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The SaaS Spending Audit Checklist: Find $50K in Hidden Costs

A step-by-step checklist to audit your SaaS spending, find redundancies, and consolidate tools — with real cost-saving examples.

Your SaaS Bill Is Probably 40% Waste

According to Zylo's 2025 SaaS Management Report, the average mid-market company wastes 40% of its SaaS budget on unused licenses, redundant tools, and forgotten subscriptions.

Here's how to find that waste in your organization.

The 30-Minute Audit

Step 1: List every SaaS tool (10 min)

Check your expense reports, credit card statements, and IT procurement records. Don't forget:

  • Tools purchased on individual credit cards
  • Free tiers that have been upgraded
  • Annual subscriptions (easy to forget)

Step 2: Map overlap (10 min)

Create a simple matrix:

| Function | Tool 1 | Tool 2 | Tool 3 |

|----------|--------|--------|--------|

| Email marketing | Mailchimp | HubSpot | ActiveCampaign |

| Project management | Asana | Monday | Notion |

| Customer support | Zendesk | Intercom | — |

If two tools serve the same function, you're paying double.

Step 3: Check utilization (10 min)

For each tool, ask:

  • How many licensed users actually logged in last month?
  • Which features are we paying for but not using?
  • Could a different plan tier meet our needs?

Common Redundancies We See

| Redundancy | Typical waste |

|-----------|--------------|

| CRM + separate email marketing | $200-800/mo |

| Helpdesk + separate knowledge base | $100-400/mo |

| Design tool + separate DAM | $50-200/mo |

| Project management + separate time tracking | $100-300/mo |

| Automation platform + manual workarounds | $150-500/mo |

The Consolidation Play

Here's a real example from one of our early beta users:

Before Automo (monthly):

  • Salesforce CRM: $1,500
  • Zendesk: $800
  • Mailchimp: $400
  • Asana: $300
  • Canva Teams: $150
  • Zapier: $200
  • QuickBooks: $250
  • Total: $3,600/mo

After Automo (25 users):

  • Automo Business: $475/mo
  • Savings: $3,125/mo ($37,500/year)

Your Action Items

  1. Run the 30-minute audit this week
  2. Identify your top 3 redundancies
  3. Calculate annual waste
  4. Try Automo free and see if it can consolidate your stack
  5. If it can, book a demo for a personalized migration plan

Calculate your savings →

Compare your current tools →

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