The software inventory worksheet: a 30-minute stack audit
One page to see everything your nonprofit pays for. Print it, spend half an hour with your last statement, and mark every tool keep, cut, or decide. No sign-up, no email required.
Half an hour, your bank statement, and this page
You don't need a consultant or a spreadsheet template to see where the money goes. Work down your statement, fill a row per tool, and let the verdict column do the deciding.
Pull your last statement
Open your most recent bank or credit-card statement, not your memory. List every recurring software charge, one per row. The auto-renewals you forgot about are exactly the ones this is for.
Fill a row for each tool
Write the tool, what it costs a month, who actually opens it, and roughly when it was last used. If you can't name a few people who use it most weeks, that's worth noticing.
Mark a verdict
For each row, decide: keep it, cut it, or flag it to decide later. Cancel the dead weight first — that's money back with no downside — then work through the maybes.
Keep the sheet
The bill grew because nobody wrote anything down. A filled-in sheet you revisit once a year is what keeps the drift from creeping back.
This worksheet is step two of our six-step guide to cutting your nonprofit’s software costs, pulled out onto one printable page.
Your software inventory
Print this page and write in each row, or copy the columns into a spreadsheet. There’s room below for a dozen tools; most small organizations have fewer than they expect once it’s all in one place.
| Tool | Monthly cost | Who uses it | Last used | Verdict (keep / cut / decide) |
|---|---|---|---|---|
Tip: total the monthly-cost column, then total just the rows you marked “keep.” The gap between the two is what a half-hour of cutting is worth every month.
We fill in the whole sheet for you
The worksheet works on its own. But if you’d rather not spend the afternoon on it, our Digital Tools Review does the whole audit: we go through what you have, tell you what to keep, cut, and replace, move your data, claim the free nonprofit programs, and document it so it doesn’t drift back. A small organization’s ongoing bill often lands under $20 a month, sometimes at zero.
See the Digital Tools Review service, from $1,200Our free calculator takes the same idea and does the math for you: enter what you pay now and see what a leaner stack would cost.
Open the overhead calculatorStop paying for software nobody opens.
Fill in the sheet this afternoon. If the maybes outnumber the keeps and you'd rather hand it off, book a free call and we'll do the audit for you. No pitch.