04 · Insight

The intelligence layer over everything you have uploaded. It turns your proposals, agreements, and invoices into spend and concentration analytics, ranks the savings still on the table, proves negotiated savings against the invoices that followed, reads your documents for search and grouping, and connects you to an anonymous community of other verified buyers. Where a screen leans on AI, it is marked below and needs an AI plan.

Your organization

Your organization is now the Spend step of the Spend Agent: what the whole company spends with every vendor, by category, vendor and business unit. /org opens it there, and so does the Estate step of the money screens.

The house dress (27 September 2026). The money screens share one frame: eight numbered steps across the top, each in its own color, take you between Estate, Portfolio and Over time (all three open the Spend Agent, on its Spend, Portfolio and Over time steps), Unit prices, Invoices, Anomalies, Reconcile (/spend/reconciliation) and Savings (/savings/statement), with the one you are on underlined. Under the steps, each screen opens on the house masthead: the screen named with Spend and savings beside it, one sentence on where you stand, a gold line with your organization and the month, one quiet row of facts, and the screen's one figure beside its actions at the right over a step rail. Section heads are navy bands carrying the section's name, one line and its action. Unit prices opens in its own window and wears the same frame there; Estate, Portfolio and Over time open the Spend Agent.

Market news

Where: Benchmarks & market › Market news · /wire (opens as its own window; Your watchtower and the Research Agent keep their own ways in)
Watch: The Market news (1:47)
Who: everyone

The filter you pick (every vendor or only the vendors you follow) is marked in gray and ink, never the accent green.

Since 20 October 2026 Market news is a reader. Browse on the left, read on the right. The earlier feed opens at /wire?classic=1, and the sections further down describe it.

• Read these first - the three stories that matter most from the last three days, one a vendor, ranked by impact and whether they touch a vendor you hold.
• The toolbar - the search (press /), All, Needs a look or Good for you (each with its count), Today, 7 days, 30 days or All, Newest or Read first, the vendors in view as chips (a dot marks the ones you hold), and every active filter as a chip you take off, with Clear all.
• The left column - every filter once, with live counts: All news, Unread, On your vendors, Vendors you follow, Saved, the four topics and the spend areas.
• The stories - one row each, grouped by day: an unread dot, the vendor, Yours on a vendor you hold, the topic, how long ago, the headline in two lines, Vera's first line, and the impact (Risk, Watch, Good for you, For the record).
• The story - Vera's read first (What it means for you, with Ask Vera about it and the vendor's page), the story in two short paragraphs with Read the rest, the source with Open the source, more on the same vendor, and Previous and Next story. Save, copy a link and read or unread sit in its corner.
• Catch up (C) - the five to read first from the last three days with two lines of Vera's read on each, and Mark these five read.
• Keys - J and K move through the stories, S saves, U marks read or unread, / searches, C catches up.

The always-on market news app. Every licensing, pricing, and vendor move the platform tracks lands here in one feed, newest first, each item read for what it means for your estate. It writes itself: Market news aggregates Terms Watch price changes, the Price Index, newly published research, the weekly vendor report, and the Vendor Changes agent's document changes every day, so it stays current without anyone curating it. The lead and the next signals also ride on your dashboard under the Ask bar and on the welcome screen. Pressing Market news starts the app: it opens as its own window with nothing behind it, and Esc or Close returns you to Home.

Market news follows your spend category. The feed carries the suppliers of the category you are working in, so a facilities buyer reads facilities market news and a software buyer reads software market news: 50 suppliers each on Facilities and Office Services and on Professional Services, 25 each on Marketing, Workforce, Travel, MRO and Logistics, and the whole software estate on Information Technology. Items with no named vendor, which is where market and policy news sits, stay in every category. Switch category in the header and Market news switches with you. Two places deliberately do not filter: a vendor's own page and the negotiation plan, where you have already chosen the subject and news about that vendor should reach you whichever category you are in.

Where the non-software items come from. Every supplier the benchmark library covers has a curve document behind it, and each one records the dated market event that set the current commercial regime: an acquisition, a margin move, a published target, a valuation. Those are in Market news, each dated, attributed to the document and linked to that supplier's benchmark. They are market context rather than a daily ticker, so an item may be some months old; the date on it says which.

On the screen

• The window — Market news wears the frame every app shares. Along the title bar: the menus, Share, light or dark, Minimize, Maximize and Close. In the column at the left: Home, Vera AI and your pinned apps, then The feed (every signal, on your vendors, on vendors you follow), By lens with a count beside each, and Related (Vendor Radar, Vendor Changes, Price lists and invoices, the Research Library). A row there, a figure in the head and a chip above the feed are one control: press any of them and the other two follow.
• The six screens — Market news is screen 4 of Vendors and market: Portfolio, Vendor record, Intelligence, Market news, Benchmark and Calendar run across the top as numbered tabs. Press one to go to that screen.
• The head — Market news, one tag that says whether anything in the feed touches your estate, and one row of figures: signals, those that touch your estate, vendors named, vendors you follow, and what the feed is showing. Press Touch your estate to see only those; Read what touches you at the right does the same.
• Signals by lens — one bar per lens, the part on vendors you hold drawn solid over the rest. Press a bar to filter the feed below to that lens; press it again to clear it. Beside it, Vendors in the news: the vendors named in the feed, yours marked, each opening its vendor page.
• The lead — the lead story of the day as the first card: the category and vendor, the headline, the summary and the source, with Vera's read on what to do about it beside it on a wider screen.
• The next stories — three cards under the lead, each summary held to three lines with Read more opening the rest in place. The research row under them lists newly published reports that are not already on screen above it, and steps aside when there are none.
• Lenses — one tap filters Market news to Licensing, Pricing, Vendor news, or Research.
• My vendors only — a toggle that narrows the feed to vendors you hold a contract with.
• The feed — a dated timeline of every signal; a colored dot marks the category, the verdict reads Favorable, Caution, or Risk, and a Your vendor label marks your vendors.
• Vera's read — tap any item to expand Vera's read, set as short points rather than a paragraph: what changed, why it matters, and the move to make, grounded in your numbers.
• Your move — an item touching a vendor you hold ends with a Your move line: the vendor screen, that vendor's benchmark, and Ask Vera seeded with the headline.
• Details, on the right — On your vendors lists up to five signals on vendors you hold; press one and the feed scrolls to it with Vera's read open. Under it: Price movers, Terms watch and New research, each linking to the source, then Next (your vendors only, one lens, the Vendor calendar, talk it through with Vera) and three questions to ask Vera. Press I to hide or show the column.
• Keys — M shows only your vendors, V talks to Vera, I shows or hides the details, Esc puts the window down on the tab strip. They are listed along the foot of the window.
• Read and watch — at the foot of the feed: the films, analyst briefings, research papers and guides the library holds on the vendors in the news, laid out as in the agents. Vendors you hold come first, then the ones you follow, then the rest by how often they appear. A row opens its piece, and it loads when you scroll to it.

How to use it

1. Read the cover story and Vera's read for the headline move of the day.
2. Tap a lens to focus on Licensing, Pricing, Vendor news, or Research.
3. Turn on My vendors only to narrow Market news to your own estate.
4. Tap any item to expand Vera's read, then follow its Open link for the detail.

Tips

• Your dashboard and welcome screen show the same lead and the next signals, so the headlines meet you before you open the full market news.

Related: Vendor Radar · Research · Vendor Changes

Vendor Radar

Where: Vendors and market news › Vendor Radar · /vendor-radar · on Home under Contracts, in the left menu and on All apps, or Ctrl/⌘ K
Who: everyone
You get: every change your vendors publish to their licensing, cloud and pricing terms, read each morning and set against the agreements you hold: what changed, what it means for each agreement it reaches, when it matters and the next action, with the email drafted; the alerts; the board deck, the vendor research and the changes for Excel

In plain words: the radar tells you what your vendors changed, which of your agreements it reaches and what to do about it, before the renewal does.

Since 31 October 2026 the radar is five screens on keys 1 to 5 (Today, Changes, Agreements, Following and Alerts) in place of the seven steps, with one page for each change. It reads your own agreements (every contract with an annual value) and the public documents the platform reads every day for each vendor you follow (the Microsoft Product Terms, the Oracle policies, the AWS service terms and the rest), matches each change to the agreements of that vendor, and prices it where the figures are on the agreement. A workspace with no valued agreement opens on the sample estate, Northwind Trading, and the Sample data switch in the title bar swaps between the sample and your own. A new workspace opens on Start here: choose the vendors, choose how you hear, and the first read.

On the screen

• The window. The title bar carries the menus (File, View, Watch, Help), Sample data, Share, light or dark, minimize, maximize and close. The left column lists the five screens with one figure each, then every vendor with its mark and its count of changes (a dot where a cost or a change to watch arrived in the last 14 days), then Related. The details column (D) shows what you selected, or the next notice dates and the radar in figures.
• Every record. A change, an agreement, a vendor or a person on any screen: a click selects it and the details column shows it (Get info), a double click or Enter opens it, and a right click, Shift F10 or the menu key lists what you can do with it (Open, View contract at the clause, Get info, Ask Vera, Draft email, Forward, Export, Mark not relevant, Copy link).
• Today (key 1). Action required: the changes that need a response, near notice dates first, then new charges, then priced costs. Each row: the change (vendor, kind, date, New when it is under 14 days old), the agreement it reaches with its effect (Cost, Watch, Benefit or No impact) and what it means there, the key date with a meter that fills as it nears (brick inside 30 days, gold inside 90), and the next action as a button, with Analyze impact beside it. J and K walk the list. Under it, Opportunities (benefits on an agreement, priced savings first) and Upcoming (the rest, by date). The head names the next notice date, and its main button is the most urgent action in its own words.
• A change. Opens on one page in three parts. Change: the summary, before and after, the vendor's own words, and the pages they were read on, opened at the passage. Agreement impact: for each agreement it reaches, the clause that decides it with the deciding words marked and a link to the contract at that page, the agreement's terms (annual value, price cap, renewal, notice date, when it takes effect), the estimated impact a year with its bars, Vera analysis, and Inputs that move the estimate (users at renewal, whether the cap is confirmed, a quote received, a requested increase). Actions: the actions in order (the email, add to the renewal in the Deal Agent, reminders before the notice date, an analyst review, forward to a colleague) with the email drafted beside them. Mark not relevant moves it to No impact; a change that reaches no agreement says so and offers no email.
• Changes (key 2). Every change on one timeline, one lane a vendor: the shape is the kind (Prices, Licensing, Cloud and AI), the colour the effect, a ring when it is new, the money where it is priced, the week by week count above the lanes, and per vendor its changes by effect and its next notice date. Vendors picks the lanes (tick, Only, or a quick pick); the period is Since May, the last 90 or 30 days, or a drag across the weeks; the effect toggles filter the marks. Point at any mark for what it is. The table under the chart follows the same filters, with a kind filter and a search.
• Agreements (key 3). Renewal timeline: every agreement from today to its renewal, grouped by how soon notice falls (inside 90 days, in 3 to 6 months, later): the time to act until the notice date, then the run to the renewal, the notice date, and the changes that reach it. Price protection splits the annual value between agreements with a price cap and those renewing at the vendor's list, with the largest uncapped ones. Unpriced meters lists the new charges no agreement prices. By agreement lists each with its protection, notice date, the changes that reach it, what is at stake and the next action.
• Following (key 4). Document types switches Prices, Licensing and Cloud and AI for every vendor at once. Vendors lists each vendor with its agreements, annual value and next notice, a switch per kind, the changes a month and its own alert rule; expand a vendor for the documents read for it (each opens on the vendor's site) and Export research. Add vendors searches the library or adds a vendor by its web address.
• Alerts (key 5). Delivery: on an agreement (recommended), every change, or the Monday summary only, each with what it would have sent in the last 30 days. Rules: what alerts at once (it costs money, a notice date inside 30, 60 or 90 days, worth more than a floor), the summary and its time, the channels (email, Teams, Slack, in the app), reminders before a notice date, and quiet hours. Last 30 days lists what the rules would have sent; Recipients sets who else hears and what each person's rule picks. Save rules keeps them; the details column shows the alert email.
• Mail. Draft email opens the mail window with the email written from the change and your inputs: From, To and Cc (the vendor's contacts first, then colleagues, or a typed address), the subject, the body, the attachments, Rewrite (shorter, firmer, friendlier, more formal, with undo) and Checks before sending (the notice date named, the answer asked in writing, the clause quoted, nothing committed, the right recipient, the CFO copied), each with a fix. Open in Outlook on the web, the computer's mail app or Gmail opens the draft there, filled in; Open every draft this way makes the action buttons on Today do the same. Nothing is sent by the platform.
• Forward and Export. Forward sends a change, an agreement or Today to colleagues by email, Teams or a link, with a note written for them. Export makes the board deck (PowerPoint), the vendor research (Word) and the changes for Excel, previewed before the download.
• View contract. Opens the agreement at the clause the change reaches, with the deciding words marked and the changes that reach it in the margin. On your own estate, Open in Contract Office opens the stored contract.

What the money means. A price rise is priced at the next renewal of each agreement it reaches and held to the cap the agreement states. A published rate below the order rate is a saving a year. A change the daily sweep catches on your own estate is matched to the agreements of that vendor but not priced until an analyst prices it, and the screen says Not priced; the estimate under Inputs is a what if on the agreement's own figures, never a quote.

How to use it

1. Open Following, switch off what you do not need, and set Alerts to how you want to hear.
2. On Today, double click the first change under Action required.
3. Read the clause under Agreement impact, move the Inputs to your situation, and read Vera analysis.
4. Press Draft email, check the Checks, and open the draft in Outlook, your mail app or Gmail.
5. Use Agreements before each renewal to see every change that reaches it, and Export the board deck when the board asks.

Tips

• Keys: 1 to 5 the screens, J and K walk Today's list, Enter opens, Esc goes back, V Vera, D the details column, F Following, A Alerts, E the email on a change.
• Right click works on every change, agreement, vendor and person, on every screen, the timelines included.
• Reduced motion in your system settings turns the chart motion off.

Related: Market news · Deal Agent · Entitlement Agent

AI Agents - Vendor Changes

Where: Benchmarks & market › Vendor Changes · /wire/policy (opens as its own window on the agent frame every app wears; keys 1 to 9 and 0 switch the sheets, I hides the details column, Esc goes back from a record or puts the window down on the tab strip)
Who: everyone

Vendors reprice you through their documents, not just their price lists. The Vendor Changes agent fetches the public licensing and cloud policy documents of the top-20 vendor set every day, 32 documents in all, and diffs each one against yesterday's copy: the Microsoft Product Terms and Universal License Terms, the Oracle partitioning, cloud licensing, support, and Java SE policies, AWS service terms, the Google Cloud terms, and the standing agreements of SAP, Salesforce, IBM, Adobe, ServiceNow, Workday, and their peers. When the fine print changes, the change is logged with the exact lines that moved and Vera's read on what it means, and material changes publish to Market news under the Licensing lens.

Since 11 October 2026 every change is read on your own paper: the agreement it reaches (from your contracts and the renewals record), the date to answer by, the money once you set the rate it moves, and a response with an owner, a status and a drafted email.

What you see

• The title bar — the six menus (File, The watch, View, Team, Learn, Help), the Sample data switch, Share, Minimize, Maximize and Close (light or dark is in View). The window's name is not written on the bar.
• The left column — the navy column every app carries: Find an app (Ctrl K), Home, Vera AI and your pinned apps, then Vendor changes (the ten sheets with their figures), Act on first (the open responses in the order to act in, each with its vendor, the money where it is priced, the title and the date to act by; a red dot means 14 days or fewer), Your vendors (the vendors you hold, with their open responses or notice date; press one for its record) and Related (Market news, Vendor Radar, the Research Agent's week, the Research Library).
• The ten sheets — on keys 1 to 9 and 0: Change ledger, By vendor, Responses, What if, History, What we watch, Signals, Reports, Read and watch, and How it works.
• The head — the sheet's name with one tag, the buttons at the right with one filled dark button, and one row of labels and values under it (on the ledger: changes, material in 30 days, on what you hold, at stake, act on in 30 days, documents reachable). On every sheet but the ledger a gold line names the latest material change; press it to open that change.
• The change ledger — the last 30 days as a block a change (brick for Risk, gold for Caution, blue for Favorable, quiet for a minor edit), beside On what you hold: the vendors you hold that a material change reached, what you hold with each a year, what is at stake on the open responses and how many changes; press a vendor to filter. Under them Every change: a search, a vendor list, the verdict, the response, three orders (newest first, most on your contract, soonest to act on), All, Material and Minor edits with their counts, and Vendors you hold. Each row shows the vendor, the change with the first line of Vera's read, the verdict, the money on your contract, when it bites (the date to act by), and the response with its owner. Newest first groups the rows by the day caught; the table pages at 25. Press a row to open the change's record.
• A change's record — What changed (Vera's read, the words, the lines struck and added, the document, Copy the read); On your contract (the agreement, a year, term end, notice date, owner, and the money: the yearly value times the share of the agreement the change touches times the rate it moves, over the months to the term end, at least 12 and at most 60). The sweep reads words, not prices, so type the rate the change moves and the share it touches; until then the record says plainly what is missing (the rate, an annual value, or an agreement). Move the figures opens it in What if. When it bites draws caught, today, the notice date and the term end on one line. The response carries the ladder (Open, Assigned, Drafted, Sent, Answered, Closed, and Not exposed), the owner, the move, and the drafted email to the vendor's account team, which you can edit, copy, open in Mail or reset. Around it links Research library, Vendor Radar, Renewals, Cases, the Deal Agent, Briefings, Specialists, the vendor screen, a benchmark of the vendor and Ask Vera. Every change to this document lists the document's history.
• By vendor — the vendors you hold as cards (open responses and the notice date), then all 20 vendors in a table: edits caught, material in 30 days, last change, your agreement, notice date, at stake and whether you follow it. Press a vendor for its record: your agreement with Open in Renewals, Open the contract and Take it to the Deal Agent, the routes around it, its changes and its documents.
• Responses — who owns what (each person's open responses, the money and their next date), where they stand (a count per status), and every response in the order to act in, with an owner list and the next step on each row. Open, Done and All switch the list.
• What if — one change on your contract (the rate, the share and the months, with a three by three sensitivity table) and across the estate (the rate scale, a rate for changes not yet priced, the horizon, how many days ahead an answer must go, open responses or every priced change), with the totals by vendor and by owner. Leave a change out and the totals follow. The same inputs always draw the same figures.
• History — every week since the first change on the ledger: changes caught, material, on what you hold, money surfaced and the team's moves; press a week for its changes and its moves.
• What we watch — the documents by type (press one to filter), then every document with a search and an Unreachable filter: the vendor, the document with a link to the live page, its type, its rhythm, its last check, its last change and how many changes were caught on it (press the count to see them on the ledger).
• Signals — your alert subscriptions, on a sheet of their own (see below).
• Reports — the Excel workbook, the Word report and Email the report on every change, with a preview of the rows the report carries. The same exports sit under the ledger.
• Read and watch — the films, analyst briefings, research papers and guides the library holds on the vendors on the watch, the vendors with material changes first.
• The details column — on the right, opening with what to do now (the change to answer first, with its date, the money and who owns it, and buttons to open it and take the next step), then the sweep or the change's facts, your signals or your responses, what a change is (or how the money is figured, on What if), Next, the three latest material changes and Ask Vera. Press I to hide it.
• The status bar — the keys on the left, the documents and when the sweep runs on the right, and Sample data when the switch is on.

Signals: alerts per vendor or all

• Channels — two cards side by side, each with a switch that reads On or Off: Email sends one brief per sweep with the changes on the vendors you follow and a one click unsubscribe that touches nothing else; Notification bell lands each material change on your bell, tunable like every other alert kind in Settings. The card that is on is outlined in navy.
• Vendors you follow — one table of the 20 vendors: the checkbox, the vendor, how many documents are watched, the edits caught, the material changes in 30 days, the day of the last change, and whether alerts reach you (Followed, Not followed, or Followed, no channel). Select a row or its checkbox to follow or unfollow. Follow all 20 puts every vendor back.
• Both channels are opt in and off by default, carry material changes only, and share one vendor list. At least one vendor stays followed; to stop every alert, switch both channels off.

How to use it

1. Open the change at the top of Act on first; it is the open response with the soonest notice date or term end, then the most money. A response already sent never leads.
2. On the change's record, set the rate the change moves to price it, pick an owner, and edit the drafted email; open it in Mail, then press Mark sent.
3. Press 3 for Responses to see who owns what, and 4 for What if to move the figures across the estate.
4. In Signals, switch on the channel you want and clear the vendors you do not hold.

Tips

• Responses, owners, drafts and the rates you set are kept for your organization, so closing the window loses nothing. With Sample data on they stay in the tab and never touch your own work.
• A document shown as unreachable means the vendor moved or blocked the page on the last check; the platform keeps checking and the history stays intact.

Related: Market news · Watch · Research

Spend Agent

Where: Spend & savings › Spend Agent · /spend-agent · a card on Home, and via More or Ctrl/⌘ K
Who: everyone
You get: your software spend in seven screens, each one question: what to do now, where the money goes, where you can save, who you spend with, what you are doing about it, what to send, and what was read. Every saving is ranked by Vera, and the review goes out as an Excel workbook, a Word report and a PowerPoint deck built from the same figures.

In plain words: see where the money goes, take Vera's ranked savings into a plan, and send the board three real files.

Since 27 October 2026 the Spend Agent opens on Where to start (key 1) and runs ten screens on keys 1 to 9 and 0: Where to start, Overview, Explore, Savings, Vendors, Plan, The guide, Dashboards, Reports, and Data on 0. The column at the left is the review's own index: the seven screens as numbered steps in the order the work happens, Data first, with a tick once a step is done, a brick dot where it wants you, and one figure a row (what needs you, or the money at your ambition; Explore carries none). Under them Needs you lists the savings dated inside 30 days, the open ledger checks and the board decisions waiting, each a door; it steps aside when nothing is due. The screens are not drawn a second time above the work: the tabs there belong to a vendor's file alone. Since 31 October 2026 Ask (key A) sits under Overview in the column: the ready questions, the top 10, 25, 50 or 100 vendors to save on first; and any vendor opens Analyze, a report of eight kinds on that vendor. Since 1 November 2026 the Report builder (key B) sits after Dashboards: ready made views of the spend, your own saved views, and the what ifs. Every figure comes from your contracts, renewal dates, line items and ledger. Since 30 October 2026 Add data (key N) is the way in, a screen of its own, and a workspace with nothing on file opens there. The plan, its stages, the board's decisions and the checks looked at are your workspace's: a colleague sees what you approve. The ambition and the increase at renewal are yours.

On the screen

• Add data (key N, since 30 October 2026). The way in, with the upload, the ledger and the sources on one screen; a workspace with no contract carrying a value a year opens here. The head carries the ledger rows and the contracts on file, Start here and Choose the files (S). Ways in, three side by side: Upload the contracts (PDF, Word or a zip, as many as you hold, chosen or uploaded straight onto that column; each is filed as a contract and read for its vendor, its value a year, its dates and its clauses, with the run shown as it goes: uploaded, read, filed), Import the ledger (Connect the ledger, a CSV from Coupa, Ariba or NetSuite: what was paid takes the place of what the contracts commit) and Contracts already filed (Contract Management). Under them Where the data comes from, each source on file or to connect, and What happens next, three steps, with Show the sample estate in its header. The sample is a door, never the default.
• Where to start (key 1). Three doors with their figures: Largest spend (the ten largest vendors, their share of spend and what they hold a year), Renewing this year (the vendors with a notice or end date inside 12 months, the money under notice and the first date) and A category (every category as a chip with its spend). Pressing one sets the lens: Savings, Vendors, Plan and every file then read through it, the lens shows beside the title on every screen with a press to clear it, and the status bar names it. Under the doors, Templates: Find me 20 vendors to save money on, Every vendor paying above comparable customers, Products we pay for and never rolled out, Increases coming at renewal, Tools we already own that replace another, Everything renewing in the next 6 months, Commitments against real use, and The tail into one channel, each with what it does, what it needs on file and what it holds now; Run sets the lens and the lever in one press. Or type the ask (what renews before our year end) and it is matched to a template before it runs; what no template fits goes to Vera. While the Contract Agent is still reading what was uploaded, The read fills a table at the top, contract by contract, and the estate refreshes when the last read lands. Every figure is a press (since 27 October 2026): a door's money and each way to save beneath it list the savings they sum; a template's count and money list what it holds now without running it (the row or Run still runs it); a row of The read opens the contract and its vendor the vendor's quick file; in the details column each way to save lists its savings and the first date opens that saving's file.
• The window. The title bar carries File (Where to start, add spend data, find more savings, Jump to, the workbook, the report and the deck, the review as PDF, the savings register, the renewal calendar, every file, Share a link, Sample data), View (the eight screens, Details, Motion, and Advanced: count shelfware seats), Savings (do the top recommendation, find more savings, Floor, Target, Stretch) and Help, then Talk to Vera and the window controls. The head states the screen in one line of figures, with its one main button at the right (S presses it). The details column leads with what to do now, then the facts and three questions for Vera. The status bar carries the keys, your ambition and the organization; the figures live in the head and the panels, once each.
• Every figure is a door (since 27 October 2026). Press the spend in the head, a vendor's spend in the ledger, a product line's spend in a vendor's file, a category's spend on Explore or the spend in a saving's evidence and a sheet opens with the ledger rows behind it, newest first: the largest vendors in those rows (press one to open it), every row with its date, reference, vendor, wording, GL account and amount, and Save as CSV for every row. Esc closes it.
• Undo (since 27 October 2026). Every change you make carries Undo in its notice: approving a saving, moving it on, putting it in or out of the plan, raising or dismissing a check, a board decision, and a change of ambition.
• Overview (key 2). It opens on Do now: the first saving with a date inside 120 days (else the strongest), with the money a year at your ambition, its four facts (the spend, the market, what is in use, the contract and the date), Vera's one line on why, and Approve (or Move it on), Draft the email, The rows, Evidence and the vendor. The details column carries Getting started as a checklist until it is done (the spend is in, set your ambition, approve the first saving; Hide puts it away for good), then the next saving after the one on the card, then the ambition. Vera recommends: the savings ranked by her score out of 100, from how sure the figure is, how little effort it takes, how much it is worth and how soon its date is; press a row for the evidence, Approve puts it in the plan. This year: what comes out a year, the share of spend, the increases avoided, what is realized, and the figure at floor and at stretch, with the ambition beside it. What moved: the largest changes on last year, split into price and volume. Where the plan takes you: spend, less each way to save, to spend after the plan. Where the money goes: a treemap by category (press one to explore it). Renewals in the next 120 days. Every part is a press (since 27 October 2026): on Do now the title, the money, the date and each fact open that part of the saving's file; in Vera recommends the score, the date and the figure open theirs; each figure in This year lists the savings behind it with their total, which is the figure; a line in What moved opens its change split into price and volume (last year's figure, the price and the volume open the invoices the change is read from, and what is in use, the contract and the market open the vendor's quick file at that part) with its rows and the savings on it, and the arrow keys step through the lines; All beside What moved lists every line that moved, largest change first, with its price and volume; on Do now the vendor named in the why opens its quick file and Ambition sets floor, target or stretch; a step of Where the plan takes you lists the savings of that way; a renewal opens the vendor's quick file at its renewals.
• Ask (key A, since 31 October 2026). The questions a buyer starts with, answered from your own contracts. At the top, a box for any question about your spend: a question the review answers opens that answer, a vendor's name opens Analyze on that vendor, and anything else goes to Vera. Under it the question library in seven groups, each question with its count and its money, a year and one time money kept apart: Where to save (the top vendors to save on, with 10, 25, 50 or 100 switched in place; savings to act on this quarter; quick wins, high in confidence and low in effort), Dates (renews in the next 90 days, due in the next 60 days, notice dates still open, renewals in the vendor's own last quarter), Price (paying more than peers, rates to bring to the peer midpoint, increases to cap at renewal, cheaper products for the same job), Use (licences paid for and not used, editions to step down, commitments out of line with use), Overlap (paying twice for the same job, already in Microsoft 365, small vendors to fold in), Money back (money to recover, paid twice or after the end) and Risk (spend with no contract on file, contracts with no price cap, large vendors with the least on file). Press a question and its answer fills the screen: one sentence with the figures, a chart of the largest rows (navy bars with the value at each end, a saving's floor beneath it in gold, the totals at the floor, your ambition and the stretch over the chart, and the axis named under it), and the table (a vendor answer: the spend, what it holds a year and once, its market rank and which way the price runs, the next date and Analyze on every row; a saving answer: the saving, the vendor, the kind of money, the worth, the confidence, the date and the stage). A vendor row opens its file and a saving row the saving's file. A question with nothing to show says what was checked. Every answer counts only what is still to do: a realized saving and one left out of the plan are not in it.
• Explore (key 3). Every dollar four ways: By month (the largest 18 vendors over the last twelve months as a heatmap, the darker the cell the more that month cost, with a trend line each, the 36 months below and the categories with their change), By unit (category by business unit), Treemap (every vendor sized by its spend) and Table. Filter by category. Every part is a press (since 27 October 2026): on By month a month cell opens that vendor's ledger rows for the month, the year figure its twelve months, a row the vendor's quick file and the name the full file; a bar in the 36 months opens that month's rows; on By unit a cell opens the rows for that category and business unit and each total its own; a tile of the treemap and a row of the table open the vendor's quick file, the table's cells at their part (the change, the market, what it saves), the spend its rows and the category filters to it. In the head the total and a category's spend open their rows and each named vendor its quick file; in the details column the spend opens its rows, what there is to take out lists the category's savings and each of the largest vendors opens its quick file.
• Savings (key 4). Every saving in the ranked list carries Work on it, which puts it on your list for the guide. The ambition from floor to stretch with what each comes to. Every way to save as a filter with its count and its value, in the order a buyer acts on them (since 27 October 2026): Rate above market first, then Downgrade the edition (seats on a higher edition that use none of what it adds, moved to the edition below at the lower edition's published list against the higher one's; Microsoft 365 E5 to E3, Salesforce Unlimited to Enterprise, Atlassian Premium to Standard and more, with the share of seats that can move as an assumption under Assumptions), Shelfware (a product or module paid for and never rolled out; since 1 November 2026 it counts only where the contract lets the count fall, from that date: the saving names the renewal or anniversary, its file shows Counts from, a commitment or an exchange only right is no saving, and Oracle and SAP support is priced net of the repricing of the support kept), the increase at renewal, Switch to a tool you own (two vendors doing one job, the smaller moved onto the one already paid for), A cheaper product (a credible alternative from the platform's own register, priced against what you pay as the position at the renewal or the move, with what it lacks and what moving costs said in the same line), commitments, then the checks and the estate wide finders; Vera's score weighs the lever the same way. Counting shelfware seats inside a product that is in use is an advanced view, off until you turn on View, Advanced: count shelfware seats. Find more savings (F) runs the fifteen detectors in front of you, built on screen since 25 October 2026: each detector a step with its time and what it found, the ring the share of detectors run, and Savings found on the left filling with the largest savings as each detector finishes; when the check is done a notice gives the count and the money a year, with Open the list. The detectors are the twelve kinds of saving and three more finders: renewals near the vendor's fiscal year end, vendors with several contract end dates to co-term, and small vendors to consolidate in one category (its figure at a 15 percent consolidation discount, labeled as an assumption). The savings show three ways: Ranked (score, saving, way, certainty, effort, act by, stage, the figure a year, and a switch to keep it in the plan or leave it out), Heatmap (way to save by category: a cell, a row's total and each category's total in the foot list the savings they sum, and a way to save filters the Ranked list) and Quick wins (value against effort, a bubble a saving that opens its file; each corner, Quick wins, Big bets, Fill ins and Think twice, carries its count and money and lists the savings drawn in it). Vera also found lists the timing, co-terming and consolidation opportunities with what each rests on. Every cell of the Ranked list is a press (since 27 October 2026), and a saving opens its whole file over the screen at the part you pressed, so it shows at any window width: the score opens Why it ranks, Vera's score out of 100 taken apart into its five parts (certainty up to 30, effort up to 15, size against the largest saving found up to 25, the date up to 10, and the way to save up to 20 in the order buyers act), each with what Vera read on this saving, the rule and the points it earned, then what decides its place against the saving above it and the one below (the part with the largest gap, or the larger amount when two are level); How Vera ranks beside it lists the five parts, the order of the ways to save with the points each earns, and what the score says (75 and over Do it now, 55 Strong, 40 Worth it, under 40 Later). Certainty and Effort open the same part. The figure a year opens The amount (floor, target and stretch with your ambition marked, what kind of saving it is, over the term, the spend on the line with its ledger rows, the share of the line). Act by and Stage open The date (the act by date, the contract end, the notice, the increase cap, the owner and the stage). The vendor's name opens the vendor; the way to save filters the list to that way. Beside them in the file, the evidence: Vera's read with its certainty and why (what is on file: the contract, the ledger rows, a usage source, the peer count, the date), the evidence (the spend, the peers at this size with where the range came from, what is in use and from where, the contract, the date and the range), then, on a rate finding, The three questions (what the line costs and how that compares, the peers at this size as a ranked band with your estate placed in it, and the rank with the gap in points and in money over the term), then Sources (since 27 October 2026: the benchmark curve with its deal count and cohort or the Software Price Index cell with its quarter, the contract, the ledger rows, the usage counts, the research library and Vendor Radar for the vendor, and any working assumption the rule rests on, each a door), with Approve it, Move it on and Draft the email, then Talk to Vera about it (Vera is asked with the saving's evidence and sources in the question) and Ask a human (a request to a human analyst with the evidence pack filled in: the saving, its figures, the peers, the contract and the sources; the answer within 24 hours). Previous and Next, or the arrow keys, step through the ranking; Esc closes the file. Each line of the evidence and of Who is a press too: the peers open the vendor's lines against the market, what is in use what is on file, the contract its renewals, the clause the read in the Contract Agent, the date and the range their parts of the file, the owner everything that owner holds, the stage every saving at it, and certainty and effort how they count in the score. The details column keeps the selected saving too. Assumptions under Savings in the menu lists every figure the rules carry (the increase at a renewal with no cap, the cap asked for, the cost of capital, the consolidation discount, your standard payment terms), each with its source and a slider; a moved one reads as your setting wherever it prints.
• Vendors (key 5). The ledger above the tail (or the vendors in the lens), largest first: the spend with its bar, the change on last year, the market rank, what is on file (Defended, Thin or Blind from contract, usage, market and invoices), the notice date and what it saves. Every cell is a press (since 27 October 2026): a row opens the vendor's quick file over the screen at the part you pressed, the name opens the full vendor file and the spend opens its ledger rows. The quick file carries Where it ranks (its place on spend a year, its share of the estate, its place in its category and the vendors either side), Against the market (each product line with what you pay, the peer range and midpoint, and its rank; the vendor's rank is its largest placed line's), What is on file (a contract, a market reference, usage and invoices, each on file or missing, with what it adds), Renewals (each contract end, the notice date and days left, the value, the cap and what it saves) and What it saves (every saving on the vendor, each opening its own file); Previous and Next, or the arrow keys, step through the ledger. Concentration shows how much of spend the largest vendors hold; What is on file counts the vendors by coverage (Defended is three or four of the four on file, Thin two, Blind one or none), and pressing a level lists its vendors with what each has and lacks.
• A vendor. Press a vendor anywhere and its file opens with seven tabs (keys 1 to 7): Product lines (market rank, licenses in use, contract end, what each line saves, the last twelve months and what to take out), Levers and Research (below), 36 months (as used against as invoiced, Price and volume, the change on last year a line at a time, split into price and volume where the invoices carry unit prices, then year by year), Savings (ranked by Vera), Contracts and market (Published changes, what Vendor Radar caught on the vendor's pages, then the contract a line, its reference opening the contract, with the range comparable customers pay and where you sit in it) and Ledger rows (the latest 24, Every row for all of them). The details column carries The renewal clock: the days to the notice date on a year's ring, brick inside 45 days, gold inside 90. [ and ] step to the previous or next vendor; Esc goes back. Approve its savings approves every open saving on the vendor. Every figure in the file is a press (since 27 October 2026): in the head the spend opens its rows, the market its lines against the market, what to take out its savings and the rank where it ranks; on Product lines a line or its change opens the change split into price and volume, the market rank, what is in use and the contract end open the quick file at that part, and what a line saves lists its savings; a month of the last twelve opens its rows; on 36 months a line opens its change, and each year's figure the rows of that year; on Contracts and market the value opens its rows, the end, the notice and the rank open their part, and a published change opens Vendor Radar; a ledger row opens every row of its month; on Research a dated renewal opens the renewals and what is at stake its savings; in the details column the spend, last year, what is on file and the renewal open theirs.
• Levers, on a vendor (key 2, since 1 November 2026). The four moves read from the vendor's own contracts, lines and use, never a generic list; the tab counts the levers open. The four levers is a table, a row a lever with what the contracts support, the money in its own kind and its status (In the plan where a saving in the plan carries it, To review, or Not open with what is missing).
• The increase, on the Levers tab: the increase the contract allows (the clause the Contract Agent read, else the cap on file, else the vendor's typical rise from the market database, marked assumed), cut to the 3 percent comparable customers sign, as cost avoided over 1, 3 and 5 years from each contract's renewal.
• Replacement, on the Levers tab: the line, the named cheaper product from the alternatives register and its price, the cost to move, the month it pays back, the net over five years and the risk.
• Downgrade review, on the Levers tab: the edition the line names and the one below it, the seats that move (25 percent until feature use by seat is counted, changed under Assumptions) and the date the contract lets the count fall.
• Shelfware on a new order, on the Levers tab: where you are buying new or more from the same vendor (a true up, growth, a larger commitment, an order starting later), removing or swapping its shelfware is a condition of that order; growth on the shelfware's own line is met from it first.
• Shelfware and new buying, on the Levers tab. Under the levers, Shelfware: each line's licensed count, in use, the shelfware, its cost a year (a fact, never counted as run rate), when the count can fall and what to do. New buying on file lists the orders the shelfware can ride on. Press a figure for its file or rows, double press or Enter on a row to open it, right press to act. The levers are a view: their money is never added to the plan's totals. Analyze puts them in every report's recommendations (the vendor's own copy asks only what can be asked in writing), and Ask's questions on increases, cheaper products, editions and shelfware list every vendor with that lever open, ranked by money over five years.
• Research, on a vendor (key 3, since 27 October 2026). The platform's own research on that vendor set against your contracts, never an outside source. The memo: press Write the vendor memo and the analyst session writes where you stand, where the leverage is, what to ask in order with the money each is worth, the dates that decide it, what could go wrong and the bottom line, from this estate's figures, the clauses the Contract Agent read and the research below, in about a minute; it is kept for that vendor with Copy and Write it again. Your renewal, dated: each contract with the day to open talks, the notice date and its days, the end date, the vendor's quarter or year end the signature lands in, the ask (hold the cap, or ask for one where none is on file) and what is at stake a year. What changed since you signed: Vendor Radar's dated changes to the vendor's prices and terms, with what each moves a year on this vendor and how many of your contracts it hits. How they sell: the negotiation dossier, one line a section. The levers: what the vendor concedes and the points each is worth, when to ask, the terms to ask for, what to say and what to watch for. The renewal guide (the posture, what the renewal is priced against, the window) and The alternatives (each priced against what you pay). The foot names everything that was read.
• Analyze any vendor (since 31 October 2026). Right press a vendor anywhere, press Analyze on its file (key A) or on a row of Ask, and a report on that vendor opens over the window. Choose the kind: Savings report, Negotiation plan, Renewal brief, Benchmark, Insights, Alternatives, Contract terms or Risk and exposure; and the reader: Procurement, The CFO, IT owners, The board or The vendor (our position: the asks and the dates, with no owner, no floor and no internal note). The report shows as a dashboard: the spend, what there is to take out a year and once, the market rank and the next date across the top; what it answers and the findings in brief; then a panel a section, each headed by its finding, with its chart and table (the savings with their kind of money, confidence, date and owner; the lines against comparable customers; the renewal and its options; the terms against what comparable customers sign; the clauses read on the paper with their page; the exposures and the concentration); then the decision, the recommendations in the order they fall due, and the decisions and inputs still open. Each section opens on its number and topic in gold over its finding in navy, and its tables carry a navy head. A renewal brief sets the options side by side: renewing at the target, holding the price flat, cutting the count only, moving to the cheapest credible alternative and renewing as it stands, each costed for year 1 and over three years against a flat renewal (the dashed gold line on its chart), with one recommendation and each row tinted by its verdict. Every figure is the vendor's own, from its lines, the ledger, the contract on file, the clauses the Contract Agent read, the peer range, the use counts and the alternatives register; the platform's research on the vendor (the negotiation notes with the levers and the timing, the renewal guide, the fiscal calendar and Vendor Radar's dated changes) is folded in, and the line under the head says what was read. Word and PowerPoint download the same report as the firm document and as a deck with charts you can edit; Draft the email opens a draft in Mail; Write Vera's memo has the analyst session write the vendor memo in about a minute, kept with the vendor's Research tab. Esc closes it.
• Report builder (key B, since 1 November 2026). Ten ready made views and your own, listed at the left with Find a view: Spend by SKU, Spend over time (by month, quarter or year, as invoiced or spread over the term, against a year before), Spend by category (against last year), What if prices rise 10 percent a year (cost over 1, 3 and 5 years), What if we negotiate 15 percent better (savings over 1, 3 and 5 years), What if we cap the increase (0, 2 or 3 percent or any figure you type, for the whole estate or the vendors you pick, in one category or all), Against the market (every SKU against the market database with its rank word, the gap a year and the gap over the term), Renewals by quarter, Price per unit by vendor and Shelfware by vendor (since 1 November 2026 split by the contract's reduction right: Reducible, where the count can fall at a renewal or an anniversary, a run rate saving from that date, and Held, where no reduction is allowed in the term, cost avoided by holding new demand against it; each vendor says when its count can fall, and the workbook adds the reduction and its basis, the contract, the vendor's terms or assumed, on every line). A view opens on its finding line, then its controls in one row (measure, group by, then by, the months, the chart and the comparison), its filters (vendor, category, SKU words, renews within, unit) with What if on any view, then the chart and the table with its total. A press selects a row, a double press or Enter opens it, a right press lists its actions, and Data opens the ledger rows behind it. In a what if each contract keeps today's price until its own renewal; the rise then applies and compounds each year, and a negotiated reduction applies once, at the renewal. In the cap each contract takes the increase it quotes, else its written cap, else the increase the plan assumes (marked Assumed); consumption is left out, and every vendor in scope is counted once: it saves, it is at or under the cap, it renews after year 5, or it bills on consumption. The head carries Save view (kept in this browser under Yours), Excel (the table, every line behind it, and for a what if or a cap the inputs as cells that the month by month formulas read), PowerPoint (the finding, a native chart and the table), Share (a link that opens the view on the reader's own estate) and New view.
• Write your own report (on the Report builder, since 1 November 2026). At the top of the views, write what the report should show in your own words and press Read the request (or Enter); the three examples under the box are built from your own estate. The same box opens from Write your own report on Reports, and Ctrl K offers to read whatever you type there. The request is read against your own vendors, the product words on your lines, your categories, years and quarters, percentages, and the words for a rise, a cap, a reduction, the market, shelfware and renewals. Your report above the view shows the request and how it was read: Show and By as two selects, then one chip each for the vendors, categories, SKU words, the renewal year or quarter, the market (priced above or below), the comparison, a threshold, the top rows, the cap and the what if; the cross on a chip removes it and the view recomputes. A vendor whose name is also an everyday word (Zoom, Box) is read only with a question mark unless you wrote it with a capital; its cross moves the word to Not used. Words that could not be placed are listed under Not used, and the plus on one places it as a vendor, a category or a SKU word, or leaves it out. When Vera is on, Vera reads the request and the reading is checked against your estate; a vendor, category or product word your estate does not hold is refused, and the estate's own vocabulary reads it instead. The result is a normal view with its chart, table, Data and exports; a cap asked for beside other words shows as Increase cap under the view, over the lines the view keeps. Write it up (the main button while a request is on screen) writes the report for the vendors in scope from your estate's figures: what the report answers, In brief, what you asked, the vendors in scope (spend, renewal and notice dates, the rank against the market, the increase on the contract, open savings), the cap or the what if, the recommendations with the decision, and how it is worked out. Every figure in its prose is checked against the figures computed for it; a sentence with any other number is left out. It downloads as Word or PowerPoint, prints or saves as PDF, and opens as an Email in Mail. Save view keeps the view under Yours with your words as its line.
• Motion (since 27 October 2026). A screen arrives the head first, then the panels in order, every figure counting up to its value, bars growing and lines drawing; a change pulses the figures it moved; the savings check ends with the column's figures landing. View, Motion turns it off; so does reduced motion in your system.
• Plan (key 6). The plan in five stages, Found, Approved, In negotiation, Agreed and Realized, with what each holds; Move on takes a saving to the next stage. The next twelve months as things stand against with the plan, with the increase at renewal as a slider; 1 year, 2 years, 3 years and 5 years above it run the same figures over the years ahead, the increase compounding at each renewal and the plan taken from its dated month (a shelfware saving from the renewal or anniversary the contract allows, not from its notice date), with a table by year. Decisions for the board: what the board is asked, by when, what it is worth and Vera's recommendation, with Approve and Defer. Every part is a press (since 27 October 2026): a stage's header, or and N more, lists every saving in that stage with its total; on a card the vendor opens its quick file, the score opens Why it ranks and the figure opens The amount in the saving's file; a decision's title opens what it rests on: the ask, the risk, Vera's recommendation, the days left to decide and the savings on the vendors it names, each opening its file. A whole decision, its money and its date open the same. The forecast opens what it is made of: a month on the chart, one of the three totals or the first year of the years ahead opens the next twelve months taken apart, month by month as things stand against with the plan, the increases at renewal that lift it (each opening the vendor's renewals) and each saving in the plan with what it takes out of those twelve months (each opening its file), which add up to the difference.
• What the Contract Agent read feeds the review (since 27 October 2026). Where a contract has been read, its notice period, its cap on increases, an auto renewal, the discount printed and the payment terms come off the contract when the record carries none; the read's own benchmark of the discount places the contract against comparable customers where the library has no band for the vendor; and every saving on that contract carries The contract, page N in its evidence, the clause the read found with its words, and in its sources with a press that opens the read. A vendor's Contracts and market tab lists the clauses the read found on each contract with their page and what each is worth.
• What it finds in your contracts (since 21 October 2026). On your own estate the review holds each uploaded contract against the ledger and the market:

- Billed above the contract: the ledger paid more than 10 percent above the contract's value a year; the ask is to reconcile the invoices to the contract.
- Billed above the cap: invoices rose faster than the contract's cap on increases allows; the ask is a credit for the difference, counted once.
- Paid after the end: payments carried on after a contract ended with no renewal on file; the ask is the renewal order and a credit for anything above the old rate.
- Auto renewal: a contract that renews by itself, with its notice date in the next 12 months; the ask is notice before the date, then the renewal negotiated. It takes the place of the cap ask for that contract.
- Rate above market for a contract that prints no discount: its price a unit a year (the line items' value over their count) against what comparable customers pay on the Software Price Index at that many units, rate against rate.
- Overlapping tools: two vendors under contract for one job (video meetings, project management, analytics and more); the smaller is moved onto the larger, and a vendor with contracts for other work is never flagged.
- The cap ask at renewal now covers contracts whose notice period is not on file.

• The guide (key 7, since 27 October 2026). The Savings Guide, on the firm document: the headline at floor, target and stretch, the money by lever in the order to work them, when the money lands by quarter, The first 90 days (what needs no vendor: notices, shelfware, invoices paid twice, payments after the end, each with its date), The twelve months (every notice, every vendor year end and the money on each month), and a chapter a vendor in the order to work them: what you have, where each product ranks against comparable customers, the levers with floor, target and stretch, the ask, three talking points with the clause they rest on, the fallback, the walk away, the opening email and the analyst memo where one is written. Under a category lens the category has its own chapter. Each chapter ends with Research and the memo, Open the email, Have an analyst confirm this chapter (Ask a human, with the evidence) and Have VendorBenchmark negotiate it. Above the document, Working on: the savings you chose with Work on it on Savings, in your order (Up, Down, Remove), each with tags (Q1, Legal, Finance, CFO asked and more), Save the set under a name and load it again, and Send to a colleague (an email with the list, the tags and a link to the guide). Your list leads the guide's chapters. Since the version you kept says what moved since you last pressed Keep this version. The head saves the guide as Word, and the same figures as PDF, Excel and PowerPoint; when a read of uploaded contracts lands, the window opens here. On screen every part of the guide is a press (since 27 October 2026), and the document prints as it always did: a lever bar lists its savings; a row of When the money lands lists the quarter's savings; a row of The first 90 days opens that saving's file; a month of The twelve months lists its savings, or its notices where it has no saving dated in it; in a chapter, a product row opens the vendor at its market, a lever row opens the saving at its amount, and the vendor's name under the chapter opens its rank, market and renewals; in Working on, a saving opens its file, its date and figure their parts; in Since the version you kept, each vendor that moved opens its savings.
• Dashboards (key 8, since 27 October 2026). Three, switched from the head (The CFO, The estate, The work), each on one screen: The CFO (to take out a year, the run rate after the plan, increases avoided and realized so far, by lever and by quarter, and the twelve months), The estate (every vendor by spend against where it ranks, each vendor named wherever its label fits without overlap, press a dot to open it; the categories; the value under notice by month) and The work (the money and count at each stage, what is past its date or, with nothing past it, what falls due next, what each owner holds as aligned bars with the values in one column, and Working on). The head saves them as slides (Download as slides) or a workbook (As a workbook). By lever and By quarter print each value at its bar, with names that would touch set on two rows. Every figure opens what it sums: a tile, a bar of By lever or By quarter, and a month of The twelve months each list their savings with a total that is the figure; a vendor named in the twelve months opens its renewals or its savings; a dot on The estate opens the vendor at its market; a bar of Renewals by month lists that month's notices; a stage tile and an owner on The work list their savings, and a saving past its date opens its file at the date or the amount.
• Reports (key 9). A dashboard of what the files hold since 30 October 2026, with the files as downloads. Pick the audience in the head (CFO, Board, Procurement or IT), the format under The files (Excel workbook, Word report or PowerPoint deck) and the sections under What goes in (executive summary, where the money goes, the savings ranked, the vendors, the heatmaps, renewals, the plan and the years ahead, what the review read); the panels follow: the ways to save, the next twelve months, where the money goes, the largest vendors, the savings that make the case, the plan stage by stage, the money by unit, the notice dates ahead and what the files ask for. Download the workbook, Word report or deck (S) builds the chosen file from the figures on screen, with the other two formats and PDF beside it. The workbook holds up to nine sheets (Summary with live formulas, Savings with data bars, Vendors, By month and By unit with color scales, Renewals, Plan, Forecast and Ledger) with frozen headers and filters. The Word report is the firm document: the summary figures, numbered sections, tables, Sources (the market reference with its provenance, the contract, the usage source and any assumption behind the five strongest savings) and the bottom line; the workbook carries the same as a Sources sheet. The deck has a slide a point with native charts you can edit. Email it opens a draft in Mail. Every row of the panels is a press: a saving opens its file, a vendor its quick file, a category or a cell its ledger rows, a stage its savings, a notice date its vendor and an ask its decision. In the details column the spend, the figure to take out and the count of savings open what they count, and in More files the register's, contracts' and vendors' counts open their lists. More files, under the panels, lists nine more, each built from the same figures with the audience and sections you picked:

- Savings register (Excel or CSV): every saving, in the plan or not, with its contract, reference, way to save, stage, owner, act by date, floor, target, stretch and evidence.
- Contract by contract (Excel or CSV): every contract with its value, dates, notice, auto renewal, cap, licensed and used counts, market place, what was found and what is missing from the record.
- Vendors (CSV): every vendor with its spend, change, market, what is on file, contracts, next notice and saving.
- Renewal calendar (.ics): each notice date and term end in the next 18 months as an all day event, with reminders 30 and 7 days ahead; open it in Outlook or Google Calendar.
- One page summary (Word): the year, the five strongest savings, the next dates and the asks.
- A page for each vendor (Word): the vendors with the most to take out, each with its facts, savings and ask.
- Letters to the vendors (Word): one letter a vendor with an ask, each on its own page, ready to send.
- The review as PDF: the Word report's sections on the firm document.
- Short deck (PowerPoint): five slides, the year, the waterfall, the savings that make the case and the asks.

The details column carries the PDF, the register and the calendar as one press each, Share a link (a read only link to the review for 30 days, copied to the clipboard; not on the sample), and Jump to finds every file by name.

• Data (key 0). What the review could not see, priced (since 27 October 2026): each gap (no ledger, contracts with no deployed count, contracts not placed against the market, contracts with no file on record, files not yet read) with the spend it covers, what it typically holds a year at target as a working assumption, and the press that closes it, so connecting a source reads as a figure. Where the data comes from (on Add data since 30 October 2026, where Add data in this head goes): the ledger, a ledger import or Coupa pull, Contract Management and usage (the deployed counts on contract line items; no sign in source is connected, and the screen says so), each marked On file or with Connect. What the review read: the share of spend under a contract, the rows, vendor names, vendors, product lines and contracts; the details column lists what the run read, what it matched to a benchmark curve or the Software Price Index, and which detectors did not run on this estate and why (the same log closes the savings check). The checks: paid twice, a step up in price and use above commitment, each with Raise it or Not an issue (Undo puts it back); Invoices and Anomalies open the two checks with their own address. Every figure opens what it counts (since 27 October 2026): a source on file lists the ledger rows, the contracts or the lines with usage; in What the review read the rows open every ledger row, the vendor names open the names as the ledger wrote them and the vendor each was matched to, the product lines, the contracts and the spend under contract list their lines, and the vendors open Vendors; a gap lists the contracts in it, each opening its vendor; a check's title or figure opens the ledger rows behind it.
• A right press on a saving or a vendor offers what can be done with it: on a vendor Analyze first, then its file, its savings and its spend by month; on a saving the evidence, in or out of the plan, approve or move on, open the vendor, draft the email, ask Vera.
• Jump to (Ctrl K). A vendor, a saving, a category, a screen or a file.
• Keys. 1 to 9 the screens in the order of the column, Where to start to Reports, 0 Data, A Ask (on a vendor's file, A opens Analyze), B the Report builder, N Add data (1 to 6 the tabs on a vendor), S the main button (on the Report builder, New view), F find more savings, Ctrl K jump to, V Vera, D the details column, [ and ] the vendors, Esc back, ? the keys.

Step by step: from the spend to the board

1. On Where to start, press Largest spend (or run a template); on Overview, press the first row under Vera recommends and read the evidence in the details column; press Approve.
2. Press Find more savings (F) and watch the fifteen detectors run; read Vera also found.
3. On Explore, choose By unit and press a category; open its largest vendor and its Savings tab.
4. On Plan, move a saving on with Move on, set the increase at renewal, and approve a decision for the board.
5. On Reports, choose For the board, clear a section you do not need, and download the workbook, the report and the deck.

The earlier window. File, Earlier window (or /spend-agent?classic=1) opens the window of 3 October with its nine steps, the review's run, the boardroom deck, comments and share links. Links that window made open the matching screen here.

Freight Agent

Where: Spend & savings › Freight Agent · /freight-agent · the first card on Home for the Logistics and Fleet desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every carrier contract placed on its reference curve and ranked, the invoice audit, and the next twelve months of notice dates, in one window.

In plain words: what each carrier costs you against comparable shippers, what that is worth, and which invoices to check.

The Freight Agent reads your carrier contracts (the logistics contracts in your workspace, placed by their contract type and supplier), the discount their line items state, their notice dates, and twelve months of carrier invoices from your connected ledger. Each carrier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend: the three questions of every benchmark, what you get, what comparable shippers get with the midpoint, and where you rank from Poor to Top of the market, with what moving to the midpoint is worth a year in USD. A carrier whose contract states no discount is not placed until you enter one.

On the screen

• Overview (key 1). Your carriers: a circle a carrier around your organization, sized by what it costs a year and ringed by its state (brick waiting on you, gold something to look at, navy on track), with a count of what needs you; press a circle to open the carrier. Needs you: the most urgent first, one button each (plan the renewal before a notice date, see the benchmark of a carrier behind the market, claim back an invoice billed twice). The next twelve months: each month with its notice dates and term ends.
• Carriers (key 2). Every carrier in a table: the mode, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the notice date and its state. Filter by Needs you or by mode, or search (/). Where freight money leaks lists the terms every carrier contract should carry.
• Rates (key 3). Every carrier on its curve: the measure and the band, the range comparable shippers get with the midpoint and your figure on one bar, and the rank with the gap a year; then how many carriers sit at each rank.
• Invoices (key 4). What the audit found: an invoice billed twice (the same carrier, reference and amount on two rows), a month billed more than a quarter above the run rate of the contract, and a carrier paid with no contract on file; each with Draft the claim, Open the carrier or Ask Vera. Under it, the invoices of the last twelve months, the flagged ones marked.
• A carrier. Press a row, a circle or a carrier in the left column and it opens in place, with Back to the carriers in the head. Today: where it stands on its curve, what needs you, the road to the renewal (signed, today, the notice date, the term end) and its latest invoices. Rates: the band (pick the one your volume sits in where the curve bands on volume) and each measure on its curve with a slider and a box for your figure; the rank and the money move as you type, and the window keeps what you set. Invoices: its findings and every invoice against the monthly run rate. Terms: the six terms that hold a freight rate (a fuel surcharge tied to a published index, accessorials limited to the schedule, billing on the pickup weight, a cap on general rate increases, repricing to the market, no automatic renewal), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Details. What the agent read, how the benchmark works, the next moves (the Deal Agent, the contract, the reference curve, Vera) and questions for Vera.
• Sample data. With no carrier contracts on file the window lists the carriers that have a reference curve, by mode, and offers See it on sample data: eight carriers of a sample shipper on their real curves, with a year of invoices and one finding of each kind. Switch it off in the title bar to return to your own.
• Keys. 1 to 4 the screens, / searches the carriers, V talks to Vera, I shows or hides the details, Esc goes back from a carrier or puts the window down on the tab strip.

Rate Card Agent

Where: Spend & savings › Rate Card Agent · /rate-card-agent · the first card on Home for the Professional Services desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every professional services firm placed on its reference curve, every role on its rate card against the market for the role, and the billing and scope checks, in one window.

In plain words: what each firm and each role costs you against comparable buyers, what that is worth over the work, and which invoices and terms to fix.

The Rate Card Agent reads your professional services contracts (consulting, legal, audit, engineering, search and the rest, placed by their contract type and supplier), the discount their line items state, the latest statement of work read on each by the Contract Agent (its rate card and its terms), their notice dates, and twelve months of invoices from your connected ledger. Each firm is matched to its reference curve, calibrated to documented market evidence, and placed in the band for your fees. Each role on a rate card is converted to a day rate in USD and placed against the market for the role: the middle half of the market and its midpoint, with what the rate above the midpoint costs over the days the work states.

On the screen

• Overview (key 1). Your firms: a circle a firm around your organization, sized by its fees a year and ringed by its state; press a circle to open the firm. Needs you: the most urgent first, one button each (plan the renewal before a decision date, see a rate card with roles above the market, claim back an invoice paid twice, fix the terms of a statement of work). The next twelve months: notice dates and engagement ends.
• Firms (key 2). Every firm in a table: the practice, the fees a year, its rank on its curve, its blended day rate, the decision date and its state. Filter by Needs you or by practice, or search (/).
• Rate cards (key 3). Every role on the rate cards: the firm, the role and the market role it matched, the market for the role with its midpoint and your rate on one bar, and the rank with the cost over the work; the most money first. Every firm on its curve: the measure and the band, the range comparable buyers get, and the rank with the gap a year.
• Billing (key 4). What the checks found: an invoice paid twice, a firm billed more than a tenth above its engagement in twelve months, a firm paid with no contract, and each term a statement of work leaves open (time and materials with no cap, rates not held, no written change order process, no acceptance criteria, expenses with no cap), each with Draft the claim, Draft the clause, Open the firm or Ask Vera. Under it, the invoices of the last twelve months.
• A firm. Press a row, a circle or a firm in the left column and it opens in place, with Back to the firms in the head. Today: where it stands on its curve and on its rate card, what needs you, the road to the next decision and its latest invoices. Rate card: every role with a box to type the day rate you will ask for; the rank, the cost over the work, the blended day rate and the saving move as you type, and the window keeps what you set; under it, the band and each measure of the curve of the firm with a slider and a box for your figure. Billing: its checks and its invoices against the engagement. Terms: what the statement of work says on the engagement model, the rates, change orders, acceptance and expenses, then six terms that hold a professional services rate, each with Draft the clause, and Plan the renewal in the Deal Agent.
• Details. What the agent read, how the benchmarks work, the next moves (the Deal Agent, the Contract Agent for the next statement of work, the contract, the reference curve, Vera) and questions for Vera.
• Sample data. With no professional services contracts on file the window lists the firms that have a reference curve, by practice, and offers See it on sample data: seven firms of a sample buyer on their real curves, three rate cards against the market, a year of invoices and one finding of each kind. Switch it off in the title bar to return to your own.
• Keys. 1 to 4 the screens, / searches the firms, V talks to Vera, I shows or hides the details, Esc goes back from a firm or puts the window down on the tab strip.

Agency Agent

Where: Spend & savings › Agency Agent · /agency-agent · the first card on Home for the Marketing desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every agency and marketing supplier placed on its reference curve, what each media agency earns beyond its disclosed fee, and the billing checks, in one window.

In plain words: what each agency costs you against comparable buyers, what your media agencies keep on top of their fee, and which invoices to check.

The Agency Agent reads your marketing contracts (media and creative agencies, production, public relations, research, events and the rest, placed by their contract type and supplier), the discount their line items state, their notice dates, and twelve months of invoices from your connected ledger. Each supplier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend, ranked from Poor to Top of the market with what the midpoint is worth a year in USD. A media agency is paid on the media it places, so it is placed on that media rather than on its own fees: the media is estimated from the fees and its curve, and you can type your own figure.

On the screen

• Overview (key 1). Your agencies: one circle for each supplier around your organization, sized by what it costs a year and ringed by its state; press a circle to open it. Needs you: the most urgent first, one button each. The next twelve months: notice dates and term ends.
• Agencies (key 2). Every supplier in a table: its kind, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the decision date and its state. Filter by Needs you or by kind, or search (/). Where marketing money leaks lists the terms every agency contract should carry.
• Benchmarks (key 3). Every agency on its curve: the measure and the band, the range comparable buyers get with the midpoint and your figure on one bar, and the rank with the gap a year. What the all in remuneration hides: for each media agency, the media placed a year, the disclosed fee midpoint, the all in midpoint, and the gap between them in points of media and in USD a year, with Draft the clause for disclosure and rebate pass through.
• Billing (key 4). An invoice paid twice, a supplier billed more than a tenth above its contract in twelve months, and a supplier paid with no contract on file, each with Draft the claim, Open the agency or Ask Vera; under it, the invoices of the last twelve months.
• An agency. Press a row, a circle or an agency in the left column and it opens in place, with Back to the agencies in the head. Today: where it stands, what needs you, the road to the renewal and its latest invoices. Benchmark: for a media agency, the media you place a year (type your own figure) and what its all in remuneration hides on it; then the band and each measure of its curve with a slider and a box for your figure, the rank and the money moving as you type. Billing: its checks and its invoices. Terms: six terms that hold an agency price (rebates passed through, audit rights, principal media disclosed, retainers with defined scope and hours, ownership of creative work and data, production at cost), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Sample data. With no marketing contracts on file the window lists the suppliers that have a reference curve, by kind, and offers See it on sample data: seven suppliers of a sample buyer on their real curves, two of them media agencies, with a year of invoices and one finding of each kind.
• Keys. 1 to 4 the screens, / searches the agencies, V talks to Vera, I shows or hides the details, Esc goes back from an agency or puts the window down on the tab strip.

Facilities Agent

Where: Spend & savings › Facilities Agent · /facilities-agent · the first card on Home for the Facilities desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every facilities supplier placed on its reference curve, what moving to an open book cost base is worth, and the billing checks, in one window.

In plain words: what each facilities supplier costs you against comparable buyers, what an open book clause would save, and which invoices to check.

The Facilities Agent reads your facilities contracts (integrated facilities management, cleaning, security, catering, technical maintenance, lifts, waste and the rest, placed by their contract type and supplier), the discount or fee their line items state, their notice dates, and twelve months of invoices from your connected ledger. Each supplier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend, ranked from Poor to Top of the market with what the midpoint is worth a year in USD. Cleaning, security, catering and integrated facilities suppliers are mostly paid a fee over a cost base, and their curves carry two measures: the fee on a closed book, where the supplier sets the cost base, and the fee comparable buyers get on an open book with an audited cost base.

On the screen

• Overview (key 1). Your suppliers: one circle for each supplier around your organization, sized by what it costs a year and ringed by its state; press a circle to open it. Needs you: the most urgent first, one button each. The next twelve months: notice dates and term ends.
• Suppliers (key 2). Every supplier in a table: its kind, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the decision date and its state. Filter by Needs you or by kind, or search (/). Where facilities money leaks lists the terms every facilities contract should carry.
• Benchmarks (key 3). Every supplier on its curve: the measure and the band, the range comparable buyers get with the midpoint and your figure on one bar, and the rank with the gap a year. What open book is worth: for each supplier paid a fee over a cost base, its closed book measure and the open book one it is set against, your figure, the open book midpoint, and the gap in points and in USD a year, with Draft the clause for an open book cost base.
• Billing (key 4). An invoice paid twice, a supplier billed more than a tenth above its contract in twelve months, and a supplier paid with no contract on file, each with Draft the claim, Open the supplier or Ask Vera; under it, the invoices of the last twelve months.
• A supplier. Press a row, a circle or a supplier in the left column and it opens in place, with Back to the suppliers in the head. Today: where it stands, what needs you, the road to the renewal and its latest invoices. Benchmark: the band and each measure of its curve with a slider and a box for your figure, the rank and the money moving as you type, and what open book is worth on it, which moves with the fee you type. Billing: its checks and its invoices. Terms: six terms that hold a facilities price (open book over an audited cost base, service levels with credits, indexation capped at CPI, extra work at the contracted rate card, sites added and removed at contracted rates, exit and transfer of staff planned), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Sample data. With no facilities contracts on file the window lists the suppliers that have a reference curve, by kind, and offers See it on sample data: seven suppliers of a sample buyer on their real curves, three of them on a closed book fee, with a year of invoices and one finding of each kind.
• Keys. 1 to 4 the screens, / searches the suppliers, V talks to Vera, I shows or hides the details, Esc goes back from a supplier or puts the window down on the tab strip.

Staffing Agent

Where: Spend & savings › Staffing Agent · /staffing-agent · the first card on Home for the HR desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every HR and workforce supplier placed on its reference curve, each staffing agency's markup as dollars an hour on the bill rate, and the billing checks, in one window.

In plain words: what each workforce supplier costs you against comparable buyers, what a staffing markup above the market costs on every hour worked, and which invoices to check.

The Staffing Agent reads your HR and workforce contracts (staffing agencies, recruitment outsourcing, benefits administration and broking, screening, relocation, employer of record and the rest, placed by their contract type and supplier), the discount or markup their line items state, their notice dates, and twelve months of invoices from your connected ledger. Each supplier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend, ranked from Poor to Top of the market with what the midpoint is worth a year in USD. A staffing agency bills the worker's pay rate plus a markup, and its curve measures that markup, so the app also shows it as a bill rate an hour.

On the screen

• Overview (key 1). Your suppliers: one circle for each supplier around your organization, sized by what it costs a year and ringed by its state; press a circle to open it. Needs you: the most urgent first, one button each. The next twelve months: notice dates and term ends.
• Suppliers (key 2). Every supplier in a table: its kind, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the decision date and its state. Filter by Needs you or by kind, or search (/). Where workforce money leaks lists the terms every workforce contract should carry.
• Benchmarks (key 3). Every supplier on its curve: the measure and the band, the range comparable buyers get with the midpoint and your figure on one bar, and the rank with the gap a year. The markup on the hour: for each staffing agency, your markup and the midpoint, the bill rate on a $30.00 pay rate at each, and the gap an hour and a year, with Draft the terms for a markup on a verified pay rate.
• Billing (key 4). An invoice paid twice, a supplier billed more than a tenth above its contract in twelve months, and a supplier paid with no contract on file, each with Draft the claim, Open the supplier or Ask Vera; under it, the invoices of the last twelve months.
• A supplier. Press a row, a circle or a supplier in the left column and it opens in place, with Back to the suppliers in the head. Today: where it stands, what needs you, the road to the renewal and its latest invoices. Benchmark: for a staffing agency, a pay rate and a bill rate to type; the markup they imply is placed on the curve and the gap an hour and a year moves with it. Then the band and each measure of its curve with a slider and a box for your figure. Billing: its checks and its invoices. Terms: six terms that hold a workforce price (markup on a verified pay rate, conversion to permanent at no fee after 13 weeks, pay increases passed through with the markup held, overtime billed at the pay multiple, volume tiers on total spend, broker commission disclosed and credited), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Sample data. With no workforce contracts on file the window lists the suppliers that have a reference curve, by kind, and offers See it on sample data: seven suppliers of a sample buyer on their real curves, three of them staffing agencies, with a year of invoices and one finding of each kind.
• Keys. 1 to 4 the screens, / searches the suppliers, V talks to Vera, I shows or hides the details, Esc goes back from a supplier or puts the window down on the tab strip.

Travel Agent

Where: Spend & savings › Travel Agent · /travel-agent · the first card on Home for the Travel desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every travel supplier placed on its reference curve, what each airline, hotel, car and rail deal delivers at the share booked on it, and the billing checks, in one window.

In plain words: what each travel deal costs you against comparable buyers, what it is worth once travelers book around it, and which invoices to check.

The Travel Agent reads your travel contracts (airline and hotel programs, car rental, rail, ground transport, serviced apartments, the travel management company, payment and the rest, placed by their contract type and supplier), the discount their line items state, their notice dates, and twelve months of invoices from your connected ledger. Each supplier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend, ranked from Poor to Top of the market with what the midpoint is worth a year in USD. A negotiated fare or rate applies only to what travelers book on the deal: a fare bought in another channel, a fare class the deal leaves out or a hotel off the program pays the published price. So the discount you realize is the deal times the share booked on it.

On the screen

• Overview (key 1). Your suppliers: one circle for each supplier around your organization, sized by what it costs a year and ringed by its state; press a circle to open it. Needs you: the most urgent first, one button each. The next twelve months: notice dates and term ends.
• Suppliers (key 2). Every supplier in a table: its kind, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the decision date and its state. Filter by Needs you or by kind, or search (/). Where travel money leaks lists the terms every travel contract should carry.
• Benchmarks (key 3). Every supplier on its curve: the measure and the band, the range comparable buyers get with the midpoint and your figure on one bar, and the rank with the gap a year. What the deals deliver: for each airline, hotel, car, rail and serviced apartment deal, the deal's discount and the midpoint, then the discount realized and its rank at 90, 75 and 60 percent booked on the deal, with Ask Vera for how to raise the share.
• Billing (key 4). An invoice paid twice, a supplier billed more than a tenth above its contract in twelve months, and a supplier paid with no contract on file, each with Draft the claim, Open the supplier or Ask Vera; under it, the invoices of the last twelve months.
• A supplier. Press a row, a circle or a supplier in the left column and it opens in place, with Back to the suppliers in the head. Today: where it stands, what needs you, the road to the renewal and its latest invoices. Benchmark: for a booked deal, the share booked on the deal as a slider and a box (100 percent until you type the share your booking data shows), with the realized discount, its rank, what is paid at published fares and the gap to the midpoint moving as you type. Then the band and each measure of its curve with a slider and a box for your figure. Billing: its checks and its invoices. Terms: six terms that hold a travel price (the discount on every fare class you book, last room availability, the deal loaded in every booking channel, share targets measured on your data, travel management fees per transaction with rebates returned, ancillaries and surcharges fixed), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Sample data. With no travel contracts on file the window lists the suppliers that have a reference curve, by kind, and offers See it on sample data: seven suppliers of a sample buyer on their real curves, six of them booked deals, with a year of invoices and one finding of each kind.
• Keys. 1 to 4 the screens, / searches the suppliers, V talks to Vera, I shows or hides the details, Esc goes back from a supplier or puts the window down on the tab strip.

MRO Agent

Where: Spend & savings › MRO Agent · /mro-agent · the first card on Home for the MRO desk, and via More or Ctrl/⌘ K
Who: everyone
You get: every MRO supplier placed on its reference curve, what a negotiated core list is worth with each distributor, and the billing checks, in one window.

In plain words: what each MRO supplier costs you against comparable buyers, what putting your most bought items on a core list would save, and which invoices to check.

The MRO Agent reads your maintenance, repair and operations contracts (broadline and electrical distributors, bearings and power transmission, fasteners and C parts, gases, consumables, tail spend platforms and the rest, placed by their contract type and supplier), the discount their line items state, their notice dates, and twelve months of invoices from your connected ledger. Each supplier is matched to its reference curve, calibrated to documented market evidence, and placed in the band for its spend, ranked from Poor to Top of the market with what the midpoint is worth a year in USD. A distributor's discount is a blend across thousands of items, and where the curve prices a negotiated or stocked core list deeper than the catalog, moving spend onto the core list raises the blend.

On the screen

• Overview (key 1). Your suppliers: one circle for each supplier around your organization, sized by what it costs a year and ringed by its state; press a circle to open it. Needs you: the most urgent first, one button each. The next twelve months: notice dates and term ends.
• Suppliers (key 2). Every supplier in a table: its kind, what it costs a year, its rank with your figure against the midpoint, the money to the midpoint, the decision date and its state. Filter by Needs you or by kind, or search (/). Where MRO money leaks lists the terms every MRO contract should carry.
• Benchmarks (key 3). Every supplier on its curve: the measure and the band, the range comparable buyers get with the midpoint and your figure on one bar, and the rank with the gap a year. What a core list is worth: for each distributor whose curve prices a core list, your catalog discount and the core list midpoint, then the blended discount and what it is worth a year with 30, 50 and 70 percent of the spend on the core list, with Draft the request.
• Billing (key 4). An invoice paid twice, a supplier billed more than a tenth above its contract in twelve months, and a supplier paid with no contract on file, each with Draft the claim, Open the supplier or Ask Vera; under it, the invoices of the last twelve months.
• A supplier. Press a row, a circle or a supplier in the left column and it opens in place, with Back to the suppliers in the head. Today: where it stands, what needs you, the road to the renewal and its latest invoices. Benchmark: for a distributor with a core list, the share of spend on the core list as a slider and a box (it opens at 50 percent, the middle of the table), with the blended discount, its rank and what it is worth a year moving as you set it. Then the band and each measure of its curve with a slider and a box for your figure. Billing: its checks and its invoices. Terms: six terms that hold an MRO price (a core list at a fixed discount, invoice prices held to the contract price file, list price changes on notice, private brand offered where it is equal, vending and stores services priced apart, freight and small order charges waived), each with Draft the clause, and Plan the renewal in the Deal Agent.
• Sample data. With no MRO contracts on file the window lists the suppliers that have a reference curve, by kind, and offers See it on sample data: seven suppliers of a sample buyer on their real curves, four of them distributors with a core list, with a year of invoices and one finding of each kind.
• Keys. 1 to 4 the screens, / searches the suppliers, V talks to Vera, I shows or hides the details, Esc goes back from a supplier or puts the window down on the tab strip.

Savings Proof Statement

Where: the Savings step of the money screens, or Team & AI › Deliverables › Savings proof statement · /savings/statement
Who: everyone

Every claimed saving reconciled against the vendor invoices that followed it, as one document built for forwarding to finance.

Since 27 September 2026 it is step 8 of the eight Spend and savings steps, and its head is the house masthead: the statement named with Spend and savings beside it, the gold line with the outcomes, invoices reconciled and currency, the facts as one quiet row, and Confirmed by invoice as the one figure beside the actions. The steps and the head stay out of the printed copy.

On the screen

• The head — since 26 September 2026 one sentence states where the claim stands: what was claimed a year, how much a later invoice confirms, how much waits for one, and how much is leaking with what it bills above the price you negotiated. Confirmed by invoice is the one large figure, with Back to the Spend Agent, Print / Save as PDF and, when anything leaks, Dispute the leaks under it. Under the head the figures read as one quiet row: claimed, confirmed, awaiting an invoice, leaking, and the statement's month.
• Where the claimed savings stand — one strip with each outcome as wide as its annual saving: green confirmed by an invoice, gray awaiting one, red leaking. All, Confirmed by an invoice, Awaiting an invoice and Leaking dim the rest.
• The cards — three across: Leaking (each vendor billing above the price, what it bills above a year, the note and the invoice, and Dispute the leaks), Awaiting an invoice (the outcomes not yet proven and Forward the invoices), and What the statement could prove (the share of what waits that confirms and the share of the leaks a dispute recovers; what that proves and recovers a year; the setting stays put when you leave).
• The statement — the document itself, with In this report beside it to jump between its parts. It opens on its headline (how much of the claim is confirmed against invoices), four figures across (claimed, confirmed, awaiting a covering invoice, leaking back per year), and an executive summary.
• The proof bar: claim against evidence — the annual savings claimed, split into confirmed against invoices, awaiting a covering invoice, and leaking above the negotiated price.
• The reconciled ledger — one line per outcome: what was negotiated a year, what the vendor bills a year, the verdict, and the invoice that is the evidence.
• Leakage detail and the dispute step — each line billed above its negotiated price, priced per year for a dispute.
• What next — under the draft: dispute the leaks, forward the invoices still due, and record another outcome, each with its money.
• Read and watch — at the foot of the page, the films, analyst briefings, research papers and guides the library holds on the statement's vendors, the largest saving first. Like the rest of the page around the statement, it stays out of the printed copy.
• Send it on — Vera drafts the follow up email from the statement, to the vendor, your CFO, your CIO or a colleague. You edit it and send it from your own mail.
• Before the first line — with no outcome recorded, the ledger's columns stand empty with Record an outcome beside the title, which opens your delivered contracts, then How each line is counted (claimed, confirmed, awaiting an invoice, leaking) and Contracts that can carry a saving: your latest contracts with their status and annual value, and the renewals coming up with the days out, the notice date and the annual value, in US dollars. Under them, Vendors on file lists your largest vendors by the annual value their contracts state: the contracts on file, each vendor's share of that stated spend and its next renewal date. Each row opens the vendor.

How to use it

1. Record the result of each closed negotiation on its contract; each becomes a line here.
2. As invoices arrive, each line moves from awaiting to confirmed, or to leaking.
3. Print the statement, or press Send it on, at quarter end.

Related: Spend Agent · Invoices · Prove and share your savings

Monthly briefing

Where: /briefing, linked from the Monthly briefing agent on the floor of AI agents and from its ready notification
Who: everyone · requires an AI plan
You get: a five minute spoken brief, chaptered so you can skip · a minute or two to generate

Your portfolio as a five minute spoken brief, one per month: what renewed, what is landing, where the leverage is, and the one number that matters. Chaptered, skimmable, and grounded in the same data as every page in the app. Restored in August 2026: the agent records on the 2nd of each month, and the page holds the latest recording.

In plain words: the month, spoken, in five minutes.

When to reach for this

• The commute, the treadmill, the five minutes before the leadership call.
• The monthly cadence between quarterly board packs.

On the screen

• The head — step 6 of the Media and knowledge app (see Learn and follow): Monthly brief | Media and knowledge, the month and its one line, the gold line, and the brief's own figures (the month, the chapters, the running time and the words). Moves open the chapters, your renewals, Advisory and the analyst films.
• Player — the current month's brief, split into chapters so you can jump to the part you want.
• Open the workroom — the button above the player lays the current briefing out as a five document workroom: the month, every chapter as a timed ledger, the full script verbatim, a provenance sheet, and a What now sheet. What now, in the inspector, plays the recording, re-records it with today's numbers when AI is enabled, forwards the briefing to a colleague as a drafted note, copies a chat ready summary or the full transcript, and follows where the script points into your renewals, the market news, or your dashboard. Ask Vera answers from the briefing's own script.
• Generate — builds this month's briefing from your live portfolio when one is not already waiting. Before the first recording exists the page says so plainly and offers the one press that writes it, which takes about a minute.
• Listening time — the what if under the player: move Playback speed from 1x to 2x and read the listening time, with each chapter's minutes drawn at that speed. Chapters are timed at about 150 spoken words a minute, the estimate the briefing itself uses.
• Transcript — the full script under the player, set at a reading line length rather than the width of the window, so you can read the month instead of listening to it.
• Before the first recording — what the briefing will read: your latest contracts with their status and annual value, and the renewals coming up with the days out, the notice date and the annual value, in US dollars, then How a briefing is made in four short facts. Under them, Vendors on file lists your largest vendors by the annual value their contracts state: the contracts on file, each vendor's share of that stated spend and its next renewal date. Each row opens the vendor.

How to use it

1. Open the Monthly briefing from the Agent Center's market news and press play, or generate the current month if the player is empty.
2. Skip between chapters to reach renewals, spend, or leverage directly.

Related: Spend Agent · Your AI agents

Reconciliation

Where: Spend & savings, step 7 Reconcile · /spend/reconciliation
Who: everyone

One board across the whole estate: where billed differs from contracted, contracted differs from market, and terms drift from what was signed. Every figure is arithmetic over stored rows, and where a source has no data the cell says why rather than showing a zero.

On the screen

• The head — the house masthead: Reconciliation | Spend and savings, the estate's position in one sentence, the gold line, and one row of facts that each open their ledger (the estate under management, exceptions open, recovered this year, open findings). Monthly bleed detected is the one figure, beside Invoices and Open the billing watch.
• What the drift costs if nobody acts — the what if. Move Left unresolved from 1 to 12 months and read what the billing drift open today costs at this month's rate, in total and per vendor, largest first, with this month, last month and the new findings beside it. Nothing is assumed to close by itself, and the setting stays put when you come back.
• The board — one row a vendor: contracted a year, billed over 12 months, the market median, billing drift, invoice exceptions, terms exposure, recovered this year and when it was last reconciled. Search it, sort it, and export it.

How to use it

1. Read the head, then move the months lever to the date your next vendor review falls on.
2. Work the largest drifting vendor first: its drift cell opens the billing watch, its exceptions cell opens Invoices.

Anomalies

Where: Spend Agent › Anomalies · /spend-agent/anomalies · step 11 of the Spend Agent, and via More or Ctrl/⌘ K
Watch: Anomalies (1:23)
Who: everyone

Since 6 October 2026 Anomalies is step 11 of the Spend Agent and opens in its window, under Checks on the left; links to /anomalies, with a tab in them, open it there.

What the watchdog found while scanning your portfolio: a missed notice window, a right about to expire unused, billing above the contract, software nobody has a contract for, an uplift with no cap, shelfware seats, and other things worth a look. It runs itself every Tuesday at 05:00 UTC, and you can run it here whenever you like.

Since 22 October 2026 it opens on six screens, each listed under Anomalies on the left: Overview, Findings, Clause outliers, Closed, The scan and What it watches. Every finding keeps the evidence it was raised on. With Sample data on in the title bar, the screens show a sample workspace with every kind of finding, and nothing you do there is saved. ?classic=1 keeps the earlier screen.

In plain words: the sweep's findings: what looks wrong in your portfolio, with the proof, worth a human look.

When to reach for this

• The weekly glance: findings arrive ranked by urgency and money, not alphabetized.
• Straight after an upload: run the scan and see what the new contract changes, rather than waiting for Tuesday.
• Before renewing anything: check whether the watchdog already flagged the vendor.

On the screen

• Overview — the head reads at risk a year, act now, new this scan, AI verified, unassigned, recovered and the next scan, with Run the scan, Export and Work the first finding. Where the risk sits draws every priced finding as wide as the money it puts at risk: brick to act now, gold to review soon, steel for housekeeping; each urgency in the legend filters the strip and the list to it (press again for every urgency), and unpriced findings are named beside it. What runs out first lists the dates in the next 120 days, By kind and Who has it split the money, Act now lists what needs you this week, and What closing them is worth moves the share you recover and shows a year and a three year term. Every figure is a press (since 28 October 2026): the head's at risk, act now, new this scan, unassigned and recovered open the findings or the closed list they count; a person or Unassigned in Who has it opens their findings; a finding's title in Act now opens it; the year, the term and what was recovered open what they rest on; and in the details column what is new, closed, dismissed and still open open theirs, each narrowing shown as a chip on the findings list to clear; the count of findings it works, and each urgency's share beneath, narrow the risk list to exactly those findings, with a chip to clear the floor. The column on the right says what changed since the last scan, what is new, when the next scan runs, and three questions for Vera.
• Findings — every open finding on the left, grouped by urgency, with search, By money or By date, and the urgency filter. The finding in hand fills the rest: its tags, the vendor and what was found, a row of facts (at risk a year, found, runs out, owner, AI check), and the moves: Draft the fix (E), Assign (A), Resolve (R) and Dismiss (X), with J and K for the next and previous finding. Under it: What was found and why it matters, What the AI checked, The evidence (the clause from the contract with the words marked, the figures as a table, and a chart against the contract line or the notice runway), The fix (the drafted email to open in your mail or copy, or the screen that settles it), and What happened with notes for the team.
• Assign — pick a teammate and a due date (a week, two weeks, a month or none); it lands on their tasks and they hear about it. Resolve records what happened and the money recovered a year, with a note. Dismiss records why, and the scan stops raising it.
• Clause outliers — a row a clause in your contracts that sits outside the market position: the vendor, the clause, what yours says, the market position, how far off it is, and the contract one press away.
• Closed — what was recovered by month over six months and by kind, then every resolved and dismissed finding with how and when it closed, the note or the reason, and Reopen.
• The scan — what it reads, with the count on file for each source, every run with who ran it and what it found, closed and dismissed, and the five steps of a run. Run the scan shows each step as it goes.
• What it watches — the ten kinds of finding, each with when it is raised and its urgency: switch off a kind you do not want raised, and choose who new findings of a kind go to; a new finding of that kind arrives assigned to them as a task. Save applies it to the next scan. Who hears about new findings is each person's own choice in Settings, Notifications.
• Software with no contract (since 3 October 2026) — two checks raise a vendor with no contract or agreement on file: paid two months or more at 5,000 USD a year or more, or five or more people signing in through Okta or Entra ID. Each one also files a task, Upload the <vendor> contract, assigned to whoever the card or expense line names.
• Before the first scan — the head says no scan yet with how many agreements and contracts are on file, How the watchdog works in four steps, three example findings from the sample workspace, and the ten kinds it watches; Run the scan starts it, or Upload a contract when nothing is on file.

How to use it

1. Press Run the scan if the page is empty or you have added a contract since the last pass.
2. Open Findings, read the evidence, and draft the fix.
3. Assign it, then resolve it with what it recovered, or dismiss it with why.

Tips

• Running the scan yourself emails nobody and pings nobody; anything it turns up is still raised on the next weekly pass to whoever asked to be told.
• The scan is limited to four runs an hour per organization. Owners and analysts can run it, assign and resolve; approver and viewer seats read the findings.
• A finding raised before 22 October 2026 shows its evidence after the next weekly scan.

Related: Billing watch · Invoices

Vera Licensing

Where: Spend & savings › Vera Licensing · /vera-licensing
Who: everyone (API keys and connectors are owner settings)

The page your license reports land in. A license management tool pushes a report over the API, a connected SAM source syncs or imports one, or you upload a CSV export by hand; every arrival files into the ledger with its rows and a computed summary, updates your live license position, and can be read by Vera as an exec brief.

Since 26 September 2026 it opens in the same window the agents wear, and since 27 September in the house design: your reports down the left, newest first, the four screens as numbered steps across the top, each in its own color, the read in hand in the inspector on the right, and a status line at the foot. 1 to 4 change screen, I hides the inspector, and Escape puts the window down on the tab strip.

On the screen

• The head — the house masthead: the screen named with Vera Licensing after the rule, one line on where the screen stands, the gold line with the screen and the lines in your live position, and one row of facts: reports, lines in the position (uploads included), sources, connected tools, and what the latest report's shelfware licenses cost a year. At the right, Upload an export and the one filled button, which writes the read in hand, over the rail of the four screens.
• Reclaim — on Reports, over the ledger: move the share of shelfware licenses taken back, 0 to 100 percent, and see what it saves a year, in all and report by report. Only reports whose source priced its lines count. The lever is kept for your next visit.
• Reports — the ledger, newest first: the report, its source, its lines, the shelfware and over entitlement gaps (in USD a year where the source stated unit costs, in license counts where it did not), and when it arrived, with Read it to run a read on that exact snapshot.
• Reads — four requests in buyer words: Read my license position, Find the shelfware and price it, Show my true up exposure, and What does this mean for my renewals, each with what it answers and what you get. Select one and it goes to the inspector.
• The inspector — the read in hand as facts (the brief it writes, what it runs on, the reports and the license data), then the Moves: write the read, choose another read, upload an export, open the Entitlement office and connect your license tool. Under them, what Vera does, what you get and what it runs on (the current position, every source combined, or exactly one report). A read takes a few minutes; its progress shows at the top of the window, you can leave while it writes, and the brief opens by itself.
• Ways in — push over the API (the endpoint and a working example to copy; keys are created at Settings › Connections › API keys, 12 pushes an hour per key and 5,000 rows per report), connect your license tool on the connectors page, or upload a CSV (vendor, product, entitled, deployed, used, cost; up to 5,000 rows and 5 MB).
• A report — opens in the same window: its lines worst first, over entitlement then shelfware, filtered to either with the chips; the line in hand in the inspector with its position; the four reads on that exact snapshot; and Delete, which removes the snapshot only, never the live position.
• Read and watch — its own screen: the films, analyst briefings, research papers and guides the library holds on the vendors behind your largest gaps.

How to use it

1. Feed it once: upload a CSV export from your license tool, or connect the tool on the connectors page, or hand the API example to whoever runs your SAM platform.
2. Open the report when it lands and scan the positions: brick rows are deployment past entitlement, the audit side; gold rows are shelfware, licenses bought and not in use, the savings side.
3. Run Read my license position first. It states the whole estate in one document and tells you which of the other reads matters most.
4. Before a renewal, run What does this mean for my renewals: it joins the usage numbers to your tracked contracts and writes the resize ask per vendor.
5. Schedule the push from your tool weekly. Every push updates the live position, so shelfware analysis, audit exposure, and vendor pages stay current without anyone exporting anything.

Every figure in a licensing brief is computed from the rows your source sent, converted to USD at the current rate; where the source priced nothing, the brief says so and names what to ask your tool for rather than inventing a rate. A pushed report also raises the license_report.received webhook event for your connected channels.

Related: Integrations · API keys · Spend Agent · Data health

Software Discovery

Where: Spend & savings › Software Discovery · /discovery · in All apps and tools; the eight step window at /discovery?classic=1
Who: everyone (issuing and revoking discovery tokens is for workspace owners)

What every machine in the company has installed, on one map. Two small read-only scanners, one for Windows servers and desktops and one for Linux, push each machine's programs to the workspace; every title is named, the installs are held against the lines you pay for, and the window shows where an audit would start and what you could remove.

Since 20 October 2026 the window is four places named for what you do, in the frame every app shares: Start (called Get started until 2 November 2026), Overview, To do and Inventory, as big tabs under the head (keys 1 to 4) and as rows in the navy column, with Scanners and keys below them. The Ask bar under the tabs answers from the machines that reported. The eight step window below is still there: The eight step window in the left column or the File menu, or /discovery?classic=1.

• Start: the window opens here every time (since 2 November 2026; until then a window with machines reporting opened on Overview). How it works draws the job as a workflow that plays once: the two scanners, your rollout tool and your contracts, four steps by Vera (machines scanned, titles named, held against contracts, the findings), your decisions, and what is at stake a year, with your figures, or the sample estate's until a machine reports. Replay plays it again, and a step opens its place. What you get lists six views, each opening its place. Once machines report, the button at the top goes back to the place you were last in, and Enter presses it. Under them, three steps, one at a time, each one row: its name, one line, the time it takes, its status and its button at the right (since 25 October 2026). Create the scanner key (owners; the key is shown once, with Copy, and it can only add scans). Scan one machine: pick Windows or Linux, download the scanner, copy the one line with your key in it, run it, and press Listen; the page checks every few seconds and opens the Overview when the first machine lands. Roll out to every machine: pick the tool you already use (Intune, Group Policy, Configuration Manager, WinRM, Ansible, cron or SSH) and copy its line, or upload a scan file from a machine off the network. See it working first turns on the sample. Once machines report, the same place shows coverage: machines reporting by site, the machines quiet for a week (with a download), and the line to add more.
• Overview — the software map (every product a tile sized by its machines, colored by license or by category; press a tile for the product), Where the money is (audit exposure, paid for and not used, paid with no contract on file; press one to open it in To do), sites, vendors and categories.
• To do — every finding in one queue, biggest money first: the audit risks (Oracle Java, Oracle Database on VMware, SQL Server Enterprise cores, Docker Desktop, remote access tools, WinRAR), lines installed beyond what you pay for, licenses paid for and not used, paid software with no contract, idle machines, two tools doing one job, software past the end of support and titles still to name. One finding at a time: what we found, why it matters, the lever where there is one (employees and which machines move off Oracle Java, how Oracle counts the VMware cluster, moving small SQL Server Enterprise to Standard, idle days, the standard to keep for each job), the machines or contract lines behind it, and its one action (the Deal Agent, the renewal, the removal or reclaim list, add a line you pay for, name the title). Mark as handled (D) moves it under Handled, where a press brings it back; Next (J) goes to the next. The levers are the same as in the eight step window.
• Inventory — Products or Machines, a search, filters (audit risk, paid with no contract, under a contract, free, not named; servers, laptops and desktops, quiet a week), a site filter and Download. A product opens its contract line, where it runs, its versions, the names the scanner read and its machines; a machine opens what is installed on it.
• Scanners and keys — your keys with the scans each received (owners revoke them here), the five scanner downloads, the roll out lines, and the Sample data switch.

The eight step window

Since 9 October 2026 the eight steps are numbered rows in the left menu with their figures, with a tick on Deploy and Scan once machines report. The line under the title says what the step found, and the card at the top of the details column gives the next move.

It opens in its own window, and since 5 October 2026 it wears the frame every app shares: the menus, Share and the window buttons in the title bar; one navy column on the left with the eight steps as numbered rows and their figures, your sites and the scanners to download; and the details on the right. / jumps to the search on the map, V talks to Vera about the step you are on, I hides or shows the details, and Escape puts the window down on the tab strip.

No machines yet? Press Load the sample estate: 590 machines across six sites, with the lines a company like yours pays for, so every step shows a full example. A line under the head says you are looking at the sample, and Remove the sample takes out exactly what it added; machines your own scanners sent stay. Sample data in the title bar is the same switch: on loads the sample and off removes it, for everyone in the workspace.

On the screen

• Deploy — the two scanners with the command to run each, their size on the network and a download; Upload scan files for a machine off the network or a first try on your own laptop; the exact line for Intune, Group Policy, Configuration Manager, WinRM, Ansible, cron and SSH; what the scanners read and never read; and your discovery tokens. A token is push only: a scanner can add scans with it and cannot read the workspace. It is shown once, only its hash is kept, it expires in a year, and every push is written to the audit log.
• Scan — machines by site, reported this week against quiet for longer (press a site to open its map); the estate by kind; how old the latest scans are; the path from the scanner to Vera; the latest scans; and Scan every, which shows what six hours, a day or a week costs in scans and data.
• The map — every product as a tile, grouped by vendor or by category, sized by machines or by spend at list, colored by license position (under a contract, free, paid with no contract, audit risk, not yet named), by category or by support. Press a tile to go in, from vendor to product to version; the path above the map takes you back. Find lights the tiles and machines that match. Under it, Where it runs: every machine as a square, grouped by site, lit where the tile under the pointer is installed. Press a machine to see everything on it.
• Naming — the funnel from rows read to products and vendors, the rule that named each install (the catalog, a pattern, the component the scanner read, your own name), titles from your estate beside what they became, and the titles that still need a name. Name it sets the vendor, product, category and license; it is kept as a rule, so every later scan of that title arrives named.
• Contracts — every line you pay for against what is installed: paid and installed on one bar, over (a true-up), under (paid and unused) or matched, with the money a year. The next renewal with seats to cut leads the page. Count each person as moves every per person line, because the scanner counts machines and not people. Add a line takes the product, the contract, how many you pay for, the price and the metric. Below, paid software installed with no contract on file.
• License risk — what an audit would find first, ranked by what it would cost at list: Oracle Java SE (priced per employee since 2023, so the saving is zero until the last paid install goes), Oracle Database on VMware (the whole cluster against named hosts), SQL Server Enterprise cores against the agreement, Docker Desktop, remote access tools and WinRAR. Each has its reasons and a lever to try the fix.
• Oracle Java — every Java runtime the scanners found, each with its license: Needs a subscription (an Oracle build Oracle licenses for business use, priced per employee since 2023), Free, old license (Java 8 up to Update 202), Free while current (Oracle's No-Fee Terms, paid a year after the next long-term release), Covered by an Oracle product (Oracle's JDK inside an Oracle Database or another Oracle product), Free OpenJDK build, or Builder not read. Beside it, where each came from (installed on its own, bundled inside an application, running when scanned, running with Oracle's commercial features on) and the exposure: employees times Oracle's monthly rate, with the lever to replace the paid builds on the servers or everywhere (the number only moves when the last one goes). Every build is a row you can press for its machines, and The fix list puts each paid runtime beside what to do: replace it with Eclipse Temurin, or ask the application's vendor whether its license covers a bundled Java. Download the fix list saves it as CSV. The Oracle Java scanner (vb-oracle-java.ps1, vb-oracle-java.sh) is on the same step: it walks the disks for bundled copies, reads each build's release file and version stamp, and sees what is running; a Java scan replaces only the machine's Java.
• Rationalize — one tool per job: choose the standard for collaboration, remote access, PDF, archive and browsers and see the removals and the license saving; paid seats on laptops and desktops nobody has signed in to for 30 to 180 days; and versions past the end of support.
• The details column — the step's next move with the button that does it, then the estate's figures, what the step is about with the first audit finding and the titles still to name, the next moves for the step, and Ask about the estate, which answers from your machines: where a product runs, the next renewal cut, the largest risk. The head above the step says in one line what the step found; the vendors, the installs, what is paid for and not installed, and paid products with no contract on file sit in the details column.

Shall I draft the email? (since 2 October 2026): on License risk, under the ranked findings. It is written from the estate, what is installed against what you pay for, and the findings, and it is not offered on sample machines. Press a reader and the email opens beside what you were looking at; see Send it on.

How to use it

1. Load the sample estate to see the whole thing, or upload one scan: run .\vb-discover.ps1 on your own machine with no endpoint and upload the file it writes.
2. An owner issues a discovery token on Deploy. Copy it once and store it where only the system account can read it.
3. Roll the scanners out with the tool you already use (the lines are on Deploy), scheduled daily.
4. Open the map, color it by license, and press the brick tiles first: those are the audit risks.
5. Name the titles on Naming, add the lines you pay for on Contracts, and take the cut into Renewals before the next renewal.

The scanners change nothing on a machine and need no administrator rights. They never read file contents, user names, email or IP addresses; the machine identifier and serial number are sent only as hashes. Prices on the risk and rationalize steps are published list prices in USD, marked as such, never what you pay.

Related: Vera Licensing · Spend Agent · API keys

Software Discovery+

Managed (since 25 October 2026). The eleventh page is managed licensing. Under management lists every publisher found on your machines with its products, machines, spend a year, exposure, savings open and position in one word (Exposed, Over licensed, In balance, Nothing paid for); a workspace owner selects the ones to manage, sets Off, Weekly (and the weekday) or Monthly (and the day) and presses Save. On that day, in the night, the platform reads the estate as these pages read it, writes one licensing report per publisher on the firm document (the position, what changed since the last run, what you run, what you own against what you run, the savings and the risks, the renewals ahead, what the scan cannot see, what to do first) and mails it to the members who asked, each report as a Word file; a publisher's first report brings its manual as a PDF (how the publisher is read, how its license is counted, what to supply beyond the scan, the report section by section, the schedule). Who receives the reports: each member presses Send me the reports for themselves, nobody is added by another, and Stop the reports ends them. Reports and manuals downloads any publisher's report (Word or PDF) or manual at any time, with what moved since the last run beside it. Runs lists every run with its figures and how many people were sent the email; Run now (owners) runs it today. For the major publishers you manage, the facts the scan cannot see are listed below with where each comes from.

Publishers (since 25 October 2026). The tenth page lists every publisher the scan covers, 179 of them: the product families, how a title is recognised (installed title, service, process, console export or sign in), the metric the license is sold on, and whether your estate holds it today. Under it, for every major publisher, what a true license position needs beyond the scan (infrastructure such as cores and clusters, entitlements such as the agreement and the license statement, identity such as named users, and the vendor's own consoles), each with where it comes from and why the position is wrong without it. Find a publisher, or filter to the majors or your estate; the workbook carries the list as a sheet.

The files (since 25 October 2026). Reports writes the Excel workbook (every table on the pages, one sheet each: the cover with the figures and the levers, Inventory, Machines, Installs, Licenses, Compliance, Savings with the basis of each, Renewals, Usage, Idle by site, Sites, Operating systems, Support ended, Not yet named and Java) and the board report on the firm document as Word, PowerPoint or PDF: the executive summary, where the money goes, the savings ranked, the compliance position, the renewals ahead, the estate and what to do first. Both are built on the server from your own estate and the levers as they stand, so the file never disagrees with the screen. The CSV files stay.

Where: Spend & savings › Software Discovery+ · /discovery-plus · in All apps and tools · on Home under Cost optimization

Ten pages (since 25 October 2026). The window is a wizard on the stepper, keys 1 to 9, Back and Continue at the foot of the work column: Connect (the sources, the agentless collector, the install packages and manuals), Run (the collector at work: the share of machines that reported this week, by site, the quiet machines; before the first machine, Listen), Summary (the AI summary of the estate in five cards, what you have, what you can save, compliance, renewals and usage, each opening its page; then where the money is, the license position, the software map and what was found lately), Savings, Compliance, Renewals, Usage, Inventory, Devices and Reports (the inventory, the machines, the reclaim and removal lists as CSV, Report Studio, the Deal Agent and the manuals). Titles and labels stand alone; the sentence that explains one is on its i mark.
Who: everyone (issuing and revoking scanner keys is for workspace owners)

The software asset management view of the machines Software Discovery scans: whether you are compliant, what sits idle, what to save and what each renewal should cost. It reads the same scans and contract lines as Software Discovery, so nothing is set up twice; Software Discovery under More in the left column or the File menu goes back to it.

Eight places in the order you work, as rows in the navy column with their figures (keys 1 to 8): Overview, Discover and Usage (your estate), Compliance, Savings and Renewals (your licenses), Devices and Connect (the setup). The Ask bar under the head answers from the machines that reported, your contract lines and the peer prices. N opens the next saving.

• Overview — Where the money is: the savings found a year as one bar by kind (reclaim idle, right size at renewal, cheaper edition, consolidate), each license counted once, and the audit exposure beside it. License position: how many paid products are under licensed, over licensed, adequately licensed or have no contract on file. Do these first: the next six, biggest money first. Your software, by what it costs: every paid product as a tile sized by its spend a year and colored by its position. Found lately: paid software with no contract and titles nobody has named. With nothing reported yet, Overview shows the three steps to start.
• Discover — every application with a search and tabs: under a contract, paid with no contract, audit risk, free or open source, not yet named; each with its machines, the share used in 30 days, the contract line it rests on and its position. How each title is named shows the raw names the scanners sent beside the product, vendor and version they became and the rule that named them. Needs a name lists the rest with Name it; a name you give is kept, so every later scan arrives named.
• Usage — every paid product by installs used in the last 30 days against installs on idle machines, the most idle money first; press a row for its sites, used against idle. Reclaim from idle machines is the control: the idle days before a license comes back, 30, 60, 90 or 120, and the licenses back, the money a year and the machines move with it; Download the reclaim list saves those machines. Idle machines by site counts the endpoints idle 30, 60, 90 and 120 days or more at each site.
• Compliance — the four positions as tiles that filter the table: every paid product with its metric, what you own, what is deployed, short, spare or even, and the exposure or the spare money. How the position is counted says how each metric counts, and If an auditor came today lists the audit findings with their money at list.
• Savings — every saving once, biggest first, as cards with what it is, why, and the money a year (since 1 November 2026 a reclaim or a right size counts only where the contract lets the count fall, from the renewal or anniversary the card names; Oracle and SAP support is priced net of the repricing of the support kept): reclaim idle, right size at renewal, a cheaper edition (SQL Server Enterprise cores inside Standard's limits), consolidate (two tools for one job), price against peers (what comparable customers pay for the same product at your size, on the licenses you keep), buy under a contract, and the audit risks. The first button does the work: the removal, reclaim or change list downloads, or the Deal Agent opens with the figures. Mark captured (or Mark fixed for a risk) adds it to the captured total, with Undo. The bar at the top shows captured, in progress and open.
• Renewals — the next 12 months as one runway, each contract on its renewal date with its value a year, red inside 60 days and gold inside 120. Every renewal lists each line with its use and what to take out at renewal. Prepare opens the Deal Agent with the line, the price and the use.
• Devices — every machine with its kind, operating system, site, cores, applications and health (reporting, quiet, idle), with tabs for endpoints, servers and quiet machines and a download; machines by site; when each last reported; operating systems; and software past the end of support.
• Connect — the sources, each with its state: the VendorBenchmark scanner, the Oracle Java scanner, the contract lines (Add a line), scan files (Upload scan files). Install packages has the Windows and Linux installers with the one line to run each, its size and its SHA-256 checksum (Checksums downloads them all), and the four manuals as PDFs. Below, the three steps to start (your key, one machine, every machine) or, once machines report, who reports by site and the roll out lines for the tool you already use.
• The product — press any product for what you own, what is deployed and used, what you pay, where it runs, its versions, its savings and risks, its machines, and What peers pay (the Benchmark Library on that curve), Prepare the renewal and Download its machines.

Agentless collection (since 21 October 2026). Software Discovery+ is agentless: install the collector on one machine and once a day it scans every machine on its list remotely, Windows machines over WinRM (PowerShell remoting) and Linux machines over SSH. On each machine the read-only scanner runs once from a temporary folder, its result comes back to the collector and the folder is deleted; nothing is installed on the machines and they need no internet access, because only the collector sends scans to your workspace. Under Connect, Get started, agentless walks the three steps (a key, the access prepared once, the collector on one machine) and Install packages has:

• The Windows collector (VendorBenchmark-Discovery-Collector-Windows-1.1.0.zip): .\Install-VBCollector.ps1 -TokenFile .\key.txt -FromAD -RunAs 'CORP\gmsa-vbscan$' -IncludeCollector on one domain joined machine. It takes its list from Active Directory (-FromAD, enabled computers seen in the last 30 days) or a file (-Targets, one machine per line: name, site, windows or linux), runs daily as a group managed service account (no password stored), a service account or SYSTEM, scans Linux machines over SSH with -SshKey and -SshUser, and appears in Apps and Features. Get-VBCollectorStatus.ps1 shows the last collection and every machine not reached with the reason; Invoke-VBCollector.ps1 -Only <machine> retries one.
• The Linux collector (VendorBenchmark-Discovery-Collector-Linux-1.1.0.tar.gz): sudo ./install.sh --targets machines.txt --ssh-key ... --ssh-user vbscan --sudo on one Linux machine, for Linux estates over SSH, with status.sh and vb-collector-run <machine>.
• Per-machine packages for machines the collector cannot reach (laptops off the network, a closed segment): the machine scans itself once a day and needs outbound HTTPS.
• The manuals as PDFs, in every download too: the Quick Start (start here: seven numbered steps with pictures, the commands to copy, what you will see after each, and a table of simple fixes), the Installation Guide (the collector, step by step, and what each failure reason means), the Deployment Guide (the gMSA, WinRM by Group Policy, the Linux account and SSH key, sizing, more than one collector, the per-machine fallback with Intune and Configuration Manager), the Security and Data Sheet (what runs where, the credentials and how they are kept, what leaves your network) and the Software Discovery+ User Guide.

Related: Software Discovery · Deal Agent

No benchmark here (since 25 October 2026). Software Discovery+ speaks of what is installed, owned, used and renewing; what a product should cost is the Benchmark Library's and the Deal Agent's.

SaaS Manager

Where: Spend & savings › SaaS Manager · /saas · in All apps and tools
Who: everyone (connecting a source in Settings is for workspace owners and admins)

Every app the company pays for or signs in to, in one list. Sign ins from Okta or Entra, bills from NetSuite, Coupa, Ariba or a file, and your contracts are joined so the same app found three ways is one row, with what it costs, who uses it, who owns it and when it renews. Five places, as big tabs under the head (keys 1 to 5) and as rows in the navy column, with Sources below them; the Ask bar answers from the apps on file.

• Start. The window opens here every time (since 2 November 2026; until then this place was Get started, and a window with apps opened on Overview). How it works draws the job as a workflow that plays once: the four kinds of source, four steps by Vera (one list of apps, spend, use, savings), your decisions, and the spend a year against what is left once the savings are taken, with your figures, or the sample's until a source is connected. Replay plays it again, and a step opens its place (on the sample while nothing is connected). What you get lists six views, each opening its place. Then three connections, each read only: Connect your sign ins (Okta, Entra or a usage file), Connect your spend (NetSuite, Coupa, Ariba or a spend file) and Add your contracts (Vera reads the licenses, the rate, the term, the renewal date and the notice). Each opens the page where it is connected. Turn on the sample shows Northwind Trading. Once apps are found it lists the sources and how each app was found: signed in and paid for, paid for with no single sign on, or signed in with nothing paid. The button at the top goes back to the place you were last in, and Enter presses it.
• Overview. Every app as a tile sized by what it costs a year, colored by what to do (under contract and at or below market, priced above peers, AI, bought on a card) or by category; Where the money is (press one to open it in Savings); spend by month; what renews in 90 days; spend by department; apps first paid for on a card this quarter.
• Savings. Every finding in one queue, biggest money first, one at a time: shelfware licenses (pick 30, 60 or 90 days where your sources report them, and the spare to keep in each app; since 1 November 2026 the money counts from each app's renewal where its contract lets the count fall, and an app whose contract allows no reduction shows Held: the licenses go to new starters and the cut is asked for at the renewal), people who left still holding licenses, people on a bigger plan than they use, more than one app doing the same job (pick the one to keep), renewals priced above what peers pay (aim for the middle or the best peer price), apps bought on a card (approve, review or not approved), AI spend against its commitment (forecast from the last month or three) and apps nobody owns (name the owner). Each has its one action and Download the list. Mark as handled (D) moves it under Handled; Next (J) goes to the next. A finding your sources cannot support yet is not shown.
• Renewals. The next twelve months as a runway (each month's renewing value and what can be saved), then every renewal with its date, the notice date (red inside 30 days for one that renews on its own), how much of it was used in 90 days, where it ranks against peers, the saving and a decision. The decision starts as the suggested move (renew, rightsize, renegotiate, retire or raise the commitment) and holds what you pick. A renewal read from the bills, before the contract is on file, says so.
• Apps. Every app with its category, owner, cost a year, use, sources, renewal and status, a search, filters (approved, not approved, under review, no owner, AI, on cards), a department filter and Download. A row opens the app: its owner and status (set them there), who uses it, its price against peers (what you pay, what peers pay, where you rank), the move at renewal, its spend and the apps doing the same job.
• Sources. What is connected and what each source found, and the sources to add next. A workspace owner also imports two files here: a people file (a CSV with an email column and a status or left on column), so the licenses of people who left are found, and a card spend file (merchant, amount and date, with employee email and department where you have them; never a card number), so software bought on expense cards shows up as apps. Removals in Okta and Entra is the owner's switch for reclaim runs; it starts off.
• Reclaim runs. From the shelfware licenses or the people who left in Savings, Ask for the run. The people on it are chosen from what Okta and Entra reported: for shelfware licenses, everyone assigned who has not signed in over 30 days in Okta, less the spare you keep; for leavers, everyone assigned whom the people file says has left. A workspace owner approves or cancels it in the same drawer. After the wait (seven days for shelfware licenses, none for leavers) anyone who signed in keeps the license and the rest are unassigned in Okta or Entra, each removal written to the audit log. With removals off, an approved run marks each person and changes nothing.

An app's owner, its status and the decision on its renewal are saved for everyone in the workspace. The levers and the findings you mark handled are kept for you between visits. Sample data shows Northwind Trading, 2,400 people and 76 apps, for you only; turning it off shows your own apps again.

Related: Software Discovery · Spend Agent · Integrations

Java Scanner

Where: Spend & savings › Java Scanner · /java-scanner · on Home under Licensing and software (off Home from 16 to 23 October 2026), and in All apps and tools
Who: everyone (issuing and revoking tokens and connecting a tool are for workspace owners; building the ELP follows License position in 24 hours's plan rule). A trial works on the sample estate; your own scans, uploads, tokens and runs open on a paid plan.

Every Java on every machine, kept current, then the ELP and the exit plan built from the scan. Oracle prices Java per employee, so one install that needs a license puts the whole company in scope. Java Scanner does the whole job in one app: the scan, the ELP and the exit plan.

Since 28 October 2026 Java Scanner is five steps, and the application database comes first: it answers with nothing scanned. The eleven tabs below open at /java-scanner?classic=1, and every screen they describe is still one press away in the left column. Since 30 October 2026 every screen reads by meaning: brick for what needs a license, gold for what wants a check, grey for what is fine and green for what is done. Scan is the way in: with nothing scanned, License position, Analyst review and Get to zero each point to Scan.

• The steps: 1 Applications, 2 Scan, 3 License position, 4 Analyst review, 5 Get to zero, joined by a line, keys 1 to 5. Java Scanner opens on Applications for everyone, with or without a scan, in a trial and in a room (from 25 to 28 October 2026 it was seven pages: Scanner, Upload, License position, Installations, Analyst review, Progress and Remediation). F opens Is this Java free? Until the first three moves are done, Start here beside the title says how many are (1 of 3) and opens them in place: search an application, scan your machines, ask for the analyst review. In a Java Scanner room the room's name heads the left column in full, with Java room under it; pressing the name opens every room you can open.
• Applications: the application database. Search 1,443 applications by name or vendor (/ from anywhere in the window), or paste a Java version such as 8u381 or Temurin 17 to check it against every Java we know. The best match answers in one strip: Needs Oracle's Java (No, Covered by the product's own license, or Ask the vendor), the First move, Copy the answer and Open. Filters on the left count as you choose: In your estate (after the first scan), How it uses Java, How sure and Category. Every application is a row with how it uses Java and the first move; after a scan the ones you run come first, with their installs. J and K walk the list and Enter opens a row. An application opens in a panel over the page: the answer, the first move, how it uses Java, what the vendor documents, the routes to a free Java, your analysts' research and, after a scan, the machines that run it, each opening the machine. Draft the vendor email writes the question for an application whose vendor documents nothing; a name the database lacks gets the same email to copy, Ask Vera, the two steps that hold for any application, and what your analysts answered lately.
• Scan: the upload zone with Template, Connect a tool and Collector beside it; with machines in, the machines by source, the machines not reached and Schedule, whose frequency (By hand, Daily, Weekly or Monthly) sits in the panel's header beside the next run, the last run, the runs kept and Scan now; then the scanner as two download tiles (Windows, Linux and macOS) with three facts, How to run it and Roll out (the line for Intune, Group Policy, Configuration Manager, WinRM, Jamf, Ansible, cron or SSH, with Copy; the token under Tokens).
• License position: the four answers in one strip, each opening the list below filtered: Needs a license (the installs, the machines and the servers they are on), Check one thing, Fine as it is, and A year at Oracle's list with how it is priced; one bar under them at the strip's width, a press on a part opens the same filter. Where the Java comes from puts every source on one scale, the installs and how many of them need a license at the end of each row; By Java version draws each Java line by answer on the same kind of scale. Then every install in one list with search (/), the answer, Servers or Laptops and desktops, and every filter as a chip you take off; the folder shows its last part, and the whole path on hover. A row opens the install's record.
• Analyst review: Scope, Deliverables and Recipients, with Request the review; once asked, the five stages and the day it is due on the last; once delivered, the five stages with the day it was delivered, What your analysts confirmed (the installs that need a license against the rule based read, the year at Oracle's list, the products researched, who checked it, the request) beside Delivered (the license position, the exit plan and both workbooks), then Vendor research, product by product.
• Get to zero: the head carries the figures: To go, Cleared a week, net, the zero date, Started and A year at Oracle's list. Installs that need a license draws the last scan of each Day, Week or Month as a line with its count printed at each point, the projection to zero dashed and the zero date, with what was cleared and what came new. The waves splits the exit plan from the safest first; Remediation counts what is done, underway, not started and kept on purpose, with the latest decisions on the install records, each opening its record. The moves lists the exit plan's moves by wave, largest first, with the Java each goes to and its progress; a move opens the installs it covers.
• Show me, People and files and Tools: the left column's shortcuts. Each answer with its count, the servers, the machines not reached; then People, Files and Activity with their counts (headed This room in a Java Scanner room, where People also lists the latest seven events with All activity); then Is this Java free?, Every machine, Progress and board deck, Emails and the Manual.

Every tab is set the way the Benchmark Library's Advanced view is: the answers as three tiles with a figure each, panels two across where their parts pair, tables for every list, the facts a step needs in small cards beside it, and one quiet line a panel; everything on the page says what it does when you point at it. It opens in its own window on the frame every app shares: the menus (File carries the app's own moves: Upload a file, Get the data in, Run the scan now, Build the ELP, Download the machine list, Open the workbooks, Open the manual; Tabs lists the eleven tabs with their keys; View keeps Details), Sample data, Share and the window buttons in the title bar; one navy column on the left with the tabs and their figures, the screens of the open tab, where the Java is and the ELP requests; and ten numbered tabs across the top, each with its count: How it works, then the three parts of the job in order, Get the data in, Analysis (ELP) and Exit plan, then Rooms, Users, Files, Progress, Emails, Checks and Manual. A tab with several screens shows them as chips under the head: Get the data in holds Scan, Machines found, Applications, Guides and Schedule; Analysis holds License position and Vendor research; Exit plan holds The plan and Workbooks; Users holds Users and Activity; Checks holds Java checker and Commercial features. 1 to 9 and 0 change the tabs, V talks to Vera, I shows or hides the details, and Escape puts the window down on the tab strip. Every figure in the head opens, on a click, what it means, how it is counted and the screen with its detail.

No machines yet? Switch Sample data on in the title bar: the Northwind estate, 85 machines read four ways, with its ELP and exit plan delivered and every step filled. The sample saves nothing and is shown to you alone.

On the screen

• How it works - the three parts of the job as three tiles across the width, each with its state, the figure where this estate stands in it (the machines and Java installs in, the installs the ELP says need a license, the plan's zero date), what the part is, its screens as chips with their figures, and its one action; under them Also in the app, the other tabs in one table, one line each, a press on a row opening the screen. Once a machine has reported: Where the Java is, a map with a circle for each place a Java comes from (Oracle Java installed by itself, inside a named product, OpenJDK builds, free to run), sized by installs, red where it needs a license and gold where a vendor must answer or a build must be confirmed. Press a circle for its machines. Beside it, Needs you: what is waiting, the most urgent first, each with the button that does it. Under both, Runs and dates: the runs so far, today, the next run, and the ELP and the exit plan's dates.
• Scan (the first screen of Get the data in) - three ways to get the data in, used together or alone, each a numbered card with the ways it is done as chips: Upload an export from your SAM or inventory tool; Run our scanner (the script on each machine, or the agentless collector); Connect through an API (a connected tool read on every run, or a push to the API). Pick one and the panel below shows how, with Open the full guide at the right. Script on each machine: one read only script for Windows (vb-java-scan.ps1) and one for Linux and Apple computers (vb-java-scan.sh), with the command to run it and the command that uploads by itself. Agentless collector: vb-java-agent.ps1, installed on one Windows machine, reads every other Windows machine over the network with nothing installed on them, and Linux and Mac over SSH. Connect a tool: the tools Java Scanner reads over their APIs (below). Upload an export: the columns an export should carry and where the rows sit in ServiceNow, Flexera, Snow, Configuration Manager, Intune, Jamf and Tanium. Push to the API: the push address, the shape of a scan or of rows from a tool, and the limits. Below: the Version strip, Upload for scan files and exports, your Tokens, and Every upload. The Version strip names the version the estate is on (1.0 to begin with) and what the next file does: Add to the version (a machine scanned again replaces what it held), or Start a new version (type its name, 1.1 by default), which begins clean from one file. A workspace owner confirms first: the version that ends keeps a last snapshot, then its machines, their Java and the install records with their comments are cleared, and the file becomes the new version. Download version first saves the estate as a workbook before it goes. Every upload, from any step, opens the uploads panel at the bottom right, which moves from the first second: the file's size and tool, where it is (Read, Check, Save, Snapshot), a bar that fills as the pieces are saved, the machines and Java installs counted so far and its own clock; then what was saved, the rows left out and why, the installs that need a license on the snapshot it kept, and See the machines and See progress. An export that lists a Java once for its folder and again for its launchers (java.exe, javaw.exe, javaws.exe), as Snow Atlas does, counts it once, and rows for Oracle's javapath shortcut are left out. Every upload lists each file uploaded, saved or refused, with when, the result (or why it was refused), the machines and Java installs saved, the rows left out, the version it went into, and who uploaded it.
• Connect a tool - one row a tool, with whether it knows the folder of each Java, its state and the machines it brought. ServiceNow (Software Installations in SAM Pro, or software instances in the CMDB), Microsoft Intune (discovered apps and their devices, through Microsoft Graph), Flexera One (the devices with installed software file), Snow Atlas (Oracle Java installations), USU (the installations endpoint your USU API reference names), Lansweeper (every asset's software, through the Data API), ManageEngine Endpoint Central (the catalog's Java titles and the computers with each, cloud or your own server), Device42 (software in use with the install path, through one DOQL query), Tanium (the Installed Applications sensor, through the Gateway), Ivanti Neurons (the device inventory's software lists) and Jamf Pro (with the Java extension attribute) are read by Java Scanner: an owner presses Connect, fills the fields, and Save and test reads one page and keeps nothing; Pull now keeps the Java rows, and every scheduled run pulls each connected tool first. The connection is the same one What you own reads, so a tool is entered once; secrets are sealed and never shown again. Configuration Manager and Xensam cannot be reached from the internet, so the relay script (vb-java-relay.ps1) reads them on site and pushes the rows. A pull or the relay keeps rows as an export is kept: machines match by name, and a machine a scanner read keeps the scanner's answer.
• Guides - the manuals for every way in, searchable, in seven groups: Start here, Scan each machine (Windows, Linux, macOS), Send the scanner with your tools (Intune, Configuration Manager, Group Policy, Jamf Pro, Ansible and others), The agentless collector (setting it up, and preparing the network), Connect a tool (one guide a tool, and both relays), Exports and the API, and Reference (tokens and security, the schedule, troubleshooting). Each guide says who does it, how long it takes and what to have, then numbered steps; every command carries this workspace's push address with Copy, the Intune, Configuration Manager and Jamf guides offer Download a ready script (the scanner with the push address and your token written in, built in your browser, run as it is), a scanner's SHA-256 is shown to check the file, and Print this guide or Print all guides lays them out as a manual on paper or PDF. Copy link opens the guide for a colleague.
• Machines found - what step one brought in: every machine as a row with its Java, the first read, the application or owner, how it was read and when it was last seen. The chips show all machines, the ones with Java, the ones that need a license, the ones inside other products, the ones not reached and the ones not seen for 30 days, and the search finds a machine, site, system or application. Press a machine for its Java, and to remove it from the list. The first read is by rule, from the builder, the version and the place of each install; the ELP decides. The Action column shows what was decided for the machine's Java (To uninstall, Migrated and the rest); a double click on a machine with one Java opens that install's record.
• Applications - the application database: search by name and each match opens as a card with what we know about it. The card shows how it uses Java, what the vendor documents, our analysts' research where they have read it on a real estate (with the source and the date), the machines it is on in your estate, and what to do, in the same two steps for every application. Step 1: review the vendor's information. Does it need Oracle's Java at all? Oracle products include a restricted-use Java license for their own use, SAP products run on SAP JVM or SapMachine, and IBM products on the IBM Java they ship. Step 2: move to a free version, in one of three ways. Move to an OpenJDK build. Or downgrade to Oracle Java 8 Update 202 or 201 with the auto-updater turned off (install with AUTO_UPDATE=0, untick Check for Updates Automatically, remove jusched.exe); that is only for an application on Java 8 with no commercial feature on, and it has had no security fixes since January 2019. Or upgrade to a later free version. An application the database does not know gets the same two steps, and the search also answers a Java version or an Oracle, SAP or IBM product name. With the search empty, the list shows 1,443 known applications that bring Java (among them 90 Oracle products and 71 IBM products whose own license covers the Java they ship), searchable, each with the Java it needs and the routes to a Java that costs nothing: Oracle product (the Oracle license covers the Java inside it, for that product's own use), Ships OpenJDK (it comes with an OpenJDK build such as Temurin, Corretto, Zulu or the JetBrains Runtime), Licensed by the vendor (the vendor's license covers the Java it ships), Bring your own Java (any supported OpenJDK works), Ask the vendor, Java optional and No Java needed now (current releases no longer need Java). The chips filter the list, In your estate shows only the applications the scan found, and the search reads the name, the vendor and the runtime. The Move to a free Java column shows the most direct route; press an application for every route, numbered, the most direct first (an OpenJDK build of the version it supports, the release that bundles one, or the product's own license where it covers the Java), with what it ships, what it runs on, what newer releases need, what to do, how sure the answer is and the machines it was found on.
• The record of an install - in a machine's panel, each Java shows the application it came with and what that means, and Open the record (or a double click) opens its record: the facts of the install, and What is being done: Open, To uninstall, To delete, To replace, Waiting on the vendor, Migrated, Removed or Keep, with a note. Every change and every comment lands in the History with the person's name and the date; nothing in it is edited or deleted. The record is kept by machine and folder, so it survives every new scan.
• Commercial features - Oracle's paid Java features, which Oracle's Binary Code License never covered, so even Java 8 Update 202 and earlier need a license where one is switched on. The step shows what the scan found switched on (it reads the start line of every running Java) and a check for each feature: the commercial features switch, Flight Recorder, Mission Control, Usage Tracker, Advanced Management Console, the MSI Enterprise installer, and Resource Management with Class Data Sharing. Each has where to look, the free way off it, and your answer (in use, not in use, not sure). It also lists the questions to ask your teams, each application vendor and before an Oracle review (Copy every question copies them for an email or a ticket), and a verdict from the scan and your answers.
• Java checker - paste any Java and see whether it needs a license: a version (8u211, or loosely, java 8-2.11), an installer or package name, the output of java -version, or a folder. It names the distribution and the version and gives the answer with the reason. Oracle's own builds are judged by version: Update 202 and earlier are free, Update 211 and later and Java 11 to 16 need a license, and the No-Fee Terms lines are free inside their window. Every OpenJDK build, SapMachine and SAP JVM are free; Azul Zulu is free from the public download but not as a subscriber build, and Azul Prime needs a subscription. An Oracle product name answers license included, an SAP product runs on SAP's Java, and an IBM product on IBM's. Below sit Oracle Java price list, the Java SE Universal Subscription tiers per employee with your estate's year at list, and Every Java distribution, a table with the answer, the reason and how each shows itself, with filters and a search.
• Progress - every snapshot the workspace kept, read by day, week or month (Daily, Weekly, Monthly at the top right). A snapshot is kept on each scheduled run, on each press of Keep one now, and every time a scan or an export is uploaded through the window, so the charts move the day a scan lands; Keep a snapshot sets the schedule (by hand, daily, weekly or monthly). The head gives the installs that need a license now, the count on the first snapshot shown, the net installs cleared a week and the date zero lands at that pace. Three charts follow. Installs that need a license has one bar per period with its count. Remediation is stacked: removed or migrated, underway (to uninstall, to delete, to replace, waiting on the vendor), not started, and kept on purpose, as the install records stood when each snapshot was kept. New and cleared shows what came and went in each period; a new one is usually the Java auto-updater. Every snapshot is the history as a table, newest first: the period, what kept it, how many snapshots fell in it, machines, Java installs, the installs that need a license with the change from the period before, new, cleared, removed or migrated, and the year at list. Boardroom deck opens seven slides drawn from the same figures (the cover, where we stand, the trend, remediation, new and cleared, where the work is with the move for each, and what we do next): leave a slide out with its box, read its speaker notes, Present full screen (the arrow keys move, Exit full screen leaves), or Download PowerPoint, which writes the same slides as shapes you can edit.
• Emails - draft emails read off the estate as it stands, in three kinds. The update says where the estate stands and how it moved, for the people who follow the program. To vendors has one draft per vendor whose application brings a Java the scan cannot clear by itself, listing the Java found with it and asking whether it needs Oracle's Java SE or runs on OpenJDK, which versions it supports, whose Java it ships and under which license, which release moves on, and what the options are to run it without an Oracle Java subscription. Download all as one file writes every draft of the kind shown into one text file, each with who it is for, the subject and the message, so you can copy each into a new message and send it. To system owners has one draft per owner of a machine with an install that needs a license, naming each machine and its move: replace with the OpenJDK build of the same version, upgrade from a short release or anything older than Java 8, downgrade to Oracle Java 8 Update 202 with the auto-updater off where the application's vendor will not say, or read the version again. Edit the subject and the message in place (what you type is kept until Put back as written), then Save as Outlook draft (a .eml file that Outlook and Apple Mail open as a new message, ready to address and send), Open in your mail app (when the message fits in a mail link), or Copy.
• Lobby (since 22 October 2026, Rooms, Lobby at the top of the left column) - every room you can open, and the quickest way to start one. New room is one line: the room's name and, if you know them already, the email addresses of the people to add; press Create room and you own the room and go straight in. Anyone can open a room. A room opened from a trial workspace works the sample estate, as the trial does. Your rooms is a table of every room you can open: your access (Owner or Member), its people and machines and when it was last active, the one you are in marked, Go in on any other, and on a room you own Give access (type email addresses; each person joins as a member and sees that room alone) and People (roles, password resets, two-factor, remove). The rooms you are in are listed under Lobby in the left column too, one press to go in. Before 22 October 2026 the screen was called Rooms and only an Enterprise owner or a platform admin could open a room. It is also the list a room's person lands on from the Java Scanner sign in, and the fifth tab for everyone: Your rooms, the rooms you belong to as large rows (the mark, the name, what it serves, its people and machines, when it was last active), the one you are in marked, and Go in on any other, which switches you into that room and reloads. A platform admin also sees All rooms, every room on the platform, with Manage, Activity and Join and go in on each, and the form that opens one; an Enterprise owner sees the rooms that serve the workspace and the form. Your workspaces at the foot switches between the workspaces and rooms you belong to. Outside the room, every window lists it first under File, as Rooms, with the app it belongs to; a press switches you into the room and opens the app (until 8 October 2026 the room headed the left column instead), and a new account finishing its setup is sent to Rooms first, not to the welcome page of its platform trial.
• Users - in a room, the room's people: each with their role, whether they are active or invited, whether two-factor is set up and when they last signed in. An owner invites people by email (up to 20 at a time, as owners or members), changes a role, sends a password reset (the link goes to the person's own address), removes someone, and sets whether two-factor is required for everyone in the room (on when a room opens). Under them, Other rooms seen from here and New room, beside what a room is. In an ordinary workspace it lists the rooms that serve it, with their people and machines, then New room and the workspace's own people. Each client gets a room of its own, kept apart from every other room; the sample shows a room with its people, two more rooms and the form. Every rooms table carries each room's sign-ins over 30 days and when anyone in it was last active; Manage on a row opens that room's people in the drawer, where an owner of the room or a platform admin invites by email, changes a role, sends a password reset, removes someone and sets two-factor without joining the room, and Activity opens who signed in and what they did there. A platform admin who opens a room lands in that drawer at once. Your workspaces switches between the workspaces and rooms you belong to. Everyone invited to a room that serves no client also gets a platform trial: the first invitation creates a trial workspace named for the client, the room serves it from then on, each person invited joins it (the first as its owner), and the invitation says so; a room matched to a client on a paid plan adds nobody there. Inside a room the room is the first thing in the left column, its mark and name at the very top; in any other workspace the rooms you are in head the column as Your Java room.
• Activity (the second screen of Users) - who signed in and what they did, for an owner of the room or workspace and for platform admins; a member sees what is recorded and who can read it. People: each person with their role, last sign in, sign-ins over 30 days, when they were last seen, views and actions over 30 days, and time in Java Scanner over 7 days. Everything that happened: every event of the last 90 days, newest first, with the time (UTC), the person, what they did in plain words, the detail (the file, the machine, the run, the minutes), the IP address and the device; chips filter by kind (Sign-ins, Views, Scans and uploads, Files, People and rooms, ELP, Settings and tokens), the search finds a person, an action or an address, and Download as CSV writes the list for Excel. Sign-ins and actions come from the audit log; views come from the app's own activity record while a tab is open, including each screen opened. Nothing is recorded that was not recorded before: the screen reads what the platform already keeps.
• Files - the room's or the workspace's shared folder: put files on Share files (PDF, Word, Excel, PowerPoint, CSV, JSON, text, PNG and JPEG, up to 50 MB each, 20 at a time) with an optional note, and everyone in it sees the list with who shared each file and when. Download gives a link that lasts a minute, every download is recorded, and the person who shared a file or an owner can delete it. Each file is checked for its real type and scanned before anyone can open it.
• Analysis (ELP): License position and Vendor research, and Exit plan: The plan and Workbooks - the screens of Java ELP + Java Exit Plan, the same as in License position in 24 hours, with its details column on the right. Build the ELP hands this scan to the service as a request: built by AI on the full scan, checked by the app, then by an analyst and a second analyst, delivered within 24 hours, and shown here and in License position in 24 hours alike. License position is the ELP in three answers (what needs a license, what Oracle would open with, what removing it costs) with every install by status. Vendor research is which Java each application's vendor supports, whether its own license covers the Java it ships, and the outreach to send. The plan goes week by week to zero licensable installs. Workbooks is the two Excel files the analysts deliver, sheet by sheet as they open, with the checks the app ran, the open questions and the assumptions to read before you send them on, and the downloads; every figure in its head (the sheets, the questions, the assumptions, the low confidence notes, the clock) opens what it means on a click. Before the first ELP these screens say what the build delivers. Building it is a Same Day service on the Enterprise plan; the sample shows a finished one.
• Manual (the last tab) - the user manual inside the app, the same words as this chapter, on one page that scrolls: Contents as numbered buttons, then one section per screen and one for the window, its menus (File, View, Team, Learn, Help) and its tabs. Each section says where the screen is, who uses it and what you get, shows a picture of the screen on the sample estate with numbered markers on its parts, lists the parts under the same numbers, then Step by step and Worth knowing, with Open this screen to go to the real one and Contents to go back up. Print the manual lays the whole thing out on paper or PDF.
• Schedule (under Get the data in) - opens on How regular scans work, in three parts: your scanners run on your side on their own schedule (a scheduled task, cron or your distribution tool runs the script and it uploads with a token; a connected tool is pulled at the start of each run); Java Scanner reads what arrived by hand, daily (each morning), weekly (Monday morning) or monthly (the first day of the month), keeps a run and says what changed; and the ELP follows when it is switched on. Then the settings: the cadence, Build the ELP and the exit plan on each run, the employee count, and Email me after each scheduled run, which is off until you switch it on for yourself. Below, the latest 20 runs with what was new and what was cleared since the run before, and whether its ELP was built; every one is on Progress.

How to use it

1. Switch Sample data on to see the whole thing, then off again.
2. Open Get the data in. The three ways in sit in a list at the top, then one section per way in order (1 Upload an export, 2.1 the script on each machine, 2.2 the agentless collector, 3.1 a tool we read, 3.2 your own tool pushes), each with its steps and commands on the left and what it reads, keeps out and needs as small cards on the right; the export section pairs the columns every row needs with a table of where to export from each tool. Press a way in the list to scroll to its section; the one in hand carries a navy edge. Pick a way: upload an export from the tool you have, or open Guides and read Quick start, download the script for your system, run it on one machine and upload the file it writes. Nothing leaves the machine until you upload.
3. An owner issues a token. Add the push address and the token to the command, and send the script to every machine with the tool you already use, on a schedule that finishes before the scan runs (Sunday night for a weekly run), so each run reads a fresh scan.
4. For the machines you cannot put a script on, connect the asset tool you already run, run the agentless collector from one Windows machine, or upload an export from your inventory tool. With no tool at all, fill the template from the Upload panel.
5. Set the employee count and the schedule on Schedule, and switch the email on if you want it.
6. Open Applications to see which applications your Java came with and which Java each one needs.
7. Press Build the ELP. The build takes up to 30 minutes; an analyst then checks it, and it is delivered within 24 hours. The email that it is ready goes to you, the person who pressed Build, and to nobody else (Settings, Notifications, Same Day request delivered turns it off). Open Analysis (ELP), then Exit plan, and start with this week's list.
8. As each install is dealt with, open its record from Machines found and set what was done; the history keeps who did it and when.

Java Scanner rooms. A room is a Java Scanner of its own for one client or one project: its own machines, records, files and ELP, and its own people. Every room is a separate account underneath, so two rooms share nothing, whoever is in them. A person invited to a room sees Java Scanner for that room and their own account settings, nothing else in the platform, and sets up two-factor at the first sign in. A room's people sign in on Java Scanner's own page, /java-scanner/login: the same sign in, dressed for the room (what they will see, the three parts of the job, and that every sign in is recorded), landing on Java Scanner; the invite email links to it. The owner of an Enterprise workspace opens a room from Users (up to ten for the workspace), becomes its owner and goes straight in; we can also open one for you and match it to your workspace, and then your workspace's owners are the room's owners and see it listed. Building the ELP in a room hands that room's scan to the analysts like any other request.

What we need without the scanner. One row for every Java on every machine, with four data points: the machine name, the Java distribution (Oracle, or an OpenJDK builder such as Eclipse Temurin, Amazon Corretto, Azul Zulu or Microsoft), the Java version with its security patch (1.8.0_381, or 17.0.13; the patch may sit in its own column) and the install path of the binaries (the folder, or the path to java.exe or bin/java). Recommended: the product name and the last seen date. Optional: the operating system, server or desktop, processors or cores, and the application or owner. Download the template on the Upload panel has every column and three example rows, and the guide What we need without the scanner (Guides, Start here) says where to find each one on Windows, Linux and Mac. The header names differ by tool and are matched for you; after an upload, the line says which of the needed columns the file did not carry.

A year at Oracle's list price is the employee count times Oracle's published list price per employee, in USD. It is a list price, not what you would pay, and it does not fall as installs are removed: it falls to nothing when the last install that needs a license is gone.

The scanners change nothing on a machine and need no administrator rights; the collector needs an account with administrator rights on the machines it reads. No file contents, command lines, user names or IP addresses are sent; a path under a user's folder is sent as <user>, and the machine identifier only as a hash. The scan does not read your Oracle contracts, so it never says an install is licensed.

Related: Software Discovery · Java ELP + Java Exit Plan · Vera Licensing

Invoices

Where: Spend Agent › Invoices · /spend-agent/invoices · step 10 of the Spend Agent, and via More or Ctrl/⌘ K
Watch: Invoices (1:53)
Who: everyone

Since 6 October 2026 Invoices is step 10 of the Spend Agent and opens in its window, under Checks on the left; links to /invoices, with an invoice or a tab in them, open it there. The printable summary stays at /invoices/summary.

Invoice line-item intelligence: what the vendor actually billed, reconciled line by line against what you contracted. Every line gets a verdict with the dollars at stake.

The head is the Spend Agent's compact head: Invoices with how many invoices are flagged as its tag, the actions at the right with Check an invoice the one filled button, and the facts as one row.

In plain words: every invoice line checked against the contract, with the overbilling priced.

When to reach for this

• Standing hygiene: set the forward-in address once and every invoice checks itself (the dispute recipe).
• A bill feels wrong: the line verdicts replace the feeling with a figure.
• After a price-list move: whether your invoices already reflect it is a fact, not a worry.

On the screen

• The head — Invoices with how many of your invoices are flagged as its tag (brick when any bill above contract), then Reconciliation summary, Excel, the Office menu and Check an invoice at the right. Under it the facts as one row of labels and figures: billed so far (every invoice on file; one with no printed total counts at the sum of its lines), above contract, in dispute, recovered, not yet disputed, lines checked (with how many had no baseline on file), and the disputes drafted and ready to send when there are any. Every figure covers every invoice and claim on file, however many there are. A dismissed invoice stays on file and out of every total and every count, and an open claim on it leaves In dispute; money it already recovered still counts.
• Money in US dollars — every total, fact and chart on Invoices is in US dollars. An invoice billed in euros, pounds or another currency is converted once with its own currency before anything is added, and its panel says the currency it was billed in; a line's note keeps the vendor's own figures and names that currency. Each claim on Disputes keeps the currency the vendor pays in, because that is what the letter quotes and what you type a recovered amount in (the box names the currency); the sums across claims are in US dollars. The note after you check an invoice and the email-in summary state what was billed above contract in US dollars too, and a line is checked against your entitlement's unit cost converted to the invoice's currency, so a pound invoice is never compared with a dollar rate. Sample invoices drop out once real ones are on file. An invoice whose only flagged lines carry no dollar gap reads Flagged, no amount rather than On contract, and it counts as flagged everywhere. The market band beside an invoice gives the range and its midpoint, never a count of deals. The Summary tab, its printable paper, Word and Excel count billed and flagged by the same rules as the head, and leave out a claim you wrote off. A saving is proved only against real invoices, and a dismissed invoice stops proving it.
• The screens — five tabs: Overview, Invoices, Disputes, Summary and Check an invoice; Reconciliation summary in the head opens the Summary tab. Press an invoice and the invoice panel beside the invoice list shows its date, period, total, flagged lines, what it bills above contract, where it stands (not disputed, draft ready, sent, recovered, written off, claim dismissed or on contract), a plain sentence on why it is flagged and whether the error will repeat, every line with its verdict, and the moves: draft or open the dispute, open the vendor's contracts, open its lines, Copy a link to this invoice, mark it reviewed, and Ask Vera. The link opens Invoices with that invoice in the panel, so you can send one invoice to a colleague. The panel sits beside the list on Overview and Invoices only, so what sits under the list keeps the full width.
• Overview — opens on Where the overbilling sits: one strip with each flagged invoice as wide as what it billed above contract, red when nobody has disputed it, gold in dispute, green recovered, gray when its claim was dismissed or written off, then the invoices as rows (verdict, total, above contract, where it stands), the most at stake first. All, Flagged, Not disputed, In dispute and On contract narrow the rows and dim the strip together. Under it six cards, three across: Every line, one verdict (each verdict's line count and dollars; press a color or a verdict's row to open those invoices), What if you disputed it all (on the invoices with no claim yet: the smallest line worth a claim and the share the vendor credits; what comes back, and the rate error that stops recurring once corrected whatever the credit, which is not added to what comes back; the settings stay put when you leave), Disputes (draft and sent claims, recovered, and flagged invoices not yet claimed, with how much of the money in those four stages has come back so far), Largest single line (its figure and its line open the invoice), Invoices a month (the flagged share of each month in red; press a month for its invoices) and Stops recurring (rate errors, which repeat until corrected, against one time items; each figure opens the invoices it sums). Then the case: the invoice with the most at stake, line by line, with Draft the dispute and the workroom beneath it, then What next.
• Invoices — every invoice newest first with its leading verdict (and how many more lines are flagged), its total, what it bills above contract and where it stands. Search by vendor, invoice number or line, filter to flagged, above contract, over entitlement, off contract or on contract (every filter but All leaves dismissed invoices out), and take the list to Excel. A month pressed on the Overview or a vendor pressed on Summary narrows the list to its invoices, with a chip to clear it. Press a row to open its lines, each with the note behind its verdict, and mark it reviewed, reopen it or delete it.
• Disputes — one sentence on where the claimed money stands (claimed and waiting, come back, flagged with no claim yet, and how long the oldest open claim has waited) with Send the vendor dispute at the right. A strip sizes each stage by its dollars: red not yet claimed, gold draft ready, pale gold sent, green recovered; the stages then read as one row of figures. The claims lists every claim with its leading verdict, its amount and its stage; press one and its email sits beside the list: the subject, the body, the contract clause it quotes, then Prepare the claim, Copy the email, Mark sent, Record the outcome (recovered, with the amount, or written off) and Dismiss. A recovered claim offers File on the savings ledger once. Flagged, not yet claimed lists every invoice above contract with no claim yet, the most at stake first, each with its verdict and amount and Draft the dispute; Draft them all drafts every one. With nothing to claim, the screen shows how a claim moves through each stage. Every figure is a press (since 28 October 2026): a stage in the strip or beneath it, and the claimed, come back and flagged figures in the sentence, narrow The claims to that stage (with a chip to clear it) or scroll to the flagged invoices; a flagged invoice's vendor or amount opens the invoice, and the invoice number on a claim's email opens it too.
• Summary — the reconciliation for the period as one table for finance: a row a vendor with its invoices, what was billed, what of it sits above contract, its share of billed as a bar, what is in dispute and what came back, an Other claims row for claims whose vendor has no invoice in the period so the rows add up, and a totals row that matches the head. Press a vendor for its invoices. Word and the Summary sheet in Excel carry the same figures; Excel also lists every invoice and line in its own currency with a US dollar column beside it, a dismissed invoice marked as left out of the totals; Printable opens the forwardable paper at /invoices/summary: the title with Back, Word and Print right beside it, one sentence on what was billed, what of it sits above contract, what is in dispute and what came back, then the contract and, on screen only, Read and watch on the vendors of the reconciliation.
• Check an invoice — the upload as one band across the width: drag a PDF or DOCX onto it or press Choose a file, with an optional vendor to improve matching. Beside each other under it: The invoice email-in address (copy it, Hand to accounts payable opens an email to them with the instruction, and an owner can manage it) and Checked so far (invoices and lines, flagged against clean, dismissed invoices left out, and how many arrived by email or upload, what sits above contract and when the last one was checked). Then what each of the seven verdicts means. Before the first invoice, the Overview and Invoices tabs show this same screen.
• Line verdicts — lines are numbered from 1, the same on the page, the exhibit and the claim letter. Per line: ok, price above contract, billed over entitlement, off-contract item, uplift-cap breach, or above MSA rate card (a consulting line billed higher than the rate on your saved MSA rate card; see Rate Card Benchmark).
• Open the workroom — once findings exist, a button above the invoice list opens the analyzed invoice with the most at stake as a six document workroom: the parsed invoice with every flag marked, an overbilling brief, the recovery bridge, the itemized recovery sheet, and a What now sheet. What now, in the inspector, drafts the vendor dispute letter and the AP payment hold note from the invoice's own lines, files the dispute in this page's Disputes list in one click (reporting the real outcome rather than a generic line), copies the dispute summary, opens the agreement the invoice bills against, and opens a negotiation dossier. Ask Vera answers from this invoice's own line items and the contract terms they should have matched. Every figure is read from the stored invoice lines.
• Send the claim — a flagged invoice prepares a served claim: billed against contracted with the gap quantified in the currency the invoice was billed in, every evidence line citing the invoice line and the term it breaks, and a letter you edit in place. Send the claim mails it from the platform with you in copy; nothing sends without that press, and a draft dispute moves to sent on the existing lifecycle. The recipient prefills from your last negotiation contact where one is on file.
• File as verified saving — on a dispute resolved with money recovered, one press writes the recovered amount to your savings record with the invoice number in the note; the recovery counts into Spend Agent's realized savings. It is counted once, as a one-time recovery, never multiplied across a term, so a recovery does not inflate your annual savings figure. The dispute then reads On the savings ledger.
• Forward-in address — connect the invoice route to get a private email address; invoices forwarded there are processed automatically.

How to use it

1. Upload an invoice, or set up email-in so they process automatically.
2. Work the lines flagged above contract or over entitlement, dollars first.
3. When a dispute is resolved with money back, file it as a verified saving so the recovery joins the proof ledger.

Tips

• Setting up the forward-in address is an owner action under Settings › Integrations.

Related: Billing watch · Anomalies

Vendor calendar

Where: /vendor-calendar · via More or Ctrl/⌘ K, from Vendors, Market news and a renewal case (not a sidebar row since 16 October 2026)
Watch: Vendor calendar (1:56)
Who: everyone

Every vendor's fiscal year on one calendar, read against your own notice dates, in the window every app shares: the fiscal year ends and quarter closes of the top 40 software vendors. A vendor's quarter close is the one date their side cannot move, so this is when to time your asks. Since 20 October 2026 it opens as the fresh cut: the year, the runway, the pressure, the timing lab, your renewals and the briefings. The timing desk it replaced is under View, Earlier window.

In plain words: when each vendor's quarter closes, so your ask lands when their discount authority peaks.

When to reach for this

• Booking the vendor conversation: their calendar, not yours, decides the good weeks.
• The annual plan (the strategy recipe): quarter ends layered against your notice windows.
• A stalled deal: sometimes the fix is waiting three weeks for their quarter to squeeze them.

On the screen

• The window. The window every app shares: the navy title bar with its menus and Share; on the left, every vendor you hold with its next close, the days to it and what you pay (a red dot when a close or your notice date is inside 30 days), the vendors you follow beneath, and Add a contract; the six tabs and Filter the vendors across the top; the details on the right. Keys: 1 to 6 the tabs, A the next ask, F follow the vendor in hand, / the filter, I the details, Esc clears the vendor, then closes.
• The head. The name, one tag (how many of your vendors close inside 30 days, or the vendor in hand's next close), one line on where you stand, and the actions: Add to my calendar (a calendar file with every close of the vendors you hold and follow and your notice dates, for Outlook or Google Calendar), Email the calendar, and Send the ask to the next vendor of yours that closes.
• The orbit (key 1). The year as a wheel, today at the top, with a hand that sweeps the year once as it opens. A lane for each vendor you hold or follow: every quarter close is a node and every fiscal year end a gold star, the three weeks before each close are lit as an arc, and your notice dates are red pins; closes inside 30 days pulse. Round the outside, how many of the 40 vendors close each week, gold where year ends fall and a red dot where one is yours. The centre counts down to your next close. Press a lane, a node or a label to light that vendor. Beside it, Closing next (yours, or Everyone for the next 120 days) with a countdown bar each; under it, Needs you and When to ask, the pressure line for each vendor of yours closing inside 90 days with Send the ask and Time it.
• Runway (key 2). Every close over 30 days, 90 days, 6 months or 12 months, for Yours or Every vendor: the three to six weeks before a close as a pale band, the final three as a solid one (gold before a year end), the close as a node with its name, your notice date as a red pin. A vendor's name on its lane wraps to a second line rather than being cut, and resting the pointer on the lane shows it whole. Week by week lists the same dates in order beside Needs you.
• Pressure (key 3). Where the closes stack: the twelve months as bars, quarter closes and year ends stacked, your vendors marked and your annual value closing that month under each; beside them the busiest month, where your money closes and the pattern. Every vendor, every month lays the vendors (yours and followed, or every vendor) against the months, ordered by fiscal year end so the cascade falls as a diagonal, with your notice dates pinned.
• Timing lab (key 4). Pick a vendor and move Sign on (the slider, or the arrow keys: a day, a week with Shift). The track draws their closes and the windows before them with your notice date, the gauge swings to the points buyers report from signing on that date, and the reading names the close it lands before, the days to it and what it is worth on your contract. Jump to the best date puts the date a week before their next strong close; Send the ask timed opens the ask for that close. Every vendor you hold, on the same date reads the same date across your estate, each with its year in one line.
• Your renewals (key 5). Each notice date pinned against the vendor's closes and linked to the close that governs it: blue in a closing window, gold close enough to work, red and dashed off the cycle. Sign up to moves the signature up to eight weeks before each notice date and draws the better date as a green mark; the figures show what the timing is worth now, with the moves, and how many land in a window, and each renewal has Time it or Ask. The renewals lists every contract on a covered vendor with its notice date, the close it governs and its reading.
• Briefings (key 6). The film on each vendor on the calendar, your vendors first, then whose quarter closes first; press one to play it with its chapters. Under them, When to ask, vendor by vendor: the pressure line on each vendor's calendar.
• The details. With no vendor in hand: the calendar's facts, What to do now (a notice date inside 30 days, a vendor of yours closing inside three weeks, or a renewal worth signing earlier) with one button, what else is waiting, yours closing next, and Ask Vera. With a vendor in hand: its next close, year end, what you hold and your notice date, the move (Send the ask, Send the notice when your notice date is off their cycle, or Follow when you hold no contract), the next four closes, when to ask, the briefing, and the moves.

How to use it

1. Read the head and the year: the tag says how many of your vendors close inside 30 days, and the lanes show where each close and notice date falls.
2. Press 5 and read Your renewals: a red dashed link is a notice date off the vendor's cycle. Pull the lever to see whether signing a few weeks earlier lands it in a window.
3. Press Time it on a renewal: the timing lab opens on that vendor at the better date. Move the date and watch the gauge.
4. Press Send the ask: it opens in your own mail, asking for their best proposal a week before their close. Where your notice date falls off their cycle, send the notice on time and hold the number for the close.

A note on the figures. Every date comes from the vendor's own published fiscal calendar; the grade beside a vendor says when a date is reported rather than published. The point bands are what buyers report from closing inside a window (2 to 4 points in the three weeks before a quarter close, 4 to 7 before a fiscal year end, half that three to six weeks out), applied to what you pay; they are a size, not a quote.

Related: Renewals · Agreements

Document Agent

Where: Contracts & documents › Document Agent · /doc-search · via More or Ctrl/⌘ K
Who: everyone

Every agreement you hold, read for the ten terms that decide a renewal: what each document says on the price at renewal, the renewal and the notice to stop it, the exit, the liability cap, the service credits, the audit right, the payment terms, data protection and benchmarking, each with the words and the page. Search reads every clause as you type, the list views and filters narrow the estate in a press, and every clause opens on its page.

Since 1 November 2026 the window has seven screens on keys 1 to 7: Overview, Search, Documents, Clauses, Vendors, Obligations and Reports, and a record page for each document, each vendor and each report.

In plain words: find any clause in seconds, see what to act on and by when, and take the report, the workbook, the deck or the calendar.

When to reach for this

• "Which renewals carry no price cap, and what are they worth?" Type no cap in the search box: every clause with no cap, in a millisecond or two, with the value a year beside it.
• "What must we act on this quarter?" Press 1 for Overview and work down Do now, or press 6 for Obligations and Notice in 90 days.
• "What does our ServiceNow paper say?" Type ServiceNow in the search box, or press 5 for Vendors and open ServiceNow.
• A dispute needs the exact language: double click the clause and press Open on its page.
• A board pack needs the picture across the estate: press 7 for Reports, open the report and press Word, Excel, Deck or PDF.

It opens as its own application, in the frame every agent wears: the title bar with the menus, Sample data and the 5,000 switch, the navy left column, the details column on the right (closed until you press I or its tab) and the status bar at the foot. Closing it returns you to Home; Minimize parks it with everything in it kept. The window opens where you left it.

The one rule on every record: a click selects a row (its details show in the details column), a double click opens it, a right click lists its actions (open on its page, open the record, draft the notice or the cap request, copy the clause, AI analysis (the reader with the advisory beside the document), comment, history (the record's activity), pick for compare, follow, add to the renewal plan, set a reminder, send to the Benchmark Agent, the Negotiation Agent, Human Benchmark or the Contract Office, draft an email, export), and resting the pointer on any figure or mark explains it. Up and Down move the selection and Enter opens it.

The left column, navy: the VendorBenchmark mark, Search (the palette, Ctrl K), Home, Vera AI and your pinned apps, then the seven screens with their figures, List views (In force, All documents, Renewing in 90 days, Notice due in 90 days, No price cap, Automatic renewal) with their counts, and your Saved searches; a right click on a saved search deletes it.

Overview (key 1):

• The search box: typing opens Search on your words. Try offers phrases that find something in your estate.
• The estate in eight figures: annual value in force, risk readings, terms read, term score (favorable counts 1, watch 0.5, silent 0.3, risk 0, weighted by annual value), notice due in 90 days, notice windows passed, renewing in 90 days and no price cap. Each figure opens the documents behind it.
• Do now: every action in priority order (1, due inside 30 days or past its window; 2, due inside 90 days or a cap to ask for within the year; 3, a document to review), with the tabs All, Notice, Price cap and Review, the document, the due date with the days left and the annual value. The first action is the head's dark button, for example Draft the notice, ServiceNow.
• Reading by term: one bar a term across every document in force, split by reading; a press opens the term on Clauses.
• Term ends by month: the annual value whose term ends in each of the next twelve months, the automatic renewals in gold, the value printed over every column.
• Activity (what you did here: opened, commented, reminded, exported), or the next notice dates until there is some.
• Annual value by vendor and Playbook positions (met, partial, missed or not stated on each of the six positions).

Search (key 2, or / from anywhere):

• One box over every clause, document and vendor, with the count and the time the search took. Words match the clause's own text first, then the term's name, then the document.
• Plain phrases become filters, shown as chips you can remove: no cap, auto renew, notice in 30 days, notice passed, ending in 90 days or ending in 12 months, over $1M, under $100K, price risk or any term with risk, perpetual, ended, a vendor's name, a region (or EMEA, APAC, Americas), and owner with a function.
• The filters on the left: Term, Reading, Vendor, Term end, Annual value, Status, Owner and Region. Each value carries the count it would leave, and the counts move on every key.
• The results: All shows the clauses, the first documents and the vendors; Clauses, Documents and Vendors show one kind. Sort by relevance, risk first, annual value or term end. A clause row carries the vendor, the document and the page, the term, the reading, the value, the distance from the standard, the words with yours marked, the status, the term end, the value a year and the owner.
• The preview: the selected result, beside the results while the details column is closed and in it when it is open, with Open on its page, Copy and Open record.
• Recent searches and Saved searches under the box before you type; Save search in the head keeps the words and the filters.

Documents (key 3), the list view:

• View picks a saved list view: In force, All documents, Renewing in 90 days, Notice due in 90 days, No price cap, Automatic renewal, Not fully read and Ended.
• Search this list, Filters (a drawer with Status, Reading, Annual value, Kind, Owner, Region and Vendor, each value with its count) and the filter chips; Clear takes them off.
• The columns: the document, the status, the term end with the days left, the notice date, the annual value, the ten terms as a strip with the risk and watch counts, and the owner. A press on a column head sorts by it; a second press reverses it.
• Comfortable or Compact rows, and 25 rows a page.
• Pick rows with their boxes for the bar: Compare (two to four documents side by side: each column opens on the document's status, annual value, term end and notice date, and every term shows the reading, the value, the gap to the standard, the clause and its page; a gold edge marks the terms that differ, Strongest flags the best position in a row, and Differences only hides the rest), Set reminders, Add to renewal plan and Export.

A document's record:

• The head: the annual value, the term end, the notice date, the terms read, the risk readings and the owner, with Follow, the reminder bell, more actions and the next action in blue.
• The lifecycle path: Signed, In force, Notice by, Term end and Renewal (automatic or on request); a notice window that has passed shows in brick.
• Terms: the ten terms with the reading, the value, the distance from the standard (for example +4 pts on a 7% cap against 3%) and the page. A press opens the term with its words, Copy clause, Comment and Across documents. Beside it the clause in focus with Open on its page.
• Ask Vera, cited to the page: ask about the document, or press a question, and the answer comes from the term sheet with the page of each part; Continue with Vera takes it further.
• Related (the vendor's other documents), Comments (on the document or on a term) and Activity.

Clauses (key 4): one term across every document. The ten terms on a rail with their risk counts; Readings, a bar you press to show one reading; the documents, the value at risk, the vendors at risk and the share that meets the standard; Values on file against the standard (a dot a document, at most 70, the standard as a gold line, no cap in its own column) or the values as bars; then Clauses, every document's clause with its reading, value, distance from the standard, words and page. Export clause pack writes the rows as CSV.

Vendors (key 5): every vendor with its annual value and share, the term score, the risk readings, the six positions with how many are missed, the next term end and the next notice; All, With risk or Notice in 90 days. A vendor's page carries the head figures, Agreements with the value of each, Playbook positions with where each is missed, and Terms by document, every document against the ten terms.

Obligations (key 6): All obligations, Notice in 30 days, Notice in 90 days and Notice passed, each with its count. Timeline draws each document's term, the notice window, the notice date and today across eighteen months; List gives every date in order with Set reminder. Download calendar writes every notice date with an alarm two weeks before it.

Reports (key 7): the Contract terms report and six standard reports, Renewal exposure, Price increase caps, Notice calendar, Playbook positions, Vendor scorecards and Term readings, and Yours. Each card shows the report's lead figure and the chart its first section draws. New report names one, picks its audience, scope and sections, and shows the documents, vendors, annual value and uncapped renewals in scope. A report opens as a dashboard of numbered sections, each headed by its finding: where the agreements sit, the ten terms, the price at renewal, what renews by itself, the positions, the recommendations, the decision, the notice dates, the scorecards and the comments. Preview the document shows the report as a firm document, the same pages the PDF prints: the questions it answers, four headline figures, In brief, numbered sections each headed by its finding with the value printed on every bar, the decision, the recommendations and the close. Word, Excel, Deck and PDF write it.

The details column (I shows or hides it): the record in hand with its facts, Next (what to do on it, in order) and Ask Vera; with nothing in hand, the screen's own facts.

Drafts: the blue action drafts the notice, the cap request or the renewal terms from the document's own words, with the clause and its page quoted; edit it, then Copy text, open it in Outlook, Gmail or the mail app, or Draft with Vera. Nothing is sent by the platform.

Sample data: with the switch on, the window opens on Northwind Trading's sample estate: 52 documents across 14 vendors. The 5,000 switch grows it to a large estate of 5,000 documents across about 150 vendors. Nothing is saved and no file is written from the sample.

Nothing typed is lost: the search, the filters, the list view, the sort, the row height, the picked rows, the comments, the reminders, the followed documents and your reports are kept and come back when you return.

Step by step

1. Press 2, type no cap over $1M, and read the clauses; press Enter on the first for its record.
2. Press Open on its page to read the clause where it stands.
3. Press 1 and work down Do now; press the dark button to draft the first notice.
4. Press 3, choose Notice due in 90 days, pick the documents and press Set reminders.
5. Press 6 and Download calendar.
6. Press 7, open Renewal exposure and press Word.

Keys: 1 to 7 the screens, / search, Up and Down the selection, Enter open, Ctrl K the palette, Ctrl E export, C compare the picked documents, I the details column, T Vera, Shift F10 the actions of the selection, ? every key, Esc close. View, Open the earlier cut keeps the window of 28 October 2026 a press away.

Related: Document clusters · Review tables · Vera · Rights register

Reports and briefs

Where: Team & AI › Deliverables › Contract terms report, or the link a sent report carries · /doc-search/briefs
Who: everyone

Every contract terms report the Document Agent kept when it was sent or linked, and the briefs its retired Brief screen wrote before 12 September 2026, kept as written.

On the screen

• The head — the house head of the contract utilities (since 27 September 2026): the nine utility steps with Find lit, Reports and briefs named in the masthead, how many reports are kept and the latest one's date as facts, and Open the Document Agent at the right.
• The list — one row per question, the newest version of each: the brief, the question it answered, its version and the day it was written. A row opens the report as a document with Word and PDF beside it.
• No kept reports yet — before the first one, the page says how a report is kept and offers Open the Document Agent.
• Contracts the Document Agent can read — your latest contracts with their status and annual value, and the renewals coming up with the days out, the notice date and the annual value, in US dollars. Under them, Vendors on file lists your largest vendors by the annual value their contracts state: the contracts on file, each vendor's share of that stated spend and its next renewal date. Each row opens the vendor.
• How a report is kept — four short facts: search your contracts, press Report, send or copy a link, open as a document.

How to use it

1. In the Document Agent, ask a question across your contracts and open the Report tab.
2. Press Ctrl E and choose Send the report or Copy a link to the report; the report is kept here for the whole workspace.
3. Open it from this list whenever a colleague asks for it again.

Related: Document Agent

Document clusters

Where: Contracts & documents › Document clusters · /doc-clusters · via More or Ctrl/⌘ K
Who: everyone

Since 16 October 2026 it opens in the Delivery Room's design on the same frame as every agent: the workspace's mark and name at the head with the screen under it, one line that states the figures, the actions with one dark button, five screens as numbered chips that stay in view, the screens and the groups down the left, the group in hand in the details column on the right, and the keys along the status bar. 1 to 5 change screen, R groups or re-groups, I hides the details, V talks to Vera, and Escape closes a sheet and then the window. Every screen arrives in order (the title, the state, the line with its figures counting up, the chips, the panels, every bar growing to its length, every row), a panel lights under the pointer, a press ripples, and a finished run throws a short gold burst from the button. Reduced motion turns all of it off.

Your contracts grouped automatically by what the documents actually say, subject matter rather than folder names. The grouping is deterministic text math; the AI only names the groups. When contracts arrive after the last grouping, the state tag counts them and Needs you says they are not in any group yet. Nothing regroups without your press. Sample data in the title bar draws a fictional estate of 26 contracts from 20 vendors so the window is never empty.

On the screen

• The head — the workspace (or the sample estate) with its mark, the screen's name under it, the state as a tag (not grouped yet, how many overlaps to price, or how many contracts are not grouped), one line with the figures: how many contracts fell into how many groups, how many span three or more vendors, how many vendors in all, when it was grouped. Price the overlap, How it groups and the blue Group my contracts or Re-group at the right.
• The left panel — the five screens as numbered rings, then Groups: every group as a row with its initials, its name, its contracts and vendors on one line and a red dot on an overlap; Needs you when contracts arrived after the grouping or an overlap waits to be priced; and the apps nearby (Spend Agent, Diligence, Document Agent).
• Groups — one strip of every group sized by its contracts, with its count, its share and a gold line for the share of vendors, then the ledger: each group's name and what unites it, the terms that tie it, its vendors and its contracts. A group across three or more vendors carries an Overlap mark: several suppliers paid for one kind of thing, the consolidation worth pricing. Contracts that share too little with any other sit in a Stand-alone row. Press a group anywhere and it opens in the details.
• Documents — every contract that took part, its vendor and the group it landed in, with a find box over the title, the vendor and the group. Press a row and the contract opens in a sheet: its group, why it landed there, the terms that tied it, the others in the same group, and the way to the contract and to the vendor. Before the first grouping the screen lists the contracts a run will group.
• Overlap — each group across three or more vendors as a panel: its theme, each vendor's share of its contracts as a bar, the terms that tie it, every contract as a chip, and Price the consolidation. With no overlap yet, the groups across two vendors are listed as the ones a third contract would turn into one.
• Vendors — every vendor against every group as a grid, a mark where a contract sits; a vendor bought for two or more kinds of thing is marked and sorted first. Press a vendor to open its file, a group to open it.
• How it groups — the four steps of a run, from reading the wording to marking the overlap, and the facts: what a run reads, needs and takes.
• The details column — What to do now first: group the contracts, re-group after new ones arrived, or price the first overlap, with its button; then the group in hand with its theme, contracts, vendors, overlap and terms; its contracts, each opening the sheet; the next moves; and Ask Vera.

How to use it

1. Press Group my contracts (or Re-group, key R). A run needs at least three indexed contracts and takes under a minute. To see a finished grouping first, switch on Sample data in the title bar.
2. Start with Needs you or the Overlap screen (key 3) and open each group across three or more vendors.
3. Open a contract from its group, or press Price the consolidation.

Related: Document Agent

Review tables

Where: Contracts & documents › Review tables · /review-tables · via More or Ctrl/⌘ K
Who: everyone · requires an AI plan
You get: every answer across your contracts toned against market paper, mapped, ranked and exportable to Excel · fills a few documents at a time

Ask the same questions across many contracts at once. Each column is one question (termination notice, renewal cap, liability cap) and the AI fills in a quote-backed answer for every document. Since 16 October 2026 the window gives every answer a tone against market paper, maps the answers, ranks the vendors and says what to act on first.

In plain words: one question per column, a cited answer per contract, a tone on every answer, and the findings ranked by money.

When to reach for this

• The estate-wide questions ("who has an uplift cap?", "what are our notice periods?") that would otherwise take a week of rereading.
• Diligence and audits: the answer grid is the evidence table, to Excel in one click.
• Anything the Coverage sweep does not already ask; coverage is your standard, this is your bespoke question.

On the screen

• The window — Review tables opens in the window every app shares, filling the screen, on one table at a time. The left column carries this table's six steps with a figure each (Questions, Documents, Fill, Grid, Atlas, Act; keys 1 to 6), then every review table with how far its fill has reached, New table (N) and the nearby apps. The head names the table with its state as a pill (new, filling, the percent filled, or the risk cells), one line of facts, a lede that says where it stands (cells answered with a quote, silent, the first finding with its money, the notice windows closing within 60 days), Documents, Export and one dark button that follows the state: Add documents, Fill the table, Open the atlas or Export the workbook. The six steps repeat as chips under the head.
• Questions — every question as a row: the column name, the question as asked, its format, what the documents say as a spread bar (risk, watch, standard, good, silent) and the silent count. The composer at the foot takes a question in plain words and names the column and picks its format as you type. Beside it the starter sets with what is already on the table marked, and Vera suggests, the standard questions not yet asked.
• Documents — a heat grid of your vendors by kind of paper (master agreement, order form, renewal, SaaS agreement, amendment), the count tinted and how many are in the table in the corner; press a cell to pick. Bars by who filed the contract. The picker: In this table, Not in it, Whole estate, Not indexed, a find box, a tick a row and Add all shown.
• Fill — five stations (documents, read, answers, silent, checked) with their bars; the grid inks in a document at a time, a tone a cell, the unread ones dashed, with the log writing beside it; and how a cell is made in four steps. F fills.
• Grid — the table itself: the document sticky at the left with its risk count, a spread bar under each question (press to sort), a tone bar on every cell. Answers or Heat (H) switches the cells to colour. Risks, Watch, Silent and By vendor narrow and group; the find box reads the vendor, title and owner. Press a cell and the details column shows the sentence it came from; press a title for every answer in that document.
• The tones — every answer is read against market paper by what the column asks: a long notice period, a renewal at list price, a liability cap under 12 months of fees, no indemnity, a slow breach clock, data stored outside the EU, a spend commit with a shortfall bill, a term ending within 90 days. A cell the document is silent on is a tone of its own, and on a price cap, an indemnity, a breach clock, a data location or exit assistance the silence is the exposure. Nothing is ever invented for a silent cell.
• Atlas — every answer mapped: the table at the centre, a branch a question, the answers as nodes sized by how many documents say so and coloured by tone; press a node and that answer becomes a filter on every screen, press a question and the grid sorts by it. Vendors by risk: the loosest paper first, a cell the risk cells on that question. When the terms end: a calendar heat by month with the auto renewals as the small figure and the next three months ringed gold. Where the exposure sits: risk and watch cells by who filed the contract. Notice dates ahead: term end minus the notice period, soonest first.
• Act — the findings computed from the cells and ranked by what they cost: auto renews with no cap, notice windows closing, long notice, no indemnity, low liability caps, slow breach notice, audit at any time, a spend commit, data outside the EU, no exit assistance, and the good ones. Each row has its documents, the money a year, the vendors, See the N (a filter on the grid) and one move. Then the exports (the workbook, the calendar and the tasks, a link) and the owners to tell.
• The details column — what to do now, the table's facts, the notice dates that close next, the moves and Ask Vera. A pressed cell swaps it for the document: the question, the answer with its tone, the sentence it was read from, Open the contract, every answer in that document, what the document says (what is risky, what is good, what to ask the vendor for) and the moves.
• Sample data — the switch on the title bar shows a sample estate of 98 agreements from 24 vendors with four tables over it: one filled with ten questions, one filled on fewer documents, one 71 percent filled (Fill finishes it), one new. It is drawn for you alone and nothing in it is saved.
• The calendar and the tasks — the classic grid with its Calendar view (every dated answer as a ledger by how soon, with the letter it calls for) and Tasks for these rows stays one press away, from Act, from the details column and from the View menu.
• Export — the whole grid as an Excel workbook, quotes included.

How to use it

1. Create a table from the Termination & renewal template, add the documents, then press F to fill.
2. Press 5 for the Atlas and press a node on the map: the grid, the heat grids and the findings follow; press a cell in the grid to see the exact sentence it came from.

Related: Document Agent · Contract policy

Data health

Where: Spend & savings › Data health · /data-health · via More or Ctrl/⌘ K
Watch: Data health (1:59)
Who: everyone

What the platform cannot see for your organization and what filling each gap enables. The scan runs on every load; a prioritized plan tells you which gap to close first, and Vera reads your own stored documents to stage fixes you apply in one press.

In plain words: what the platform cannot see yet, ranked by what seeing it would unlock, with the fixes already drafted from your own document.

When to reach for this

• The migration finish line (Chapter 18): "done" is a score here, not a feeling.
• Before an audit: the exposure estimate says how defensible the entitlement picture is today.
• Monthly: one closed gap a month compounds faster than any single feature.

On the screen

• The head — since 27 September 2026 the house masthead, with Data health as the title and Spend and savings as its separator. The line under it says how many health checks run on how many records, how many gaps stand between you and the full picture and which to fill first, and how many fixes Vera has staged from your own documents. Estate visible is the one figure at the right, with the checks passing under it and the actions beside it: Upload documents, Connect a source where a usage source is missing, and Apply the staged fixes (or the first gap's own fix) as the one filled button. One row under it carries estate visible, open gaps, fixes staged, audit exposure and what is on file.
• The screens — five tabs: Overview, Gaps, Staged fixes, Audit exposure and Already wired.
• Where the picture is missing — the Overview opens on one tile per failing check, colored by what it blocks: red blocks alerts (missing expiry dates or notice periods), gold blocks the money figures (missing values, term dates or a source), gray sharpens a benchmark. The checks that pass follow as one line of green chips. The gaps come next as rows, in the order the scan ranks them by what fixing unlocks, each with what it blocks, how many fixes are staged for it, and the records affected.
• The gap panel — press a gap and the panel beside the rows shows its records, what it blocks, its staged fixes and its rank, then what is missing and what filling it unlocks, the staged values from your documents, and the moves: Apply the staged fixes for that gap, the fix itself (add the dates, set the notice periods, connect the source), and Ask Vera to read them to stage more.
• The cards — under the rows, in the same column beside the gap panel, side by side: Where to start (Vera's plan, refreshed whenever the gaps change), What filling them opens up (fill the first gaps in the scan's order and see the visible share after, the records filled, what turns on and what stays open; the setting stays put when you leave) and Audit exposure (the daily trend, the vendors deployed over entitlement, and how many vendors are tracked).
• Staged fixes — every missing value Vera read out of your stored documents: the record, the field, the proposed value and the verbatim sentence it came from. Apply one, Apply all, Read the documents for more, or open the review queue. The Saturday hygiene sweep stages a small batch on its own. A notice period only stages when the document states 30, 60 or 90 days, because those are the values the ledger accepts. Applying routes through the same review queue writers as every other correction, so nothing here is a second write path.
• Audit exposure — every vendor with license positions: entitled, deployed, how far over, and the exposure priced at your own contract rates, with the total.
• Already wired — every passing check and what it lets the platform see.
• Read and watch — under the page: the films, analyst briefings, research papers and guides the library holds on the vendors the page names, laid out as in the agents, the most audit exposure first, then the vendors with fixes waiting. A row opens its piece, and it loads when you scroll to it.

How to use it

1. Close the highest-value gap first.
2. Connect a data source to fill the entitlement gaps (an owner action under Settings › Integrations).

Related: Integrations

Next: Chapter 05 · Team, AI & assistant