All use cases

Audit software subscriptions against usage and stage the cancellations

The subscription line grows one reasonable decision at a time until nobody can say what half of it is for. Agent FM audits it: it pulls the recurring charges from the books, lists them in a sheet, and matches each against actual usage and seat counts. Tools that are unused, duplicated, or on a bigger plan than the team needs get flagged, and the cancellation or downgrade email is drafted for each flag. Nothing sends without your OK. The audit that never quite happens becomes an afternoon of approvals, and the books drop the weight.

Orders, billing & booksFor OperationsFor Founders
The ask
Ask for anything…

Audit our software subscriptions: pull the recurring charges from QuickBooks and list them in a sheet.

Match each against actual usage and the seat counts. Flag what is unused, duplicated, or on a plan bigger than we need.

Draft the cancellation or downgrade email for each flag. Send nothing without my OK.

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