Current guidance

Getting Started

This guide walks you through creating your organization, inviting team members, and adding your first tracked assets so you can start seeing renewal exposure.

What you can do today

Sign up or sign in at guidespend.com. You will be prompted to create an organization or join an existing one via an invite link.
Complete the onboarding wizard: name your organization, set your primary location, and optionally load sample data to explore the product before adding real assets.
Invite team members from Settings → Team Management. Each invite sends an email with a join link. Starter plans support up to 2 seats; upgrade to Pro for more.
Add your first asset: go to Assets → Add Asset. Enter the vendor name, annual cost, and renewal date at minimum. GuideSpend normalizes vendor names automatically.
For bulk entry, use CSV import from the Assets page. Download the template, fill it in, and upload — see the Importing Assets via CSV guide for details.
Review your dashboard to see renewal exposure, upcoming renewals, and spend breakdown. The dashboard updates immediately as you add assets.
Set up renewal reminders from any asset detail page. Choose how far in advance to be notified (30, 60, 90, or 180 days).
Need help? Email support@guidespend.com or use the Help & Support page inside the app.