arrow_back Back to Blog
Case Study June 15, 2026 · 10 min read

How a 300-Person Fintech Cut SaaS Costs by 38% in 90 Days

Written by The Spend Shift Customer Success Team
Results at a Glance
38%
SaaS budget
reduction
$680K
Annual savings
identified
90
Days from
audit to savings
147
Subscriptions
found (vs. 60 known)
Company Profile
Industry: B2B Fintech (payments infrastructure)
Employees: 310 (remote-first)
Stage: Series C, post-IPO readiness prep
SaaS spend before: $1.79M/year (estimated)
SaaS spend after: $1.11M/year (actual)
Time to first insight: 14 minutes

The Problem: "We Thought We Knew What We Were Spending"

When NovaPay's VP of Finance, Rachel Chen, joined the company in early 2025, she inherited a SaaS tracking spreadsheet that listed 63 active software subscriptions totaling approximately $1.79M per year. It had been maintained by an ops coordinator who left six months prior. Nobody had touched it since.

On her first month, Rachel noticed something off: the numbers on the spreadsheet didn't match the actual credit card statements. Not by a little — by a lot. QuickBooks was showing recurring software charges that weren't on the list. Some tools she'd never heard of were appearing regularly. Others on the spreadsheet hadn't been charged in months.

"I asked the head of engineering what Retool was costing us. He said '$300 a month.' It was $4,200 a month. That was the moment I knew we had a serious problem."
— Rachel Chen, VP Finance, NovaPay

NovaPay was preparing for its Series D raise and potential IPO readiness process. Board members were asking increasingly pointed questions about operating efficiency. A $680K gap in software spend visibility wasn't just an operational problem — it was a diligence risk.

Why They Chose The Spend Shift

Rachel evaluated three platforms before choosing The Spend Shift: a large enterprise tool that required a six-week implementation, a mid-market competitor with an opaque pricing model, and The Spend Shift.

The deciding factor was speed. NovaPay had a board meeting in eight weeks. Rachel needed real numbers — not a beautifully designed platform that would take three months to configure.

Why The Spend Shift Won the Evaluation

bolt 14-minute setup. Rachel connected QuickBooks Online and Google Workspace SSO on a Tuesday afternoon. By Tuesday evening, she had a complete subscription map she'd never seen before.
account_balance Finance-first reporting. The dashboard spoke CFO, not IT admin. Budget vs. actual, department attribution, renewal calendar — everything Rachel needed for her board deck was already there.
price_check Transparent pricing. The other platforms required a sales call to get pricing. The Spend Shift had a clear pricing page. For a finance professional evaluating a spend management tool, that irony wasn't lost.

Day 1: The Audit That Changed Everything

When The Spend Shift finished its initial scan, Rachel stared at the screen for a long moment. The platform had found 147 active SaaS subscriptions. Her spreadsheet had listed 63.

The 84 "invisible" subscriptions broke down into three categories:

ghost

31 Ghost Subscriptions — $112,000/year

Tools started by employees who had since left the company. Auto-renewing monthly on corporate cards nobody was reviewing. The oldest had been running for 26 months undetected.

content_copy

28 Duplicate-Function Tools — $247,000/year

Five separate project management tools. Three different analytics platforms. Two competing CRM systems used by different sales pods. Every duplicate was a failed standardization that Finance had never been told about.

person_off

25 Critically Underutilized Tools — $321,000/year

Tools where fewer than 20% of purchased seats were being used in the last 60 days. This included a $96,000/year enterprise security platform where only 4 of 90 licensed users had ever logged in.

Total hidden waste identified: $680,000 per year. On a $1.79M estimated budget, that was 38% of their entire software spend evaporating silently.

The 90-Day Execution Plan

Rachel didn't try to fix everything at once. She triaged by impact and execution speed, focusing first on the highest-dollar, lowest-friction cuts.

1
Days 1–7 · Immediate Cancellations

Killed 31 Ghost Subscriptions

Rachel sent a Slack message to department heads with a list of tools tied to former employees, asking for 24-hour confirmation of any that were still needed. 28 were cancelled within the week. The remaining 3 were reassigned to active users. Immediate savings: $112,000/year.

2
Days 8–30 · License Rightsizing

Negotiated Down the Security Contract

Armed with The Spend Shift's usage report showing only 4 active users on a 90-seat security platform, Rachel contacted the vendor. The vendor's initial position was "we can't reduce seats mid-contract." Armed with the data and the threat of non-renewal, they reached an agreement: 20 seats at a renegotiated rate. Savings: $71,000 at next renewal.

3
Days 31–60 · Tool Consolidation

Collapsed 5 Project Tools into 1

The five project management tools (Asana, Monday.com, ClickUp, Notion for tasks, and a custom Jira setup) were costing $187,000/year combined. After a cross-team vote and migration plan, the company standardized on Linear with a company-wide contract — negotiated using consolidated seat count as leverage. Savings: $154,000/year.

4
Days 61–90 · Governance & Renewal Pipeline

Built the Renewal Calendar + Procurement Policy

The Spend Shift surfaced 14 contracts renewing in the next 90 days totaling $340,000. Rachel worked through each with 60-day advance notice — negotiating 6, cancelling 3, and renewing 5 at existing terms but with formal usage benchmarks written into the contract. A new software procurement policy went company-wide: any new SaaS over $500/month requires Finance approval. Additional savings identified: $343,000/year.

The Outcome: $680K Saved, Board Meeting Won

Before
💸 $1,790,000/year SaaS spend
🤷 63 known subscriptions
📊 Spreadsheet updated quarterly
🔔 No renewal tracking
❌ 0 procurement controls
👻 31 ghost accounts active
After 90 Days
✅ $1,110,000/year SaaS spend
✅ 147 subscriptions tracked live
✅ Real-time dashboard, zero manual work
✅ 90-day renewal alerts on all contracts
✅ Finance approval gate for new tools
✅ 0 ghost accounts

At the board meeting, Rachel presented a slide showing the company's SaaS spend efficiency had improved from $5,774/employee to $3,581/employee — a metric that resonated immediately with board members benchmarking the company against public fintech comps.

"The board asked how we found $680K in savings without cutting any product capabilities. I said: we just stopped paying for things nobody was using. The Spend Shift made that visible for the first time."
— Rachel Chen, VP Finance, NovaPay

NovaPay continues to use The Spend Shift as its system of record for all SaaS spend. In the six months since the initial audit, they've maintained sub-80% seat utilization across all tools and have not approved a single new SaaS purchase that wasn't reviewed against existing stack capabilities first.

What Made the Difference

NovaPay's result wasn't unusual — it was typical. Here's what drove the outcome:

1
They started with financial data, not surveys.

The 84 subscriptions they didn't know about would never have appeared on a self-reported inventory. Only by scanning actual transaction data did the full picture emerge.

2
They acted fast on easy wins before tackling complex ones.

Ghost subscriptions are cancelled in days. Consolidation takes months. By securing quick wins first, Rachel had board-ready numbers before the hard work of standardization was complete.

3
They used data as negotiation leverage.

Vendors cave when you have usage data. "We're only using 4% of our seats" is an argument vendors can't dismiss. Without The Spend Shift's real-time utilization report, that $71K renegotiation doesn't happen.

4
They built governance to prevent recurrence.

Without the procurement policy and renewal calendar, the savings would have eroded within 12 months as new shadow IT accumulated. Governance is what turns a one-time cleanup into permanent operational improvement.

manage_search

What Would Your Audit Find?

The average company our size discovers 30–40% more subscriptions than they knew about. Connect your QuickBooks and SSO and find out in 14 minutes.

No IT project. No credit card. Results the same day.

Related Articles

Pillar Guide

SaaS Spend Management: The Complete Guide for CFOs (2026)

Read Post arrow_forward
Playbook

How to Audit All B2B SaaS Subscriptions in Your Company

Read Post arrow_forward
Buyer's Guide

Best SaaS Spend Management Software in 2026 (Compared)

Read Post arrow_forward
Procurement

SaaS Vendor Negotiation Strategies That Actually Work

Read Post arrow_forward
manage_search

Get Your Audit

Most companies find 30–50% more subscriptions than they knew about.

How many are hiding in yours?

check_circle Results in 14 minutes
check_circle No IT project required
check_circle No credit card needed