A SaaS audit begins with subscriptions, seats, owners and renewal dates. Review invoices alongside payment records.
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Check usage records and confirm with the people who rely on each tool.
Include add-ons, annual commitments, notice periods and overlapping tools. A cheaper plan may remove a feature the team needs.
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Record why a tool stays, changes or leaves. Check export and retention needs before cancelling anything.
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Assign an owner and a renewal reminder. Separate potential savings from reductions that are actually completed.
Gather the last 12 months of software payments. Use the full guide to plan the audit and preserve essential workflows.