Terms of service.

CloseBooks provides software for CPA firms and finance teams to assist with transaction categorization, review, export, client collaboration, and related close workflows. Users are responsible for reviewing accounting output before relying on it.

AI output is assistive and may be incorrect. Your firm remains responsible for final accounting decisions, client deliverables, filings, and professional obligations.

CloseBooks offers trial access and paid subscription plans. Billing is processed through Stripe. Plan limits, cancellation options, and invoices are managed through the customer portal where available.

Do not use CloseBooks to process data you are not authorized to handle, attempt to bypass access controls, overload AI endpoints, reverse engineer the service, or use the platform for unlawful activity.

For contracting questions, contact hello@closebooks.io.