SaaS Spend Review for Fractional CFOs
A SaaS spend review for fractional CFOs has to be repeatable. SassList turns each client's card or bank export into the same structured list of software subscriptions, with cost, renewal dates and duplicates, so every client gets the same review each month.
The same review, rebuilt by hand for every client
Fractional CFOs and bookkeeping firms review software spend for several companies. Each client has different cards, different tools and a different spreadsheet, and the review takes the same hours every month. SassList standardises the first step. The client sends an export, you drop it in, and the list appears with vendors, categories, annual cost and predicted renewals.
A monthly routine that fits your close calendar
Import the month's export for a client, review new and changed tools, and export the list to CSV or XLSX for your report. Team supports ten statement sources and 20 imports per month, and Business supports multiple entities and 100 imports per month. Sources can be combined, so a client with two cards and a bank account still produces one list.
- Same list format for every client
- 20 imports per month on Team, 100 on Business
- Export for your client report
Give advice with numbers behind it
Recommendations land better with figures. Duplicate category detection and the savings view show where a client pays twice, and the renewal calendar shows which cancellations to make before which date. Combine this with software spend management for budget views, and SaaS contract management for notice periods.
Plans for a practice
Team at $299 per month, or $149.50 per month billed yearly, suits a practice with a handful of clients. Business suits larger practices that need roles, an audit log and invoice billing. See pricing, and how it works for the import.
Can I review several clients in one account?
Business supports multiple entities and currencies. Check the plan limits on the pricing page to pick the right fit for your client count.
What do clients need to send?
Only a CSV, XLSX or PDF export of the card or bank statement. No logins are shared.
Build your first list from one export
Create your account and run your first client review from one export.