What a Savings Audit actually looks like.
The company below is illustrative. The method, the math, and the document are exactly what you receive.
Northwind Supply Co.
DTC homeware brand, ~$6M/yr revenue, 18 staff, ships from one 3PL
1. The process we measured
Every weekday, a senior ops person opens four tabs, Shopify orders, the payment processor’s payouts, the 3PL fulfillment export, and a master spreadsheet, and makes them agree. Which orders shipped, which payouts match which batch, and where the numbers drift. It takes about two hours a day, longer on a bad day, and it only lives in one person’s head.
2. What it costs today, and what is realistically recoverable
| Line item | What it is | Assumption | Base case |
|---|---|---|---|
| Labor | 14 hrs/week reconciling, one senior ops person | 14 hrs × $42/hr × 48 weeks = $28,224 current cost; 85% reclaimed and measurably redeployed | $23,990 |
| Tools | A reconciliation add-on the team barely uses | $145/mo × 12, fully replaced | $1,740 |
| Errors & rework | Mis-matched payouts caught late; written-off discrepancies | $9,600 current annual cost; 60% preventable in the base case | $5,760 |
| Running cost | Automation runtime, monitoring, and supporting services | $180/mo × 12, deducted from savings | $-2,160 |
| Projected Year-1 saving, after residual work and running cost | $29,330 | ||
This sample uses illustrative inputs to show the method. In a real audit, the current-cost baseline ($39,564 in this example) comes from payroll, invoices, write-offs, and process records. We then count only the share that can be removed or measurably redeployed, and deduct the cost of running the automation.
3. The projection and the fee
4. The guarantee
If verified savings come in below the projection, we refund 50% of the shortfall so the final fee remains 50% of verified savings. Requires proof the system was used as agreed in the project scope.
Example: this base case produces a $14,665 delivery fee. If verified savings later come to $25,000, the corrected fee is $12,500 and the refund is $2,165. The one condition is that the system was used as set out in the agreed scope.
5. What happens next
- We agree this baseline and projection together, in writing, before any build starts.
- We build the system on your own accounts, usually within days, and run it alongside the manual process until you trust it.
- We re-measure, the fee is due on delivery, and the guarantee stands behind the number.
* Due on delivery. The fee can also be spread over the first 3 months as the system goes live.
Want this document for your business? It’s free to find out.
20-minute fit check · no obligation · measured audit for qualified processes.