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Find recurring charges we should cancel or renegotiate

Every subscription and standing charge across the syndicates, with usage evidence and a keep, cut, or renegotiate call.

DatafinanceGestion Velora1st of the month at 8am
Prompt
Review [Months of transactions to review] months of transactions and the obligations ledger. Identify every recurring charge, group by vendor and syndicate, and estimate annual cost. For each, find evidence of use in the last 90 days and the renewal or notice date. Recommend keep, cut, or renegotiate with the reasoning. Cancel nothing and contact no vendor.
Works with
Use this template Save as workflow
How Company OS runs it

Runs on its own. Reads the company record only.

Run details

Agent nova · Approvals none · Output recurring charges audit with a receipt · 1st of the month at 8am