Finance & Operations
Spend & Subscription Review
Turn a messy statement export into a ranked cancellation list with a dollar figure you can act on today.
What you get
- A complete, drop-in SKILL.md that audits recurring spend from a statement export or vendor list and outputs a ranked cancellation list with dollar savings
- A 7-step method that detects duplicate tools, price creep, likely-unused subscriptions, and downgrade or free-tier candidates
- A fixed output format: summary saving line, ranked action table, findings-by-type notes, and a do-this-today checklist
- A worked example showing $98/mo in high-confidence savings found across 10 fictional vendors
- Built-in guardrails so it never recommends cancelling a load-bearing tool without a stated signal
- Works in Claude, ChatGPT, or any AI assistant — no setup, no proprietary tools required
Questions
How does a subscription audit AI cut SaaS costs?
It reads your statement export or vendor list, normalizes every recurring charge, then flags duplicate tools, price increases, and likely-unused subscriptions. It returns a ranked cancel-and-downgrade list with an estimated monthly and annual saving for each line.
What do I need to run a spend and subscription review?
You need one of: a card or bank statement export (3+ months is best), a rough vendor list with costs, or a billing dashboard screenshot. Three or more months lets the audit catch price creep and annual renewals a single statement would hide.
How does it avoid cancelling a tool I actually need?
It never recommends cancelling on cost alone. Every cut names a specific signal, such as a finished project or a duplicate tool, and anything without a clear signal is marked 'Confirm' for a human decision rather than cancelled automatically.
One-time. Instant download. Yours to keep.
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