Consulting · 2024 · 01 month
Automated SaaS Financial Auditor & Run-Rate Dashboard
"$4,500+ saved in Year 1, 10+ hours per month reclaimed, zero missed cancellations."
Role
Notion Workspace Builder & Consultant
Industry
Digital Marketing, Creative Agencies
Tools
Notion (Advanced Formulas), Database Automations
Overview
Designed and developed a custom, automated Notion operating system for a rapidly scaling startup to track, audit and optimise their software subscription spend. The system translates chaotic billing cycles into a clear 'True Monthly Burn Rate' and acts as a financial defense system with an automated 14-day early-warning radar to prevent unwanted credit card charges.
Challenges
- Severe SaaS bloat, with different departments expensing dozens of tools on company cards.
- Varying billing cycles (monthly, quarterly, annual) meant no clear monthly SaaS burn rate.
- Bleeding thousands of dollars per year on ghost seats and forgotten software.
- Tools renewing before being noticed, requiring a shift from reactive refunds to proactive auditing.
Approach & Solution
- True Monthly Cost calculator: Notion formula auto-normalising annual and quarterly costs to monthly.
- Renewal Radar: countdown formula comparing current date vs. renewal date with 14-day flashing warning.
- Action Needed board: bulletproof checkbox formulas that surface only items in the danger zone.
- CFO Overview: high-level financial board grouping software by department with auto-sums.
Results
- Saved $4,500+ in Year 1, with the Renewal Radar catching 3 forgotten annual renewals in the first 30 days.
- 100% financial visibility, giving the CFO an instant, real-time True Monthly Cost metric.
- 10+ hours saved monthly by replacing manual statement digging with one automated dashboard.
- Zero missed cancellations, with backend filters establishing a permanent proactive audit process.