About
CloseBooks is built for AI-first CPA firms.
Our focus is simple: help firms close more clients with fewer manual rows, clearer review controls, and better client delivery.
What we are building
CloseBooks combines AI categorization, chart-of-accounts validation, exception review, QuickBooks-ready exports, client workflows, and firm automation into one close workspace.
Who it is for
CloseBooks is designed for CPA firms, bookkeeping teams, and accounting practices that want software they control instead of outsourcing margin, client relationships, and quality assurance.
How we think about AI
AI should handle repetitive volume while CPAs keep professional judgment. That is why CloseBooks emphasizes confidence scores, validation, exceptions, auditability, and human review before export.