Spend Reporting
Track spend by app, person, and team
Understand SaaS spend across your organization with Blissfully's Spend table. Blissfully aggregates and organizes all the spend detected for each app used at your organization and displays it historically.
Customize the time view by selecting between a Monthly, Quarterly, Year, or custom view. Filter apps that are used by specific teams or apps that are currently not assigned to any team. Download the data as a csv file if needed.
Blissfully currently reflects spend on a cash basis as opposed to an accrual basis. Amounts shown for each period reflect actual spend in that period and do not prorate for any contract durations.
Blissfully pulls in spend information from several sources:
    Invoices detected in email and parsed
    Integrations with accounting and finance tools
    Connections with your bank and credit card
    Uploaded CSVs of transactions
    Manually created subscriptions
Once you have fed Blissfully the relevant spend data, you can view and understand it in a variety of new ways.
Blissfully does not pull in any revenue data - only spend.

Company-Wide

Blissfully displays company-wide spend on a monthly basis, broken down by team, in two places:
    1.
    Dashboard, for a quick overview
    2.
    System of Record > Reports, for more detailed analysis
Note that the graphs will not display the full range of information if you haven't configured your teams.
Total spend - dashboard view
Spend by category - dashboard view
The Reports page, with default settings (spend by app on a monthly basis)
In the Reports view, you can change the reporting period from the default of monthly. You can also change the table below the graph to show a list of teams instead of a list of apps.

Spend Allocation

Apps that have been assigned to multiple teams can customize their cost allocation across those teams. Blissfully offers three cost allocation options:
1. Team Size - Allocates costs based on the number of team members that are part of each team. If a person is in multiple teams, allocation counts them as a fraction for each team they're a member of.
With the example Cloudapp application from the above screenshot, Blissfully has three Support team members and four Customer Success team members. A total headcount of seven is split off into percentages to calculate the cost per month.
2. Team Usage - Allocates cost based on team member usage. Only team members that Blissfully has detected usage for will be included. Using the example Cloudapp application, two support team member has access to CloudApp and only one customer success steam members have access. Users who have access but do not have team assignments are omitted from the calculation.
3. Manual - Allocates cost based on a manually specified percentage across all teams. This option can be used to allocate the entire cost of an app to a specific team or based on a custom split.
Blissfully uses current team usage and team size so historical spend amounts may need to be adjusted.

For a Team

Teams have their own Spend tab that provides the same breakdown as the Reports page's table does, as shown above. The table only shows apps directly assigned to the team; it does not include apps (and associated spend) from child teams.
Similarly, the boxes at the top of the page showing the last 12 months' spend and last month's spend per person do not account for child teams.

For an App

The Apps table provides a quick view a spend, showing spend from the last month and the last twelve months (TTM). The table also shows which sources Blissfully has detected app spend from.
Detected sources for HubSpot: email parsing, QuickBooks, and bank/credit card
Additionally, every app has a Spend tab where Blissfully displays all detected transactions for an app. Blissfully will also infer subscriptions based on recurring charges and group transactions by subscription. Depending on the situation, Blissfully may even detect and display the primary billing contact.

Renewal Calendar

Stay informed about upcoming costs with our renewal calendar. Discover spend expenses in the next 3,6, or 12 months according to current app subscription information.
Last modified 1mo ago