Most operators we meet are wasting real money every month on overlapping SaaS, contractor reporting, unused seats, and tools that were necessary in 2022 and aren’t in 2026. Nobody on the team has time to audit it. The bills keep clearing.
The Number 5 SaaS Stack Audit is a productized 30-day engagement that finds the money — and shows you what to do with it.
THE PAIN:
> Three different reporting tools because each department picked their own
> A contractor billing every month to run reports a dashboard could generate automatically
> Per-seat SaaS scaling up every quarter while half the seats are dormant
> Royalty, remittance, or commission calculations nobody has verified against actual data in years
> AI tools the team is paying for and not using — and AI tools the team needs and doesn’t have
THE 30-DAY AUDIT:
> Productized engagement with a fixed deliverable, fixed timeline, and a clear handoff at the end.
> Continue with Number 5 month-to-month afterwards, or take the audit and walk away. No long-term contracts, ever.
WHAT’S INCLUDED:
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1. Software & spend audit
A complete inventory of every SaaS, contractor, and recurring tool you pay for — with monthly cost, owner, last-meaningful-use, contract end date, and overlap analysis. Not a guess; a tracked spreadsheet you can act on.
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2. Consolidation & cancellation plan
Specific recommendations on which tools to cancel outright, renegotiate at renewal, consolidate into fewer vendors, or keep as-is. Each line includes the dollar impact and the cutover plan.
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3. Royalty & remittance audit (when applicable)
For multi-location operators, franchisors, licensors, and brands with revenue-share structures, this is often the highest-leverage line item. We verify per-location revenue against royalty calculations, surface remittance anomalies, and flag locations operating out-of-band on key metrics.
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4. AI literacy onboarding
Two working sessions with your team. Session 1: practical use of ChatGPT and Claude for ops, finance, marketing, and vendor management. Session 2: a custom internal GPT or Claude Project pre-loaded with your business context, plus a prompt library tailored to your team’s actual jobs.
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5. 90-day operational roadmap
A prioritized, ROI-quantified backlog of what gets built next: forecasting models, anomaly alerts, bulk-purchase optimization, vendor contract calendar, marketing/loyalty pipelines. Each item has a build estimate, expected impact, and dependency map.
AFTER THE AUDIT:
> Most clients continue with Number 5 month-to-month after the audit completes — structured so the cost is largely funded by the SaaS and contractor spend the audit replaces. Ongoing engagement covers platform operations, monthly business reviews, build velocity (1–2 new dashboards/models/features per month), and strategic support including renewal negotiations.
> Ongoing engagement is optional and month-to-month, paid up front, no long-term commitment. If the audit is the only thing you need, you walk away with the audit.
WHO IT’S FOR:
> Multi-location operators, franchisors, and franchisees
> E-commerce and consumer brands with significant monthly software spend
> Companies with a fractional or in-house finance lead who’s never had time to audit the stack
> Founders preparing for a fundraise, refinance, or M&A event who need clean numbers and trimmed burn
> Operators using Restaurant365, Toast, Revel, Square for Retail, NetSuite, QuickBooks, or any combination thereof
WHY US:
> Direct operator background. Founder-led; former CTO at a multi-line consumer brand.
> Productized, not vague. Same delivery package every time. No black-box engagements, no long-term contracts.
> Operator-led, not auditor-led. We build the dashboards and AI tooling that
replace the spend, not just list it.
> Ongoing relationship is optional, never required.
FAQ:
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How does the SaaS Stack Audit work?
Productized 30-day engagement. The deliverable is a complete software and spend audit, a consolidation and cancellation plan, a royalty/remittance audit when applicable, two AI literacy sessions, and a 90-day operational roadmap. Pricing and engagement terms are shared on the first call so we can scope to your situation.
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What kind of savings does the audit typically find?
Three categories. First, redundant SaaS and contractor spend — overlapping reporting tools, dormant seats, unused enterprise tiers, and contractors billing for work a dashboard can generate. Second, royalty and remittance leakage — for multi-location and licensed operators, this is frequently the largest single line item. Third, AI cost reduction — either replacing tools entirely with an internal GPT or Claude workflow, or surfacing the AI spend that’s being paid for and not actually used.
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Do I have to continue with Number 5 after the audit?
No. The audit stands on its own. Most audit clients continue with Number 5 month-to-month because the audit identifies enough work to fund the engagement many times over — but it’s optional, never required, and there are no long-term contracts. The audit deliverable is yours regardless.
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How is this different from a normal IT or finance audit?
Two ways. First, it’s operator-led, not auditor-led — we’re building the dashboards and AI tooling that
replace the spend, not just listing it. Second, it includes a real 90-day execution roadmap and AI literacy sessions, so the team can act on the audit immediately rather than putting it in a binder. The deliverable is a working plan, not a slide deck.
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What sectors do you usually do these for?
Multi-location operators (food, retail, fitness, services), franchisors and franchisees, e-commerce and consumer brands, and venture-funded startups going through a cost-discipline cycle. The pattern is similar across all of them: scattered tools, manual reporting, AI not yet integrated.
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Ready to find the money?
[email protected]