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Recurring spend, under review

Spot the next charge.Decide what stays.

Review recurring QuickBooks charges, see the history behind them, and decide what deserves your attention.

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TERM Overview showing spending history, recurring charges and upcoming estimates

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

What TERM checks.

  1. Observed charges

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

  2. Estimated next charge

    Repeat purchases suggest when another charge may arrive.

  3. Your decision

    Review the history and record your next step.

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

The history behind each decision.

Explore TERM features

Review each purchase.

Save a category or decision. TERM does not change your QuickBooks ledger.

Spot repeat charges.

Find recurring purchases and see when the next charge is estimated.

Compare your spending.

See imported spending by month and vendor.

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.

  • QuickBooksRequired
  • GmailExperimental
  • OutlookExperimental
  • SlackOptional

QuickBooks is all you need. Other connections are optional; mailbox checks are experimental.

How integrations work

A plan for your review workflow.

Plans start at $15 a month. Compare what’s included.

View pricing

Questions before you connect.

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.

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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.

Know what needs your attention.

Create your account, then connect your books when you’re ready.

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