Service: IT Spend Advisory
Look forward approvals. Vendor neutral. Clear verdicts.

Know before

you approve IT spend.

Send an invoice, renewal, quote, or contract excerpt. Get a verdict plus negotiation questions you can forward.

Quick clarification
IT Spend Advisory is look forward: we review renewals, quotes, invoices, and clauses before you approve. If you suspect you’ve already been overbilled and want a retroactive audit, start with Billing Fraud Detection (look back).
  • Verdict: Fair, Elevated, or Red Flag with a short rationale
  • Negotiation questions and leverage notes you can send to vendors
  • Built for CFOs, COOs, and owners who approve spend

Advisory only. You make the final decision. We do not sell products and we do not take commissions.

Best fit
You approve renewals or quotes and want a second set of eyes
You see surprise fees, true-ups, and bundle confusion
You want clean approvals with fewer unpleasant surprises
Not this service
Helpdesk, patching, monitoring (Managed IT Support)
Legal advice (we flag clauses; counsel interprets)
Multi-week RFP management (separate scoped work)
Essentials
For small SMBs
$99
/month

For occasional approvals and quick sanity checks.

  • 3 submissions per month
  • Up to 10 items per submission
  • Turnaround in 24 to 48 hours on business days
  • Verdict: Fair, Elevated, or Red Flag with a clear reason

Fair use applies. One submission should cover one decision package.

Professional
Most popular
$299
/month

For companies that approve IT spend weekly and want faster, cleaner decisions.

  • 10 submissions per month
  • Up to 20 items per submission
  • Same-day turnaround during business hours
  • Renewal and contract clause flags: auto-renew, notice windows, term changes, scope traps

Fair use applies. One submission should cover one decision package.

Executive
Unlimited plus oversight
$899
/month

For leadership teams that want continuous oversight and fewer surprises.

  • Unlimited submissions
  • Unlimited items per submission
  • Priority turnaround (same day when received during business hours)
  • Renewal risk radar: notice windows and renewal traps

Fair use applies. One submission should cover one decision package.

Built for approvals and renewals, not technical debates

Renewals and notice windows Quotes and bundles True-ups and licensing counts Leadership and board approvals

How it works

You send what you already have. We return a verdict plus practical questions and leverage notes so you can approve with confidence or push back with facts.

1) Submit
Invoice, quote, renewal email, or contract excerpt and your goal.
2) Review
Verdict with key risks, pricing pressure points, and what to question.
3) Decide
Approve, renegotiate, or request clarification with a clean message.

This is approvals support. We do not run your IT department. We do not sell IT products or services. We do not take commissions.

What you get back
  • Verdict: Fair, Elevated, or Red Flag
  • Short rationale and the key risks to understand
  • Questions to send the vendor and what you are testing
  • Optional: a forwardable summary for an approval email thread

What you can submit

If leadership has to approve it, it is usually in scope.

MSP invoices and true-ups
SaaS renewals (Microsoft 365, security, backup, and similar)
Hardware quotes (firewalls, endpoints, servers)
Telecom and internet renewals
Security stack bundles and add-ons
One-off professional services proposals
Simple definitions

A submission is one decision package: one invoice, quote, renewal, or contract excerpt plus related notes. Items are the line items, SKUs, licenses, users, devices, or distinct services inside that submission.

Security and confidentiality

Send only what is needed for the decision. If something is sensitive, redact it. We treat submissions as confidential and use them only to provide the advisory response.

Common vendor games

These are patterns we see. The goal is simple approvals with fewer surprises.

Auto-renew terms with short notice windows
Bundles that hide margin and lock in extras
Discounts that disappear next term
True-ups based on unclear seat or device counts
Add-ons that do not match your actual risk
Support tiers priced high with exclusions
Fair use
Keeps response times consistent

Clear limits, calm service

These plans are designed for normal leadership approvals. To keep turnaround fast and pricing fair, we use a few simple boundaries.

  • One submission should cover one decision and one vendor thread.
  • Items are the distinct lines, SKUs, licenses, users, devices, or services in the submission.
  • Same-day applies to submissions received during business hours. If something is unusually large, we will tell you quickly and propose the fastest path.
  • If a request is clearly a multi-week procurement project or deep technical design work, we will recommend a separate scoped engagement.

Most clients never hit these boundaries. They exist to keep response times consistent and pricing fair for everyone.

Plans

Start small, then move up when renewal and quote volume increases.

Need board oversight? Ask about quarterly memos.
Essentials
For small SMBs
$99
/month

For occasional approvals and quick sanity checks.

Included
  • 3 submissions per month
  • Up to 10 items per submission
  • Turnaround in 24 to 48 hours on business days
  • Verdict: Fair, Elevated, or Red Flag with a clear reason
  • Negotiation questions you can send to the vendor
  • Forwardable summary written in plain English
This is for
  • Owner-led SMBs with a few renewals or quotes each month
  • Teams without procurement support
  • Leaders who want a second set of eyes before approving
Not for
  • Same-day decisions
  • Large bundles with many line items
  • Ongoing vendor management or implementation work
Start with Essentials →

Vendor neutral. No commissions. Cancel anytime.

Professional
Most popular
$299
/month

For companies that approve IT spend weekly and want faster, cleaner decisions.

Included
  • 10 submissions per month
  • Up to 20 items per submission
  • Same-day turnaround during business hours
  • Renewal and contract clause flags: auto-renew, notice windows, term changes, scope traps
  • Negotiation leverage notes: what to push on and why
  • Vendor pricing pattern callouts when relevant
  • A simple approval checklist you can keep for audit and governance
This is for
  • CFOs and COOs approving recurring renewals and quotes
  • Organizations with multiple vendors and frequent changes
  • Teams that need same-day decisions without guesswork
Not for
  • Legal advice (we flag risks; your counsel interprets)
  • Deep technical architecture design reviews
  • Full RFP management and multi-week procurement projects
Choose Professional →

Vendor neutral. No commissions. Cancel anytime.

Executive
Unlimited plus oversight
$899
/month

For leadership teams that want continuous oversight and fewer surprises.

Included
  • Unlimited submissions
  • Unlimited items per submission
  • Priority turnaround (same day when received during business hours)
  • Renewal risk radar: notice windows and renewal traps
  • Approval-ready summaries tailored for leadership and boards
  • Direct advisory access for clarifying questions
  • Ongoing context on recurring vendors and patterns
This is for
  • CFOs and COOs overseeing a multi-vendor stack
  • Organizations with frequent renewals, true-ups, and licensing changes
  • Leadership teams that want calmer approvals and cleaner negotiations
Not for
  • Day-to-day vendor management (we advise; you execute)
  • Helpdesk, patching, and monitoring (Managed IT Support)
  • Incident response and emergencies
Go Executive →

Vendor neutral. No commissions. Cancel anytime.

Plain language note

We provide independent advisory opinions and negotiation guidance. We are not a law firm. We will flag contract risks and renewal traps, but you or your legal counsel makes the final decision. If something is clearly a larger project, we will tell you and suggest a scoped engagement.

Want your next renewal or quote to feel simple and defensible?

Ask about IT Spend Advisory →