Subrix Help Center

Subrix is a SaaS discovery and optimization platform that helps companies identify, manage, and consolidate their software subscriptions. By analyzing your software spending and discovering redundant tools, Subrix helps you eliminate waste and improve operational efficiency.

Sign up for an account at subrix.app, connect your data sources (email, tools, integrations), authorize integrations with your SaaS tools and systems, review your SaaS inventory, and start monitoring spending to identify savings opportunities.

Subrix securely integrates with your company directory or email system (to identify tools and users), billing systems (to calculate spending), integration platforms like Zapier (to sync SaaS data), and optionally cloud storage and collaboration tools for discovery. We only request the minimum permissions needed and never access sensitive user data.

Most companies complete initial setup in 24–48 hours. Time depends on the number of integrations to connect and the size of your SaaS inventory. Our team can expedite onboarding with a guided setup call.

Yes! We offer a free trial with full platform access — no credit card required. After the trial, you can upgrade to a paid plan or pause your account.

Subrix uses multiple discovery methods: email parsing to identify receipts and subscription notices, integrations with systems that track software (finance platforms, asset management), manual addition, optional internal user surveys to crowdsource discovery, and domain/network analysis for integrated accounts.

Our duplicate detection analyzes tools by functional category, feature overlap, actual team usage, and cost comparison. For example, if you have Zoom, Webex, and Google Meet, Subrix flags this overlap and shows the potential savings from consolidating to one platform.

Yes. You can set monthly or annual budget limits by category or department, receive alerts when spending exceeds thresholds, track budget versus actual spending trends, and plan for upcoming contract renewals and price increases.

Subrix provides 95%+ spending accuracy by integrating directly with billing systems for precise numbers, accounting for multi-year contracts and discounts, validating data across multiple sources, and flagging data gaps for your review. You can drill down to individual invoices and contracts for any spending question.

Yes. Subrix automatically categorizes tools by function (Video Conferencing, Project Management, CRM, etc.). You can create custom categories, tag tools with internal labels, assign them to departments or teams, and group by cost center.

Yes. Subrix tracks your subscription renewal dates and sends proactive alerts so you can renegotiate or cancel before automatic renewal charges. You can configure how far in advance you receive reminders.

Subrix integrates with email (Gmail, Office 365, Exchange), finance (Stripe, QuickBooks, Expensify, Bill.com), CRM (Salesforce, HubSpot, Pipedrive), project management (Asana, Monday.com, Jira), collaboration (Slack, Google Workspace, Microsoft 365), identity providers (Okta, OneLogin, Azure AD), data warehouses (Snowflake, BigQuery, Redshift), workflow automation (Zapier, Make, Integromat), and 50+ more. See the Integration Directory at subrix.app/integrations for the full list.

Common causes: (1) Integration not authenticated — go to Subrix → Integrations → Zapier and verify the connection shows Connected; if not, click Reconnect. (2) Zap not enabled — check your Zapier dashboard and verify the toggle is ON. (3) Field mapping issues — verify field names match exactly (case-sensitive). (4) Rate limiting — reduce batch size or contact Zapier support. Check Zapier's task history for specific error messages, then contact support@subrix.app if the issue persists.

Get your API key or OAuth token from your source system. In Subrix, go to Integrations → API → Add Connection, enter credentials, authorize permissions, configure which data to sync and at what frequency, then test with a small batch. Monitor sync logs for errors. See docs.subrix.app/api for the full API documentation.

Yes. Enable webhooks in your source system, then in Subrix go to Settings → Integrations → Webhooks. Subrix will provide a webhook URL for your account. Webhooks are ideal for real-time invoice updates, new tool discovery alerts, spending threshold breaches, and user provisioning/deprovisioning events.

Free Plan: discover and catalog your SaaS tools, basic analytics, manual tool entry, community support. Pro Plan ($49/month): everything in Free plus advanced duplicate detection, budget alerts and anomaly detection, priority email support, custom reporting and exports, integrations with 50+ tools. Enterprise Plan (custom pricing): everything in Pro plus dedicated account manager, priority/phone support, custom integrations and API access, SSO and advanced security, quarterly business reviews. See the pricing page at subrix.app/pricing.

Monthly plans charge on the same date each month. Annual plans are charged upfront and save 15–20% vs. monthly. Invoices are sent by email and available in Settings → Billing. Accepted payment methods are credit card, ACH transfer, and purchase order (Enterprise).

You can upgrade instantly — new features are available immediately. Downgrades take effect at the end of your billing cycle. You can cancel anytime and service continues until the end of your current billing period. No refunds for partial months.

Yes. We offer volume discounts for 5+ licenses, organizational accounts for multi-department usage, SSO for larger organizations, and custom terms for annual commitments. Contact sales@subrix.app to discuss team pricing.

Review your invoice in Settings → Billing, then email billing@subrix.app with your question. We respond to billing inquiries within 24 hours.

Subrix employs AES-256 encryption for data at rest and TLS 1.2+ for data in transit. Access is role-based with multi-factor authentication available. We are SOC 2 Type II, GDPR, and CCPA compliant. All actions are recorded in an audit log. We conduct annual security audits and penetration testing and never share or sell customer data.

By default, data is stored in US-based data centers (AWS US East). EU-based data centers (AWS EU West) are available upon request. We can accommodate data residency requirements for Enterprise customers.

Yes. You can export your SaaS inventory (CSV, JSON, Excel), spending reports (CSV, PDF), and custom reports. Enterprise customers can request raw data extracts. Go to Reports → Export or contact support for bulk exports.

Data for active accounts is retained as long as the account is active. After account deletion, data is permanently deleted within 30 days (except billing records retained 7 years for tax compliance, and audit logs retained 12 months for security purposes). Backups may persist up to 90 days before being overwritten.

Click the tool to see where it was discovered (email, integration, or manual entry). Ask your team if anyone recognizes it. Verify whether it is a real tool or a false positive. Mark it as inactive if your company no longer uses it, or remove it entirely if it is a false positive. Use the feedback button to report false positives so we can improve detection.

Common causes: data gaps from disconnected systems or incomplete historical data — connect more integrations. Contract terms such as volume discounts or multi-year pricing may not be reflected — contact Subrix to adjust manually. Timing differences between fiscal and calendar year, or invoices not yet synced. Missing integrations for tools not yet in the database — add them manually. Contact support@subrix.app if discrepancies persist.

Subrix discovers tools through email forwarding, integration connections, and manual addition. If a tool is missing: check whether it is connected via an integration, add it manually via Tools → Add Tool, or create a custom tool entry if it is not in the database. Forwarding invoice emails to Subrix is the most effective discovery method.

Go to the Subrix login page, click Forgot Password?, enter your email, and check your inbox for a reset link. If you do not receive it within 5 minutes, check your spam folder and try again. Contact support@subrix.app if you continue having trouble.

Yes. Subrix provides a REST API for Enterprise customers and Pro plan users with the API add-on. The API allows you to programmatically read your SaaS inventory, spending data, and reports. See the full documentation at docs.subrix.app/api.

Subrix uses API key authentication. Generate an API key in Settings → API → Generate Key. Pass it as a Bearer token in the Authorization header of each request. Keep your API key secret and rotate it if it is ever exposed.

Rate limits depend on your plan. Pro plan users have a default of 100 requests per minute. Enterprise customers can request higher limits. The API returns 429 responses when limits are exceeded, with a Retry-After header indicating when you can retry.

Yes. Configure webhooks in Settings → Integrations → Webhooks. Subrix can send events for new tool discoveries, spending threshold breaches, renewal alerts, user provisioning changes, and billing events. Webhook payloads are signed — verify the signature using your webhook secret to ensure authenticity.

Email support@subrix.app anytime — we respond within 24 hours. You can also use the in-app Help icon to submit a support form, or use live chat during business hours (9 AM–5 PM PT). Enterprise customers have access to phone support.

If you discover a security vulnerability, please report it responsibly to privacy@subrix.app. Do not disclose it publicly until we have had a chance to investigate and patch it.