What is a software audit for a finance & insurance firm?
For finance and insurance teams, a software cost review is the answer to 'what is a software audit' — it finds every wasted dollar.
You work in finance or insurance. Every month, a dozen software subscriptions hit the company card. Some you recognize. Others you haven't opened in months. You're pretty sure you're paying for tools nobody uses, but you've never actually checked.
A software audit is a complete list of every software subscription your finance or insurance firm pays for. It shows what each tool costs, who actually uses it, and where you're paying twice for the same function. Many firms have a claims system, a policy admin tool, and a spreadsheet that all do overlapping work. The audit makes that visible.
A full software cost review for a small to mid-size finance or insurance firm usually takes a few days to a week. The scope depends on how many subscriptions you have and how scattered the records are. Costs vary, but most businesses find the review pays for itself many times over in the first year by cutting unused tools.
This week, pull a list of every software charge from your bank and credit card statements from the last three months. Don't cancel anything yet. That list is the starting point for a software cost review. Scott Gerke at FocusDude can take that list and do the deep dive, showing you where the overlap and waste live. The first step is just gathering what you pay for.
Once the review is done, you'll have a single clear spreadsheet. It shows every tool, its real cost, who needs it, and what you can cut. Your monthly software bill drops. No more guessing. You'll know exactly what you're paying for and why.
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
unused software subscriptions
Pull 12 months of statements and match every software charge to a person who opened it last month. No owner, no renewal. It is usually a four-figure annual save for an afternoon of work.
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.