flags?
You mark it “keep”, with a reason, and it won’t be flagged again until something changes, like a price rise.
How much will it find?
It depends on the business. The first audit shows the real number, so you can decide from facts, not guesses.

Want this for your team?

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