Playbooks, benchmarks, and frameworks for SaaS renewal management, vendor consolidation, and shutting down shadow IT. Written for CFOs, controllers, and FP&A leads.
Apply zero-based budgeting to SaaS spend. The categories that stay, the ones to cut, and the negotiation targets that make ZBB work for software.
Software auditA five-day playbook for auditing your entire SaaS stack. Pull AP data, SSO logs, and card exports; reconcile the vendor list; ship a ranked action report.
ComplianceWhere SOC 2 access reviews break down over the vendor list. The overlap between finance and security, and the audit gap that costs both teams.
Vendor managementA finance-team playbook for a SaaS renewal calendar that catches auto-renewals 60 to 90 days early. Includes the 12 required columns, alert tiers, and ownership rules that make it work.
FP&AA CFO-ready business case template for SaaS spend management. Includes ROI math, savings benchmarks, payback timelines, and board-ready framing.
Vendor strategyA utilization and TCO framework for deciding when to consolidate SaaS vendors and when best-of-breed still wins. Built for finance teams making the call in 2026.
Cost reductionA 90-day playbook for cutting 20% of SaaS spend without impairing operations. Week-by-week execution with named owners, decisions, and savings math.
ContractsTwelve SaaS contract clauses that quietly cost finance teams money: auto-renewal windows, rate escalation, seat true-ups, MFN clauses, and more.
RenewalsAuto-renewals succeed by design, not by accident. Here is the mechanism, why vendor reminders are too late, and the 60-day rule that catches them.
Software spendShadow IT inflates the average mid-market SaaS bill by 25 to 35%. Here is where the spend hides, how to size it in a week, and what to do about it.