Paid pilot program

Put CloseBooks on your real close workflow.

The pilot is for firms ready to evaluate CloseBooks with real client samples, real review controls, and a concrete subscription decision at the end.

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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

Success criteria

What “worked” means

✓At least one client reaches reviewed export
✓Your team creates or applies firm rules during review
✓COA Guard blocks or validates account mappings before export
✓You identify the next batch of clients worth onboarding

Deliverables

What your firm receives

✓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