Track subscriptions and renewals
Know what software you pay for, who uses it, and what renews soon.
Finance · On a schedule · Updated
Works with
- Slack
- QuickBooks
- Xero
- Ramp
Slack
QuickBooks
Xero
RampHow do you track subscriptions and renewals?
To track subscriptions and renewals, set up a Loop in Maito. It reads recurring software charges in QuickBooks or Xero and card statements in Ramp, lists each tool with its cost and renewal date, asks owners whether they still use it, and posts upcoming renewals and cancellation deadlines in Slack.
How it's done today
Unused tools renew automatically.
What Maito does
- List subscriptions from card and invoices
- Check renewal dates
- Flag low-use tools before renewal
Example
Loop run: Nov 1 9:00 AM · Renewals in 60 days
6 renewals in the next 60 days, $38,760 in total. • Slidewise, Nov 9, $14,400 a year, auto-renews. Owner: Priya. • Loomstack, Nov 18, $9,600. Owner: Alex. • Pagerline, Nov 30, $6,120. Owner: Alex. • DataKite, Dec 3, $4,200. Owner: Nina. • Notely Team, Dec 12, $3,240. Owner: Tom. • Figra, Dec 20, $1,200. Owner: Leo. Worth a look Slidewise renews in 8 days and is on a 12-month term. It's charged to Priya's card, and Ramp shows a second Slidewise plan on Leo's card, $1,800 a year. That looks like double paying. Source: Ramp card charges and QuickBooks bills.
@Maito I'll cancel Leo's plan. What's the cancellation deadline on mine?
The Slidewise invoice says 30 days notice, which passed on Oct 10. The renewal is probably locked. I'd email their billing contact and ask for a mid-term seat reduction. Want me to draft that?
Maito (9:00 AM):
6 renewals in the next 60 days, $38,760 in total.
• Slidewise, Nov 9, $14,400 a year, auto-renews. Owner: Priya.
• Loomstack, Nov 18, $9,600. Owner: Alex.
• Pagerline, Nov 30, $6,120. Owner: Alex.
• DataKite, Dec 3, $4,200. Owner: Nina.
• Notely Team, Dec 12, $3,240. Owner: Tom.
• Figra, Dec 20, $1,200. Owner: Leo.
Worth a look
Slidewise renews in 8 days and is on a 12-month term. It's charged to Priya's card, and Ramp shows a second Slidewise plan on Leo's card, $1,800 a year. That looks like double paying.
Source: Ramp card charges and QuickBooks bills.
Priya (9:25 AM):
I'll cancel Leo's plan. What's the cancellation deadline on mine?
Maito (9:27 AM):
The Slidewise invoice says 30 days notice, which passed on Oct 10. The renewal is probably locked. I'd email their billing contact and ask for a mid-term seat reduction. Want me to draft that?
How to set it up
- Ask your agent
“On the 1st of each month, list software renewing in the next 60 days from Ramp and QuickBooks, and flag anything that looks unused or doubled up. Post it in #finance.”
- Connect accounting software
- QuickBooks
- Xero
- Connect card statements
- Ramp
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Maito sees charges that appear in the books and cards. Tools paid by other means or on personal cards will be missed.
Questions
In QuickBooks or Xero and in Ramp card statements.
It asks the likely owner and records the answer. You can also tell it who owns what.
No. It points out the renewal and the deadline. A person cancels.
