01
SaaS Inventory
Record every app you pay for or discover, including owner, seats, active users, spend, contract, and renewal date. Formula columns calculate usage, annual cost, and a recommended action.
Free Excel workbook
2026 SaaS Audit Toolkit
The 2026 SaaS Audit Toolkit is a working Excel workbook for inventorying applications, scoring unused licenses, and tracking renewals before spend locks in.
What is included in the 2026 SaaS Audit Toolkit?
The toolkit is four working sheets: a SaaS inventory, a 25-point checklist, a renewal calendar, and an audit summary.
02
25-Point Checklist
Score discovery, ownership, licenses, cost, renewals, and access with Yes, No, or N/A, then note evidence and the next action.
03
Renewal Calendar
The calendar reads renewal dates from the inventory and shows days remaining, notice periods, auto-renew flags, and priority.
04
Audit Summary
The dashboard totals apps, annual spend, unused and underused apps, renewals inside 90 days, and checklist completion.
How do you run a SaaS audit with this toolkit?
Start with the inventory, then measure usage, prioritize waste, record a decision, and refresh the workbook before the next renewal cycle.
- 1
Inventory every application
Enter every SaaS application you pay for or discover, including shadow IT and AI tools. Formula columns calculate usage, annual cost, status, cancellation deadline, and a recommended action.
- 2
Measure seats against usage
Compare paid seats with active users, annual spend, ownership, and renewal dates.
- 3
Prioritize waste and risk
Focus on unused or underused licenses, duplicate tools, unmanaged apps, and upcoming renewals.
- 4
Record the decision
Choose whether to keep, right-size, reclaim, consolidate, or retire each subscription.
- 5
Refresh before the next cycle
Update the inventory and renewal calendar regularly so the workbook stays current.
Sample rows are included so the formulas work immediately. Replace them with your own records. When the workbook is not enough, OptyStack connects spend, identity, and usage for license management, shadow IT discovery, and contract renewal tracking. You can also estimate waste with the ROI calculator.
Download the Excel workbook
Submit your details and the 2026 SaaS Audit Toolkit downloads immediately as an Excel file.
Common questions about the SaaS audit toolkit
These answers cover what is in the workbook, who it is for, how the download works, and how to treat the sample data.
What is in the 2026 SaaS Audit Toolkit?
The workbook includes a SaaS inventory, a 25-point checklist, a renewal calendar, and an audit summary. Formula columns calculate usage, annual cost, and a recommended action from the data you enter.
Who should use this SaaS audit toolkit?
IT, finance, and procurement teams use it to review paid SaaS, unused licenses, shadow IT, and upcoming renewals in one Excel workbook.
How do I download the toolkit?
Enter your name, work email, phone number, company, country, and how you heard about OptyStack. The Excel file downloads as soon as the form is submitted.
Does the workbook include real company data?
No. The sample rows are illustrative so the formulas and dashboard work immediately. Replace them with your own spend, identity, and contract records.