FINANCIAL OPERATIONS, UNDER CONTROL

See the money.
Make the decision.

TERM turns QuickBooks activity into organized spend, recurring commitments, and timely renewal decisions.

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ACCOUNTING SOURCEQuickBooks CONNECTED
TERM CONTROL LAYER
NormalizeClean vendor data
ClassifyMatch your accounts
TrackFind recurring spend
PrioritizeSurface the decision
RENEWAL DECISIONReview Figma renewal
Renews in 12 days
EXAMPLE SPEND
FigmaNotionDropboxZoomDatadog
Recognized as vendors—not presented as integrations.
ONE CLEAR WORKFLOW

From transaction to decision.

Scroll, click, or move to the next view.

Categorize

Books arrive prepared.

TERM suggests the account and shows why. You approve the exception.

FIGMA INC.$45.00UNCATEGORIZED
97% CONFIDENCETERM SUGGESTSSoftware & subscriptions
TRY THE PRODUCT LOGIC

Click through two real decisions.

CATEGORIZATIONApprove the account
INTERACTIVE SAMPLE
1/ 3
ADOBE *CREATIVE CLOUD$54.99
TERM SUGGESTS

Software & subscriptions

96%

Matches 11 prior Adobe transactions and your Software account.

Example data · No accounting changes are made
RENEWAL TIMINGMove through the term
INTERACTIVE TIMELINE · EXAMPLE DATADecision window
ADOBE CREATIVE CLOUD$89 / month
12DAYS REMAINING
StartAUG 08
Decision windowAUG 20
RenewSEP 07

There is enough time to compare, renegotiate, cancel, or renew.

HOW TERM WORKS

From books to decisions in three steps.

+TERM works alongside your accounting software.It never replaces your books.

Connect

Securely connect QuickBooks or bring a clean export.

Understand

TERM organizes activity into patterns, commitments, and timing.

Decide

Review the signal, approve the next action, and keep control.

Read-only by default · Encrypted in transit and at rest
BUILT FOR QUICKBOOKS WORKFLOWS

Keep the books.
Add the control layer.

TERM prepares and explains. Your accounting record stays intact until you approve the work.

SIMPLE, TRANSPARENT PRICING

Start with the way you operate.

Choose the plan that fits today. Upgrade whenever the workload grows.

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Starter

For getting clarity on your spend.

One company, one clear review queue, and the essentials.

$19/moBilled monthly
  • 1 company / QuickBooks connection
  • Transaction review queue
  • Recurring spend detection
  • Basic reporting
  • Email support
Start free
Studio

For operators managing multiple companies.

Consolidated oversight, controls, and team collaboration.

$99/moBilled monthly
  • Everything in Pro
  • Multiple companies / books
  • Team roles and permissions
  • Advanced reporting and exports
  • Dedicated support
Start free

Your data stays secure. TERM never changes your books without approval.

ONE PLACE TO LOOK

Know what needs you.

Seven days to see TERM on your own workflow.

Start your trial