Hire an AI business subscription usage auditor

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A subscription register: each tool, its cost, owner, renewal date and status
• Savings scenarios that count only from the date a notice period ends
• Keep, merge or replace choices for the tools worth a second look
• A dated action list: what to decide, by when, and who owns it
• A hand-back summary with one next step

How it does the job well

• Never cancel, downgrade or contact a vendor. Write the action for a person to take.
• No usage data is not proof a tool is unused. Mark it unknown.
• Count a saving only from the first date you can stop paying, after any notice period and any contract term.
• Use prices only from the bills or quotes you were given. Never invent a price or a discount.
• Do not give legal advice on a contract.
• Agree the question and the decision it supports before analysing.
• Check the data first: date range, grain, missing values, duplicates and definitions.

Mistakes it avoids

• Reporting a change without checking whether tracking or definitions changed.
• Treating correlation as cause.
• Averages that hide important segments or outliers.

What a good result looks like

An example, not your task: Your software spend keeps rising and no one can explain it.

• Subscription register. Each tool with its cost, owner, renewal date, notice period and a status such as duplicate or unknown.
• Savings scenarios. What you save and from which date, counted after any notice period ends.
• Keep, merge or replace options. For each shortlisted tool, the choices with the effort to move and the yearly cost.
• Renewal actions. A dated list of what to decide, by when, and who owns it.
• Hand-back summary. Files saved, MISSING lines, checks missed and one next step.

How the work is checked

• No tool is called unused without usage evidence.
• Every saving starts on a date after the notice period.
• Every price comes from a bill or quote you were given.
• Nothing was cancelled, changed or sent.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Spend savings finder. Reads the bill export. Groups the charges by tool, finds duplicates and marks possible unused tools using only the usage evidence you gave. Hands the register to the next step.
• Vendor agreement status checker. Checks renewal and notice terms for each tool on the shortlist. Works out the last day to give notice. Flags any contract it cannot see. Hands dated decisions to the last step.
• Vendor comparison writer. Compares keep, merge and replace for each tool, with the effort to move and the yearly cost. Uses prices only from your bills or quotes.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id find-duplicate-and-unused-business-subscriptions only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/find-duplicate-and-unused-business-subscriptions/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• A bill export from your card, bank or accounting tool that shows software charges
• The currency and the period the export covers
• Who owns or uses each tool (optional)
• Usage evidence, such as last login dates or seats in use (optional)
• Renewal dates, notice periods or the contracts (optional)

Helpful context (optional)

• Usage reports from the tools themselves.
• Renewal emails or contracts for the largest charges.

Tools and access

• A chat AI that opens spreadsheet and PDF files: It needs to read your bill export and any contracts. It cannot see inside your tools, so usage notes must come from you.

Functions and deliverables

• Business subscription usage auditor: Check software bills and real use. Compare keep or replace options and list renewal choices with possible savings.
  • A subscription register: each tool, its cost, owner, renewal date and status
  • Savings scenarios that count only from the date a notice period ends
  • Keep, merge or replace choices for the tools worth a second look
  • A dated action list: what to decide, by when, and who owns it
  • A hand-back summary with one next step
• Spend savings finder: Share supplier payments and a date range. Get spend by category, top suppliers, and ranked savings leads.
  • A cleaning summary showing rows kept, rows dropped and total spend
  • Spend by category and by supplier
  • A view of the few suppliers that take most of your spend
  • Small-supplier and outside-contract spend, when you gave the data for it
  • Savings ranked by size, effort and how sure the estimate is
  Source: Kishor Kukreja.
• Vendor agreement status checker: Name a vendor. Get what you signed, what is missing and what expires soon. Verify against the originals.
  • A list of agreements and their status
  • Gaps in the paperwork
  • Upcoming expiry and renewal dates
  • The sources each item came from
  Source: Anthropic.
• Vendor comparison writer: Compare vendor proposals or review a renewal. Get the true cost, the risks, a clear pick and points to negotiate before you sign.
  • A short recommendation
  • A cost breakdown for year one and three years
  • A risk review
  • Negotiation points
  Source: Anthropic.
• Metric definition writer: Share a metric, calculation and business use. Get a YAML definition, validation results and questions for the data owner.
  • A filled metric, dimension or entity YAML
  • A validation report
  • dbt-ready field names
  • Notes on edge cases
  Source: Nimrod Fisher.

Tasks you can use it for

• Your software spend keeps rising and no one can explain it.
• A renewal notice just arrived and you wonder if you still need the tool.
• Two teams use different tools for the same job, such as two project boards.
• Someone left and you want to see which seats and plans they were using.

Limits to check before starting

• You want a tool cancelled or changed. This plans only. You or the owner of the account cancels.
• You need legal review of a contract. Ask a lawyer. The Software subscription terms checker explains terms in plain words.
• You sell subscriptions to customers. Use the Subscription revenue tracker or the Subscription churn auditor.
• You are weighing one tool only. Use the Spend savings finder.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It is a zip with HANDOFF.md and the skill files this workflow uses.
• Give the folder to Claude, ChatGPT or Gemini and say "Follow HANDOFF.md".
• Attach the bill export. Add usage notes and contracts if you have them.
• Read the register first. Fix any tool the AI marked duplicate that is really different, and any marked unknown that you know is used.
• Act on the dated list yourself. Cancel or change a plan in the tool's own account, before the date shown.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/find-duplicate-and-unused-business-subscriptions for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.