Find the SaaS waste hiding in company spend
CalBudget Business turns transactions, renewals, trials, and billing evidence into a clean audit workflow for founders, operators, bookkeepers, and fractional CFOs.
Savings
$1,860 potential savings found
Opportunities are ranked by impact, confidence, urgency, evidence, and owner status.
Detected SaaS spend
$8,420
Monthly recurring software charges
Potential savings
$1,860
Open cancellation and downgrade opportunities
Renewal risk
7
Trials and renewals due in 30 days
Asana + ClickUp
Duplicate tools
$420/mo
Owner review
Figma
Annual renewal
$2,880/yr
Due in 12 days
AI Meeting Notes
Trial converts
$299/mo
Due tomorrow
Analytics Pro
Owner needed
$149/mo
Unassigned
Spend we detect
Recurring charges from tools like these surface automatically in your first audit.
payments · recurring
messaging · recurring
design · recurring
hosting · recurring
ai tools · recurring
database · recurring
Examples of detected SaaS spend — not partnerships or endorsements.
SaaS waste is rarely intentional. It hides in descriptors, renewals, duplicated tools, and trials nobody owns.
CalBudget Business gives the team a single place to detect, review, assign, approve, act, and report — without pretending everything can be canceled by magic.
Audit outcomes
Designed to prove the money
5x
better visibility
15x
faster audit prep
Workflow
How CalBudget Business works
Three passes take a company from messy statement descriptors to an owner-reviewed savings queue.
Connect company spend
Pull card and bank transactions through Plaid or upload CSV exports for a controlled first audit.
Normalize SaaS vendors
Convert messy descriptors into vendors, categories, cadence, confidence, and renewal risk.
Prioritize real savings
Rank duplicates, forgotten trials, ownerless tools, price increases, and downgrade candidates.
Finance-grade review
Built for evidence, not vibes
Recommendations are only useful when a business can explain the evidence, risk, owner, action, and confirmed outcome.
Asana + ClickUp — duplicate tools
Two project management tools billed to the same team.
- Overlapping monthly charges$420/mo
- Last ClickUp admin loginApr 12
- Detection confidence92%
Requires human approval · evidence attached
Spend intelligence
Recurring SaaS detection, vendor normalization, monthly and annualized spend, subscription status, and price-change signals.
Action workflow
Owner assignment, due dates, cancellation checklists, reminders, approval steps, and confirmation tracking.
Evidence and control
Evidence trails, confidence scores, role-aware review, audit activity, and client-ready monthly reports.
Reporting
Audit reports that read like leadership material
Export spend, opportunities, confirmed savings, upcoming renewals, duplicate tools, trial risk, and evidence into a report people can actually use.
Monthly SaaS Spend Audit
Potential savings, confirmed savings, evidence, owners, renewals, duplicate tools, and cancellation status in one report — ready for a leadership meeting or a client review.
- Detected recurring spend$8,420/mo
- Potential savings$1,860/mo
- Confirmed savings$640/mo
- Renewals in next 30 days7
- Duplicate tool groups3
Evidence attached · owners assigned
Pricing
One verified plan for business audits
CalBudget Business
Verified workspace for SaaS spend audits, renewal control, and savings reporting.
$249/month
Access is reviewed manually so we can verify company fit, workspace ownership, data expectations, and billing before activation.
Includes
- Verified business workspace
- Plaid connection and CSV import fallback
- Recurring SaaS vendor detection
- Duplicate tool grouping
- Trial and renewal risk detection
- Cancellation workflow and confirmation tracking
- Monthly SaaS spend audit report
FAQ
Questions businesses ask first
Does CalBudget Business cancel subscriptions automatically?
No. It creates evidence-backed cancellation workflows, instructions, reminders, and draft emails. Destructive actions require explicit human approval and confirmation.
Is this separate from personal CalBudget?
Yes. The planned BIZ product uses a separate business surface, database, roles, billing, integrations, and audit trail.
Who is this for?
Founders, operators, bookkeepers, and fractional CFOs who need a fast, repeatable way to find SaaS waste and prove savings.
Verification-first onboarding
Start with a verified SaaS audit
Business access is reviewed manually so we can verify company fit, workspace ownership, data expectations, and billing before activation.
Request business access