Read-only books-integrity agent for QuickBooks
Recurring Charge & Forgotten Subscription Review for QuickBooks
Money doesn't leave loudly — it leaves $89 at a time, every month, for a tool nobody opened since March. A free, read-only AI agent reads the books and lays out every recurring charge and the ones that quietly went up.
Start free — no credit cardFree to use · No credit card · Read-only QuickBooks access · 2-minute setup
Why recurring charges slip out unnoticed
Recurring software and service charges are small, regular, and on autopay — which is exactly why they're invisible. A subscription nobody uses keeps billing month after month, and a vendor that quietly raises its price rarely sends an email. Each individual charge is too small to question, so it never gets questioned. Across a year, a hundred small leaks add up to a number the client would have wanted to see.
How the agent surfaces the spend
Connect QuickBooks Online read-only and the AI agent reads the bills already in the file and lays it all out: every recurring charge priced per month and per year, every price that moved with what it was, what it is now and since when, and one number on top — what 'recurring' actually costs this client per year. It's the whole picture, surfaced for your review. The agent never touches your books.
A concrete example
On a connected file, the agent flagged a recurring charge from CloudDesk Software that had quietly moved from $89 to $109 a month — a 23% increase — costing an extra $240 a year, inside a recurring-spend total of $1,308 a year for that client. The agent frames the increase as a change to confirm, not an accusation, and presents the inventory for the bookkeeper to walk through.
Why it matters for client conversations
This is the conversation every client appreciates: here's what you're paying on autopilot every year — want to walk the list? A bookkeeper or fractional controller walks into the next call with one annual number and a line-by-line breakdown, so the client can keep, renegotiate, or cancel each charge. It replaces the awkward 'I didn't know we still paid for that' with a proactive, advisory moment.
Find it in your books
Run a free, read-only scan of your QuickBooks.
Sign in with Google, connect QuickBooks, and see your findings in about two minutes — no credit card.
Start free scan See a sample report →Frequently asked
What is a recurring charge audit?
It's a review that inventories every recurring or subscription charge in the books, prices each per month and per year, and flags any whose price quietly increased. The goal is to give the client one clear annual number and a list to decide what to keep, renegotiate, or cancel.
Can QuickBooks list all my recurring subscriptions?
QuickBooks records the bills but doesn't compile a single view of every recurring charge with its annual cost, nor does it flag a price that quietly stepped up and stayed there. This AI agent reads the file read-only and surfaces both for your review.
How does it treat a price increase it finds?
As a change to confirm, never an accusation. The agent shows what the charge was, what it is now, and since when, plus the extra cost per year — a diagnostic for your review so you can verify the increase was agreed. The agent flags; you decide.
How do I audit recurring charges in a client's books?
It's free to start, no credit card. Sign in with Google, connect QuickBooks Online read-only, and the agent inventories every recurring charge with its annual cost and flags any price that moved — usually in about a minute.
Invoice Auditor