How it works

From messy statement to a focused savings plan.

We never store your financial data. Your transactions are processed in your browser and your report is deleted the moment you leave — we keep only the email you provide.

1. Upload a payment CSV

Export the last 3-12 months from your bank or card provider. Drop one or more CSVs into SaaS Bob.

2. SaaS Bob analyzes the stack

We group your transactions by merchant and flag overlaps, zombie subscriptions, and tiers worth downgrading.

3. Get a savings plan

See a per-tool recommendation and a guided optimization flow that walks you through cancellations one at a time.