Saasy Accountant
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Tutorials & FAQ

Short guides for everything in Saasy Accountant, plus answers to the questions we get asked most. Still stuck? Write to sassyasupport@googlegroups.com.

Tutorials

Getting started
Takes a minute or two.
  1. Create a free account and you land straight on your dashboard.
  2. Press 'Add subscription' and fill in the tool name, price, billing cycle and next renewal date.
  3. Set a monthly budget in the budget card — the dashboard then shows how much of it you have used.
  4. The top of the dashboard shows monthly spend, projected annual spend and your biggest category.
Renewals and cancelling
Takes a minute or two.
  1. The Renewals page lists what is coming up, closest first, with a countdown for the next 30 days.
  2. When you stop using a tool, edit it and set its status to cancelled — the record stays in your history.
  3. Use delete only when you want the record removed completely.
Trends and exporting for your accountant
Takes a minute or two.
  1. The Analytics section of the dashboard charts how your spend has moved month to month.
  2. Right below it, the Tax & accounting export section lets you pick a date range and download a spreadsheet-friendly file — there's also a Tax export button at the top of the dashboard.
  3. Uploaded invoice files are kept for 12 months. Use Download all on the Invoices page to save copies before they're removed; the invoice details always stay on your list.
The browser capture add-on (Chrome)
Takes a minute or two.
  1. Get it from the Connect page. It works in Chrome and Chromium browsers such as Edge, Brave and Arc.
  2. Open the billing page of a tool you pay for, click the add-on, then press Scan this page.
  3. It suggests a name, price and cycle and opens the add form pre-filled — you always confirm before anything is saved.
Connecting an AI assistant
Takes a minute or two.
  1. Copy the server address https://sassyacct.com/mcp from the MCP page.
  2. In Claude, ChatGPT, Cursor or Codex, add it as a remote MCP server.
  3. Sign in and approve access — your assistant can then read your spend and, with your confirmation, add or edit subscriptions.

Frequently asked questions