Getting Started

SaaSi Hub helps you to manage all of your SaaS software in one place, and once connected you’ll be able to access your dashboard to see which tools your team is and isn’t using, spot unused licences, and identify unnecessary costs so you only pay for the software you actually need.

To get started, we recommend three simple steps:

blank Step 1: Connect Your HR System

The first step is connecting your HR system to SaaSi Hub. Your HR system provides important information about the people within your organisation, including employees, departments and changes to your workforce. Connecting this information gives SaaSi Hub the context it needs to help you understand who has access to your software and how applications are being used across the organisation.

This is particularly useful when employees join, leave or move between departments. Rather than relying on manually maintained lists, SaaSi Hub can use connected employee information to give you a clearer picture of the relationship between your workforce and your SaaS environment.

Why start here?

Your employees are at the centre of your SaaS environment. Understanding who works for your organisation provides the foundation for understanding application access, licence allocation and departmental software usage.

Connecting your HR system to our platform is the most important step, but also one of the easiest.
Our auto-integration allows popular HRIS like; BambooHR, Gusto, Zoho People Factorial HR and Personio to be easily connected to your SaaSi Hub account.

To connect your company’s HR system:

📌To see this guide with full screenshots, head over to the knowledge base article here.

Once a HR system is connected, our platform gets to work collating your current employees and their associated company email addresses in readiness to actively search and find unused and zombie software accounts, detect future leavers and oversee your employees SaaS usage inside one simple yet powerful dashboard.

blank Step 2: Connect Your Auto-Integration SaaS Tools

Next up is linking the automatic SaaS platforms that your team is already using, such as Google Workspace, Microsoft 365, Slack, Zoom and more. Start with the applications that are most important to your organisation or have the largest number of users and licences.

Once connected, SaaSi Hub begins mapping employees to SaaS accounts, accounts to licenses, licenses to billing data and billing data to renewal timelines. This eliminates the need for manual cross-checking between spreadsheets and admin panels, whilst showing you an overview, powerful reports, potential cost savings and flagging any missed offboarding issues.

You can continue adding applications as you build a more complete picture of your SaaS environment. The goal isn’t simply to create a list of software. It is to build a connected view of the applications your organisation relies on and the people and departments using them.

👾Auto-Integration Apps
These are SaaS tools that can be connected quickly and easily to your SaaSi Hub account through our ready to implement auto integrations. Once connected, SaaSi Hub automatically synchronises licence data, user information, and relevant analytics, keeping your dashboard continuously up to date. This allows you to monitor usage, detect changes, and identify potential SaaS waste opportunities without manual tracking.

To connect your company’s 👾Auto-IntegrationSaaS tools, apps and platforms:

📌To see this guide with full screenshots, head over to the knowledge base article here.

blank Step 3: Add Your Other Software

Not every SaaS application will necessarily have an automated integration, but that shouldn’t prevent you from including it in your SaaS environment.

Use SaaSi Hub’s ‘manual subscriptions’ feature to add software and subscriptions that aren’t currently connectable through an automatic integration. This allows you to maintain a more complete picture of your software estate rather than leaving gaps simply because a particular vendor isn’t currently supported by an automated connection.

Manual subscriptions can also be useful for smaller services, specialist tools or software where you simply want to maintain basic subscription and pricing information. The more complete your SaaS inventory becomes, the more useful the wider platform becomes.

To connect your company’s 👾Self-Integration (Manual) SaaS tools, apps and platforms:

📌To see this guide with full screenshots, head over to the knowledge base article here.

blank Step 4: Explore Your Dashboard

Once you’ve connected your key systems and applications, your ‘Dashboard‘ becomes the starting point for understanding your SaaS environment. Rather than requiring you to work through individual applications one at a time, the Dashboard provides an overview of the information SaaSi Hub has collected and highlights areas that may require your attention.

Use it to understand the overall shape of your SaaS environment and identify where you may want to investigate further. As more applications and employee information are connected, your dashboard becomes increasingly useful as a central starting point for SaaS management.

Start by looking for:

You don’t need to investigate everything immediately. Use the Dashboard to identify the areas that matter most and then drill down into the relevant parts of the platform.

A graphical icon with a person and an arrow pointing to the distance, and the text "next". What’s Next?

Now that you’re set up, it’s time to start getting real value from the platform. SaaSi Hub is designed to give you visibility, control, and cost-saving insights across your SaaS stack, and the best way to unlock that is by exploring its core features.

From setting up automated alerts to tracking renewals, uncovering shadow IT, and analysing your spend, each area of the platform plays a role in helping you stay on top of your subscriptions. Use the guides below to dive deeper into each feature and learn how to make the most of your data.

NEXT STEPS: Explore inside the SaaSi Hub dashboard in our “Getting Started Continued” guide.