Spend Steward. Independent spend review
First-pass review
Ref · SS-2026-0142
Confidential

AI & SaaS spend review

First-pass findings & owner-validation list

Prepared for
Brightwell Creative
Company
Agency · ~90 staff
Basis
48 line items
Turnaround
Within 48 hours

SAMPLE – illustrative findings for a fictional agency. Figures invented to show the format and depth of a first-pass review. No real client data.

From a redacted 90-day export we identified €1,890 / month (≈ €22,700 / year) in likely-cuttable or duplicated software & AI spend across 12 vendors – about 13% of the spend reviewed.

€990 / month is high-confidence and actionable today: idle Adobe and ChatGPT seats, a dormant Semrush subscription, two duplicate note-takers, and personal ChatGPT subs doubling the team plan. The rest hinges on 4 owner-validation questions in §2 – chiefly whether you need two project-management tools and two AI copy tools.

Reviewed / mo
€14,400
Identified / mo
€1,890
Actionable today
€990
Owner checks
4
01

What we found

Twelve items worth attention. “Seats” shows paid vs. active in the last 30 days. Confidence reflects how sure we are before an owner confirms; anything below High carries a question in §2.

VendorMonthlySeats p/aFindingConf.Action
Adobe Creative Cloud
Design
€1,14020 / 128 seats idle 30 days+. Reclaim and downsize the plan.HighReclaim
Monday.com
Project mgmt
€38424 / –A second project tool alongside Asana – same job, two bills.MedValidate
Grammarly Business
Writing
€30025 / 1411 seats inactive 30 days+. Right-size to active users.MedRight-size
Asana
Project mgmt
€27018 / –Two PM tools running in parallel. Pick one.MedValidate
ChatGPT Team
AI · LLM
€24010 / 55 of 10 seats unused 30 days+.HighReclaim
Semrush (Guru)
SEO
€2293 / 0No logins in 60 days; no owner on record. Dormant.HighCancel
Loom (Business)
Video
€15020 / 6Most seats dormant. Right-size to actual users.MedRight-size
Midjourney ×3
AI · Image · reimbursed
€1443 pers.On personal cards; ownerless. Sanction or cut.LowValidate
ChatGPT Plus ×6
AI · LLM · reimbursed
€1266 pers.Personal subscriptions duplicating the Team plan you already pay for.HighConsolidate
Canva Teams
Design
€12030 / –Overlaps Adobe for non-designers. Decide who needs which.LowValidate
Otter.ai + Fathom
AI · Meetings
€119Two meeting note-takers running in parallel. Pick one.HighCut one
Jasper
AI · Writing
€995 / 2Duplicates ChatGPT for copy; little use.MedValidate
Identified€1,890€990/mo High-confidence · €900/mo pending owner checks

Conf. = confidence before owner validation · Seats p/a = paid / active-30d · reimbursed = expensed on a personal card

02

Needs owner validation

Four findings we will not act on until a named owner confirms. These gate the larger savings – deliberately, so nothing live gets cut by mistake.

  1. Two project-management tools – Monday and Asana – do you need both? Most teams standardise on one; consolidating recovers €270-384/mo. (ref: Monday, Asana)
  2. Jasper or ChatGPT for copywriting? Two AI writing tools overlap for the same work; Jasper sees little use. ~€99/mo. (ref: Jasper, ChatGPT)
  3. Canva across 30 seats on top of Adobe – who needs which? Fine for non-designers, wasteful if it doubles Adobe seats. up to €120/mo. (ref: Canva, Adobe)
  4. Three Midjourney subscriptions on personal cards – sanctioned or stray? Small individually, but ownerless and unmanaged. €144/mo. (ref: Midjourney)
03

The picture

Six of the twelve findings are AI tools – and most of that waste isn't a bad deal, it's scatter: ChatGPT and Jasper bought for the same copy, three Midjourney subs on personal cards, idle ChatGPT seats. But the biggest lines aren't AI at all – two project-management tools running side by side, overbought Adobe and Grammarly seats, and a Semrush subscription no one logs into.

This is the layer finance sees as line items but not as usage, and your teams see as logins but not as cost. Pulling both together is where the €1,890 surfaced. It also grows back – which is why most teams re-run a light check each quarter rather than once.

04

Scope & next step

What this is

  • A first-pass read of redacted spend lines – vendor, amount, date, seats
  • Findings ranked by confidence, with the exact owner checks that gate them
  • Advice you can act on the same day for the High-confidence items

What it isn't

  • Not contract renegotiation – these are cuts you control, not vendor deals
  • Not based on admin access – no SSO, no card, no source files
  • Not acted on for you – you (or we, if engaged) make the changes after owner sign-off

First-pass review is a flat fee, and the deal is simple: if the memo doesn't surface at least 3× the fee in cuttable spend, you don't pay for it.