A SaaS audit is a structured spending review of every software subscription your business pays for - what it costs, who uses it, and whether it's earning its place in the budget. This subscription discovery process typically uncovers recurring charges from forgotten tools alongside the known stack. For most small businesses, one thorough audit takes 2-3 hours and uncovers 15-25% of software spend that delivers little or no value. That's not a guess; it's what business owners consistently find when they actually sit down and look. Here's exactly how to run one.
Step 1: Pull all payment sources (30 minutes)
You cannot audit what you haven't found. Start by pulling every statement where software charges could appear. For most small businesses, that means: the main business bank account, the company credit card, any personal cards used for business tools, PayPal if anyone on the team has ever used it for software, and any corporate card accounts belonging to team members who purchase tools independently.
