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Solutions

    • Uncover SaaS Usage and Shadow IT with SSO Discovery Integrations
    • Integrating HRIS to Enrich Identities & Insights
    • Admin Guide: Deploying the Sastrify Chrome Extension
    • Admin Guide: Deploying the Sastrify Microsoft Edge Extension
    • Manual Installation Guide: Sastrify Chrome Browser Extension
    • Manual Installation Guide: Sastrify Edge Browser Extension
    • Setting renewal dates & reminders
    • Assigning & Modifying Tool Owners
    • Uploading & Managing Your SaaS Documents in Sastrify
    • Sastrify App Support: Get Help & Give Feedback
    • Sastrify's commitment to security and privacy standards
    • Set up and populate your SaaS stack
    • Capturing Subscription Details with Contract AI
    • Adding a New Subscription Manually
    • Slack Integration: Bringing Sastrify into Your Internal Communication
    • How to bulk upload your invoices
    • Automating Document Uploads via Email Forwarding
    • Managing Your Notification Preferences
    • Tools and Spend Importer: Bulk Upload & Visualization
    • Align vendor names using the Tool Matching feature
    • Sunset or delete inactive subscriptions
    • Usage Analytics: Full visibility into usage and cost optimization
    • How to Detect and Manage Shadow IT with Sastrify Radar
    • AI-Powered Risk Scoring in Shadow IT Radar: Evaluation Criteria Explained
    • Okta Discovery and Usage Analytics Integration Guide
    • Workflows: Automate procurement processes with consistency
    • Requests: Streamline procurement process and internal approval
    • Get expert procurement support for new purchases and renewals
    • How to submit and track Procurement Requests via Jira Integration
    • Scope of service: Custom benchmarking & contract review
    • Scope of service: Negotiation & renewal support
    • Scope of service: Custom SaaS Optimization Advisory
    • Purchase your SaaS through the SastriMarket
    • Connecting Your ERP & Accounting Software
    • Spend Import: Validate and fine-tune your imported spend data
    • How to connect Workday ERP
    • How to connect Microsoft Dynamics 365
    • How to connect NetSuite
    • How to connect Quickbooks
    • How to integrate Pleo with Sastrify
    • Export spend data from Candis to Sastrify
    • Export spend data from Spendesk to Sastrify
    • Export spend data from Pleo to Sastrify
    • Export spend data from Moss to Sastrify
    • Export spend data from DATEV to Sastrify
    • Export spend data from Ramp to Sastrify
    • Configure and manage your authentication settings
    • Understanding user roles and permissions
    • Configuring Microsoft SSO Authentication for Sastrify
    • Configuring Okta SSO Authentication for Sastrify
    • Configuring JumpCloud SSO Authentication for Sastrify
    • Configuring Cisco Duo SSO Authentication for Sastrify
    • Configuring OneLogin SSO Authentication for Sastrify
    • Configuring Cloudflare SSO Authentication for Sastrify
    • Having trouble logging in?
    • ERP & Accounting Integration FAQs
    • SSO / IDP Discovery Integration FAQs
    • Browser Extension FAQs
    • HRIS Integration FAQs
    • Usage Analytics FAQs
    • Contract AI & Subscription Details FAQs
    • Tools and Spend Importer FAQs
    • Invoices FAQs
    • Achieved Savings FAQs
    • Form component guide for Sastrify form builder
    • What is SaaS and Sastrify's scope of work?
    • Who can invite a new user?
    • Who receives the renewal alerts or reminders?
    • How does Sastrify work with currencies?
    • Is the spend data from accounting export always up-to-date?
    • How to work with benchmark prices
    • When and how to involve Sastrify in a contract evaluation or negotiation?
    • How does Sastrify interact with SaaS vendors?
    • How do you handle confidentiality clauses in vendor contracts?
    • Why is contract data essential for benchmarking and negotiation support?

Getting Started

  • Uncover SaaS Usage and Shadow IT with SSO Discovery Integrations

    Sastrify’s SSO Discovery feature helps you gain full visibility into all SaaS tools used or accessed across your organization—whether officially adopted or accessed independently by employees. By integrating with major SSO providers, Sastrify...

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  • Integrating HRIS to Enrich Identities & Insights

    Integrating Sastrify with your HRIS (e.g., Workday, Personio, BambooHR) transforms employee data into actionable, strategic insights. When combined with data from your Identity Provider—such as Google Workspace, Microsoft Entra, or Okta (a prereq...

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  • Admin Guide: Deploying the Sastrify Chrome Extension

    The Sastrify Browser Extension is a lightweight browser add-on designed to enhance visibility into SaaS usage across your organization. It seamlessly supports the discovery of shadow IT and provides actionable usage insights directly within your ...

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  • Admin Guide: Deploying the Sastrify Microsoft Edge Extension

    The Sastrify Browser Extension is a lightweight browser add-on designed to enhance visibility into SaaS usage across your organization. It seamlessly supports the discovery of shadow IT and provides actionable usage insights directly within your ...

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  • Manual Installation Guide: Sastrify Chrome Browser Extension

    The Sastrify Browser Extension is a lightweight browser add-on designed to enhance visibility into SaaS usage across your organization. It seamlessly supports the discovery of shadow IT and provides actionable usage insights directly within your ...

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  • Manual Installation Guide: Sastrify Edge Browser Extension

    The Sastrify Browser Extension is a lightweight browser add-on designed to enhance visibility into SaaS usage across your organization. It seamlessly supports the discovery of shadow IT and provides actionable usage insights directly within your ...

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  • Setting renewal dates & reminders

    With organizations managing over 100+ SaaS products, visibility is your best defense against costly "surprise" auto-renewals. Sastrify helps you protect your IT budget by centralizing renewal management. Set Your Renewal Dates & T...

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  • Assigning & Modifying Tool Owners

    Assigning tool owners promotes a culture of accountability and ensures your entire SaaS ownership is optimized. A Tool Owner is the primary person responsible for monitoring, managing, and making renewal decisions for a specific application. Thes...

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  • Uploading & Managing Your SaaS Documents in Sastrify

    Sastrify acts as your single source of truth, consolidating all SaaS-related documentation into one centralized hub. By centralizing your contracts, MSAs, and invoices, you gain better oversight, smoother collaboration, and a more streamlined ren...

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  • Sastrify App Support: Get Help & Give Feedback

    Whether you’ve hit a technical snag or have a brilliant idea for a new feature, our team is ready to assist. You can reach us directly through the Sastrify platform. How to Submit a Request To get started, click the "App Support" ...

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  • Sastrify's commitment to security and privacy standards

    At Sastrify, we take the security and privacy of our customers' data seriously. We are committed to maintaining the highest standards to ensure that your data remains secure and protected on our platform.  To provide transparency and reassu...

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  • Set up and populate your SaaS stack

    The first step in building a strong basis for effective SaaS management is to consolidate your stack, which usually consists of a wide range of subscriptions and IT assets. This procedure is the initial step in giving businesses a fully inventori...

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Inventory & Stack Management

  • Capturing Subscription Details with Contract AI

    The Summary Tab is your central repository for every subscription in your Sastrify stack. It consolidates pricing, products, renewal terms, and vendor contact information into a single, easily accessible view—eliminating the need to dig through P...

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  • Adding a New Subscription Manually

    While Sastrify typically automates your tool stack through integrations, you can manually add a subscription at any time. This is a quick and effective way to add a one-off update or a new purchase "on the fly." How to Add a ...

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  • Slack Integration: Bringing Sastrify into Your Internal Communication

    Slack is often the heartbeat of internal communication. By connecting the Sastrify Slack App, you can move your SaaS management out of your inbox and into real-time conversations. This integration ensures you never miss a renewal deadline or a pr...

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  • How to bulk upload your invoices

    Easily organize your SaaS invoices with the bulk upload feature. Whether setting up your stack or updating spend views, simply drag and drop your .pdf files. Sastrify will automatically detect the subscriptions for efficient management. ...

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  • Automating Document Uploads via Email Forwarding

    Tired of manual uploads? You can set up automatic email forwarding to send invoices and contracts directly into Sastrify. Once configured, your vendors can email your documents straight to your platform, where Sastrify will automatically proc...

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  • Managing Your Notification Preferences

    Staying informed shouldn't mean being overwhelmed. Sastrify allows you to customize exactly how and where you receive updates—whether you prefer a quiet inbox, real-time Slack alerts, or in-app notifications. Accessing Your Settings To ...

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  • Tools and Spend Importer: Bulk Upload & Visualization

    While Sastrify thrives on automated integrations, the Tools and Spend Importer is the perfect flexible alternative for organizations that manage their SaaS stack via spreadsheets or specialized accounting exports (e.g., DATEV, Spendesk, Pleo, or ...

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  • Align vendor names using the Tool Matching feature

    This feature ensures seamless data flow by matching your organization's SaaS subscriptions in Sastrify with those from your connected ERP/accounting software. Sastrify’s matching algorithm automatically compares vendor names from its exte...

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  • Sunset or delete inactive subscriptions

    A key best practice for effective SaaS management is keeping your SaaS stack current—this includes properly archiving and marking unused or retired (sunset) SaaS products as inactive. With Sastrify, you can easily update the status of subscriptio...

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Insights & Risk Monitoring

  • Usage Analytics: Full visibility into usage and cost optimization

    Controlling costs and optimizing your subscription setup starts with understanding how your SaaS tools are being used. Sastrify provides complete visibility into key details like total spend, tool owners, renewal dates, and usage info for each to...

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  • How to Detect and Manage Shadow IT with Sastrify Radar

    Sastrify's Shadow IT Radar helps IT and compliance teams detect, assess, and manage shadow IT. With automated risk scoring, it provides actionable insights to reduce compliance risks, enhance security, and improve operations. Using browser ex...

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  • AI-Powered Risk Scoring in Shadow IT Radar: Evaluation Criteria Explained

    Shadow IT Radar enables IT and compliance teams to detect, assess, and manage shadow IT across the organization. Using browser extensions, it identifies unauthorized or unsanctioned tools in use.  But it goes further than detection—Shadow...

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  • Okta Discovery and Usage Analytics Integration Guide

    In this configuration guide, you will learn how to configure Okta integrations for Discovery and Usage Analytics. For more information on Discovery Integrations and SSO Analytics, please read the following articles: Discovery via SSO (Singl...

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Procurement Process & Support

  • Workflows: Automate procurement processes with consistency

    Sastrify makes managing SaaS procurement and renewals easy and efficient. With the Workflows feature, you can automate purchase or renewal processes, define procurement stages, and assign approvers for smooth cross-department collaboration. T...

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  • Requests: Streamline procurement process and internal approval

    Requests (formerly Initiatives) is one of Sastrify’s core features, alongside Workflows, designed to streamline SaaS procurement for both new purchases and renewals. It provides a structured, centralized approach that improves efficiency and ensu...

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  • Get expert procurement support for new purchases and renewals

    When making any procurement decision, whether it is to purchase new tools or renew existing ones, you have the option to enlist Sastrify's support and involve our IT buyers in your process. This will trigger the creation of a procurement ...

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  • How to submit and track Procurement Requests via Jira Integration

    For Jira users, Sastrify is equipped with an integration that connects the two apps, whose function is to allow tool owners to create and manage procurement support requests directly from their Jira environment without needing to log into Sastrif...

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  • Scope of service: Custom benchmarking & contract review

    When managing your procurement initiatives, you can leverage Sastrify's support and engage our IT buyers in your process through the 'Involve Sastrify' feature. Our procurement team provides the following services that fall within our...

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  • Scope of service: Negotiation & renewal support

    When managing your procurement initiatives, you can leverage Sastrify's support and engage our IT buyers in your process through the 'Involve Sastrify' feature. Our procurement team provides the following services that fall within our...

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  • Scope of service: Custom SaaS Optimization Advisory

    IN THIS ARTICLE: Service Details What you can expect from a custom benchmark request by Sastrify Service Details Purpose The Custom SaaS Optimization Advisory is conducted quarterly (every 3 months) to deliver advice to our customers o...

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  • Purchase your SaaS through the SastriMarket

    Sastrify benefits from unique partnerships with category-leading vendors around the world. You can take advantage of them by purchasing your licenses directly from us! The benefits of buying SaaS through Sastrify Fast: Save time buying 10...

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Cost Control & Spend Management

  • Connecting Your ERP & Accounting Software

    Sastrify integrates with leading ERP and accounting platforms to automate your SaaS tracking. By syncing directly with your financial system, Sastrify identifies new subscriptions and pulls spend data automatically—eliminating manual data entry a...

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  • Spend Import: Validate and fine-tune your imported spend data

    Accurate spend data is essential for SaaS procurement, enabling cost savings, budgeting, license compliance, and transparency. With Sastrify, you can generate clear spend visualizations by integrating accounting software or uploading spend da...

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  • How to connect Workday ERP

    This article is specifically prepared for the integration of Workday with Sastrify, taking into account its particular steps involved in setting up the connection. For the main knowledge base articles on ERP & Accounting integration, ple...

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  • How to connect Microsoft Dynamics 365

    This article is specifically prepared for the integration of Microsoft Dynamics with Sastrify, taking into account its particular steps involved in setting up the connection. For the main knowledge base articles on ERP & Accounting integrat...

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  • How to connect NetSuite

    This article is specifically prepared for the integration of NetSuite with Sastrify, taking into account its particular steps involved in setting up the connection. For the main knowledge base articles on ERP & Accounting integration, pl...

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  • How to connect Quickbooks

    This article is specifically prepared for the integration of QuickBooks with Sastrify, taking into account its particular steps involved in setting up the connection. For the main knowledge base articles on ERP & Accounting integration, p...

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  • How to integrate Pleo with Sastrify

    Sastrify helps you efficiently map and manage your SaaS stack and spend through accounting integrations. Our integration with Pleo streamlines expense management by automatically importing SaaS expenses into Sastrify via Zapier. This ensures ...

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  • Export spend data from Candis to Sastrify

    This article guides Candis users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Candis, Sastrify can set up and populate your tool stack and spend data for i...

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  • Export spend data from Spendesk to Sastrify

    This article guides Spendesk users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Spendesk, Sastrify can set up and populate your tool stack and spend data for i...

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  • Export spend data from Pleo to Sastrify

    This article guides Pleo users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Pleo, Sastrify can set up and populate your tool stack and spend data for initial s...

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  • Export spend data from Moss to Sastrify

    This article guides Moss users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Moss, Sastrify can set up and populate your tool stack and spend data for initial s...

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  • Export spend data from DATEV to Sastrify

    This article guides DATEV users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from DATEV, Sastrify can set up and populate your tool stack and spend data for initial...

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  • Export spend data from Ramp to Sastrify

    This article guides Ramp users on how to export their spend data and import it into Sastrify as an accounting export file. By uploading the accounting export from Ramp, Sastrify can set up and populate your tool stack and spend data for initial s...

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Authentication & User Management

  • Configure and manage your authentication settings

    Sastrify admins can manage authentication settings by navigating to Settings > User & Company Data > Sastrify Users tab and locating Authentication Settings on the right. This section displays the active login method, auto-join stat...

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  • Understanding user roles and permissions

    In the Sastrify platform, we provide diverse user roles and permissions tailored to accommodate various responsibilities.    Your organization has the flexibility to assign three distinct roles: admins, contributors, and viewers. The table be...

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  • Configuring Microsoft SSO Authentication for Sastrify

    This guide walks you through setting up Microsoft single sign-on (SSO) for logging into Sastrify. How to configure Microsoft SSO Go to Settings > User & Company Data and find Authentication Settings on the right. Click &quo...

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  • Configuring Okta SSO Authentication for Sastrify

    This guide walks you through setting up Okta single sign-on (SSO) for logging into Sastrify. To set up Okta SSO as your login method in Sastrify, follow these steps: Select "Login with Okta" in your Sastrify platform. Add Sas...

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  • Configuring JumpCloud SSO Authentication for Sastrify

    This guide walks you through setting up JumpCloud single sign-on (SSO) for logging into Sastrify. To set up JumpCloud SSO as your login method in Sastrify, follow these steps: Select "Login with JumpCloud" as in your Sastrify ...

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  • Configuring Cisco Duo SSO Authentication for Sastrify

    This guide walks you through setting up Cisco Duo single sign-on (SSO) for logging into Sastrify. To set up Cisco Duo SSO as your login method in Sastrify, follow these steps: Select "Login with Cisco Duo" in your Sastrify pla...

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  • Configuring OneLogin SSO Authentication for Sastrify

    This guide walks you through setting up OneLogin single sign-on (SSO) for logging into Sastrify. To configure OneLogin SSO as your login method in Sastrify, follow these steps: Select "Login with OneLogin" in your Sastrify pla...

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  • Configuring Cloudflare SSO Authentication for Sastrify

    This guide walks you through setting up Cloudflare single sign-on (SSO) for logging into Sastrify. To set up Cloudflare SSO as your login method in Sastrify, follow these steps: Select "Login with Cloudflare" as in your Sastri...

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  • Having trouble logging in?

    This article applies only to accounts that use a username and password (non-SSO) as their authentication setting. If you find yourself unable to access your Sastrify account due to a forgotten password, please follow the steps outlined below:...

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FAQs

  • ERP & Accounting Integration FAQs

    IN THIS ARTICLE Which integrations does Sastrify currently support? Which Sastrify user role do you need to set up the integration? What data is collected? What are considered bills and direct costs? How does Sastrify identify SaaS vendors ...

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  • SSO / IDP Discovery Integration FAQs

    IN THIS ARTICLE General FAQs Is there a difference in the quality of tool discovery between integration via SSO or ERP/Accounting, and can they be enabled simultaneously? Which SSO integration-based discovery does Sastrify currently support? ...

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  • Browser Extension FAQs

    IN THIS ARTICLE What is Sastrify Browser Extension? What does the Sastrify browser extension do? What does Sastrify browser extension track? How often does the extension send collected data to the server? Which parts of the collected data a...

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  • HRIS Integration FAQs

    IN THIS ARTICLE Which integrations does Sastrify currently support? Which Sastrify user role do you need to set up the integration? How easy is it to set up the connection? Can I set up multiple connections involving multiple HRIS tools or...

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  • Usage Analytics FAQs

    IN THIS ARTICLE How often are usage analytics updated? When this feature is enabled, what information is retrieved that contributes to displaying the usage data? Which Sastrify user role do you need to set up the integration?  Can I connect ...

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  • Contract AI & Subscription Details FAQs

    IN THIS ARTICLE What is the purpose of the subscription details tile in the Summary tab? How can I go about populating the subscription details? What is the best way to populate the subscription details? What file types are supported? Would...

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  • Tools and Spend Importer FAQs

    IN THIS ARTICLE What are the minimum data requirements to set up our tool stack using either Subscription List or Accounting Export? What data is required and what is optional? If I accidentally upload the same spreadsheet multiple times, will...

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  • Invoices FAQs

    IN THIS ARTICLE What formats do you accept for invoices? I have set up email forwarding but it's prompting me for verification. What should I do? My invoice/ spend line item doesn't have an invoice attachment included with it. What co...

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  • Achieved Savings FAQs

    IN THIS ARTICLE Where can I view achieved savings in Sastrify? What counts as achieved savings? How does Sastrify calculate achieved savings? How does Sastrify calculate the baseline? Why consistent guidelines matter  When are achieved sav...

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  • Form component guide for Sastrify form builder

    For the main knowledge base article on Workflows, please refer to the following link: Workflows: Automate procurement processes with consistency The customized intake form in the Initiative feature uses an intuitive drag-and-drop design. Simp...

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  • What is SaaS and Sastrify's scope of work?

    Sastrify's service for your company comprises all procurement-related topics for Software-as-a-Service (SaaS) tools and a part of your Infrastructure-as-a-Service (IaaS) providers. IN THIS ARTICLE What is SaaS? The diversity of Sa...

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  • Who can invite a new user?

    Who Can Invite Users? Admins users have full platform access can invite new users to Sastrify. Contributors can only invite other Contributors and grant them access to their assigned subscriptions or solutions. They cannot invite or assign ...

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  • Who receives the renewal alerts or reminders?

    By default, the tool owner of a subscription is notified of renewal notifications or any other updates made to the subscription. For more information about assigning a tool owner, see this article. Users who follow or comment on a subscription...

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  • How does Sastrify work with currencies?

    How many currencies can be displayed on the platform? In the Sastrify account, everything is currently displayed in one set of currency, which is the company currency initially defined by the customer; it can be any of the currencies currentl...

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  • Is the spend data from accounting export always up-to-date?

    Your spend data is not always up-to-date. The frequency with which spend data is updated varies depending on the source, which affects its timeliness.  With ERP & accounting software integrations, spend data is automatically pulled more ...

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  • How to work with benchmark prices

    How does Sastrify collect price benchmarks? Sastrify collects benchmarks from a number of sources, including: First-hand experience from vendor negotiations that Sastrify supports as lead negotiator. Conducting comprehensive market research, ...

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  • When and how to involve Sastrify in a contract evaluation or negotiation?

    This answer is very simple: the sooner, the better! Engaging Sastrify's experienced procurement buyers and experts early in the process significantly enhances their ability to provide valuable support during pricing discussions. For the ...

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  • How does Sastrify interact with SaaS vendors?

    Interacting with vendors is one of our key activities, and we are confident in navigating the SaaS space. We have prepared this article to answer some of your most common questions on this topic! IN THIS ARTICLE Can we buy SaaS tools or li...

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  • How do you handle confidentiality clauses in vendor contracts?

    Sharing documents and information with Sastrify is just like sharing them with any other 3rd party (tool) like your accounting tool or your tax accountant.  Be reminded that Sastrify has signed an NDA with your company before signing the subs...

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  • Why is contract data essential for benchmarking and negotiation support?

    Providing the necessary contractual data is key to receiving negotiation and benchmarking support from Sastrify. It is difficult to ensure optimal renewal preparation for subscriptions, especially annual ones, without contracts. Is it suffici...

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