What to send for the audit

We don't ask for passwords or production access. Invoices show what you pay; exports you pull from admin show what's used. Without an export, the report is still useful, but license usage is marked as an estimate.

Base documents

For all reports, send this first.

Invoices or receipts for the last month (or quarter)
Required
PDF or billing panel screenshot for each AI tool: amount, period, plan, and licensed seats billed.
Card or bank statement (optional)
Optional
Only if a charge isn't clear on the vendor invoice. Redact non-AI data.
Quick tool list
Required
Product names you pay for (even a bullet list in email) so we don't miss a subscription.
Point of contact
Required
Who can confirm by email which team uses what if an export is missing.

Exports by tool

Screenshots or CSV from your admin panel.

* Required per tool: invoice (1) and usage export (2). Fields marked with * on each card.

Key

* For each tool: an invoice and a usage export. Without an export, the report continues with estimated use (see the note on each card).

Take screenshots or a CSV from the admin panel; auditamia does not log into your accounts.

Licenses (seats)

Tools billed per user or seat.

ChatGPT Team / Enterprise
1 · Invoice or billing *
OpenAI invoice or Settings → Billing screenshot (plan seats).
2 · Export you generate *
Admin → Members: screenshot or CSV. Activity export if available (30 days).
If you can't send the export
Verdict «Watch» and savings range; we ask who uses it in practice.

Usage (API)

Pay-as-you-go models or cloud services.

OpenAI API (tokens)
1 · Invoice or billing *
Usage & billing for the period (total and by project if available).
2 · Export you generate *
Platform → Usage → CSV or screenshots by API key / project.
If you can't send the export
We recommend caps and key separation; peak spend in a range.

Agents and automation

Flows that call an LLM and may run always-on.

n8n / Make / Zapier + LLM
1 · Invoice or billing *
Automation invoice + model invoice (OpenAI, etc.).
2 · Export you generate *
Flow screenshot (name, trigger, schedule) and if it runs 24/7. No access needed.
If you can't send the export
Estimate with calculator and questions on the review call (€590).

Digital stack (Shopify & web)

Beyond the AI checklist, for the digital stack report send invoices and exports from these vendors. You generate the files; we do not ask for passwords.

Shopify & e-commerce

Shopify (plan y facturación)
Invoice / billing
Admin → Settings → Billing: factura del plan y cargos del periodo.
Export you generate
Captura del plan actual y, si aplica, informe de ventas vs comisiones del mismo mes.
Apps de la tienda
Invoice / billing
Facturas de apps (email del partner o Settings → Billing → app charges).
Export you generate
Settings → Apps: lista de apps instaladas + captura de cuáles están activas / último uso si el partner lo muestra.

Web & infra

Hosting / Vercel / Netlify / WP
Invoice / billing
Factura del proveedor de hosting o del plan Pro.
Export you generate
Panel de uso (bandwidth, builds, seats) o captura del plan y proyectos activos.
Web: email, CDN, monitorización
Invoice / billing
Facturas de Sendgrid, Cloudflare, Datadog, etc.
Export you generate
Export o captura de uso del periodo (emails enviados, seats, hosts monitorizados).