Money automation · Runs every month
Review subscriptions we may no longer need.
Recurring costs and possible duplicates to check before canceling. Run this automation in Fieldwork chat, or schedule it to email you a report when something needs attention.
Review subscriptions we may no longer need — Sep 1
Automation run • Sep 1
Review subscriptions we may no longer need
Output
Harbor & Pine has three recurring suppliers with a combined annualized cost of $3,240. Two packaging services may overlap, but accounting records alone do not establish that either is unused.
Reviewed March 1 through August 31, 2026. Ranked by annual cost and grouped by supplier:
| Supplier | Monthly charge | Annualized cost | Signal and check before canceling |
|---|---|---|---|
| Mossbank Textiles | $120 | $1,440 | Fabric-sample service, unchanged for six months. Check whether Lena still requests samples before renewing. |
| Fernwick Packing | $90 | $1,080 | Packaging advisory plan, unchanged for six months. Compare its scope and recent work with Covebend's add-on. |
| Covebend Ceramics | $60 | $720 | Packaging advisory add-on, paid since June after a May entry marked trial. Confirm conversion terms and whether it duplicates Fernwick's work. |
Annualized costs assume each latest monthly charge continues for 12 months without price changes. The $270 monthly total is a spending baseline, not confirmed savings.
Flat charges do not prove inactivity. Check usage, notice periods and the trial agreement before canceling. No subscriptions were changed.
Automation steps. The agent follows these 4 steps each time it runs, using your connected accounting.
- 1
Review recurring charges from the last six months in my accounting system.
- 2
Group by supplier and show annual cost.
- 3
Identify software or services that may be unused, looking at unchanged charges, similar subscriptions, and charges that began as trials.
- 4
Rank by annual cost and explain what to check before canceling each.
Adjust the automation in Chat
Run this automation and tell the agent what to do differently. Ask it to schedule that version if you want the changes in future runs.
- Flag only subscriptions costing more than $500 a year.
- Separate software from other recurring services.
- Show trial conversions from the last 90 days.
Fieldwork emails the scheduled report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
Adjustable schedule
Choose how often it runs at setup, from hourly to monthly. Ask in Fieldwork chat for a custom schedule and timezone.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
Read-only access
The agent reads your accounting without changing the source. It can keep notes and a run log in your Fieldwork knowledge base.
This automation reads your accounting. Connect Xero, Business Central, or QuickBooks to Fieldwork. The automation uses whichever you connect.
More automations for money.
Questions about this automation.
- How do I set this up?
- Connect your accounting system, such as Xero, with six months of charges available. Run it in chat or activate monthly reporting on the 1st at 9 AM.
- Will it cancel subscriptions or contact suppliers?
- It reads accounting records and recommends checks before cancellation. It does not cancel subscriptions, contact suppliers, or save mailbox drafts.
- Can I change what it checks?
- Ask in chat to change the review period, cost threshold, or excluded suppliers. Ask to schedule the adjusted version for future reports.
- Where will I receive the report?
- Scheduled reports arrive by email with a link to the full conversation, while chat runs return there. When nothing needs attention, no email or push notification is sent.
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