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Quickstart Guide

Get your team up and running on SpendNexus in less than 5 minutes.

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1. Set Your Base Currency

Before adding data, ensure your Organization’s base currency is set correctly. This is the currency SpendNexus will use to normalize all your analytics.
  1. Navigate to Settings > Organization.
  2. Select your Base Currency (e.g., USD, EUR, GBP).
  3. Click Save Changes.

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2. Add Your First 5 Subscriptions

The fastest way to see the value of SpendNexus is to add your most common tools. We recommend starting with:
  • Communication (Slack, Zoom)
  • Infrastructure (AWS, Vercel)
  • CRM/Sales (Salesforce, HubSpot)
Click the + Add Subscription button on the Dashboard or Subscriptions page to begin.
[!TIP] Don’t worry about being 100% accurate with cents yet—you can always refine the details later. Focus on the renewal dates!

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3. Connect Slack

Enable automated alerts for your team by connecting your Slack workspace.
  1. Go to Settings > Alerts.
  2. Click Connect Slack and follow the OAuth flow.
  3. Configure your first Alert Rule to notify a specific channel 7 days before any renewal.

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4. Invite Your Team

SpendNexus is better with collaborators.
  1. Go to Settings > Members.
  2. Enter your colleagues’ emails and assign them a role (Owner or Member).
  3. Once they join, start assigning them as Owners of the tools they manage.

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5. Explore Analytics

Once you’ve added a few subscriptions, head to the Dashboard. You’ll see:
  • Your Total Monthly Spend.
  • A Category Breakdown of your costs.
  • Spend Trends over time (as you add historical data).