SaaS Spend Auditor
Connects to your business bank account through its API, scans debit transactions for recurring SaaS subscriptions, and classifies each vendor by category and cadence. On every run it produces a spend report — per-vendor cost, monthly and annualized totals, category breakdown, and month-over-month movers — then identifies which team member's card each subscription is billed to and sends every card holder a single direct message that already contains their subscriptions, what each one costs, and a direct unsubscription link for each vendor. No follow-up messages, no back-and-forth: one message with everything needed to review and cancel. You choose the bank (Qonto by default, or any bank with an API), how to reach people (Slack, email, or Teams), and whether to audit all SaaS or only selected categories.
Agent snapshot
Built for finance accounting work, not a generic template.
26
template uses
23
catalog views
2
integrations used
2
labels matched
Sample input
Build an agent to saaS Spend Auditor. Use Qonto and Slack. Focus on operations. Return a ready-to-review result after each run.
Sample output
On your schedule, pulls debit transactions from your bank's API, detects recurring SaaS subscriptions, reports spend by vendor and category, and DMs each card holder one message with their subscriptions and direct unsubscription links.
Workflow brief
Where SaaS Spend Auditor fits in a finance accounting automation system
SaaS Spend Auditor is designed for a specific recurring job: connects to your business bank account through its API, scans debit transactions for recurring SaaS subscriptions, and classifies each vendor by category and cadence. On every run it produces a spend report — per-vendor cost, monthly and annualized totals, category breakdown, and month-over-month movers — then identifies which team member's card each subscription is billed to and sends every card holder a single direct message that already contains their subscriptions, what each one costs, and a direct unsubscription link for each vendor. No follow-up messages, no back-and-forth: one message with everything needed to review and cancel. You choose the bank (Qonto by default, or any bank with an API), how to reach people (Slack, email, or Teams), and whether to audit all SaaS or only selected categories. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Qonto and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 8 concrete steps from the published agent data.
Connect to the bank API and list business accounts
Pull debit transactions over the configured lookback window
Detect recurring vendors and classify SaaS spend by category and cadence
Filter to the configured category scope and minimum spend
Attribute each subscription to the team member whose card it bills
Find a direct unsubscription or billing-portal link for each vendor
Integrations used
SaaS Spend Auditor connects Qonto and Slack.
Qonto
Connected in this agent
Slack
Connected in this agent
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