optystack getting started

Getting Started

Getting Started with OptyStack  

Welcome to OptyStack your all-in-one SaaS spend visibility and optimization platform.
This guide will help you set up your account, connect your SaaS tools, and start saving within minutes.

What is OptyStack?  

OptyStack gives IT, finance, and procurement teams complete visibility into all SaaS tools used across your organization.
With real-time analytics, AI-driven optimization, and automated recommendations, you can:

  • Discover all active SaaS subscriptions, including shadow IT

  • Identify unused or underutilized licenses

  • Get AI-powered cost optimization suggestions

  • Track usage trends and ROI across teams

  • Save up to 30% on your SaaS costs

Step 1: Sign Up for Your OptyStack Account  

  1. Visit https://optystack.com

  2. Click Start Free Trial from the top-right corner.

  3. Hit Sign-up and enter your work email address and create a secure password.

  4. Verify your email, check your inbox for the activation link.

  5. Log in to access your OptyStack Dashboard.

 Tip: No credit card is required for the free trial.

Step 2: Connect Your SaaS Tools  

OptyStack integrates with 100+ popular SaaS applications — including Google Workspace, Slack, Zoom, Figma, Jira, and more.

  1. From the left menu, go to Applications.

  2. Choose the app you want to connect.

  3. Click Setup and authorize access.

  4. Once connected, data sync begins automatically (usually within 1–2 minutes).

Step 3: Explore Your Dashboard  

Once integrations are connected, OptyStack automatically analyzes your data and presents insights on the dashboard:

Metric

Description

Monthly Spend

Total SaaS spending across all connected apps

Savings Found

Potential savings based on unused or downgradable licenses

Active Tools

Total number of SaaS tools in use

Spend Trend

Visual breakdown of spending patterns over time

Example:
You might see insights like:

  • “Slack Pro → Free: Save 7,200/yr”

  • “Adobe CC → Figma: Save 6,000/yr”

Step 4: Review Optimization Suggestions  

OptyStack’s AI continuously scans your usage data and generates cost-saving recommendations.

To view them:

  1. Go to Alerts.

  2. Review each alert (e.g., downgrade unused licenses, consolidate subscriptions, renew subscriptions etc).

  3. Click respective action button to automatically implement approved optimizations.

 

Step 5: Invite Your Team  

Collaboration ensures better decisions.
You can invite your Finance, IT, or Procurement teammates:

  1. Navigate to Settings → Organisation.

  2. Under the Invite User section enter their email, set the role and hit Send Invitation.

  3. Assign a role:

    • Admin: Full access and control

    • Manager: Limited control and insights

    • Read Only: Read-only access

Step 6: Set Up Alerts  

Stay informed with automated alerts and notifications for:

  • Unusual spend spikes

  • Upcoming renewals

  • New SaaS tool detections

  • Optimization opportunities

Go to Alerts → Alerts Settings to configure your preferences.

What’s Next?  

Once your account is live, explore more powerful features:

Need Help?  

Our team is here for you 24/7.

Start optimizing today — turn your SaaS chaos into clarity with OptyStack.

 

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