"Count a software bundle once in your savings audit"
"Source","https://bluefinchadvisors.com/blog/savings-audit-count-software-bundle-once"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Required feature","Current parent bill","Separately billed amount","Proposed replacement","Quote or invoice reference","Unresolved capability gap","Missing required fields"
"Review responses","Website bundle","None","Compare enabled tool","Current invoice","Confirm platform connection","None"

"Use this worksheet"
"Use actual invoices and written proposals where available."
"Mark unknowns explicitly rather than entering zero."
"Review the public calculator's assumptions before relying on an annualized result."

"Sources"
"BlueFinch: Savings Audit methodology","https://bluefinchadvisors.com/tools/small-business-savings-audit"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"