Spend Analyzer

Ask where the money went and get an answer, not a dashboard to maintain. When you ask, Joy reads the latest figures from your finance data and breaks spending down by category: biggest cost first, with one place you could cut.

For Finance Leaders Procurement Teams Operations Leaders Department Heads
Sample prompt to Joy's Assistant

When I ask, break down [last quarter's vendor and software spend] by category from our finance data: show the split, name the biggest category, and flag one place we could cut.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

When I ask, break down our Q1 vendor and software spend by category from our finance data: show the split, name the biggest category, and flag one place we could cut.

Each time you ask, I read the latest figures straight from your connected finance data, these are Q1's actuals as of today. Here's where the $486K went, split into four categories.

Spend by category: Q1

Total vendor and software spend for Q1 came to $486K across four categories. Software and SaaS is the single biggest line at $214K (44 cents of every dollar) which is usually where the easiest savings hide.

$486KQ1 spend
Software & SaaS$214K
Professional services$132K
Marketing & ads$88K
Travel & facilities$52K

Inside that $214K of software, three tools overlap on features: two project trackers doing the same job and a second analytics plan almost nobody logs into. Dropping the redundant seats would save roughly $40K a year without changing how anyone works. That's the one place I'd cut first.

The rest looks healthy for the quarter. Professional services at $132K is mostly the two implementation contracts that wrap in Q2, so expect that line to fall on its own. Marketing and ads at $88K and travel and facilities at $52K are both in normal range and not worth touching right now.

Want me to pull the duplicate SaaS tools into a cancellation list, or compare this against last quarter's spend to show the trend?

From a question to a breakdown

Spend Analyzer turns your finance data into an on-demand breakdown by category. This isn't a dashboard you keep running. Each time you ask, the JoySuite assistant Joy reads the latest figures from your connected finance and procurement data and shows you the split, the biggest category, and where the easy savings hide.

  1. Connect your finance data

    Link your finance or procurement source once. Joy reads it read-only, and only when you ask. There's no dashboard to keep alive.

  2. Ask for the breakdown

    Ask Joy to break a period's spend down by category. Each time you ask, it reads the latest figures, so the answer reflects the numbers as they stand today.

  3. Review the split

    Get spending divided by category with the total, the biggest line called out, and a concrete savings opportunity you can act on.

  4. Use it where you work

    Ask follow-ups like "compare this to last quarter" or "list the duplicate tools," then copy the breakdown into a budget review or a note to finance.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, customize the sources and wording, and anyone can run it in one click.

Make it yours

Category Split

See the whole quarter divided into categories at a glance, with the total in the middle and every slice labeled.

Biggest Cost First

Joy names the single largest category so you know where a dollar of savings is easiest to find.

A Place to Cut

Every breakdown flags one concrete savings opportunity: a duplicate tool, an unused seat, a line worth renegotiating.

Fresh on Every Ask

Because Joy reads the numbers when you ask, the answer always reflects the latest figures instead of a snapshot from last month.

By Department

Split the same spend by team or cost center instead of category to see who's driving it.

Quarter-over-Quarter

Compare this period to the last one to see which categories are climbing.

Top Vendors

Rank spending by vendor to find the handful of suppliers that make up most of the bill.

Against Budget

Line each category up against its budget to see where you're over or under.

Frequently Asked Questions

Is this a dashboard I have to keep running?

No. There's nothing running in the background. Each time you ask, Joy reads the latest figures from your connected finance data and gives you the breakdown in the conversation, so there's no dashboard to build, refresh, or keep alive.

How current are the numbers?

They're as current as your finance data. Because Joy reads the figures at the moment you ask rather than from a saved snapshot, the breakdown reflects what's in your source today: invoices, purchase orders, and card transactions included.

How does it decide which categories to show?

It uses the way your spend is already coded (your GL categories or expense types) so the split matches how finance thinks about the budget. You can also ask it to break the same spend down by department or vendor instead.

Can it actually find savings?

It flags a concrete opportunity in every breakdown (a duplicate tool, an unused seat, or a line worth renegotiating) based on patterns in the data. You review and decide; Joy doesn't cancel anything, it points you to where to look.

Does it change anything in our finance system?

No. Joy reads your finance and procurement data read-only. It never writes back, cancels a subscription, or moves money. It only surfaces the breakdown so you can act on it in your own tools.

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