Find the Money You Didn't Know You Were Losing
A toolkit for procurement teams that suspect their software spend is quietly getting out of hand — and want to prove it.
The Problem: Shadow Spend Is Everywhere
Teams are buying tools on corporate cards. Free trials are converting to paid without approval. By the time procurement finds out, the company is paying for three project management apps and two video conferencing tools. Our data shows Google, Microsoft, OpenAI, Atlassian, and Twilio are among the top shadow spend offenders — not because of rogue behavior, but because these tools are designed to be easily adopted without going through procurement.
For mid-market companies, shadow spend is not only a waste problem, but a security risk, a compliance gap, and a missed consolidation opportunity. And it always grows faster than the team managing it.
Shadow Spend & Duplicate Tools Audit Spreadsheet
A structured spreadsheet template to systematically surface and categorize untracked software spend across the organization. Designed for a procurement or finance team running a quarterly or annual spend audit.
Why it matters: The average mid-market company is paying for tools no one uses and tools everyone uses without approval — often at the same time. Cleaning up even 10–15% of the stack pays for itself many times over.
Pre-Renewal Stakeholder Pulse Survey
A set of ready-to-use survey questions to send to users and stakeholders before a software renewal. Takes 3–5 minutes to complete, but surfaces the utilization and satisfaction data you need to make a confident renew/cancel/renegotiate decision.
Why it matters: Low utilization data is one of the most powerful negotiation levers you have. Going into a renewal without it is like negotiating blind.
Software Stack Consolidation Planner
A decision-making framework and worksheet for identifying consolidation opportunities across your software stack. Once you've surfaced shadow spend and surveyed stakeholders, this template helps you figure out what to cut, what to keep, and what to bundle.
Why it matters: Shadow spend audits surface the problem. Consolidation is where the savings actually happen. Mid-market companies often find that tool overlap is their single largest area of avoidable software cost.
