Operations 4–6 hours setup
AI Finance & Spend Operations Stack
Track, control, and optimize company spending with AI-powered visibility
Overview
A lean finance operations stack that gives founders and ops leaders real-time spend visibility, automated expense management, and SaaS subscription tracking — without a full finance team.
Implementation Steps
1
Migrate all company spend to Ramp — issue virtual cards per vendor and team
2
Set spend policies in Ramp: manager approval for >$500 purchases, category rules
3
Use Trackr to research and score every SaaS subscription over $100/mo
4
Build a SaaS inventory in Notion: tool name, cost, renewal date, owner, utilization score
5
Create a Make workflow: 60 days before renewal → Slack alert to tool owner + budget request
6
Run quarterly spend review: cut or renegotiate tools scoring <6 in Trackr
7
Produce monthly spend report for CEO/board using Ramp analytics + Trackr scores
Expected Outcome
Full SaaS spend visibility with automated renewal alerts and data-backed renegotiation for every vendor
Recommended Stack
Quick Facts
CategoryOperations
Use CaseAchieve CFO-level spend visibility and control…
Setup Time4–6 hours
Steps7
Tools Required3
Tags
FinanceSaaS SpendOperationsAutomation