Capabilities
Built into every plan — not a customer list
Auto-approval threshold
Upload, review, export
Trial access
Security & control
Review-first, firm-scoped, auditable.
AI suggestions arrive with a confidence score and reasoning, low-confidence rows wait for a person, data is scoped to your firm, and billing runs through Stripe.
Human review before export
Rows under 85% confidence, or that don't match the client's chart of accounts, wait for your team. Export is blocked until every row is approved and maps to the chart.
Firm-scoped access
Signed-in firm workspaces, with database row-level security scoping client data to your firm.
Session controls
Dashboard sessions require signing in again after 30 minutes of inactivity.
Stripe-hosted billing
Subscriptions, invoices, and payment methods are handled through Stripe Checkout and the Stripe customer portal.
What's in the product
One workflow, statement to export.
CloseBooks takes a client's bank statement to a validated, QuickBooks-ready CSV. Claude suggests accounts from the client's chart, rules saved from your corrections are reapplied, and anything uncertain waits for your review.
Built for the monthly close
One path per client: upload a bank statement, categorize against their chart of accounts, review, export.
Trust before export
COA validation, confidence scores, and an exception queue keep CPAs in control before files leave the system.
Firm memory
Save a correction as a vendor rule and it is applied to matching rows on later closes. Recent corrections are also passed to the AI as hints.
Export and report
Download a QuickBooks-ready CSV or a standard CSV, and print a close report for the period (Save as PDF).
Under the hood
The pieces of the core workflow.
Each one is part of the upload, review, and export path you can try during the trial.
Features
Thecoreofamonth-endclose.
Upload,review,export.
AI that learns your firm
Recent corrections are passed to Claude as hints when it categorizes, and saved vendor rules are applied on top of its suggestions.
Guided close workflow
Upload the bank statement. AI suggests categories; your team approves exceptions.
Rules engine
Save a correction as a vendor rule. It's applied automatically to matching pending rows when you open a close.
Printable close report
Open a summary of the close in the browser, then print it or Save as PDF.
Every client, one workspace
Each client keeps its own chart of accounts and close history inside your firm workspace.
Your client list
How it works
From bank statement to QuickBooks-ready CSV in three steps.
01
Drop in the statement
Upload a CSV or PDF bank statement. CloseBooks parses the transactions and prepares them for categorization against the client's chart of accounts.
02
AI suggests, you approve
Claude suggests an account for each transaction with a confidence score and its reasoning, using your firm's recent corrections as hints. Saved vendor rules are applied, and rows under 85% confidence wait for your review.
03
Review. Approve. Done.
Filter to the exceptions and low-confidence rows, approve or recategorize them (in bulk, with undo), then download a QuickBooks-ready CSV or print a close report.
Product proof
See the workflow before you commit. Then run it on one client.
Interactive demo
Walk through upload, AI categorization, review, and export with sample data. No account required.
Guided first close
Create a firm account, upload a bank CSV or PDF, review exceptions, and download your first QuickBooks-ready CSV.
Sample close package
Preview validated rows, an exception list, and export checks before uploading your own files.
Pricing
Pick the plan that matches your firm.
Priced like software, not a salary. No per-transaction fees. Upgrade anytime.
14-day trial on every plan · Cancel anytime · Annual saves 20%