Use case
Bookkeeping review that surfaces what matters.
CloseBooks gives reviewers confidence scores, AI reasoning, COA validation, and exception queues so they can focus on judgment calls.
What slows firms down
- •Reviewers cannot tell which rows need attention first.
- •Invalid or inconsistent account mappings slip through manual workflows.
- •Notes, reasoning, and final decisions are scattered across files.
CloseBooks workflow
- 1Run AI categorization with confidence scores
- 2Block invalid COA mappings before export
- 3Review flagged rows and suspicious account directions
- 4Save repeat decisions as firm rules
- 5Export with audit-ready context
Expected outcomes
- •Reviewer time spent on exceptions, not every row
- •Cleaner export boundaries
- •More consistent client books month after month