Tracking subscriptions, contracts and renewal dates
SI finds recurring charges and contract renewal dates in statements and documents, and warns you before anything auto-renews.
Worth knowing: Contract dates and terms pulled by SI are a starting point, not a legal reading. Check the actual document, and ask a lawyer about anything unclear.
The problem
Software subscriptions, service contracts, leases and insurance policies renew automatically. Nobody remembers what each one costs, whether it is still used, or when the notice period starts.
What SI does
SI scans card and bank statements for recurring charges and reads contracts for term, renewal and notice dates. It builds one list with cost, owner, renewal date and notice deadline, highlights duplicates and tools nobody seems to use, and sends a reminder well before each notice deadline.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Accounting practice
The list shows two overlapping document-sharing tools and a tax software license that renews just before busy season.
- Property manager
Elevator maintenance, landscaping and insurance contracts across buildings are listed with notice deadlines, so renegotiation starts in time.
- Marketing agency
Seats for former staff on several design and project tools are flagged.
What it takes to set up
Statement exports and a folder of contracts. Setup is often a few days.
What a human still checks
- A person decides what to cancel or renegotiate; SI never cancels anything.
- Contract dates SI extracts are checked against the document.
- Reminders go to the named owner of each contract.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Review these statements [files] for recurring charges, and these contracts [folder] for term, renewal and notice dates. Build one list with vendor, cost, frequency, owner, renewal date and notice deadline. Flag duplicates and anything with no clear owner. Set reminders [30] days before each notice deadline. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.