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.