# SaaS Subscription Management and Renewal Alerts

Source: https://maito.app/workflows/track-subscriptions-and-renewals

Maito reads your books and card statements for software charges, lists what renews in the next 60 days and who owns each tool, and flags what looks unused.

Know what software you pay for, who uses it, and what renews soon.

[Finance](https://maito.app/workflows/team/finance) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [QuickBooks](https://maito.app/workflows/tool/quickbooks)
-   [Xero](https://maito.app/workflows/tool/xero)
-   Ramp

## How 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

1.  List subscriptions from card and invoices
2.  Check renewal dates
3.  Flag low-use tools before renewal

## Example

Loop run: Nov 1 9:00 AM · Renewals in 60 days

**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

On a schedule Track subscriptions and renewals

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

### Where does it find subscriptions?

In QuickBooks or Xero and in Ramp card statements.

### Can it find who owns a tool?

It asks the likely owner and records the answer. You can also tell it who owns what.

### Does it cancel anything?

No. It points out the renewal and the deadline. A person cancels.

## More finance workflows

-   [Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.](https://maito.app/workflows/log-and-match-every-invoice)
-   [Review expenses against policy Expenses get checked against the policy before a person approves them. Finance · When something happens Works with Ramp.](https://maito.app/workflows/review-expenses-against-policy)
-   [Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.](https://maito.app/workflows/prep-the-month-end-close-checklist)
-   [Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.](https://maito.app/workflows/explain-a-budget-variance)
-   [Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.](https://maito.app/workflows/chase-overdue-invoices)
-   [Build a forecast scenario Ask "what if" and get the forecast redone with your assumptions. Finance · When you ask Works with Airtable, Microsoft 365.](https://maito.app/workflows/build-a-forecast-scenario)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

Set it up in minutes. Start with this one, and let it earn the next one.

[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftrack-subscriptions-and-renewals)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)
