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Explore TERM

Spot the next charge.Decide what stays.

TERM finds recurring charges in QuickBooks, shows the purchase history, and estimates what may be charged next. You decide what to keep or investigate.

Explore TERM Create an account
Your books → your review queueNo changes to your ledger

Connect QuickBooks

Bring in your purchase history.

Term

Find recurring spend

Check patterns and category suggestions.

Review what matters

Keep tracking, investigate, or plan to cancel.

You stay in control. TERM records decisions; it does not cancel subscriptions.

TERM never writes to your books, decisions wait for you, and you can disconnect at any time.

What TERM checks.

  1. 01 / ReadObserved charges

    Vendor, amount, date, and category from your connected books.

  2. 02 / InferEstimated next charge

    Repeat purchases suggest when another charge may arrive.

  3. 03 / ActYour decision

    Review the history and record your next step.

Charge estimates are not verified contract dates. Check vendor terms before cancelling.

See where your recurring spend goes.

Spot repeat charges
See which vendors you pay regularly.
Check the history
Review the purchases behind each estimate.
Choose your next step
Keep decisions and follow-up in one place.

A closer look at your review queue.

Example workspace · Not customer results

Explore TERM
Charge decisionSample data
Adobe Creative CloudEstimated next charge around Sep 7
Pattern detected
Every month$89
Annualized cost$1,068
Example charges behind this estimate
DateAmount
Jun 7$89
Jul 7$89
Aug 7$89

An estimate from purchase history, not a verified contract date. Check cancellation terms with Adobe before acting.

KeepInvestigatePlan to cancel

Your books stay your books.

QuickBooks stays your accounting system. TERM helps you review the spending.

  • Read-only

    TERM has no write path to QuickBooks. Reviews are saved in TERM; your ledger stays unchanged.

  • Decisions wait for you

    You review each suggestion. TERM cannot cancel subscriptions for you.

  • Encrypted

    Connections use HTTPS. QuickBooks access tokens are encrypted before storage.

  • Disconnect anytime

    Remove a connection from TERM or revoke access through QuickBooks.

View security

Start with QuickBooks.

  • QuickBooks
  • Gmail
  • Outlook
  • Slack

QuickBooks is all you need. The rest are optional.

How integrations work

Pricing

Starter

Review transactions and recurring spend.

$15/ month

Choose Starter

Includes

  • Transaction review queue
  • Recurring spend detection
  • Spend reporting and export

Pro

Recommended

Add rules and alerts to your review workflow.

$30/ month

Choose Pro

Everything in Starter, plus

  • Automatic rules
  • Renewal alerts
  • Approval workflowsIn development
  • Priority supportIn development

Studio

Add detailed reporting and exports.

$50/ month

Choose Studio

Everything in Pro, plus

  • Multiple companiesIn development
  • Roles and permissionsIn development
  • Advanced reporting

Billed monthly · Cancel anytime

Does TERM replace QuickBooks?

No. QuickBooks remains your accounting system. TERM reads purchase history and helps you review recurring spending without changing your ledger.

Can TERM change my books on its own?

No. Category reviews and decisions are saved in TERM only. TERM cannot write to your QuickBooks ledger or cancel subscriptions.

What QuickBooks access does TERM need?

QuickBooks asks you to approve accounting access. That permission is broader than TERM needs: TERM only reads your company profile and purchases. You can revoke access in QuickBooks at any time. The security page explains the permission in detail.

How does TERM find recurring spend?

TERM compares vendors, amounts, and purchase dates to find repeat charges. The next charge date is an estimate, not a verified contract renewal. Check vendor terms before cancelling.

View all questions
Do I need to connect a mailbox or Slack?

No. QuickBooks alone is enough. Gmail, Outlook, and Slack are optional, and they exist to catch renewal notices and price changes that never reach the books.

How does billing work?

Plans are billed monthly and start when you check out. There is no trial period. You are charged for the first month at signup.

Can I cancel?

Yes, at any time. Cancelling stops future renewals and takes effect at the end of the month you have already paid for, so you keep access until then.

Do I get a refund if I cancel mid-month?

Payments already made are not refunded for partial months, except where the law requires it. You keep full access for the rest of the period.

Take a look before connecting your books.

Explore the review workflow, then create your account when you’re ready.

Explore TERM