Find the technology waste hiding in your business.
We review your software, cloud costs, vendor contracts, and recurring reporting work. You receive a prioritized plan showing what to cancel, renegotiate, right-size, automate, or keep.
starting price · 2–3 weeks
If the Checkup doesn't identify at least $1,900 in annual savings, the fee is refunded.
$1,900 starting price · 2–3 week assessment · Written findings · Savings guarantee · No obligation to continue
One clear path from waste to savings.
Assess
Find where money and time are being wasted across software, cloud costs, vendor renewals, and recurring reports.
Improve
Implement approved cost reductions and replace manual reporting work with reliable, monitored automations.
Govern
Monitor costs, renewals, savings, and automation health so improvements stay in place month after month.
Three problems that show up almost everywhere.
None of these are anyone's fault. They're what happens when software, contracts, and reports accumulate over the years and reviewing them isn't anyone's specific job.
Software and cloud costs keep increasing, without clear ownership.
Renewals happen automatically and prices creep. Nobody has checked the invoice line by line since the day it was signed. See the Checkup →
02Teams repeatedly rebuild the same reports by hand.
Someone pulls the same numbers into the same spreadsheet every month, and it's out of date the day after it's finished. See Reporting Automation →
03Improvements made during a one-time project quietly unwind.
Costs creep back as new tools are added, subscriptions auto-renew, and automation jobs break without anyone noticing. See Ongoing Governance →
Start with the Technology Cost and Automation Checkup.
The Checkup reviews your software subscriptions, user licenses, vendor agreements, cloud services, recurring reports, and spreadsheet-heavy processes. Every finding gets a dollar value, a time value, or a stated rationale. You receive a prioritized action plan.
Two ways to act on what the Checkup finds.
Reporting Automation
Reports get rebuilt by hand on a recurring schedule.
A working automation that produces the same report without manual assembly. Hours returned, errors reduced.
Software Spend Recovery
The Checkup found cancellable, renegotiable, or right-sizable spend.
Executed cancellations, renegotiations, and right-sizing, tracked to a dollar figure.
Why improvements need to be maintained, not just made.
Software subscriptions accumulate again after a cleanup. Cloud usage drifts. New tools get added. Automation jobs break silently. Renewal dates pass without review.
Technology Cost Governance is a monthly recurring service that monitors licenses, renewals, cloud costs, AI spending, implemented savings, and automation health — so the gains from implementation stay in place.
Explore Ongoing GovernanceSoftware license review
Renewal tracking
Cloud cost monitoring
Automation health review
Estimate your opportunity.
A quick, conservative estimate based on numbers you already know. It is not a guaranteed saving — the Checkup produces the real, itemized version.
Not sure what numbers to use? See a sample calculation.
Here is how a 30-person accounting firm might fill this in:
| Employees | 30 |
| Paid software tools | 22 — QuickBooks, Microsoft 365, DocuSign, practice management, tax software, CRM, five or six specialist tools, and a handful of individual subscriptions |
| Monthly software cost | $4,200 — across all subscriptions and SaaS licenses |
| Monthly cloud cost | $800 — file storage, backup, hosted infrastructure |
| Hours/month on recurring reports | 40 — weekly billing summary, monthly P&L, partner dashboard, client snapshots |
| Loaded hourly cost | $65 — staff salary, benefits, and overhead combined |
With those numbers the calculator estimates $6,000–$12,000/yr in software and cloud review opportunity and $17,160/yr in reporting overhead — a combined review area of roughly $23,000–$29,000/yr. The actual Checkup produces itemized findings, not a range.
Full guide: what each field means and how the math worksProfessional-service businesses across these industries.
Accounting & Bookkeeping
Cost: Multiple practice management, tax, and document tools accumulating without review.
Reporting: Monthly client deliverables assembled by hand from multiple systems.
See accounting →Healthcare Practices
Cost: EHR, billing, and compliance tools with overlapping feature sets and unused seats.
Reporting: Patient, billing, and operational reports built separately in different formats.
See healthcare →Law Firms
Cost: Case management, research, and document software with licenses assigned to inactive users.
Reporting: Matter billing, utilization, and financial reports requiring manual export and reconciliation.
See legal →Insurance & Financial Services
Cost: CRM, compliance, and quoting tools renewed automatically with usage rarely reviewed.
Reporting: Sales, commission, and portfolio reports aggregated manually across multiple systems each period.
See financial services →Proof, labeled honestly.
Data To Insight is building its public client case-study library. Until verified customer results are available for publication, examples are clearly labeled as illustrative.
A 20-person accounting firm
Paying $3,400 a month across cloud hosting and 22 software subscriptions, with no clear view of which were still needed.
The Checkup mapped every subscription against actual logins, then right-sized a cloud server that was never using more than a third of its capacity.
Lower monthly spend, identified before the next renewal instead of after it.
Cloud cost turnarounds at scale
The same waste-finding discipline was applied to production platforms processing billions of transactions a day — across more than 25 years of engineering work before Data To Insight was founded.
Systematic review of infrastructure, licensing, and architecture — not a one-time audit, but a repeatable method for finding what a system no longer needs.
Documented cloud infrastructure cost reductions of 40–65% on those platforms, across more than 25 years in fintech, healthcare, and security engineering.
Have a real result to share once we've worked together? We'll ask to feature it here, with your permission and your real numbers.
Available when your situation requires deeper technical specialization.
These services are not the primary starting point for most businesses. They are available when a specific business need — confidential AI deployment, Claude Code cost governance for an engineering team, or significant architectural decisions — requires it.
Find out what your technology is really costing you.
Start with a focused review of software spending, cloud costs, vendor renewals, and recurring reporting work.