From a pile of invoices to a calendar of wins.
Here's exactly what happens after you sign up: what we do, when we do it, and the few points where we need a decision from you.
Connect your accounts
You grant read-only access to the mailbox where invoices and renewal notices arrive, usually billing@ or finance@, and to your accounting or spend platform. If you'd prefer not to connect anything yet, send us a spreadsheet or a stack of PDFs and we'll start from those.
- Gmail or Microsoft 365, with access limited to messages from vendors
- QuickBooks, Xero, Stripe, Ramp or Brex for payment history
- Optional: your SSO or HR tool, for counting seats against real users
Renewal audit
We go through invoices, contracts and order forms to build a ledger of every recurring vendor. For each one we record the annual cost, the billing cycle, the renewal date, the notice period, any uplift clause, and seats paid for against seats in use.
You get the ledger with each contract ranked by how much it could save and how soon it needs action. The audit is free, even if you never use us for anything else.
Set your preferences
We go through the ledger together. You tell us which tools are must-keep, which can be replaced, what your budget looks like and who has to sign off. Those choices determine how hard we push on each contract.
Open the conversation
We draft the opening email to the vendor's account rep, and it goes out from your address once you approve it. It sets out usage, timing and the terms we're after. Asking early gives the rep time to get approvals and keeps the deadline working in your favor.
Negotiate
We read each reply, compare it with what similar companies pay, and draft the next move. You'll see every offer next to your current terms, along with our recommendation. If the rep wants a call, we prepare a one-page brief for whoever joins.
Sign, or exit cleanly
Once you accept an offer, we check the order form against what was agreed, line by line. If you decide to leave, we send written notice of non-renewal before the deadline and keep the confirmation on file.
Invoice and track
We invoice 25% of the confirmed first-year savings, once, after the new terms take effect. The contract then goes back on the calendar so it's covered at the next renewal.
What we need from you
- Ten minutes to connect accounts, or a spreadsheet of your tools
- One 30-minute call to set priorities
- A click to approve each email before it goes out
- A signature on contracts you choose to accept
What we never do
- Sign or accept terms on your behalf
- Send an email you haven't approved, unless you've turned on autopilot for that vendor
- Touch payment methods, billing details or bank accounts
- Sell or share your contract data, ever
The smallest access that gets the job done.
You're giving us a view into your spending, so we treat it as sensitive data from the start.
Scoped mailbox access
We only read messages that match known vendor senders and billing keywords. Personal and internal email is never processed.
Read-only finance data
Accounting and card integrations use read-only scopes. We can see what you paid, and we can't change anything.
Encrypted in transit and at rest
Data is encrypted with TLS in transit and AES-256 at rest. Access tokens are stored separately from contract data.
Audit trail
Every draft, approval and email sent is logged with a timestamp and the person who approved it, and you can export the log at any time.
Revoke in one click
Disconnect any integration from your dashboard or from the provider's own security settings.
Deletion on exit
When you close your account, we delete synced emails, documents and tokens within 30 days and confirm it in writing.
Find out what you're overpaying for.
Send us a list of your tools or connect your inbox. Within two business days you'll get every renewal date and notice deadline, plus an estimate of what each contract could save. It's free and you're not committing to anything.