Business Analysis
Recurring-expense insights report
Spend story in one page
An insights report that turns bookkeeping data into decisions: recurring expenses detected, upcoming renewals flagged, and vendor trends visualized.
The brief
- Goal: show finance leads what renews, what changed, and what to do.
- Audience: operators reviewing subscriptions and vendor spend.
- Scope: recurring-expense detection, trend history, and vendor table.
Method
01
Detect
Surfaced prepaid subscriptions and recurring charges over 3+ months.
02
Trend
Charted monthly spend per vendor with percentage-change flags.
03
Prioritize
Ranked vendors by June amount so the biggest lines get attention first.
04
Deliver
Packaged insights with an xlsx download for the finance workflow.
Findings
- AWS hosting up 200% flagged inline for review.
- Renewal timing (HubSpot renews in 30 days) prevents surprises.
- Vendor table keeps monthly trend next to the dollar amount.
Stack
Spend analysisInsights reportExcel export
Next steps
- Add anomaly alerts for sudden spend jumps.
- Expand to flux insights and new-vendor views.
- Schedule the monthly insight email.