For CPA and CAS firms

The AI close layer your firm controls.

CloseBooks is built for firms that manage recurring client books. It is not a generic chatbot, not a managed-service replacement, and not an enterprise checklist. It is a review-first close workflow for firms that want AI speed with CPA control.

Start paid pilot Try sample close

✓Review exceptions instead of every row

✓Keep QuickBooks workflows your clients already use

✓Own the AI workflow instead of outsourcing client margin

✓Package close output for review, export, and client delivery

Firm workflows

Built around the work firms repeat every month.

Monthly bookkeeping close

Upload statements, classify transactions, review exceptions, and export QuickBooks-ready files.

Partner review

Give reviewers confidence scores, COA validation flags, AI reasoning, and a clean exception queue.

Client questions

Turn ambiguous transactions and missing documents into focused client requests instead of long email threads.

Firm standardization

Use correction memory and firm rules so preparers apply the same judgment across similar clients.

Paid pilot

Prove CloseBooks on real client work.

In a paid pilot we set up real clients with your team, run the review workflow, export the CSVs, then decide together whether a subscription makes sense.

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Map your close process

We identify your client types, current QBO/CSV workflow, review owners, and bottlenecks.

Run real client samples

Your team uploads statements, validates COA mappings, reviews exceptions, and exports a close package.

Review the results together

We walk through the exported files, the exceptions your team handled, and the rules you saved.

Convert the workflow

If the pilot proves value, roll the setup into the right subscription and expand client volume.

Included in pilot

✓Setup for up to 10 client close workflows

✓Chart-of-accounts validation for each pilot client

✓Sample CSV import and QuickBooks-ready export walkthrough

✓Firm rules and correction patterns configured during review

✓Security, privacy, and DPA review path for stakeholders

✓Conversion plan into a Starter, Professional, or Enterprise subscription