Running SubSweep as a service, Subscriptions Billing

SubSweep Agency Implementation, Subscription Audits as a Client Service

Learn how to deliver subscription audits to clients using SubSweep's recurring charge detection and refund recovery features. This course covers CSV import workflows, building audit reports clients can action, structuring refund claims, and positioning monthly monitoring as an ongoing retainer service.

Open the decision record for SubSweep

What does running SubSweep for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor cost basis: entry freemium tier at no cost; paid Pro plan price not published in Level 1 data. Agency must confirm current SubSweep pricing before committing to any client engagement.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is SubSweep worth running as a client service?

SubSweep is a viable Australian-only subscription auditing tool for bookkeepers and financial advisors, with a free scan and low setup complexity. However, paid plan pricing, multi-client management, and integrations are absent from the evidence, so agency economics and scale remain unproven.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • SubSweep account (freemium tier; paid tier pricing not published in Level 1 data)
  • Australian bank statement CSV exports containing date, description, and amount columns
  • Client-approved consent for statement processing
  • Optional CDR open-banking connection (currently in preview; agency must confirm availability)

People and inputs

  • Documented internal process for reviewing subscription audit reports and price-hike alerts
  • Approved templates for client communication of audit findings
  • Procedure for reviewing and sending SubSweep-generated refund request emails
  • Data-handling note confirming SubSweep processes statements in memory without storing raw data

Included with the course

7 working documents for delivering this service.

  • SubSweep Client Onboarding Checklistchecklist
  • Subscription Audit Report Template for Client Deliverytemplate
  • Bank CSV Export SOP by Australian Banksop
  • Refund Recovery Email Campaign Worksheetworksheet
  • Monthly Monitoring Retainer Pricing Guideguide
  • Price-Hike Alert Escalation Processsop
  • Zombie Subscription Follow-Up Trackerworksheet

Listed by name. These documents are not yet published as individual downloads.