The AI-Powered Cost Optimization Platform for Growing Businesses

The AI-Powered Cost Optimization Platform for Growing Businesses
One platform to connect business spend, identify savings with AI, and help businesses act on what they find.
CONNECT → ANALYZE → SAVE → MONITOR
The Problem
Business Spend Is Fragmented. Savings Opportunities Are Invisible.
Fragmented Spend Data
Spend is scattered across ERP systems, accounting platforms, invoices, and vendor statements
No Procurement Intelligence
Growing businesses lack procurement intelligence and pricing benchmarks
Savings Remain Hidden
Most have no easy way to identify or act on savings opportunities
Large enterprises solve this with procurement teams and analytics. SMBs have had no equivalent — until now.
How It Works
Connect. Analyze. Save. Monitor.
Connect
ERP, accounting platforms, invoices, statements, and mobile capture
Analyze
CostPilot AI identifies savings opportunities. Dollar Bill explains findings and recommends actions.
Save
Access GPO purchasing, payments, payroll, financial services, and other cost-saving solutions
Monitor
Ongoing expense analysis and savings detection — an expanding platform capability
Technology
Real Spend In. Actionable Savings Out.
40+ ERP & Accounting Connections
Provided through partner infrastructure
Invoices · Statements · Multi-Page Mobile Capture
Desktop and mobile document upload supported
Room for 1–2 product screenshots
Business Model
One Ecosystem. Multiple Revenue Streams.
Key Solutions
GPO Purchasing
Payments
Payroll
Financial Services
Employee Savings
CostPilot
Membership Tiers
FREE
Entry-level access · Limited CostPilot usage
BUSINESS — $99/mo
Up to 100 employees · Core platform access
BUSINESS PRO — $299/mo 
Up to ~500 employees · Monitoring included
ENTERPRISE
Custom pricing · Full platform access
Revenue Expands Per Customer
1
1
GPO
2
2
Employee Savings
3
3
CostPilot Upgrades
4
4
Monitoring
5
5
Financial Services
6
6
Payroll
↑ Combined = Blended Revenue Per Business
CostPilot Upgrades: $20 for 5 additional runs ($4/analysis) — modeled at adoption rate across active users.
Monitoring Add-On: $89/month when purchased separately by Business tier customers. Included in Business Pro — not additive for that tier.
GTM & Distribution
Partner-Led Distribution at Scale
Partner Types
ISOs · Associations · Banks · Fintech · PEOs · Strategic Partners
CostSavings Platform
Aggregates relationships, analyzes spend, and delivers savings
SMBs & Mid-Market Businesses
Receive savings, financial tools, and intelligent recommendations
Trusted partners give CostSavings access to large business portfolios — without relying solely on direct customer acquisition.
Market Opportunity
A Large, Underserved SMB & Mid-Market Market
Ideal Customer Profile
100–1000 Employees
Target business size across all verticals
$1M–$100M+ Revenue
Annual revenue range of addressable businesses
Meaningful Recurring Spend
Utilities, vendors, payroll, and services
No Internal Procurement
Lacks a dedicated cost optimization function
Why Now
AI has made spend analysis scalable and affordable for the first time
ERP/accounting connectivity enables automated data ingestion at scale
Partner distribution channels are actively seeking value-add products for their SMB portfolios
Traction & Advantage
Built. Operational. Defensible.
Core V2 Platform Live
Fully operational
CostPilot + Dollar Bill
AI savings analysis active
40+ ERP/Accounting Connections
Via partner infrastructure
Web + Mobile
Full platform availability
U.S. Patent No. 11,875,374
Proprietary technology protected
Partner-Led Distribution
Strategy in active development
Competitive Moat
Proprietary AI
Trained on real business spend data
Deep ERP/Accounting Connectivity
Via partner infrastructure — plug-and-play at scale
Compounding Platform Advantage
More data → better analysis → deeper customer relationships
Revenue Model
Financial Opportunity
Base-Case Scaling Scenario
Year 1: prove the model · Year 2: expand channels · Year 3: scale portfolios
Downstream ARPU includes GPO, employee savings, financial services, payroll, CostPilot upgrades, and monitoring.
Base-case scenario only. Not a guarantee of future performance.
Team & The Ask
Experienced Operators. Clear Path Forward.
Bill Kurtzner
Co-Founder
20+ years in enterprise sales and cost optimization
Chris Panucci
Co-Founder
Built CostSavings UI/UX, CostPilot AI, and CostSavings360
Anthony Ribas
CSO
Payments industry veteran, 20+ years of experience
$1M
Raising on a SAFE
$10M
Valuation Cap
Commercialization
Activate distribution channels, onboard customers, and accelerate revenue
AI + Product Expansion
Scale CostPilot, Dollar Bill ML Layer, Engadgement automation, and integration depth.
Enterprise Readiness
Security, infrastructure, analytics, and high-volume onboarding
Bill Kurtzner  |  Bill@CostSavings.com  |  www.CostSavings.com