Implementation

Go from evaluation to first export without a consulting project.

CloseBooks should prove value quickly. The implementation path is designed around one real close workflow first, then expanding once your firm sees where AI review fits.

Day 1: Firm setup

Create the firm workspace, identify pilot clients, confirm security questions, and choose the first workflow.

First close: Prove the path

Upload transactions and COA, run categorization, review exceptions, save rules, and export the first package.

Week 1: Repeat with more clients

Run the same workflow across the pilot group and identify repeat vendors, client blockers, and rule opportunities.

Expansion: Operationalize

Move the firm into the right subscription tier, add users, and expand into client portal or API workflows as needed.

Bring to kickoff

✓Firm name, owner, and billing contact
✓Pilot client list and current close workflow
✓Client chart of accounts or sample export
✓Bank or credit card CSV sample
✓Reviewer and preparer roles
✓Security or DPA questions

Best next step

Run a paid pilot.

A paid pilot gives your firm a structured way to validate CloseBooks on real client work, with clear success criteria and a subscription decision at the end.

See pilot plan