Audit

SaaS Audit Checklist

This SaaS audit checklist helps IT and procurement teams systematically review their entire software stack. Cover every angle from usage and costs to security and compliance in one structured document.

What's Included

1. Subscription Inventory

  • List all active subscriptions
  • Record contract owner for each tool
  • Document billing cycle and renewal dates
  • Note current plan tier and seat count
  • Flag any tools with unknown ownership

2. Usage Assessment

  • Check active user count vs licensed seats
  • Review last login dates for each user
  • Identify tools with less than 50% adoption
  • Survey teams on actual tool usage frequency
  • Document feature utilization per tool

3. Cost Analysis

  • Calculate cost per active user
  • Compare against category benchmarks
  • Identify duplicate tools serving same purpose
  • Flag subscriptions with recent price increases
  • Total annual spend by department

4. Security & Compliance

  • Verify SSO integration status
  • Check data residency compliance
  • Review API access and permissions
  • Confirm vendor SOC 2/ISO certifications
  • Audit shared accounts and passwords

How to Use This Template

Start by completing the subscription inventory section to establish your baseline. Then work through usage, cost, and security sections for each tool. Assign owners to action items and set review deadlines for each finding.

Why You Need This

Most companies are paying for SaaS tools nobody uses. The average organization wastes 25% of its software budget on unused or underutilized subscriptions. This checklist helps you find and eliminate that waste systematically.

SaaS Audit Checklist FAQ

Quarterly audits are ideal for fast-growing companies. At minimum, conduct a comprehensive audit annually before budget planning. StackTidy automates much of this process by continuously monitoring your subscriptions.
Companies with 200-500 employees typically use 100-200 SaaS tools. Many of these are unknown to IT. A thorough audit usually reveals 20-30% more subscriptions than expected.
On average, companies save 15-30% on SaaS spend after their first comprehensive audit. Savings come from eliminating unused licenses, consolidating duplicate tools, and renegotiating contracts.

StackTidy catches every subscription the moment you're charged — and flags the ones your team stops using.

See what StackTidy can find

Automate Your SaaS Management

Templates are a great start. StackTidy takes it further by automatically detecting every subscription and alerting you before renewals.

Start detecting subscriptions