Getting Started with OptyStack
Welcome to OptyStack your all-in-one SaaS spend visibility and optimization platform.
This guide will help you set up your account, connect your SaaS tools, and start saving within minutes.
What is OptyStack?
OptyStack gives IT, finance, and procurement teams complete visibility into all SaaS tools used across your organization.
With real-time analytics, AI-driven optimization, and automated recommendations, you can:
Discover all active SaaS subscriptions, including shadow IT
Identify unused or underutilized licenses
Get AI-powered cost optimization suggestions
Track usage trends and ROI across teams
Save up to 30% on your SaaS costs
Step 1: Sign Up for Your OptyStack Account
Visit https://optystack.ai
Click Start Free Trial from the top-right corner.
Hit Sign-up and enter your work email address and create a secure password.
Verify your email, check your inbox for the activation link.
Log in to access your OptyStack Dashboard.
Tip: No credit card is required for the free trial.
Step 2: Connect Your SaaS Tools
OptyStack integrates with 100+ popular SaaS applications — including Google Workspace, Slack, Zoom, Figma, Jira, and more.
From the left menu, go to Applications.
Choose the app you want to connect.
Click Setup and authorize access.
Once connected, data sync begins automatically (usually within 1–2 minutes).
Step 3: Explore Your Dashboard
Once integrations are connected, OptyStack automatically analyzes your data and presents insights on the dashboard:
Metric | Description |
Monthly Spend | Total SaaS spending across all connected apps |
Savings Found | Potential savings based on unused or downgradable licenses |
Active Tools | Total number of SaaS tools in use |
Spend Trend | Visual breakdown of spending patterns over time |
Example:
You might see insights like:
“Slack Pro → Free: Save 7,200/yr”
“Adobe CC → Figma: Save 6,000/yr”
Step 4: Review Optimization Suggestions
OptyStack’s AI continuously scans your usage data and generates cost-saving recommendations.
To view them:
Go to Alerts.
Review each alert (e.g., downgrade unused licenses, consolidate subscriptions, renew subscriptions etc).
Click respective action button to automatically implement approved optimizations.
Step 5: Invite Your Team
Collaboration ensures better decisions.
You can invite your Finance, IT, or Procurement teammates:
Navigate to Settings → Organisation.
Under the Invite User section enter their email, set the role and hit Send Invitation.
Assign a role:
Admin: Full access and control
Manager: Limited control and insights
Read Only: Read-only access
Step 6: Set Up Alerts
Stay informed with automated alerts and notifications for:
Unusual spend spikes
Upcoming renewals
New SaaS tool detections
Optimization opportunities
Go to Alerts → Alerts Settings to configure your preferences.
Need Help?
Our team is here for you 24/7.
Email: support@optystack.ai
Chat: In-app live chat (bottom-right corner)
Docs: Knowledge Base
Start optimizing today, turn your SaaS chaos into clarity with OptyStack.