Free Download · SaaS Audit Checklist

The Free SaaS Audit Checklist for Small Businesses

Most small businesses spend more on software than they realize. Tools get added, teams grow, and subscriptions pile up. By the time you notice, you've been overbilling for months.

This free checklist walks you through a complete audit in 45 minutes. Know exactly what you are paying for, what is going unused, and where to cut.

5-step audit
45 minutes
No spreadsheet required
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SaaS Audit Checklist
Small Business Edition · 2026
List all subscriptions
Assign owner & purpose
Review last-login data
Flag duplicate tools
Check auto-renewal dates
Match seats to headcount
+ 16 MORE IN THE FULL THE PDF
What's inside

A clear, 5-step audit you can run today

No consultant required. Work through it top to bottom and you'll finish with a prioritized cut / keep / renegotiate list.

List every subscription across all payment methods
Match each tool to an owner and a clear purpose
Pull last-login data to spot unused "zombie" licenses
🔒+ 19 more steps, including renewal traps & cost-per-user
Why it's worth 45 minutes

Most teams are surprised by what an audit turns up.

~30%
of SaaS dollars wasted
nearly a third of software spend is "toxic" — unused seats, duplicate tools, and auto-renewals.
~25%
of licenses go unused
a quarter of the SaaS seats companies provision are never actually used.
$1,370
per employee, per year
average SaaS spend per employee — waste scales right along with it.
Source: Gartner — toxic SaaS spend, unused provisioned licenses, and average per-employee SaaS spend.
The quick version

How do I audit my SaaS subscriptions?

Four moves get you 80% of the savings. The free checklist expands each into a step-by-step 5-point run-through.

1
Inventory everything
Pull every subscription from cards, invoices, and app stores into one list.
2
Check real usage
Compare active users and last-login dates against what you're paying for.
3
Cut the waste
Cancel zombie licenses and consolidate tools that do the same job.
4
Renegotiate & recheck
Right-size seats, switch plans, and set a reminder to re-audit each quarter.

Frequently asked questions

What is a SaaS audit?+

A SaaS audit is a structured review of every software subscription your business pays for. It identifies what each tool costs, who actually uses it, and whether it's still needed — so you can cut waste and renegotiate contracts.

How much should a small business spend on software?+

Most small businesses spend between 5% and 15% of revenue on software, but the healthier metric is cost per active user. A quick audit usually surfaces 20–30% of spend tied to unused or duplicate tools.

How do I find software I'm paying for but not using?+

Cross-reference your subscription list against last-login and active-user data. Any license with no recent logins is a zombie subscription you can cancel or downgrade — BetterTracker surfaces these automatically.

How do I reduce software costs for my small business?+

Cancel unused licenses, consolidate overlapping tools, switch annual plans where it saves money, and renegotiate seat counts to match real headcount. Running a regular SaaS audit keeps costs from creeping back up.

How do I audit my SaaS subscriptions?+

Start by listing every subscription across all payment methods, assign each tool an owner and purpose, pull last-login and active-user data, then flag duplicates, unused licenses, and upcoming renewals. Our free checklist walks you through the full 5-step process in 45 minutes.

Skip the manual work

Want BetterTracker to do this automatically?

BetterTracker connects to your Microsoft 365 and Google Workspace environments and surfaces every app, subscription, and redundant tool in minutes. No manual spreadsheet required.

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