Starter
See what needs attention.
$15/ month
Choose StarterIncludes
- Transaction review queue
- Recurring spend detection
- Spend reporting and export
1,284 transactions.3 decisions.
TERM turns your QuickBooks activity into the few financial decisions that actually need you.
The month, after TERM read it1,284 transactions came in. Three need a person; the rest are already cleared.
TERM never writes to your books, decisions wait for you, and you can disconnect at any time.
1,284transactions last month
3needed a decision
The other 1,281 did not need your attention. TERM read all of them anyway.
Money leaves your business every month.
Some of it you forgot about.
A subscription nobody uses. A plan that quietly went up.
$45per month
That is$540a year
One queue. Three decisions.
TERM prepares the decision. You approve it.
DatadogAug 19 · $93
$93- TERM suggests
- Software & subscriptions
- Confidence
- High confidence · 97%
Matches 11 earlier Datadog charges you approved to this account.
| Date | Amount | Category |
|---|---|---|
| Jul 19 | $93 | Software & subscriptions |
| Jun 19 | $93 | Software & subscriptions |
| May 19 | $88 | Software & subscriptions |
Your books stay your books.
TERM works alongside QuickBooks. It never becomes the record.
Read-only
TERM has no write path to QuickBooks. Your decisions are recorded in TERM, not pushed back to your ledger.
Decisions wait for you
TERM prepares a decision and holds it. It cannot cancel a subscription on your behalf.
Encrypted
Served over HTTPS. Your QuickBooks tokens are encrypted with AES-256-GCM before they are stored.
Revocable
Disconnecting revokes the token with Intuit and deletes it here. Access ends immediately.
Works where your financial decisions already happen.
- QuickBooks
- Gmail
- Outlook
- Slack
QuickBooks is all you need. The rest are optional.
How integrations workPricing
Pro
RecommendedControl what happens next.
$30/ month
Choose ProEverything in Starter, plus
- Automatic rules
- Renewal alerts
- Approval workflowsIn development
- Priority supportIn development
Studio
Everything in Pro, while the team features land.
$50/ month
Choose StudioEverything in Pro, plus
- Multiple companiesIn development
- Roles and permissionsIn development
- Advanced reportingIn development
Billed monthly · Cancel anytime
Does TERM replace QuickBooks?
No. QuickBooks stays your book of record. TERM reads the activity, organizes it, and prepares decisions; your ledger is never changed by TERM.
Can TERM change my books on its own?
No. TERM has no write path to QuickBooks at all. Categorizations and decisions are recorded in TERM; your ledger is untouched either way.
What QuickBooks access does TERM need?
One OAuth scope, com.intuit.quickbooks.accounting. Intuit does not offer a read-only version of it, so the scope permits more than TERM uses. What limits the access is that TERM never issues a write request. It reads your company profile and your purchases, and you can revoke the connection from QuickBooks at any time.
How does TERM find recurring spend?
It groups charges by vendor, amount, and interval. When the same vendor bills on a regular cadence, TERM treats it as a commitment and tracks the renewal instead of showing you the same line every month.
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.