Am I paying for software nobody uses?
A line-by-line software cost review for Finance & Insurance firms. Find the tools your team forgot about.
Your Finance & Insurance firm gets billed every month for tools someone signed up for years ago. Nobody remembers why. Nobody wants to be the one to cancel. You suspect money is leaking out.
You look at the credit card statement and see charges for software. Some names you know. Some you do not. This happens in Finance & Insurance firms because teams test tools for a project, then move on. The trial ends, the billing does not. Or a vendor got bought and the product changed, but the payments kept going.
A software cost review takes a few hours. You pull 12 months of statements. You match each charge to a person who opened the tool last month. The list is usually shorter than you think. The cost to fix this is just your time, or a flat fee if you bring in outside help.
This week, do not ask the team what they use. People protect their tools. Instead, get the raw transaction data. Sort by vendor, sum by year. Mark every line with no recent login. Scott Gerke can do this with you, line by line, and tell you what overlaps and what AI can replace.
After the review, your statements are clean. You know what each dollar buys. You stop paying for things nobody touches. You have a short list of tools your team actually needs. The monthly card charge feels lighter.
What our customers say
"Scott went above and beyond anything we ever could’ve expected. He didn’t just teach our team to use Claude. He opened our eyes to a whole new way of working. He pulled our entire business together, rebuilt our sales process from the ground up, helped us get payroll organized, and got us ready to launch our new sales team. The real difference for us has been Scott. We are going to keep working with him long-term."
"Working with Scott has been amazing! His ability to ingest information, understand it, and then help you understand it is second to none. His work ethic is unlike any I've seen. Scott's forward-thinking mindset is incredibly refreshing and helpful. If you want your website to be found more easily, do yourself a favor and talk to Scott and his team. But don't stop there. Scott has a wealth of knowledge that can help you in so many ways."
"Scott and team just finished a deep dive on our website and it was eye-opening. They found and implemented several key fixes, and actually explained them so we could understand. We've already hired them for another project."
Other things people with a Finance & Insurance ask
software audit checklist
A software audit lists every subscription, what it costs, who uses it, and what overlaps. Most small businesses find 20 to 30 percent of their software spend does nothing.
can ai replace software
Some tools AI replaces outright, some it makes cheaper tiers workable, some you should keep. The test is whether the tool holds your data hostage. A cost review maps which is which for your stack.