Guides
Get ahead of your software renewals
Practical guides to notice periods, auto-renewal clauses, cancelling on time and paying less at renewal.
Auto-renewal clauses explained: what the common SaaS wordings mean
Auto-renewal clauses use a small set of stock phrases, and each one changes what you have to do and when. Here is a plain-English reading of the wordings you will meet most often.
GuidesFree trials that turn into paid plans: how to avoid surprise charges
A free trial is a subscription with a delayed start date. Here is what to check when you sign up, how to stop a trial from converting to an annual plan you did not choose, and a routine for the whole team.
GuidesHow to find the real cancellation deadline in a SaaS contract
Most teams track the renewal date and find out too late that the contract needed notice weeks earlier. Here is how to find the date that actually matters, with worked examples.
BookkeepersManaging client software subscriptions and renewal deadlines: a guide for bookkeepers
Software is one of the few costs where a missed date locks a client in for a year. Here is a practical way for bookkeepers and fractional CFOs to track subscriptions and deadlines across several clients.
NegotiationSaaS renewal price increases: how to spot them and negotiate in time
Renewal price increases rarely arrive as a question. They arrive as an invoice, after the window to say no has closed. Here is how to see them coming and negotiate while you still have leverage.
GuidesHow to build a software subscription inventory that does not go stale
Most subscription spreadsheets are accurate for about a month. Here is how to build one from receipts, contracts and card statements, assign owners, and keep it current without a quarterly cleanup.
TemplatesHow to cancel a SaaS contract by written notice (with templates)
When a contract asks for written notice, a click in the billing settings may not be enough. Here is a non-renewal letter and email you can copy, and how to make sure the notice counts.