Most finance tools just look at bank feeds. We cross-reference bank data, SSO logs, and email receipts to distinguish between "active tools" and "zombie spend."
We connect via Plaid (Bank) and Stripe (Credit Card) APIs to pull a 12-month trailing ledger. Our algorithm filters for recurring patterns, isolating SaaS vendors from general expenses like "AWS" vs "Amazon Shopping."
Payment doesn't mean usage. We optionally connect to Google Workspace or Okta to check "Last Login" dates. If a user hasn't logged into Asana in 90 days but you're paying $25/mo for their seat, we flag it.
We maintain a database of what 5,000+ other companies pay for tools like HubSpot, Salesforce, and Datadog. If you are overpaying per seat compared to the market average, we generate a negotiation script or handle the email thread for you.
Regularly audited to ensure your financial data is handled with the highest compliance.
All data is encrypted in transit and at rest. We never see your bank login credentials.
We cannot move money. We only "read" transaction ledgers to analyze spend.