What is included in the StackSmart sample report?

The sample report is a full savings report built from example billing data. It includes an executive summary with projected annual savings, categorized tool inventory, four action lanes (cut, consolidate, renegotiate, keep), spend concentration breakdown, and prioritized recommendations with effort ratings.

How is the sample report different from a paid report?

The sample uses example billing data instead of your own. A paid report uses your uploaded CSV or invoice data and generates private, specific recommendations for your stack. Paid reports also include export, share, and report history features.

Do I need to sign up to view the sample report?

No. The sample report is fully public with no login, no signup, and no blocked sections. You can inspect every section of the report before deciding whether to purchase.

What is the difference between a Snapshot and a recurring plan?

A Snapshot is a one-time self-serve audit — upload billing data once, get a full savings report. Recurring plans add ongoing visibility with renewal alerts, report history, and repeated optimization across a growing software stack.

What does a business owner typically see in a StackSmart savings report?

A business owner running a 5-to-50-person operation typically sees five categories of findings in a StackSmart report: duplicate tools where two subscriptions serve the same workflow, unused or over-provisioned seats still billing after staff changes, pricing tier mismatches where the team is on an Enterprise plan but only uses Pro-tier features, upcoming renewals with no review decision attached, and a list of consolidation opportunities where one vendor could replace two or three separate tools. Each finding is tagged with a clear action — keep, cut, consolidate, or renegotiate — so the output is a decision list, not just an inventory.

Public sample report

Inspect the full report before you pay

This is a real savings report built from sample billing data. No login, no blocked sections, no fake product tour. See exactly how StackSmart turns a billing export into clear cut, consolidate, and renegotiate actions — then decide if it fits your review.

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Sample stack

9 tools across 5 categories

Projected savings

$3,446.04 per year

Report generated

3/30/2026

Built for owner-led SMBs

What a 5-to-50-staff business owner sees in this report

This sample report was built to reflect the kind of software stack a business owner running a 5-to-50-person operation actually sees. Not a 500-person enterprise with dedicated IT procurement. Not a startup with one tool per person. A business that has grown organically — multiple recurring tools, some inherited from previous staff, some signed up on autopilot, and a renewal calendar nobody is actively managing.

Owner-managed

No dedicated IT, ops, or finance team reviewing the stack. The business owner is the de facto software purchaser.

Admin-heavy stack

Billing, rostering, booking, comms, file storage, design, and project management tools accumulated over time across multiple staff.

Multiple payment sources

Charges across a business credit card, a PayPal account, and an annual invoice paid by bank transfer — typical for owner-led SMBs.

What you will spot in this report

Real finding categories, not vague promises

Every StackSmart report surfaces specific, actionable findings from billing data. Here are the categories you will see in the sample report below — the same categories that appear in paid reports.

Duplicate tools

Cut one

Two tools doing the same job across the same team — one paid annually, one monthly.

Unused seats

Right-size

14 licensed seats, 6 with no login in 90+ days. Right-size before renewal.

Overlapping apps

Consolidate

Three separate file-storage subscriptions. One vendor covers all three use cases.

Renewal risk

Review now

Annual contract renews in 31 days with no usage review completed.

Tier mismatch

Downgrade

Enterprise plan on a design tool used by 3 people. Pro tier covers the same features.

Owner ambiguity

Assign owner

Billing owner left the company. No current team member is responsible for the renewal decision.

By industry

How these findings translate to your industry

The categories of waste in the sample report appear across every industry. Here is how they typically show up in the owner-led SMBs we see most often.

Industry	Common waste category	Typical action
Allied health / clinic	Duplicate booking + telehealth + reminder tools	Consolidate to one platform
Accounting / bookkeeping firm	E-sign tool duplicated across practice management	Cut one, keep built-in
Marketing / creative agency	3+ SEO or analytics tools with overlapping reports	Consolidate to primary tool
NDIS / community care	Rostering platform + payroll tool both charging for scheduling	Renegotiate or consolidate
Childcare operator	Communication app alongside parent comms in management tool	Cut standalone app
Hospitality / multi-site venue	Per-site POS add-ons duplicated across locations	Consolidate to group plan

See the full vertical audit hub for guides covering 20+ business types.

What you are seeing vs what you get after purchase

The sample report uses example billing data, but the structure, analysis, and recommendation format are identical to a paid report. You are judging the real product, not a mockup.

This sample report includes

Executive summary with projected annual savings
Full categorized tool inventory
Four action lanes: cut, consolidate, renegotiate, keep
Spend concentration and category breakdown
Prioritized recommendations with effort ratings

This is enough to judge whether the report format, depth, and action clarity match what your team needs.

Your paid report adds

Upload your own billing CSV or invoice data
Private report with findings specific to your stack
Export to PDF or share a read-only link
Saved report history and dashboard access

See pricing and plans

Full sample report

Scroll through the complete report

Everything below is the actual report output — executive summary, action lanes, category breakdown, and prioritized recommendations. Nothing is hidden or gated.

Executive summary

This stack has meaningful savings upside — but most of it comes from a few decisive moves.

StackSmart analysed 9 tools with total spend of $410.24/month. The current stack shows 3 overlap groups and 18 actionable recommendations. If the team executes the strongest moves first, projected savings are $287.17/month and $3,446.04/year.

Top priority

Consolidate with Google Workspace

Move on the highest-impact item first

Most crowded lane

Cut

Where the biggest overlap sits

Decision style

Operator-ready

Built for finance / ops follow-through

Savings projection

Annual savings

$3,446.04

recoverable per year

Monthly$287.17

Three-year$10,338.12

ROI vs current spend

70%

Share of monthly spend that looks realistically recoverable.

Total tools

Monthly spend

$410.24

Potential savings

$287.17

Action lanes

Cut

Likely waste or redundant cost that can probably be removed.

Switch Slack to Google Chat

$120.00/mo

Simple internal chat for SMBs already on Google Workspace.

Switch Zoom to Google Meet

$100.00/mo

Included in Google Workspace for many SMBs and good enough for standard team/customer calls.

Switch Jira to ClickUp

$70.50/mo

Broad feature coverage at lower cost with docs, tasks, and dashboards in one place.

Consolidate

Tools doing overlapping jobs that should be collapsed.

Consolidate with Google Workspace

$220.80/mo

Useful for teams that can standardise on Meet, Drive, Chat, and Docs.

Consolidate with Microsoft 365

$213.50/mo

Can consolidate chat, meetings, and file collaboration into one bundled suite.

Consolidate with ClickUp

$81.50/mo

Single PM platform that can replace multiple workflow tools.

Renegotiate

Keep the capability, but improve pricing or right-size the plan.

Review Slack

$60.00/mo

Slack overlaps with Microsoft Teams. Confirm adoption before renewal.

Review Zoom

$50.00/mo

Zoom overlaps with Microsoft Teams. Confirm adoption before renewal.

Review Jira

$38.75/mo

Jira overlaps with Asana. Confirm adoption before renewal.

Keep

Tools that still look defensible relative to value delivered.

Review Asana

$5.50/mo

Asana overlaps with Jira. Confirm adoption before renewal.

Review Notion

$4.00/mo

Notion overlaps with Confluence. Confirm adoption before renewal.

Review Microsoft Teams

$3.00/mo

Microsoft Teams overlaps with Slack, Zoom. Confirm adoption before renewal.

Category breakdown

Where the current stack is concentrated

Spend by category

Communication

3 tools

$226.00/mo

Project Management

2 tools

$88.50/mo

Customer Support

1 tools

$74.00/mo

Documentation

2 tools

$13.75/mo

Security

1 tools

$7.99/mo

Fastest wins

Consolidate with Google Workspace

high

High effort · Save $220.80/mo

Consolidate with Microsoft 365

high

High effort · Save $213.50/mo

Switch Slack to Google Chat

high

Medium effort · Save $120.00/mo

Switch Zoom to Google Meet

high

Medium effort · Save $100.00/mo

Highest savings

Consolidate with Google Workspace

$220.80/mo

Consolidate with Microsoft 365

$213.50/mo

Switch Slack to Google Chat

$120.00/mo

Prioritised recommendations

Sorted by highest monthly savings first

18 actions

Consolidate with Google Workspace

consolidatehigh

Useful for teams that can standardise on Meet, Drive, Chat, and Docs.

Current

Notion, Slack, Zoom

$228.00/mo

Alternative

Google Workspace

$7.20/mo

Savings

$220.80/mo

$2,649.60/yr

Effort

High

Affected: Notion, Slack, Zoom

Implementation notes

Consolidates Notion, Slack, Zoom into Google Workspace. Validate integrations, user permissions, and data retention before cutover.

+$220.80

per month

Consolidate with Microsoft 365

consolidatehigh

Can consolidate chat, meetings, and file collaboration into one bundled suite.

Current

Microsoft Teams, Slack, Zoom

$226.00/mo

Alternative

Microsoft 365

$12.50/mo

Savings

$213.50/mo

$2,562.00/yr

Effort

High

Affected: Microsoft Teams, Slack, Zoom

Implementation notes

Consolidates Microsoft Teams, Slack, Zoom into Microsoft 365. Validate integrations, user permissions, and data retention before cutover.

+$213.50

per month

Switch Slack to Google Chat

cuthigh

Simple internal chat for SMBs already on Google Workspace.

Current

Slack

$120.00/mo

Alternative

Google Chat

$0.00/mo

Savings

$120.00/mo

$1,440.00/yr

Effort

Medium

Affected: Slack

Implementation notes

Low-friction if you can standardise on Google Workspace for docs and meetings.

+$120.00

per month

Switch Zoom to Google Meet

cuthigh

Included in Google Workspace for many SMBs and good enough for standard team/customer calls.

Current

Zoom

$100.00/mo

Alternative

Google Meet

$0.00/mo

Savings

$100.00/mo

$1,200.00/yr

Effort

Medium

Affected: Zoom

Implementation notes

Straightforward if calendars and email already run on Google.

+$100.00

per month

Consolidate with ClickUp

consolidatemedium

Single PM platform that can replace multiple workflow tools.

Current

Asana, Jira

$88.50/mo

Alternative

ClickUp

$7.00/mo

Savings

$81.50/mo

$978.00/yr

Effort

Medium

Affected: Asana, Jira

Implementation notes

Consolidates Asana, Jira into ClickUp. Validate integrations, user permissions, and data retention before cutover.

+$81.50

per month

Switch Jira to ClickUp

cutmedium

Broad feature coverage at lower cost with docs, tasks, and dashboards in one place.

Current

Jira

$77.50/mo

Alternative

ClickUp

$7.00/mo

Savings

$70.50/mo

$846.00/yr

Effort

Medium

Affected: Jira

Implementation notes

Helpful when you want to consolidate project tooling into one platform.

+$70.50

per month

Review Slack

renegotiatemedium

Slack overlaps with Microsoft Teams. Confirm adoption before renewal.

Current

Slack

$120.00/mo

Alternative

Usage review / right-size

Savings

$60.00/mo

$720.00/yr

Effort

Low

Affected: Slack

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Slack or reduce seat count.

+$60.00

per month

Switch Intercom to Freshdesk

cutmedium

Large potential savings if live chat automation is limited.

Current

Intercom

$74.00/mo

Alternative

Freshdesk

$15.00/mo

Savings

$59.00/mo

$708.00/yr

Effort

Medium

Affected: Intercom

Implementation notes

Best when ticketing is the core need and advanced automation is not heavily used.

+$59.00

per month

Review Zoom

renegotiatemedium

Zoom overlaps with Microsoft Teams. Confirm adoption before renewal.

Current

Zoom

$100.00/mo

Alternative

Usage review / right-size

Savings

$50.00/mo

$600.00/yr

Effort

Low

Affected: Zoom

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Zoom or reduce seat count.

+$50.00

per month

Review Jira

renegotiatemedium

Jira overlaps with Asana. Confirm adoption before renewal.

Current

Jira

$77.50/mo

Alternative

Usage review / right-size

Savings

$38.75/mo

$465.00/yr

Effort

Low

Affected: Jira

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Jira or reduce seat count.

+$38.75

per month

Switch Notion to Google Docs

renegotiatelow

Good fit if the team only needs lightweight docs and collaboration.

Current

Notion

$8.00/mo

Alternative

Google Docs

$0.00/mo

Savings

$8.00/mo

$96.00/yr

Effort

Medium

Affected: Notion

Implementation notes

Best when structured wikis and databases are not essential.

+$8.00

per month

Switch Microsoft Teams to Slack (free tier)

renegotiatelow

Fast onboarding, broad integration ecosystem, and enough chat capability for many smaller teams.

Current

Microsoft Teams

$6.00/mo

Alternative

Slack (free tier)

$0.00/mo

Savings

$6.00/mo

$72.00/yr

Effort

Medium

Affected: Microsoft Teams

Implementation notes

Best for teams willing to accept limited message history on the free tier.

+$6.00

per month

Review Asana

keeplow

Asana overlaps with Jira. Confirm adoption before renewal.

Current

Asana

$11.00/mo

Alternative

Usage review / right-size

Savings

$5.50/mo

$66.00/yr

Effort

Low

Affected: Asana

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Asana or reduce seat count.

+$5.50

per month

Switch 1Password to Bitwarden

renegotiatelow

Lower-cost password manager with strong business features.

Current

1Password

$7.99/mo

Alternative

Bitwarden

$3.00/mo

Savings

$4.99/mo

$59.88/yr

Effort

Medium

Affected: 1Password

Implementation notes

Low-friction migration for most SMB password vault setups.

+$4.99

per month

Switch Asana to ClickUp

renegotiatelow

Can replace task and project tracking at a lower price.

Current

Asana

$11.00/mo

Alternative

ClickUp

$7.00/mo

Savings

$4.00/mo

$48.00/yr

Effort

Medium

Affected: Asana

Implementation notes

Strong fit if you want docs, whiteboards, and tasks together.

+$4.00

per month

Review Notion

keeplow

Notion overlaps with Confluence. Confirm adoption before renewal.

Current

Notion

$8.00/mo

Alternative

Usage review / right-size

Savings

$4.00/mo

$48.00/yr

Effort

Low

Affected: Notion

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Notion or reduce seat count.

+$4.00

per month

Review Microsoft Teams

keeplow

Microsoft Teams overlaps with Slack, Zoom. Confirm adoption before renewal.

Current

Microsoft Teams

$6.00/mo

Alternative

Usage review / right-size

Savings

$3.00/mo

$36.00/yr

Effort

Low

Affected: Microsoft Teams

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Microsoft Teams or reduce seat count.

+$3.00

per month

Review Confluence

keeplow

Confluence overlaps with Notion. Confirm adoption before renewal.

Current

Confluence

$5.75/mo

Alternative

Usage review / right-size

Savings

$2.88/mo

$34.56/yr

Effort

Low

Affected: Confluence

Implementation notes

Validate actual usage, owner, and renewal date. If overlap is confirmed, retire Confluence or reduce seat count.

+$2.88

per month

Is this the right fit for your team?

StackSmart is built for growing teams that need fast, structured spend visibility — not enterprise procurement workflows.

Good fit

Business owners running a 5-to-50-person operation with multiple recurring software tools
Teams with recurring software spend that has not been reviewed recently
Owner-operators preparing for a new financial year or coming off a period of staff changes
Anyone who wants a structured starting point before vendor negotiations

Not the best fit

Individual consultants or sole traders with fewer than 5 software subscriptions
Enterprise procurement teams needing SSO, approval chains, and compliance workflows
Organizations requiring live usage telemetry from each individual tool
Companies that already have tight software governance in place

Choose your next step

Three ways to move forward

Not every buyer needs the same path. Pick the one that matches how you buy software today.

One-time audit

Get a Snapshot

Upload a billing export from Xero, your credit card, or your accounting tool. Get a full savings report the same day. No finance team or IT admin required — best for business owners who want a concrete action list this week.

See Snapshot pricing

Recurring oversight

Choose an ongoing plan

Keep savings visibility running month over month. Best for finance and ops owners managing software spend across multiple teams.

Compare plans

Still deciding

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