Expense and Subscription Leakage Audit
Find waste in spending.
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Find money leaking out of my spending. Paste my expense list below (bank export, card statement, or accounting export with dates, vendors, and amounts): [PASTE_EXPENSES]. Business type: [BUSINESS_TYPE]. Monthly revenue: [MONTHLY_REVENUE]. Return everything as tables, not paragraphs. TABLE 1, recurring charges: Vendor | Monthly cost | Annual cost | What it is for (if you can tell, otherwise "unknown") | Last evidence of use | Verdict (keep, review, cancel). TABLE 2, suspicious items: duplicate charges, price increases over 10 percent, charges after a cancellation date, free trials that converted, and two tools doing the same job. Columns: Item | Why flagged | Amount at risk | Next step. TABLE 3, category summary: Category | Annual spend | Percent of revenue | Typical range for a business like mine (state this as a rough rule of thumb and label it as such). Then give the top five savings opportunities with an estimated yearly saving each, ranked by effort, and a 30-minute cancellation checklist. Do not assume a charge is wasteful just because it is unfamiliar; mark those "ask the owner". Ask me which vendors I could not identify.
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See an example result (fictional data)
TABLE 1 (excerpt, fictional design studio) Vendor | Monthly | Annual | Use | Verdict DesignSuite Pro | $79 | $948 | 2 of 5 seats active in 90 days | Review (cut 3 seats, save $570) CloudDrive Plus | $20 | $240 | Duplicates company storage | Cancel Stock photo site | $49 | $588 | Last download 4 months ago | Cancel TABLE 2: Flagged items. Project tool charged twice on 3 March ($45 duplicate, $45 at risk, ask vendor for refund). Webinar app price rose 22 percent in July. Top savings: seats $570, storage $240, photo site $588, duplicate $45. Estimated yearly saving: $1,443. Unidentified charge "ACME*SVC 12.99" marked: ask the owner.
Illustrative only, made-up data. Your results will differ and must be reviewed.