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Your agent finds everything

Porcia discovers your full software stack automatically — from email, SSO, and browser usage. Including shadow IT.

Discovery Sources

Porcia currently uses three complementary discovery methods:

Email Intelligence

Discovers vendors from invoices, renewals, and vendor communications

SSO Integration

Finds all applications accessed via your identity provider

Browser Extension

Tracks real browser usage of SaaS applications
Porcia is actively adding financial integrations (Brex, Ramp, QuickBooks, Xero) for even more granular spend data capture.

How Discovery Works

Multi-Source Correlation

When Porcia discovers an application, it correlates data from all connected sources: Example: Discovering Slack
  1. Email - Invoice from billing@slack.com detected
  2. SSO - Slack app found in Google Workspace
  3. Browser - Team spending time on slack.com
All three sources are correlated into a single Slack vendor profile with:
  • Pricing from email invoice
  • User count from SSO
  • Actual usage from browser extension
Financial integration (coming soon) will add payment history and transaction data for even more complete vendor profiles.

Vendor Matching Algorithm

Porcia uses a sophisticated matching process to identify vendors:
1

Domain Matching

Check if the domain matches a known vendor in our databaseExample: salesforce.com → Salesforce
2

Alias Resolution

Match common aliases and abbreviationsExample: SFDC → Salesforce, G Suite → Google Workspace
3

Fuzzy Matching

Handle variations in vendor namesExample: Salesforce.com = Salesforce = Sales Force
4

AI Categorization

Use AI to identify unknown vendors and categorize themExample: New SaaS tool → Categorized as “Project Management”
5

Manual Confirmation

Flag uncertain matches for user reviewYou can confirm or correct vendor identification
Porcia’s vendor database contains thousands of SaaS vendors with domain aliases, parent companies, and product relationships.

Discovery Dashboard

Vendor List

View all discovered vendors in one place:
  • Vendor name and logo - Visual identification
  • Discovery source - How the vendor was found (email, SSO, browser, finance)
  • Status - Active, inactive, or trial
  • Spend - Estimated or actual spending
  • Users - Number of team members with access
  • Last activity - Most recent usage or communication
Find specific vendors quickly:
  • Search - By vendor name, domain, or category
  • Filter by source - Email, SSO, browser, or finance
  • Filter by status - Active, inactive, trial, or expired
  • Filter by category - Communication, productivity, development, etc.
  • Sort - By spend, users, last activity, or name

Vendor Details

Click any vendor to see complete information:
  • Vendor profile (name, logo, website, description)
  • Discovery timeline (when and how discovered)
  • Current status and subscription details
  • Key contacts and account information

Shadow IT Detection

Porcia automatically identifies shadow IT - applications used by your team without IT approval:

What is Shadow IT?

Shadow IT refers to SaaS applications that are:
  • Used by employees without IT knowledge
  • Purchased with personal or team credit cards
  • Not managed by IT department
  • Potentially creating security or compliance risks

How Porcia Detects Shadow IT

1

Browser tracking

Extension detects SaaS usage not in your official app catalog
2

Email analysis

Finds vendor communications IT isn’t aware of
3

SSO comparison

Identifies apps added to SSO without IT approval
4

Alert generation

Notifies admins of newly discovered shadow IT

Shadow IT Dashboard

View all shadow IT applications:
  • Risk score - Security and compliance risk (low, medium, high)
  • Users - Who’s using the application
  • Usage frequency - How often it’s accessed
  • Data access - What permissions the app has
  • Recommended action - Approve, replace, or block
Shadow IT isn’t always bad! Many shadow IT apps are legitimate tools that should be officially adopted. Porcia helps you evaluate and manage them.

Vendor Categories

Porcia automatically categorizes vendors:
  • Communication - Slack, Microsoft Teams, Zoom
  • Productivity - Google Workspace, Microsoft 365, Notion
  • Development - GitHub, GitLab, Jira, Linear
  • Design - Figma, Adobe Creative Cloud, Canva
  • Marketing - HubSpot, Mailchimp, Google Ads
  • Sales - Salesforce, HubSpot CRM, Pipedrive
  • Finance - QuickBooks, Xero, Stripe
  • HR - BambooHR, Gusto, Workday
  • Security - 1Password, Okta, Cloudflare
  • Analytics - Google Analytics, Mixpanel, Amplitude
  • Infrastructure - AWS, Google Cloud, Heroku
  • Other - Uncategorized or custom tools
You can recategorize vendors or create custom categories in vendor settings.

Discovery Insights

Duplicate Tools

Porcia identifies multiple tools serving the same purpose: Example:
  • Slack (company-wide)
  • Microsoft Teams (engineering team)
  • Discord (design team)
Recommendation: Consolidate to one communication platform

Underutilized Licenses

Find applications with low usage: Example (illustrative):
  • 50 Figma licenses purchased
  • Only 12 users active in last 30 days
  • 38 unused licenses = significant monthly waste
Recommendation: Right-size to active user count and save on unused seats

Consolidation Opportunities

Identify vendors offering bundled pricing: Example (illustrative):
  • Using Mailchimp + Calendly + SurveyMonkey separately
  • A bundled tool like HubSpot may cover all three features at a lower combined cost
  • Potential savings + simplified vendor management

Discovery Settings

Auto-Discovery

Control automatic discovery behavior:
  • Email discovery - Enable/disable email-based discovery
  • SSO discovery - Enable/disable SSO-based discovery
  • Browser discovery - Enable/disable browser extension discovery
  • Financial discovery - Enable/disable transaction-based discovery

Discovery Rules

Create custom rules for automatic actions: Example rules:
  • Auto-approve vendors from specific domains
  • Auto-categorize vendors by domain pattern
  • Auto-assign vendors to specific team members
  • Auto-tag vendors with custom labels

Exclusions

Exclude specific domains or vendors from discovery:
  • Personal tools - Exclude personal email, calendar, etc.
  • Internal tools - Exclude company-built applications
  • Non-SaaS - Exclude hardware vendors, consultants, etc.
Excluded vendors won’t appear in your dashboard but can be manually added if needed.

Discovery API

For advanced users, Porcia offers an API to:
  • Manually add vendors
  • Update vendor information
  • Trigger discovery scans
  • Export discovery data

API Documentation

View complete API documentation (coming soon)

Next Steps