Our service pays for itself. We get paid from a portion of what we save you, every single month.

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STARTER

Includes:

  • Monthly bill auditing to catch overcharges and errors

  • Volume discounts secured through group purchasing partnerships

  • One monthly statement with breakdown of charges, credits, and savings

  • Basic reporting for tracking expenses and identifying opportunities for reduction

  • Access to partnered accounting firms for yearly tax filing and basic bookkeeping support

    Cost = 50% of monthly savings we create, recurring

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PRO

Includes:

  • Everything in Starter, plus support for complex subscription management and advanced expense categories (marketing, SaaS, payroll, logistics)

  • Dedicated account manager for ongoing advocacy and monthly escalation of disputes

  • Advanced reconciliation, tracking of commissions, dividends, and service guarantees

  • Quarterly detailed audits with full discrepancy reports

  • Integration with accounting firm partners for seamless bookkeeping and tax preparation

  • Priority volume discount negotiations and vendor relationship management

    Cost = 75% of monthly savings we create, recurring

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ENTERPRISE

Includes:

  • Full-service financial management: Expert Monitoring of all expenses, from utilities and telecom to custom contracts, payroll, insurance, technology stack, property, and legal services

  • Continuous real-time monitoring of charges, credits, commissions, dividends, and refunds

  • Monthly advocacy for every overcharge, contract breach, or dispute with formal escalation and resolution tracking

  • Comprehensive expense integration with partnered accounting firms, including ongoing bookkeeping, audit preparation, and complete annual tax filing

  • Custom reporting dashboards for cost analysis, vendor performance, and ROI tracking

  • Executive-level support, tailored compliance, and risk-management features

  • Premium access to national volume discounts and industry-leading fraud protection

  • Cost = 90% of monthly savings we create, recurring

We cover and manage every type of recurring business expense:

  • Telecommunications: analysis and review of cell phone, landline, internet, VoIP, conferencing, cloud communications, and advanced telecom charges

  • Utilities: oversight of hydro/electricity, gas, water, security, waste, environmental, and HVAC services

  • Real Estate and Lease: audit of office rent, building management, cleaning, property taxes, and facility maintenance

  • Insurance: review of commercial, property, cyber, fleet, health, and liability policies and charges

  • Payroll and Human Resources: monitoring payroll processing, benefits management, HR tech subscriptions, and compliance fees

  • Software and Technology: deep-dive into SaaS expenses including accounting platforms, CRM, ERP, CMS, project management, automation tools, web hosting, domain registration, and cloud storage

  • Marketing and Sales: audit of digital marketing platforms, social media tools, agency retainers, advertising bills, e-commerce subscriptions, and payment providers

  • Professional Services: oversight of legal, consulting, bookkeeping, compliance, and licensing costs

  • Memberships and Associations: tracking of subscription fees, industry bodies, certification payments, and relevant memberships

  • Logistics and Operations: review of fleet leasing, shipping agreements, courier services, and supply chain costs

  • Collections and Recoveries: oversight of agency fees, dispute resolution charges, and legal recoveries

  • All other recurring bills: including tech support, software licenses, data and document storage, archiving, and other subscriptions

Our agents are trained in telecom analysis, internet billing interpretation, dividend and commission tracking, contract comparison, tax optimization, insurance assessment, payroll audits, and fraud detection. Every charge, credit, errant commission, service fee, dividend, cashback, and provider statement is carefully monitored and reconciled by our team.