Documentation

Everything the support assistant knows about PeriodGuard. Short on purpose.

• Getting started

  PeriodGuard keeps a full history of every change to your accounting records and emails you, and your accountant if you like, when anything changes in a month you have already closed. It only reads your books; it never changes them.

• Billing

  | Plan | Price | Businesses | History kept | Snapshots | Alert addresses per business | API and agent queries a month | | ----------- | ------------------------- | ---------- | ------------ | ------------- | ---------------------------- | ----------------------------- | | Free | $0 | 1 | Last 30 days | Every 6 hours | 1 | 100 | | Business | $19/month or $190/year | 1 | Everything | Every hour | 5 | 2,000 | | Practice | $99/month or $990/year | 10 | Everything | Every hour | 10 | 10,000 | | Practice 50 | $349/month or $3,490/year | 50 | Everything | Every hour | 10 | 50,000 |

• API keys

  An API key lets a script, a spreadsheet or an AI agent read your change history without a browser. Keys are created and revoked on **API keys**. Free allows 1 active key, Business 3, Practice 5 and Practice 50 10. A key can read every business on the account, so give it only to tools you trust.

• Agent access

  An AI agent can read the change history of the businesses on your account through the API or the MCP server, with the same filters as the web app: for example, what changed in a closed month for one client since Friday. Agents read; connecting and disconnecting businesses stays in the web app.

• Refunds

  Ask within **14 days** of any charge and you get a full refund, no questions asked. This covers the first payment and every renewal, monthly or annual. The 14 days count from the date of the charge, so a renewal charged at the end of last month still counts if it was within the last 14 days.

• The change history

  At each snapshot PeriodGuard asks for the records changed since the last one and compares each with the version it kept. A record that differs becomes a new version, and the difference becomes a change: which fields changed, each with its value before and after. A record that is new since the last snapshot shows as **Created**; a status change shows as **Voided**, **Deleted**, **Archived** or **Status changed**.

• Your data and security

  PeriodGuard asks only for permission to read: sales and purchases, payments, banking, manual journals, contacts and your organisation's settings (name, lock dates, chart of accounts). It never asks for permission to create, change or delete anything, and refuses a connection that offers more.