Try the CloseBooks close workflow
AI-assisted categorization on sample data when available — human review before export.
Upload your bank statement
CloseBooks reads any CSV export from Chase, Bank of America, Wells Fargo, and more. The demo categorizes up to 25 rows with AI-assisted suggestions when the model is available.
Don't have a CSV handy?
Download our sample — 20 real transactions from Sunrise Advisory LLC
What just happened
CloseBooks reads any CSV exported from your client's bank.
Chase, Bank of America, Wells Fargo, Citi — one CSV, zero formatting required.
- ✓ Handles 1 or 10,000 transactions
- ✓ Auto-detects column formats
- ✓ Security-first upload workflow
Time saved on this close
Use the ROI calculator to estimate time saved for your firm size and client volume.
Also included in every plan
Autopilot — guided close pipeline with exception review
Advisory memos — AI-drafted client summaries for your review
Audit defense — draft response letters for CPA review (beta)
TaxDraft — tax prep workspace from close data (beta)
Client portal — branded financials your clients can see live